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. 1d ago

    TTU153: Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton

    Niels Kaastrup-Larsen and Alan Dunne are joined by Welton Investment Corporation founder Patrick Welton to explore what four decades in markets have taught him about trading, risk and managing other people’s money. Pat shares lessons from his encounters with Paul Tudor Jones and John Henry before explaining why taking outside capital fundamentally changes a manager’s responsibility. They discuss the real sources of trend following returns, why managers can damage their edge by listening too closely to clients, and whether replication and multi-strategy funds have changed the landscape. They also explore capacity, changing market regimes and why investor behavior may ultimately matter more than finding the perfect strategy. ----- 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. Find out more about DUNN Capital. Follow Patrick on LinkedIn. Episode Timestamps: 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

    TTU153: Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton
  2. 5d ago

    SI419: What Happens When AI Starts Building the Portfolio ft. Nick Baltas

    Alan Dunne is joined by Nick Baltas to discuss a strong period for trend following and what the latest research says about adapting systematic strategies to changing markets. They examine whether volatility can help determine how quickly trend models should react, and why Nick remains skeptical of relying on regime triggers with limited statistical evidence. The conversation then turns to agentic AI and a new framework for using specialized AI agents in asset allocation. Nick explores how agents could analyze macro regimes, challenge competing portfolio approaches and help investment committees make decisions faster, while also confronting problems around look-ahead bias, reproducibility and human oversight. ----- 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 Nick on Twitter. Episode TimeStamps: 00:00 - Introduction and what’s caught Nick’s attention 01:31 - The extraordinary concentration inside the S&P 500 04:12 - Why bond yields are rising around the world 08:28 - A strong month and year for trend following 12:08 - Why the bond move has happened without a volatility spike 15:12 - Can volatility make trend following more adaptive? 20:43 - What the latest research actually tells us 23:21 - How Nick uses volatility in portfolio construction 25:50 - Can investors identify trend regimes in advance? 27:04 - Why making trend models more complicated may not help 29:30 - V-shaped markets and the problem with regime triggers 32:01 - How agentic AI could reshape asset allocation 44:14 - What actually drives an AI-built portfolio? 50:03 - Why backtesting AI investment models is so difficult 55:05 - Could the same AI framework work for trend following? 58:33 - Using AI to manage competing investment objectives 01:01:22 - When will we see portfolios run by AI agents? 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

    SI419: What Happens When AI Starts Building the Portfolio ft. Nick Baltas
  3. Sep 23

    OI24: Why Power Trading Is 10 Times Crazier Than Crypto ft. Cory Paddock

    Moritz Seibert is joined by GBE Energy co-founder Cory Paddock for a look inside the unusual world of proprietary power trading. Cory explains how electricity markets combine weather, physics and economics, and why understanding supply and demand can create opportunities in markets where prices can change dramatically within minutes. They explore the psychology behind taking risk, why a handful of exceptional days can define an entire year, and the lessons Cory learned from his biggest wins and losses. They also discuss GBE’s approach to developing young traders and how AI is accelerating the process of turning raw talent into real trading ability. ----- 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 Twitter. Follow Cory on LinkedIn. Episode TimeStamps: 00:00 - Knowing when to walk away from a losing trade 01:03 - Introducing Cory Paddock and GBE Energy 04:35 - How US power markets actually work 08:21 - PJM and the changing US electricity mix 11:07 - Why North America effectively has three separate power grids 14:42 - What a power trader actually trades 19:40 - Why electricity trading never really stops 21:48 - Finding an edge through supply, demand and weather 28:13 - Why power markets remain so attractive to traders 30:37 - What “10 times crypto” volatility looks like 33:50 - The four stages of becoming a power trader 36:07 - Conviction, sizing and getting comfortable with being uncomfortable 38:15 - The trades that helped create GBE Energy 40:42 - What a painful losing trade taught Cory 43:16 - Why GBE changed the way it recruits traders 48:57 - What Cory looks for in aspiring traders 50:50 - How quickly can someone learn to trade power? 53:31 - AI, data centers and the future of electricity 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

    OI24: Why Power Trading Is 10 Times Crazier Than Crypto ft. Cory Paddock
  4. Sep 19

