Top Traders Unplugged

Niels Kaastrup-Larsen
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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. UGO10: The Fourth Turning Is Here: How to Trade the Regime Shift ft. Neil Howe

    -1 J

    UGO10: The Fourth Turning Is Here: How to Trade the Regime Shift ft. Neil Howe

    Cem Karsan sits down with Neil Howe to examine what a true regime shift means for markets and society. Howe argues that we are deep into a Fourth Turning, a generational winter that historically brings institutional fracture, geopolitical strain, and inflation that reshapes debts, assets, and political power. Cem ties that arc to today’s realities: the exhaustion of the 40 year tailwind from falling rates, record valuations meeting refinancing risk, and the uncomfortable truth that 60/40 has failed for long stretches before. They explore the growing divide between capital and labor, the pivot from globalization to industrial policy, and the rising appeal of commodities, cash, and convex hedges in a world where outcomes are less linear. Howe also details how his Fourth Turning ETF reflects that view, pairing thematic equities with real assets and disciplined tail protection. This is a conversation about preparing, not predicting, when history starts to rhyme a little louder. ----- 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: 01:28 - Introducing Neil Howe and why this conversation matters now 03:37 - What the Fourth Turning is and how the cycle works 10:26 - “The Fourth Turning Is Here” and the practical question: what do we do? 16:42 - Rates, inequality, and why the last 40 years may not repeat 20:17 - Inflation as a crisis tool, not a forecasting error 26:43 - Options, convexity, and non-linear portfolios in regime change 33:31 - The surge into “non-correlated” assets and what it signals 39:39 - Market closures, devaluation, and the limits of buy-the-dip history 45:28 - Commodities as a missing portfolio leg and the volatility debate 48:12 - Howe’s ETF framework: themes, commodities, cash, and tail hedges 52:43 - Timing the crisis, geopolitics, and the authoritarianism question 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

    1 h 5 min
  2. SI389: The Market Is Pinned, But Risk Is Growing ft. Cem Karsan & Alan Dunne

    -5 J

    SI389: The Market Is Pinned, But Risk Is Growing ft. Cem Karsan & Alan Dunne

    In this episode, Alan Dunne and Cem Karsan explore a market that appears calm on the surface yet increasingly unstable underneath. As indices move sideways, they discuss how options flows and structured products are reshaping market behavior, driving rotation rather than direction. From the weakening of former leaders to the rise of defensives, the conversation turns to what these shifts may signal about a broader topping process. They also examine the growing influence of AI narratives, political incentives, and global tensions, not as isolated shocks but as forces building pressure within the system. The result is a discussion about how markets evolve when structure, policy, and sentiment begin to move out of sync. ----- 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 Twitter. Follow Cem on X. Episode TimeStamps: 00:00 Intro to the Systematic Investor Series 00:23 Performance check: CTAs strong, trend tailwinds 03:13 Range-bound indices, but big dispersion and rotation 03:45 Why options pin the index: dealer flows and vol compression 05:42 Dispersion mechanics: idiosyncratic risk, falling correlation 07:32 Rotation as a topping process: leaders fade, defensives rise 09:54 OPEX and quarterly expiries: why timing windows matter 11:56 The March support effect, then weaker flows into April 17:02 AI narrative shock: anxiety, backlash, and policy consequences 22:32 Populism versus deflation stories: why inflation returns 32:43 Gold outlook: secular bull, but expect two-sided volatility 45:45 Rates as “tectonic plates”: vol compressed now, release later 50:23 Midterms, incentives, and the fight for control 57:42 Liquidity loop: markets stop rising, collateral stops expanding 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

