Top Traders Unplugged

Niels Kaastrup-Larsen

Top Traders Unplugged is where the world’s best investors come to share how they think - not just what they trade. Hosted by Niels Kaastrup-Larsen, the show goes deep into systematic trend following, global macro, and the principles that drive long-term success. No forecasts. No fads. Just real conversations with hedge fund managers, economists, authors, and allocators - revealing the timeless ideas, mental models, and risk frameworks behind robust performance. If you're building resilient portfolios, allocating capital, or simply looking to cut through the noise - this is your edge. Clear thinking. Deep insights. Real experience. 🎧 New episodes weekly. Explore all episodes at toptradersunplugged.com https://toptradersunplugged.com

  1. GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley

    51 min ago

    GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley

    The US dollar has become so familiar that most investors rarely stop to ask how it became the world's dominant currency or why that dominance has endured. Brendan Greeley joins Alan Dunne to trace the dollar's remarkable journey from a silver coin in sixteenth century Europe to the foundation of modern global finance. Along the way they explore the hidden mechanics of money creation, the evolution of offshore dollars, the Federal Reserve's expanding role, and why the institutions supporting the dollar may matter far more than politics. It is a conversation that challenges many of the assumptions investors hold about money, banking and monetary policy. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Alan on LinkedIn. Follow Brendan on X. Episode TimeStamps: 00:00 - Why the Fed's balance sheet deserves far more scrutiny 00:57 - Brendan Greeley's journey from journalism to monetary history 06:36 - How studying financial history changed his view of economics 11:38 - The hidden difference between big money and small money 17:43 - How the dollar existed before the United States 26:40 - Why the dollar became the world's reserve currency 29:36 - The birth of the Eurodollar market and offshore money creation 34:53 - What really supports the dollar's global dominance 40:09 - Could global finance split into competing currency blocs 44:21 - Has the Federal Reserve become too powerful 50:01 - Why QE, the Fed's balance sheet and future reforms matter 52:53 - Brendan Greeley's essential book recommendation Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer

    56 min
  2. SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan

    4 days ago

    SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan

    Markets may be entering one of the most important regime shifts in decades. Cem Karsan joins Niels Kaastrup-Larsen to argue that the United States is moving away from traditional free market capitalism towards a far more strategic model where government, markets and technology become increasingly intertwined. They discuss why positioning continues to dominate market behaviour, the growing role of sovereign investment, the future of AI driven capital spending, and why the next major turning point may arrive after the US midterm elections. It is a conversation that challenges conventional market thinking and explores how politics, policy and capital are becoming inseparable. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Cem on Twitter. Episode TimeStamps: 00:00 - America at 250 and why major turning points often arrive after two and a half centuries 03:43 - Why positioning matters more than headlines in today's markets 07:53 - Soft US jobs data and the disconnect between markets and the economy 09:15 - June performance review for trend followers and CTAs 15:14 - Why America may be adopting a more strategic form of capitalism 19:14 - The case for a US sovereign wealth fund and reshaping the financial system 30:31 - Why the US dollar remains America's greatest strategic advantage 37:52 - AI investment, capital spending and why this cycle may be different 45:46 - Kevin Warsh, Scott Bessent and the changing relationship between the Fed and Treasury 50:03 - The Summer of George and why market positioning dominates the summer months 52:22 - Why the US midterm elections could become the next major market catalyst 57:59 - Looking ahead to the second half of 2026 Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer

    1hr 2min
  3. GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

    1 Jul

    GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

    While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may already be taking shape. Joining Niels Kaastrup-Larsen and Cem Karsan, she explores how artificial intelligence, advanced energy, shifting diplomacy and technological innovation could reshape the global economy and even reduce the risk of war. From the future of the US dollar and China to nuclear energy, robotics and non human intelligence, this conversation challenges conventional thinking and offers an unusually optimistic perspective on one of the most consequential periods in modern history. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Cem on Twitter. Follow Pippa on X. Episode TimeStamps: 00:00 - Why Pippa believes the future is far more optimistic than most expect 01:05 - Reuniting after four years and revisiting major geopolitical themes 03:11 - Digital finance, transparency and the changing role of the US Treasury 06:40 - Ukraine, foreign policy and the debate over hidden funding networks 12:01 - Why Pippa believes the world is moving toward a superpower rapprochement 22:17 - The US dollar, China and competing visions of global leadership 30:49 - Lessons from history, diplomacy and the search for lasting peace 39:38 - Nuclear energy, AI and the race toward technological abundance 45:48 - Populism, inequality and whether AI will widen or close the wealth gap 55:32 - How societies can prepare for an AI driven future 58:10 - Greenland, the Arctic and the strategic battle for space infrastructure 01:04:20 - Pippa's father, diplomacy and the lessons that shaped her worldview 01:09:28 - Non human intelligence, AI and the profound questions facing humanity Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer

    1hr 20min
  4. SI406: Why Uncertainty Is a Trend Follower’s Best Friend ft. Mark Rzepczynski

    27 Jun

    SI406: Why Uncertainty Is a Trend Follower’s Best Friend ft. Mark Rzepczynski

    Markets rarely move in straight lines, but periods of uncertainty often create the biggest opportunities for systematic investors. Niels Kaastrup-Larsen and Mark Rzepczynski examine why geopolitical shocks, changing Federal Reserve leadership and shifting market regimes continue to shape trend following performance. They explore why only a handful of markets often drive returns, how diversification really works when correlations suddenly rise, and why managed futures have historically stood apart during periods of elevated volatility. Along the way, they discuss the future of monetary policy, economic data, AI driven productivity and what investors should watch as the second half of the year unfolds. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Mark on Twitter. Episode TimeStamps: 00:00 - Boston's World Cup beer shortage and remembering Alan Greenspan 05:14 - Greenspan's legacy, interest rates and lessons from 1994 10:45 - Trend following performance and the markets driving returns 14:14 - Why diversification matters and how many markets are enough 20:47 - Looking ahead to the second half of the year 23:10 - What defines a market regime change 27:49 - The new Fed Chair and five major policy priorities 39:12 - Why monetary policy changes matter for trend followers 48:28 - Research into hedge fund strategies and risk regimes 56:06 - Why managed futures stand out during periods of market stress 01:02:30 - Portfolio construction and the role of managed futures in uncertain markets Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer

    1hr 8min
  5. IL50: Why Central Banks Are Losing Control of Inflation ft. Manoj Pradhan

    24 Jun

    IL50: Why Central Banks Are Losing Control of Inflation ft. Manoj Pradhan

    Manoj Pradhan returns to Top Traders Unplugged to explain why the forces that kept inflation and interest rates low for decades are now reversing. Drawing on themes from The Great Demographic Reversal and his new book The Unanchored Central Banker, he argues that aging populations, labor shortages, rising fiscal deficits, and the changing role of central banks are creating a very different macroeconomic landscape. The conversation explores why demographics matter more than many models assume, whether AI can offset labor shortages, and why central banks may increasingly be forced to choose between controlling inflation and maintaining fiscal stability. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Kevin on SubStack & read his Book. Follow Manoj on LinkedIn and Read his Book. Episode TimeStamps: 00:00 - Why demographics matter for inflation and central banks 03:05 - The demographic sweet spot that lowered inflation and rates 06:28 - Why labor supply is now reversing 12:15 - Global birth rates and the replacement rate problem 17:03 - The fiscal blind spot in conventional economic models 20:31 - Housing, urbanization, and real interest rates 27:03 - Can AI offset labor shortages? 37:24 - Policy ideas to increase labor supply and manage aging 45:40 - Why central banks may become “unanchored” 50:40 - The tension between inflation control and debt stability 54:49 - Could high rates trigger a crisis and force policy reversal? 58:28 - Final thoughts on demographics, debt, and the future of inflation Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer

    1hr 2min
  6. SI405: Why Most Trend Following Improvements Should Fail ft. Rob Carver

    20 Jun

    SI405: Why Most Trend Following Improvements Should Fail ft. Rob Carver

    Trend following investors are constantly searching for ways to improve performance, but not every improvement survives contact with reality. Rob Carver joins Niels Kaastrup-Larsen to explore whether investors should chase the strongest trends, how different asset classes contribute to returns across market cycles, and why overfitting remains one of the biggest dangers in systematic investing. They also discuss the rise of AI generated trading strategies, the debate around perpetual futures, the changing role of economic data, and what diversification really means when markets become driven by a handful of dominant forces. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Rob on Twitter. Episode TimeStamps: 00:00 - Introduction and summer optimism in the UK 02:10 - Middle East developments, SpaceX and the new Fed Chair 06:13 - Concerns about economic data and market transparency 10:38 - Trend following performance and current market positioning 14:39 - How Rob evaluates strategies and portfolio construction 19:57 - The factor zoo and true sources of return 22:37 - What trend following adds beyond traditional risk premia 29:54 - The rise of perpetual futures and exchange concerns 42:35 - Quantica research on trend performance across asset classes 55:01 - Why commodities have become a dominant source of trend returns 56:06 - AI generated trading strategies and the risk of overfitting 01:05:48 - Drawdowns, diversification and lessons from recent research Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer

    1hr 12min
  7. GM102: China Built a Trap. Germany Set It. America Fell In. Europe Is Next ft. Michael Pettis

    17 Jun

    GM102: China Built a Trap. Germany Set It. America Fell In. Europe Is Next ft. Michael Pettis

    Michael Pettis joins Alan Dunne for a wide ranging conversation on trade imbalances, globalization and the future of the world economy. Drawing on decades of research into China, Europe and financial history, Pettis argues that persistent trade surpluses are ultimately rooted in domestic income imbalances rather than national competitiveness. The discussion explores why China struggles to rebalance, why Europe may face its biggest challenge yet, and how US reindustrialization could reshape global trade. From Bretton Woods to modern tariffs, this episode offers a provocative framework for understanding the forces driving the next phase of the global economy. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Alan on LinkedIn. Follow Michael on X. Episode TimeStamps: 00:00 - Michael Pettis warns that the real trade reckoning may still lie ahead 01:07 - Introduction to Michael Pettis and his background in finance and economics 06:34 - Why trade imbalances are ultimately driven by income imbalances 09:59 - Germany’s Hartz reforms and the roots of European imbalances 17:22 - Competitiveness versus productivity and the hidden costs of wage suppression 27:48 - China’s growth model and why rebalancing has proved so difficult 35:54 - Who will absorb China’s trade surplus if the US closes its deficit? 40:24 - Can the United States successfully reindustrialize? 45:31 - Why Europe may eventually turn toward protectionism 52:17 - The US deficit, global capital flows and the burden of dollar dominance 01:01:50 - Why the renminbi is unlikely to replace the dollar 01:10:45 - Historical trade imbalances and how painful adjustments unfold 01:16:21 - What Japan’s experience reveals about China’s future 01:21:02 - Final reflections on debt, globalization and economic adjustment Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer

    1hr 23min
  8. SI404: When Trend Following Meets Equities ft. Eric Crittenden & Andrew Beer

    13 Jun

    SI404: When Trend Following Meets Equities ft. Eric Crittenden & Andrew Beer

    Trend following has long promised and delivered diversification, crisis protection and uncorrelated returns. Yet many investors still struggle to hold it through difficult periods. In this conversation, Andrew Beer and Eric Crittenden explore why that gap exists and how combining trend following with equities may create a more durable portfolio. Together with Niels Kaastrup-Larsen discuss the rise of managed futures ETFs, the debate between simplicity and complexity in systematic investing, and why algorithmic discipline allows investors to act when intuition fails. The episode also examines portfolio construction, product design and the evolving role of alternatives in a changing investment landscape. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Andrew on Twitter. Follow Eric on LinkedIn. Episode TimeStamps: 00:00 - Introduction to the Systematic Investor series and the week's guests 02:19 - Eric reflects on recent market trends and challenging periods for trend followers 03:15 - Andrew shares optimism about AI, innovation and technological progress 06:25 - Elon Musk, SpaceX and the future of technological disruption 09:22 - The evolution of managed futures ETFs and the growing demand for alternative strategies 15:58 - How ETF liquidity works and why portfolio construction matters 19:40 - The case for combining equities and trend following into one portfolio 21:37 - Eric explains the philosophy behind his multi asset approach 31:15 - Product design, allocator behavior and why diversification often fails in practice 40:44 - Simplicity versus complexity in systematic investing 46:58 - Why elegant models often fail in real world markets 57:05 - Sharpe ratios, diversification and combining multiple return streams 59:52 - Andrew introduces the idea of Contrarian Tactical Alpha 01:02:55 - Eric on algorithmic discipline and why trends are uncomfortable to follow 01:05:26 - Final thoughts on trend following, risk management and portfolio construction Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer

    1hr 8min

Ratings & Reviews

5
out of 5
3 Ratings

About

Top Traders Unplugged is where the world’s best investors come to share how they think - not just what they trade. Hosted by Niels Kaastrup-Larsen, the show goes deep into systematic trend following, global macro, and the principles that drive long-term success. No forecasts. No fads. Just real conversations with hedge fund managers, economists, authors, and allocators - revealing the timeless ideas, mental models, and risk frameworks behind robust performance. If you're building resilient portfolios, allocating capital, or simply looking to cut through the noise - this is your edge. Clear thinking. Deep insights. Real experience. 🎧 New episodes weekly. Explore all episodes at toptradersunplugged.com https://toptradersunplugged.com

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