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. 13h ago

    GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll

    Alan Dunne is joined by longtime Japan strategist Jesper Koll to explore why Japan may be entering one of its most important economic shifts in decades. Jesper explains why demographics and government debt are less threatening than many investors assume, and how labor scarcity, rising wages and corporate reform are reshaping the economy from within. They discuss the return of domestic capital, Bank of Japan normalization and the government’s push into semiconductors, defense and energy. Jesper also makes the case that Japan’s broad economic expansion, industrial strength and accelerating corporate consolidation could make it unusually resilient in a world increasingly dominated by the AI cycle. ----- 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 Jesper on Substack. Episode TimeStamps: 00:00 - Introduction and the optimistic case for Japan 02:10 - How Jesper built a career around Japan 04:12 - Why Japan’s underlying strengths are often overlooked 07:12 - Demographics, labor scarcity and rising productivity 11:04 - Why Jesper doesn’t see Japan’s debt as a crisis 13:34 - Is Japanese capital finally coming back home? 17:15 - Takaichi, industrial policy and the next phase after Abenomics 22:17 - Why the Bank of Japan may start moving faster 25:46 - The yen, carry trades and the risk of a stronger currency 33:51 - Japan’s push into semiconductors, defense and industrial policy 38:18 - Energy security and Japan’s next major investment challenge 40:31 - Why Japan is taking a different approach to AI 44:18 - Could Japan outperform if the US AI boom slows? 47:16 - What the West can learn from Japan 52:35 - Corporate reform, generational change and consolidation 57:19 - Where Japanese rates could go next 58:16 - The key signals investors should watch from here 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

    GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
  2. 4d ago

    SI422: Why Trend Following Rewards Patience ft. Katy Kaminski

    Niels Kaastrup-Larsen and Katy Kaminski explore why geopolitical risk and structural inflation may be changing some of the assumptions behind traditional portfolios. Katy revisits her recent Copenhagen presentation on crisis alpha, explaining why bonds can lose their diversification benefits when inflation becomes the dominant risk and why rules-based strategies can adapt more easily. They discuss research on preparing for different inflation regimes, the trade-offs between commodities and trend following, and new work from Quantica on why investors not always get the full benefit of investing in trend following. The episode closes with an important lesson: a small number of months drive much of trend’s long-term return, making patience and portfolio design critical. ----- 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 Katy on LinkedIn. Episode TimeStamps: 00:00 - Introduction and what’s on Katy's radar 06:16 - Why 2026 looks very different from 2022 for trend followers 11:12 - Geopolitical risk, inflation and Katie’s Copenhagen presentation 17:50 - Why today’s environment could challenge traditional portfolios 21:55 - What happens when bonds start behaving badly 28:46 - Why rules-based strategies can adapt when markets change 31:46 - Rethinking crisis alpha for an inflationary world 41:56 - Commodities versus trend following as inflation protection 47:40 - Why a handful of months drive so much of trend’s return 52:38 - How investors end up timing liquid alternatives badly 58:12 - How institutions can make it easier to stay invested 01:02:50 - Can packaging trend with other assets 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

    SI422: Why Trend Following Rewards Patience ft. Katy Kaminski
  3. Oct 14

    UGO13: How Much Longer Can AI Carry the Market ft. Christian Mueller-Glissmann

    Cem Karsan is joined by Goldman Sachs’ Christian Mueller-Glissmann to ask how much longer the AI boom can keep supporting markets as the bond market becomes increasingly difficult to ignore. They discuss whether today’s extraordinary earnings growth is sustainable, why Christian sees more evidence of an earnings bubble than a valuation bubble, and how higher yields are beginning to pressure parts of the equity market. The conversation also explores unusually high dispersion, cheap equity volatility and the growing challenge of portfolio diversification before turning to geopolitical risk, gold, FX volatility and how investors might prepare for a more inflationary and less predictable market regime. ----- 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 Christian on LinkedIn. Episode TimeStamps: 00:00 - Introduction and why the bond market matters again 02:13 - How the AI boom changed the market regime 06:41 - Are the earnings from AI actually sustainable? 10:38 - An earnings bubble rather than a valuation bubble? 17:18 - What happens if earnings start to mean revert 22:15 - When the stock market starts driving the economy 28:55 - Why bonds are becoming the speed limit for equities 38:39 - Can the AI boom keep going if rates stay high? 42:21 - Why equity volatility looks unusually cheap 45:30 - What extreme dispersion is telling us about the market 52:44 - How to prepare for a market you can’t time 58:20 - Geopolitics, real assets and the changing role of bonds 01:02:20 - Debasement and the risk investors may be underestimating 01:05:54 - Why currency volatility could matter much more 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

    UGO13: How Much Longer Can AI Carry the Market ft. Christian Mueller-Glissmann
  4. Oct 10

