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Description

Jerry Parker needs no introduction. He's been running a successful trend following firm, Chesapeake Capital, since the 1980's.


 


Today, we talk about a number of different things including:


1) Winton Capital "stepping away" from trend following


2) Morningstar's study on fund manager performance


3) The Dr. Copper myth


4) Earnings growth vs. stock market returns


 


We plan on having these discussions every so often when we come across articles we like and when important market events occur.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit mikemelissinos.substack.com