Top Traders Unplugged

Niels Kaastrup-Larsen
  • 4,9 (30)
  • GELDANLAGE
  • WÖCHENTLICH
Top Traders Unplugged

Discover the fascinating world of investing with Niels Kaastrup-Larsen and his remarkable co-hosts. Each week, we bring you compelling conversations with legendary investors, leading economists, masterful traders, and forward-thinking thought leaders. From Trend Following and Global Macro to Geo-Politics, Commodities, Quant Investing, Crypto, and Volatility, we uncover the strategies, stories, and lessons behind their success. Gain actionable insights from industry veterans as we celebrate their achievements and learn from their challenges. Stay ahead in the ever-evolving landscape of investing - tune in weekly and elevate your financial knowledge. For the latest episodes and expert insights, visit https://toptradersunplugged.com

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

    VOR 1 TAG

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

    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. Throughout the discussion, William shares lessons learned from interviewing some of the greatest investors, emphasizing the significance of self-awareness and understanding one’s biases in decision-making. We also touch on the current landscape of investing, including the dominance of U.S. equities and the implications of artificial intelligence in the financial world. By weaving in personal anecdotes and stories, William illustrate how to navigate uncertainty and position oneself for long-term success while maintaining a focus on what truly matters in life. ----- 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 William on X and read his book. Episode Timestamps: 01:42 - Catching up since our last conversation 07:22 - The importance of having connection and belonging along the path 13:51 - The power of friendships 20:21 - A key component to achieve success 22:20 - The pitfalls of becoming successful 26:47 - How psychology influences investment decisions and how to overcome biases 34:23 - Common biases among successful...

    1 Std. 45 Min.
  2. SI329: CTAs: Innovation Meets Legacy & the BlackRock Effect ft. Andrew Beer & Tom Wrobel

    VOR 5 TAGEN

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

    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 market dynamics. They explore the implications of BlackRock's recent move to launch an actively managed manager ETF, which could significantly impact how managed futures are perceived and allocated within investment portfolios. The conversation also touches on the potential for new ESG-compliant products that could attract investors reluctant to engage with traditional commodity exposure. With insights into the current market environment and the importance of adaptability, this episode provides valuable perspectives for anyone interested in systematic investing and the future of CTAs. ----- 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 Tom on LinkedIn. Episode TimeStamps: 01:20 - Our expectations going into 2025 07:00 - What to do when bonds are collapsing 10:21 - Industry performance update 11:49 - A deep dive into indices 17:36 - The mechanisms behind creating an index 23:13 - What returns can you expect from a CTA replication index? 27:21 - What are the average fees in today's...

    1 Std. 28 Min.
  3. IL34: Democratizing Data: A New Approach for Trustworthy Information ft. Julia Lane

    1. JAN.

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

    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 reform itself. This includes the data that goes into measures like GDP and unemployment. The current system is also unable to track the impact of AI on the economy. We discuss her proposals including her work to establish a new non-partisan institute to provide accurate and secure data available to everyone. ----- 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 Julia on LinkedIn and read her book. Episode TimeStamps: 02:29 - Introduction to Julia Lane 03:42 - We need to rethink how we generate trustworthy data 12:49 - How does data collection look like in the U.S? 18:14 - How do we find out what firms are working in artificial intelligence? 24:53 - How Lane believes we can solve the challenges of collecting trustworthy data 30:38 - How you maintain trust...