    1 h 3 min
  3. IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts

    25 FÉVR.

    IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts

    In today’s episode we talk to Mark Roberts, founder of Off Wall Street, a legendary provider of short selling research to hedge funds. Seven months before Enron became the biggest bankruptcy in US corporate history, Off Wall Street published a report recommending the shares be sold. The success of this call made Mark and Off Wall Street synonymous with original and rigorous research. We talk to Mark about his unusual personal background, how being a hippie in Berkeley in the 1960s prepared him for identifying overvalued companies two decades later. He explains why questionable accounting and high valuations are the “symptoms, not the disease” and compares today’s markets with those of the Dotcom era. His new book, Off Wall Street How To Win At Short Selling By Betting Against The Crowd was just released in February 2026. ----- 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 Mark on LinkedIn and read his book. Episode TimeStamps: 01:41 - Introducing Mark Roberts, Off Wall Street, Enron, and the book 03:35 - An unconventional path: French literature, skepticism, and early life choices 07:40 - The first “short sale”: selling a failing steel business and learning risk firsthand 11:10 - Fidelity, Peter Lynch, and the origins of independent short research 16:48 - Founding Off Wall Street and the first major short thesis (TCBY) 27:34 - How short ideas are built, tested, and abandoned without sunk-cost bias 30:56 - Business models vs accounting: why accounting issues are symptoms, not causes 40:11 - Timing, crowd psychology, and surviving being early on a short 47:08 - Why short selling is dangerous for individuals and crowded trades fail 52:44 - Markets today vs the dot-com era, passive flows, 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

    1 h 2 min
  4. SI388: Peak Bubble? Why Markets Feel Different in 2026 ft. Mark Rzepczynski & Alan Dunne

    21 FÉVR.

    SI388: Peak Bubble? Why Markets Feel Different in 2026 ft. Mark Rzepczynski & Alan Dunne

    Today Alan and Mark step back from the noise to examine a market environment that feels subtly but meaningfully different. From AI euphoria giving way to harder questions, to gold’s steady rise and a surprising divergence between US and emerging market inflation, the conversation centers on rotation, uncertainty, and shifting assumptions about safety. They explore whether Treasuries still anchor portfolios the way they once did, how fiscal pressures could reshape monetary policy, and why regime thinking matters for systematic investors. Beneath it all is a reminder that correlations change, narratives evolve, and adaptability remains the most durable edge in uncertain markets. ----- 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 Twitter. Follow Mark on LinkedIn. Episode TimeStamps: 00:00 – Introduction & market check-in 02:52 – February performance: CTAs, trend following & commodities 04:53 – Peak bubble? AI, metals & speculative excess 07:10 – Gold demand, central banks & safe-haven flows 10:40 – The AI narrative shift & tech repricing 13:22 – Global rotation: US vs Europe & emerging markets 15:22 – EM inflation now lower than US — why it matters 21:48 – Why macro still matters (regime thinking vs stock picking) 31:49 – Fiscal vs monetary dominance explained 41:59 – $700B in Treasury issuance — scale of the debt machine 44:51 – Inflation, asset bubbles & fiscal theory 56:45 – Machine learning, regime shifts & why trend following survives 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

    1 h 3 min
  5. GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen

    18 FÉVR.

    GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen

    The global order is shifting in plain sight. In this Global Macro conversation, Steen Jakobsen, inventor of the Outrages Predictions, joins Niels Kaastrup-Larsen and Alan Dunne to examine the slow grind reshaping productivity, debt, currencies, and political stability. From dollar regime risk to state capitalism, from market concentration to commodity repricing, the discussion moves beyond headlines to structural fault lines. Is gold signaling debasement? Can the U.S. sustain its debt path? Does AI lift productivity or hollow it out? Rather than predict collapse, Jakobsen outlines a drawn-out transition where capital reallocates, volatility hides beneath the surface, and political systems are tested long before markets finally react. ----- 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 Niels on Twitter, LinkedIn and YouTube. Follow Alan on LinkedIn. Follow Steen on LinkedIn. Episode TimeStamps: 01:38 - Introducing Steen Jakobsen 03:45 - From trading floors to outrageous predictions 06:32 - Dollar hedging and regime shift signals 08:06 - Davos as a macro catalyst 12:11 - The K shaped U.S. economy 14:50 - State capitalism and fiscal dominance 17:30 - What could invalidate the bearish dollar view 21:37 - Fed independence and policy credibility 24:49 - AI productivity or structural disinflation 27:56 - The modern Soviet analogy 31:21 - Democracy, debt and slow breakdown 33:18 - What could finally trigger market stress 37:08 - Commodities and tangible asset repricing 47:02 - Gold as a debasement signal 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

