TopTradersUnplugged.com

Feb 01 2025 500 ep. 62 mins 41
TopTradersUnplugged.com Podcast artwork

Niels Kaastrup-Larsen | Trend Following Expert | 10-Year+ Podcast with 10M+ Downloads | Talks about Alternative Investments, Hedge Funds, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, and Volatility. Join the conversation!

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SI333: Convexity - The Trend Following Game Changer! ft. Richard Brennan

Feb 01 2025 72 mins  
Most investors focus on returns, but what about the shape of those returns? Today, Rich and I explore the often overlooked concept of convexity - a game-changing principle in trend following that helps us thrive in unpredictable markets. Inspired by insights from our recent guest, Dave Dredge, we break down why mastering convexity is key to cutting losses early, riding big winners,

GM79: How Global Economic Dynamics Shape Our Future ft. Matthew Klein

Jan 29 2025 61 mins  
Today, we explore the intricate dynamics of global trade and economics, highlighting the central thesis of Matt Klein's book, "Trade Wars or Class Wars." Klein argues that the common perception of trade as a zero-sum game is fundamentally flawed; instead, he emphasizes that positive-sum solutions exist, benefiting all parties involved. The conversation explores the impact of intern

SI332: Market Turbulence: How to Adapt to Regime Changes ft. Alan Dunne & Mark Rzepczynski

Jan 25 2025 65 mins  
Today, we explore the complexities of current market dynamics, emphasizing the heightened levels of uncertainty stemming from recent regime changes. Mark Rzepczynski shares insights on how this uncertainty can influence investment behavior and market trends, highlighting the importance for investors to adapt their strategies in response to these shifts. The discussion touches on th

GM78: Is this 1995 all over again? ft. Dave Dredge & Cem Karsan

Jan 22 2025 91 mins  
Today, we take you into the complexities of the current financial landscape, emphasizing the crucial theme of positioning in an environment marked by rising interest rates and shifting market dynamics. We explore how recent structured product issuance is significantly impacting market structure, particularly in the U.S., where the volume of callable bonds and equity-linked products

SI331: Crafting the Perfect Investment Portfolio in 2025 ft. Alan Dunne

Jan 17 2025 65 mins  
Today, we dive deep into the evolving landscape of investment strategies, emphasizing the critical need for diversification in portfolios. With a particular focus on the German economy's challenges, we highlight how geopolitical factors and shifting market dynamics are reshaping investment approaches. We explore the potential implications of rising bond yields and the importance of

OI13: The Art of Continuous Trading: Mastering Market Dynamics ft. Bill Gebhardt

Jan 14 2025 48 mins  
Bill Gebhardt from 10Dynamics discusses the intriguing intersection of market efficiency and systematic trading strategies. He emphasizes the idea that while traditional views suggest markets are efficient, many hedge funds continue to find success using price-based strategies that should theoretically not work. This paradox leads to a fascinating exploration of the psychological a

SI330: Yield Storm Ahead: Preparing for a New Era ft. Cem Karsan

Jan 10 2025 61 mins  
Together with Cem Karsan we take the pulse of the evolving landscape investors are faced with amidst rising interest rates and market volatility. A key takeaway is the recognition of structural changes in bond markets, with the potential for significantly higher yields impacting investment strategies. We explore the implications of current geopolitical dynamics, including Trump's p

TTU147: How to Craft a Rich Life Beyond Money ft. William Green

Jan 07 2025 104 mins  
William Green, author of the book "Richer, Wiser, Happier", returns to the podcast for an eye opening conversation centered around the complexities of investing and the importance of building a rich life beyond mere financial success. We explore the idea that true wealth encompasses autonomy, meaningful relationships, and personal growth, rather than just monetary accumulation. Thr

SI329: CTAs: Innovation Meets Legacy & the BlackRock Effect ft. Andrew Beer & Tom Wrobel

Jan 03 2025 88 mins  
Together with Andrew Beer and Tom Wrobel, we dive deep into the evolving landscape of managed futures and CTAs, highlighting the critical need for a narrative shift to better communicate their value to investors. Andrew and Tom discuss the challenges faced by allocators in understanding the unique benefits of trend-following strategies, especially amidst a backdrop of changing mark

IL34: Democratizing Data: A New Approach for Trustworthy Information ft. Julia Lane

Dec 31 2024 42 mins  
Our guest on this episode is Dr. Julia Lane, Professor at New York University and author of the book Democratizing Our Data: A Manifesto. Dr. Lane is a member of the National AI Research Resource Task Force and has advised the White House on promoting the use of Federal data for evidence building. She believes that the US system collecting data is outdated, inaccurate and unable to