250 episodes

Top Traders Unplugged is created for you, the investor, trader or research analyst. If you are looking to become a better informed investor, Niels Kaastrup-Larsen delivers the information you just don’t want to miss. Just like the Market Wizard books brought some of the greatest traders to light in the 80's, Top Traders Unplugged brings to you engaging conversations with today's top Quant legends like Winton Capital's David Harding, Turtle Mentor Richard Dennis as well as Global Macro experts like Danielle DiMartino Booth, Preston Pysh, Julian Brigden, Mike Green, Erik Townsend, Larry McDonald and many more. Learn from their experiences, their successes, and their failures.

Top Traders Unplugged Niels Kaastrup-Larsen

    • Investing
    • 4.8 • 297 Ratings

Top Traders Unplugged is created for you, the investor, trader or research analyst. If you are looking to become a better informed investor, Niels Kaastrup-Larsen delivers the information you just don’t want to miss. Just like the Market Wizard books brought some of the greatest traders to light in the 80's, Top Traders Unplugged brings to you engaging conversations with today's top Quant legends like Winton Capital's David Harding, Turtle Mentor Richard Dennis as well as Global Macro experts like Danielle DiMartino Booth, Preston Pysh, Julian Brigden, Mike Green, Erik Townsend, Larry McDonald and many more. Learn from their experiences, their successes, and their failures.

    114 Predicting the Markets with Mahendra Sharma of Financial Astrology

    114 Predicting the Markets with Mahendra Sharma of Financial Astrology

    "I think astrology is not about getting fame by predicting some negative event. Astrology is about guiding someone, to help people." - Mahendra Sharma (Tweet)

    I first interviewed today's guest back in 2015, where he predicted the Dow Jones Index would go to 32,000...a bold call back then. Mahendra Sharma is an astrological investor with an amazing track record of accurately predicting market fluctuations. He has spent his career studying astrological charts and conveying those findings, along with his understanding of human behavior, into a lucrative business giving advice on when to sell and when to hold various commodities, bonds, and currencies. His latest book on 2021 Financial Prophecies will be released in January.

    Thanks for listening and please welcome back to the show our guest Mahendra Sharma.



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    In This Episode, You'll Learn:



    How Mahendra got into astrology

    Why he relocated to Kenya as a young man

    Why Mahendra pivoted to predicting the global markets

    Why Mahendra stopped predicting big world events after 9/11

    How he built his financial astrological charts and what he is looking for

    How astrological charts are in some ways similar to other statistical based investment approaches

    How human behavior fits into the astrological process

    Mahendra's prediction of Tesla from 2018



    "The truth about it is money plays a central role in this life, and we can do a lot of good things with it." - Mahendra Sharma (Tweet)



    What are Mahendra's predictions for 2021

    What trend the European equities markets will follow

    Why Mahendra sees an issue with the Euro as we approach 2024

    The interesting correlation between the year 2021 and the Fibonacci sequence

    Mahendra's interesting prediction about Gold for the year 2052

    Where Mahendra sees the $Dollar bottoming out

    What commodities stand out to Mahendra

    Mahendra's prediction for a potential Bitcoin CRASH in early 2021

    Why investors should be careful after 2024



    Connect with Financial Astrology:

    Visit the Website: mahendraprophecy.com

    Call Financial Astrology: +1-805-403-4781

    E-Mail: mahendra@mahendraprophecy.com

    Follow Mahendra Sharma on LinkedIn

     

    "What I am seeing now, today, definitely the Dow will hit 32,000. There is no doubt about it." - Mahendra Sharma (Tweet)

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    Full Transcript

    The following is a full detailed transcript of this conversion. Click here to subscribe to our mailing list, and get full access to our library of downloadable eBook transcripts!