    53 min
  6. SI387: The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel

    14 FÉVR.

    SI387: The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel

    Today, we examine a year that looked chaotic but felt familiar to trend followers. Gold surged, equities rotated globally, and non-US markets quietly gained momentum. Yet beneath strong returns lies a deeper debate about model design, short versus long horizon signals, and whether innovation in liquid alternatives serves investors or sales desks. From AI disruption to product engineering and allocator behavior, this episode explores where systematic strategies truly create value and where structural incentives distort outcomes. In a changing macro regime, clarity of purpose may matter more than ever. ----- 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. Episode TimeStamps: 00:00 - Introducing the Systematic Investor series 01:17 - AI disruption and systematic investing 06:52 - The shifting perception of US risk 09:21 - Winter Olympics and market metaphors 12:59 - Hedge funds versus private equity 19:23 - 2025 review and the importance of risk allocation 22:17 - Why CTAs did not fully capture gold 29:48 - Short term versus long term trend models 35:27 - Letting risk run versus investor palatability 44:43 - The problem with liquid alternatives 51:21 - Product design versus fiduciary duty 59:06 - QIS, innovation and investor sophistication 01:04:41 - Model risk and the myth of risk premia 01:10:51 - Hopes for a trending year ahead 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

    1 h 14 min
  7. GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios

    11 FÉVR.

    GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios

    A familiar portfolio map is being redrawn. Ian Harnett traces the regime shift from disinflation and reliable bond hedges to a world where inflation pressures linger, supply chains shorten, and capital becomes a policy tool. The conversation moves from China’s exported deflation to Europe’s structural constraints, then into America’s strategy of attracting investment with tariff leverage. Beneath it all sits a political question: what happens if the governing coalition fractures ahead of the midterms. Harnett argues that is the moment the dollar turns from anchor to risk. ----- 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 Ian on LinkedIn. Episode TimeStamps: 00:00 - The gray swan: political fracture and the point to sell the dollar 00:37 - Show intro and risk disclaimer 01:33 - Setting the frame: global macro, geopolitics, and regime change 04:34 - The new regime: inflation risk and the stock-bond relationship breaking 06:39 - Structural inflation drivers: deglobalization, trade weaponization, China’s deflation export 09:14 - Capital as a battleground: surcharges, controls, and Europe’s capital markets problem 12:02 - Europe’s catalyst problem: why it may take a crisis to build a true safe asset 14:44 - America’s playbook: inbound capital, tariff bargaining, and “neo-royalism” 18:32 - Trump-era economic ideology: the coalition, “333,” and running the economy hot 23:06 - The Fed under Warsh: rates, QT, balance sheet politics, and liquidity consequences 28:21 - Portfolio reality: slow rotation, hidden tech exposure, and where diversification breaks 41:22 - Gold, reserves, and the end of inflation targeting as a defining shift 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

    1 h 1 min
  8. SI386: When Position Sizing Saves You ft. Rob Carver

    7 FÉVR.

    SI386: When Position Sizing Saves You ft. Rob Carver

    Today, we are joined by Rob Carver to unpack one of the most volatile weeks seen in commodity markets in years. The conversation centers on silver’s sharp rise and sudden collapse, using it as a case study in volatility targeting, liquidity risk, and disciplined position sizing. From Freaky Friday to broader dislocations across assets, they examine why systematic risk management matters when markets move faster than narratives. The discussion expands into diversification, correlation assumptions, alternative markets, and new research on trend portfolio construction, offering a grounded reminder that survival often matters more than precision. ----- 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 to the Systematic Investor Series 03:56 - Freaky Friday in precious metals 04:29 - How Rob trades silver in a volatility adjusted framework 10:25 - When volatility forces position reduction 12:38 - Liquidity myths in hot commodity markets 16:25 - Risk management lessons from silver’s collapse 22:28 - Dislocations across assets beyond metals 24:54 - Fed chair speculation and muted market reactions 31:33 - Discretionary versus systematic decision making 34:03 - Trend barometer and market breadth update 37:34 - Estimating portfolio correlation from PnL 41:18 - Correlation versus volatility predictability 45:13 - MAN Group paper on market selection 58:36 - What investors really want from trend following Resources discussed in this Episode: LINK: SI386 - A Trend Following Deep Dive: 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

    1 h 9 min
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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

Informations

  • Création
    Niels Kaastrup-Larsen
  • Années d’activité
    2014 - 2026
  • Épisodes
    909
  • Classification
    Tous publics
  • Copyright
    © Copyright 2026 CMC AG - This content does not constitute financial advice and is for educational purposes only. The content can not be used for commercial use without written permission from CMC AG.
  • Site web de l’émission
    Top Traders Unplugged

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