    SI418: Why Markets Are More Alive Than We Think ft. Richard Brennan

    Niels Kaastrup-Larsen and Richard Brennan explore what the science of complex adaptive systems can teach us about markets and trend following. Drawing on research from the Santa Fe Institute, they examine why markets may be better understood as evolving systems shaped by the participants within them rather than machines moving toward equilibrium. They discuss reflexivity, increasing returns and how trends can begin to reinforce themselves, before asking what this means for systematic investors. Along the way, Richard explains why backtests are evidence rather than promises, why taking profits too early can be costly, and why responding to markets may ultimately matter more than predicting them. ----- 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 Rich on Twitter. Episode TimeStamps: 00:00 - Why trend following’s edge may have moved rather than disappeared 03:26 - What three years of research revealed about trend following 06:50 - Why big trends and outliers are structural features of markets 11:35 - Trend following performance and what’s moving markets 16:49 - Should trend followers ever take profits early? 21:03 - What the Santa Fe Institute can teach us about markets 25:51 - Why markets are complex adaptive systems 29:46 - Reflexivity and how investors help create market outcomes 35:18 - Why equilibrium may be the wrong way to think about markets 40:22 - Mean reversion, positive feedback and why trends persist 42:55 - Increasing returns and the lessons of VHS versus Betamax 50:01 - How market movements begin to feed on themselves 54:11 - Why trend following emerged inside an artificial stock market 58:20 - How every system eventually gets gamed 01:01:47 - What backtests can and cannot tell us about the future 01:08:31 - How trend followers prepare for a future they cannot predict 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

    SI418: Why Markets Are More Alive Than We Think ft. Richard Brennan
  5. Sep 16

    IL53: How Bonds Quietly Built the Modern World ft. Robin Wigglesworth

    Today we talk with the editor of the Financial Times’ Alphaville blog, Robin Wigglesworth. Robin is the author of A Fabulous Debt - the Epic Story of How Bonds Built the Modern World. He tells the story of the bond market’s beginnings in Venice and how the ability to issue and trade bonds was an essential aspect of its rise to power. Robin explains why historically bond markets and democracy have gone hand-in-hand. Innovations in how bonds are structured and traded also have the ability alter market fundamentals and he explains how this happened with the US junk bond market pioneered by Michael Milken. We talk about likely future innovations and finish with a discussion of current bond market turmoil and the implications for both the Fed and Treasury. ----- 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 Robin on X and Read his Book. Episode TimeStamps: 00:00 - How junk bonds changed the market 00:56 - Introducing Robin Wigglesworth and A Fabulous Debt 03:39 - Why ignorance can actually help you understand history 07:50 - How Venice accidentally invented the bond market 12:55 - How bonds helped strengthen democracy and accountability 17:31 - How Britain turned bonds into a global reserve asset 24:43 - Why strong bond markets often create stronger countries 28:56 - Could Europe ever create a true Eurobond market? 32:19 - How the modern international bond market was born 39:39 - Michael Milken and the rise of junk bonds 44:21 - How Milken changed the market he was studying 48:51 - Tokenization and the next evolution of fixed income 49:28 - Why bond ETFs may have actually improved liquidity 55:24 - What Treasury buybacks are really trying to achieve 57:33 - Why Robin thinks the buybacks won’t solve the problem 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

    IL53: How Bonds Quietly Built the Modern World ft. Robin Wigglesworth
  6. Sep 12

    SI417: What Happens When AI Starts Trading the Markets ft. Rob Carver

    Niels Kaastrup-Larsen and Rob Carver discuss a market that feels unusually calm despite growing pressure beneath the surface. They look at rising concerns around government debt and bond yields, recent changes to a major managed futures ETF, and why style drift matters for systematic investors. Rob explains why simplicity and robustness remain essential when building trading systems, and where discretion can and cannot fit into a systematic process. They also explore the risks of using AI in quantitative investing, whether AI-driven traders could change market behavior, and why adapting trend speed to volatility may be more complicated than it first appears. ----- 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 Rob’s return from the summer break 02:03 - Why everyone is suddenly talking about bonds 05:07 - Treasury buybacks and the potential for new bond trends 07:40 - What happened to the Simplify managed futures ETF? 14:34 - Style drift, investor expectations and changing strategies 17:15 - Why it feels like something is about to happen in markets 20:23 - Trend following performance and the year so far 23:32 - How much should systematic investors actually optimize? 31:38 - Can discretion and systematic trading really work together? 36:37 - Where human judgment belongs in a trading strategy 40:55 - Why traders may be better at buying than selling 44:21 - AI, quant research and the risks of automated trading 52:42 - Revisiting volatility and trend following 55:47 - Why not all high-volatility markets are the same 01:00:23 - The quant winter and why manager diversification matters 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