    SI421: Taking CTAs Mainstream ft. Andrew Beer

    How reliable is 60/40 when stocks and bonds fall together? Andrew Beer joins Niels Kaastrup-Larsen to question the return forecasts and diversification assumptions behind traditional asset allocation. They explore how a systematic, non-emotional approach to tactical investing can help portfolios adapt as markets change. The conversation also sets out how to grow the CTA/managed futures pie by explaining the strategy’s value in language investors understand. They discuss why diversification across managers and realistic expectations for uneven returns matter for building investor confidence and encouraging lasting allocations. ----- 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 - Why portfolios may need a more tactical approach 01:04 - AI, entrepreneurship and the changing world of work 08:07 - Complex systems and why the future is so difficult to predict 09:47 - Trend following performance and what is driving returns 13:59 - Why the traditional 60/40 portfolio is being questioned 16:20 - The problem with long-term asset allocation assumptions 22:41 - Diversification, market timing and the historical advantage of bonds 27:01 - What 27 years of managed futures data tells us 31:51 - Crisis alpha across the dot-com crash, GFC and 2022 36:08 - Correlation, alpha and the diversification case for CTAs 38:12 - Drawdowns and why tactical strategies can preserve capital 44:55 - Sharpe ratios and the problem of lumpy returns 50:39 - Why choosing the right managed futures manager is so difficult 54:57 - How managed futures can finally grow the pie 01:05:04 - Why the industry needs to stop getting lost in the technical details 01:08:14 - The danger of betting everything on one manager 01:13:02 - Why timing managed futures can make a good strategy look bad 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

    SI421: Taking CTAs Mainstream ft. Andrew Beer
  5. Oct 7

    IL54: Why Smart Investors Keep Making Crazy Decisions ft. Alex Edmans

    In today’s episode we talk with London Business School professor Alex Edmans. He has spoken at Davos, testified in the UK House of Commons and reached millions through his TED Talks. He joins the show to discuss his new book, THE MADNESS OF MARKETS, WHY SMART INVESTORS MAKE CRAZY DECISIONS AND HOW TO EXPLOIT THEM. Alex explains why “mood matters” for markets and the surprising relationship of football results and music playlists to market movements. We discuss why individual investors sometimes have an advantage over professionals in taking advantage of psychological biases and go through practical ways this can be implemented. ----- 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 Alex on LinkedIn and Read his Book. Episode TimeStamps: 00:00 - Introduction and Alex Edmans’ new book The Madness of Markets 02:46 - How football results can move stock markets 07:16 - What Spotify playlists can tell us about investor sentiment 11:28 - Why individual investors may have an advantage over professionals 16:26 - Specialists, generalists and finding your investing edge 21:59 - When benchmarks make active managers too conservative 26:18 - Risk, alpha and the equity premium puzzle 30:07 - Why momentum works and when it crashes 35:35 - Where individual investors can exploit overlooked opportunities 37:48 - How round numbers influence buying and selling decisions 39:54 - The disposition effect and why investors hold onto losers 44:12 - Three practical ways to make better investment decisions 47:20 - Why writing down your investment thesis matters 52:08 - Outsourcing the ugly decisions 55:30 - AI, bubbles and the big market delusion 58:00 - Closing thoughts and where to find the book 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

  6. Oct 2

    SI420: The Market Might Be More Fragile Than It Looks ft. Cem Karsan

    Alan Dunne is joined by Cem Karsan to examine the forces pushing bond yields higher and why he believes markets are becoming increasingly fragile. Cem argues that refinancing pressures, persistent inflation, declining foreign demand for Treasuries and the enormous capital requirements of the AI boom are creating an unusually unstable backdrop. They discuss the concentration of equity market growth around AI, the relationship between government policy and financial markets, and Cem’s expectation that a Treasury market shock could eventually trigger a forceful policy response. They also explore political risk, market volatility, monetary debasement and why traditional stock and bond portfolios may face a very different environment ahead. ----- 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 Alan on LinkedIn. Episode TimeStamps: 00:00 - Why Cem believes the next V-shaped market move is coming 00:58 - Introduction and what’s on Cem’s radar 03:34 - A strong year for trend following 05:29 - What is driving bond yields higher? 09:09 - Inflation, debt and declining foreign demand for Treasuries 12:53 - Why short-term interest rate expectations have shifted so dramatically 18:01 - Can rising bond yields eventually break the equity market? 19:00 - Why Cem questions the sustainability of AI-driven earnings growth 25:27 - Market concentration and the growing fragility of the system 33:54 - Government intervention and the return of the V-shaped market 37:19 - Cem’s case for a coming Treasury market shock 42:50 - Why the US midterm elections could matter for markets 46:43 - What the options market is pricing for the months ahead 48:27 - Bond volatility and where yields could go next 50:41 - Could the US eventually create a sovereign wealth fund? 54:34 - Inflation, equities and the importance of real returns 01:00:13 - Why the traditional 60/40 portfolio may face a different future 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

    SI420: The Market Might Be More Fragile Than It Looks ft. Cem Karsan
  7. Sep 30

    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
  8. Sep 26

    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
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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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