    43 Min.
  4. SI328: Year-End Roundtable: The Future of Trend Following and Market Dynamics (Part 2)

    28.12.2024

    SI328: Year-End Roundtable: The Future of Trend Following and Market Dynamics (Part 2)

    Join us for Part 2 of our Year-End discussion between all of the hosts on the Systematic Investor Series where we debate the trends and themes shaping the investment landscape heading into 2025. The episode highlights the significance of social media and podcasts in increasing awareness of systematic investment strategies, as well as the challenges posed by evolving market dynamics. Key topics include the role of the U.S. dollar under the new Trump administration, the impact of trend-following strategies, and the ongoing debate about replication in managed futures. We will also share our outrageous predictions for 2025, including insights into the potential resurgence of alternative investments and shifts in global economic relations. Happy New Year from all of us at TopTradersUnplugged. ----- 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. Follow Alan on Twitter. Follow Andrew on Twitter and LinkedIn. Follow Katy on LinkedIn. Follow Cem on Twitter. Follow Mark on Twitter. Follow Nick on a href="https://www.linkedin.com/in/nbaltas/?originalSubdomain=uk" rel="noopener noreferrer"...

    1 Std. 7 Min.
  5. OI12: Breaking Rules: Going Beyond Traditional Trend Following ft. Tillmann Sachs & Vishal Sharma

    25.12.2024

    OI12: Breaking Rules: Going Beyond Traditional Trend Following ft. Tillmann Sachs & Vishal Sharma

    In this episode, Moritz Seibert speaks with Tillmann Sachs and Vishal Sharma from J8 Capital Management, a systematic London-based CTA. The main focus of their discussion is J8’s Global Absolute Return Strategy, which trades several different systems across markets and styles, including carry, arbitrage, and trend following. We also speak about their latest addition to this portfolio, namely the Redwood strategy, which is a short-term model trading some of the world’s most liquid futures markets and works with intraday data that’s sampled every 3 minutes. It’s an interesting conversation with a CTA “plus” – a term Tillmann uses as they employ many strategies away from rules-based trend following. ----- 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 Moritz on Linkedin. Follow Tillmann on LinkedIn. Learn more about J8 Capital. Episode TimeStamps: 16:16 - Introduction to Tillmann Sachs, Vishal Sharma and J8 Capital Management 04:06 - Why did they start J8 Capital? 05:09 - What got them interested in a systematic approach? 09:12 - The story behind the J8 Global Absolute Return Strategy 13:53 - Multiple different systems or one big system? 16:25 - Why don't they incorporate equities in their strategy? 21:36 - Managing risk in arbitrage...

    51 Min.
  6. SI327: 2024's Biggest Investment & Trend Following Insights (Part 1)

    21.12.2024

    SI327: 2024's Biggest Investment & Trend Following Insights (Part 1)

    This part 1 of 2 episode features a compelling roundtable discussion among all of our incredible co-hosts here at TopTradersUnplugged, where we reflect on the key takeaways of 2024. The main focus is on the significant return dispersion observed in the trend-following community throughout 2024, where performance varied dramatically among managers. We explore the factors contributing to this dispersion, such as differences in speed, market universe, and the impact of discretionary de-risking strategies. Additionally, we examine the influence of macroeconomic changes, particularly the effects of Federal Reserve policies, on market trends and investor behavior. As the conversation unfolds, we also share insights and personal reflections on our investment strategies and predictions for 2025. ----- 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. Follow Alan on Twitter. Follow Andrew on Twitter and LinkedIn. Follow Katy on LinkedIn. Follow Cem on Twitter. Follow Mark on Twitter. Follow Nick on a href="https://www.linkedin.com/in/nbaltas/?originalSubdomain=uk" rel="noopener noreferrer"...