    SI417: What Happens When AI Starts Trading the Markets ft. Rob Carver
  7. Sep 9

    GM107: What If AI Actually Pushes Interest Rates Higher? ft. Matt Klein

    Alan Dunne is joined by Matt Klein to discuss whether the excitement around AI is getting ahead of the economic reality. Matt explains why the parallels with the 1990s productivity boom may be misleading and why stronger productivity could actually push interest rates higher rather than lower. They explore the surge in AI investment, what rising bond yields really tell us about the economy, and whether US debt levels are as worrying as they appear. The conversation also turns to China’s enormous trade surplus, growing global imbalances, the prospect of European tariffs, currency intervention and what Kevin Warsh’s new Fed task forces could mean for 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 Matt on X. Episode TimeStamps: 00:00 - Introduction and Matt Klein’s return to Top Traders Unplugged 01:57 - Kevin Warsh, Jackson Hole and the outlook for the Fed 05:15 - Why the AI boom may not look like the 1990s 11:39 - How quickly could AI actually boost productivity? 15:47 - Are we seeing an AI productivity boom in the data? 18:56 - Does AI change how we should think about the economy? 21:41 - AI spending, data centers and the risk of a capex bust 26:18 - Why bond yields could have further to rise 31:13 - When higher interest rates might actually be good news 33:17 - US debt sustainability and the risk of a bad equilibrium 37:04 - China and the return of global economic imbalances 42:11 - How China’s massive trade surplus is affecting the world 48:50 - Tariffs, Europe and how countries might respond to China 52:01 - Why the US intervened in the Japanese yen 58:33 - Kevin Warsh’s Fed task forces and what could change next 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

    GM107: What If AI Actually Pushes Interest Rates Higher? ft. Matt Klein
  8. Sep 5

    SI416: 137 Years of Trend: What the Evidence Really Shows ft. Yoav Git

    Niels Kaastrup-Larsen and Yoav Git examine why trend following continues to endure despite decades of changing markets and persistent skepticism. They revisit AQR’s 137-year study of trend following, exploring diversification, volatility scaling and the behavioral and economic forces behind persistent trends. The conversation also turns to the mechanics of commodity markets, using the 2020 oil collapse to show how inventories, storage capacity and forced futures rolls can produce extreme price moves. Along the way, they discuss investor trust, systematic risk intervention, CTA implementation and why understanding market structure matters just as much as building the signal. ----- 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 Yoav on LinkedIn. Episode TimeStamps: 00:00 - Introduction and what’s on Yoav's radar 01:54 - Why investor relationships are ultimately built on trust 06:36 - CTA ETFs, strategy changes and investor transparency 10:55 - Multi-strategy funds and the cost of complexity 12:36 - TTU competition winners and the August trend update 16:14 - Global rates, Japan and opportunities beyond U.S. bonds 19:07 - August performance and the Trend Barometer 21:09 - Correlation, volatility and how CTAs manage portfolio risk 25:09 - Human intervention inside a systematic investment process 29:40 - Where different commodity market participants operate 31:44 - Revisiting 137 years of evidence for trend following 38:30 - Has trend following performance actually deteriorated? 43:58 - Why diversification is fundamental to trend following 51:16 - Oil squeezes, storage and the mechanics of commodity markets 58:00 - Carry, inventories and oil price elasticity 01:04:36 - What really caused oil prices to turn negative in 2020 01:09:40 - What commodity market structure teaches trend followers 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

    SI416: 137 Years of Trend: What the Evidence Really Shows ft. Yoav Git
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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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