    59 Min.
  7. GM77: Unlocking the Roaring 2020s: Is Bitcoin the New Gold? ft. Ed Yardeni

    18.12.2024

    GM77: Unlocking the Roaring 2020s: Is Bitcoin the New Gold? ft. Ed Yardeni

    Ed Yardeni, President of Yardeni Research, joins Alan Dunne in this episode to review his Roaring 2020s thesis for the US economy. Ed makes a compelling case for sustained economic growth, driven by rising productivity gains fuelled by technological advancements. The discussion covers expectations for the policy mix under the incoming Trump administration, including how fiscal developments could influence the Federal Reserve's actions. The conversation also examines developments in the bond markets, exploring whether meaningful deficit reductions can keep the bond vigilantes at bay. He shares his optimistic outlook on the stock market, despite elevated valuations, high concentration in the S&P 500 and speculative behaviour in certain areas. Finally, Ed offers his perspective on gold and questions whether Bitcoin and cryptocurrencies are merely the modern equivalent of “digital tulips.” ----- 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 Ed on Twitter. Episode TimeStamps: 02:14 - (Re)Introduction to Ed Yardeni 04:51 - How the incoming U.S. administration will impact the economy 07:55 - Has Trump fought back the bond vigilantes? 10:52 - Was the Fed cut unnecessary? 13:20 - Strange decisions from the Fed 16:14 - Will the Fed be true to their words? 17:57 - Will inflation become sticky? 19:29 - Yardeni's perspective on the neutral...

    59 Min.
  8. SI326: Volatility and Trends: What 2024 Held for Trend Followers ft. Katy Kaminski

    13.12.2024

    SI326: Volatility and Trends: What 2024 Held for Trend Followers ft. Katy Kaminski

    Today, we examine the intriguing dynamics of systematic investing, focusing on the theme of volatility sizing and its implications for trend following strategies. We discuss how volatility often expands during profitable trades, highlighting the importance of managing risk through dynamic sizing compared to static approaches. We explore the interplay between equities and managed futures, emphasizing how these strategies can complement each other while navigating the complexities of correlation risk. As we look ahead to 2025, the conversation touches on broader economic themes, including inflation volatility and its potential impact on investment strategies. With insights from recent research, the episode provides valuable perspectives for investors seeking to understand the evolving landscape of systematic investing. ----- 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 Katy on LinkedIn. Episode TimeStamps: 01:05 - What has caught our attention recently? 02:13 - Industry performance update 03:48 - Our takeaways from 2024 09:20 - How different speed has performed in different markets 13:25 - Has market correlation been lower than usual this year? 14:15 - Concluding on 2024 15:55 - Interesting news in the ETF space 18:29 - Key takeaways from the Hedge Nordic Roundtable 2024 20:18 - Optimism for the managed futures...

    1 Std.
Alle anzeigen (788)

Moderation und Gäste

4,9
von 5
30 Bewertungen

Info

Discover the fascinating world of investing with Niels Kaastrup-Larsen and his remarkable co-hosts. Each week, we bring you compelling conversations with legendary investors, leading economists, masterful traders, and forward-thinking thought leaders. From Trend Following and Global Macro to Geo-Politics, Commodities, Quant Investing, Crypto, and Volatility, we uncover the strategies, stories, and lessons behind their success. Gain actionable insights from industry veterans as we celebrate their achievements and learn from their challenges. Stay ahead in the ever-evolving landscape of investing - tune in weekly and elevate your financial knowledge. For the latest episodes and expert insights, visit https://toptradersunplugged.com

Informationen

  • Erstellt von
    Niels Kaastrup-Larsen
  • Jahre aktiv
    2014 - 2025
  • Folgen
    788
  • Bewertung
    Unbedenklich
  • Copyright
    © Copyright 2025 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.
  • Sendungswebsite
    Top Traders Unplugged
  • Anbieter

    CMC AG hat sich als Händler für diesen Podcast ausgewiesen und bestätigt, dass dieses Produkt oder diese Dienstleistung den rechtlichen Vorgaben der Europäischen Union entspricht. Adresse Dorfstrasse 9 6318 Walchwil Schweiz Telefonnummer +41 417123000 E‑Mail info@toptradersunplugged.com

Das gefällt dir vielleicht auch

Melde dich an, um anstößige Folgen anzuhören.

Bleib auf dem Laufenden mit dieser Sendung

Melde dich an oder registriere dich, um Sendungen zu folgen, Folgen zu sichern und die neusten Updates zu erhalten.
Wähle ein Land oder eine Region aus

Afrika, Naher Osten und Indien

Asien/Pazifik

Europa

Lateinamerika und Karibik

USA und Kanada