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    • 1 hr 15 min
    116 The Systematic Investor Series – November 29th, 2020

    116 The Systematic Investor Series – November 29th, 2020

    In today’s episode, we discuss how to effectively manage your emotional stability regardless of trading performance, the true value of Bitcoin and the various catalysts behind its price movements, the importance of being able to get back into a trade you may have recently been stopped out of, managing leverage and volatility in a portfolio, how to approach extreme anomalies in historical price data, and much more.

    Thanks to Gene for submitting your voicemail to the show.  If any listeners would like to leave a message, you can do so here.

    Check out our Global Macro series here.

    Learn more about the Trend Barometer here.

    IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.

    And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.

    Send your questions to info@toptradersunplugged.com

    Follow Niels & Moritz on Twitter:

    @TopTradersLive & @MoritzSeibert

    And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast.

    Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆



    Episode Summary

    0:00 - Intro

    1:33 - Macro recap from Niels

    3:17 - Weekly review of returns

    8:13 - Q1, via voicemail, from Gene in New Zealand: Is it ok to ignore perceived anomalies & outdated occurrences in historical data?

    20:49 - Q2; Veyana: If I get whipsawed out of a trade and it sets up again immediately after, should I take the trade again?

    25:26 - Q3; Terrance: How do I control the leverage of my portfolio when utilising volatility parity?

    32:00 - Q4; Sebastien: How do you separate your self-worth from your net worth?

    39:49 - Performance recap

    41:10 - Recommended podcast listening this week: The Vinklevoss Twins on the What Bitcoin Did Podcast & Robert Breedlove on the Bitcoin Fundamentals Podcast (Investors Podcast Network)

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    • 1 hr
    115 The Systematic Investor Series ft Robert Carver – November 22nd, 2020

    115 The Systematic Investor Series ft Robert Carver – November 22nd, 2020

    Rob Carver returns to the show today to discuss the relevance of open trade equity compared to closed trade equity, the reported return of value’s reign over growth stocks, combining Trend Following portfolios with other strategies, the important of using significant sample sizes when analysing data, why successful systematic traders tend to have the longest documented returns on record.  Questions we answer include: Which type of moving average is generally the most effective in Trend Following?  Do you recommend any hedging strategies?

    If you would like to leave us a voicemail to play on the show, you can do so here.

    Check out our Global Macro series here.

    Learn more about the Trend Barometer here.

    IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.

    And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.

    Send your questions to info@toptradersunplugged.com

    Follow Niels, Moritz & Rob on Twitter:

    @TopTradersLive,  @MoritzSeibert & @InvestingIdiocy

    And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast.

    Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆



    Episode Summary

    0:00 - Intro

    2:35 - Macro recap from Niels

    4:59 - Weekly review of returns

    27:16 - Q1; Mervin: What investment strategies would you recommending supplementing a Trend Following portfolio with?

    37:36 - Q2 & Q3; Daniel: How do you think about open trade equity versus closed equity, in terms of drawdowns?  Do you have any recommendations for hedging your Trend Following positions?

    1:03:57 - Q4; Antonio: Which type of Moving Average (SMA, EMA, ALMA etc) is generally the most effective in Trend Following models?

    1:22:48 - Performance recap

    1:23:48 - Recommended podcast listening this week: Rauol Pal on the What Bitcoin Did Podcast & blog post on the Robot Wealth website regarding Tesla's inclusion in the S&P 500 & William White talking to Jim Grant on Real Vision

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    • 1 hr 27 min
    114 The Systematic Investor Series – November 16th, 2020

    114 The Systematic Investor Series – November 16th, 2020

    This week, we discuss the importance of short sellers for well-functioning markets, the benefits of trading index futures versus cash equities, diversification in a robust Trend Following system, Pfizer’s CEO selling a majority of his stock holdings around the vaccine announcement, the differences between top independent discretionary traders & professional money managers, and the increasing use of Modern Monetary Theory (MMT).  Questions we answer this week include: Are shorter timeframes going to be more effective than longer timeframes in the future? What are your thoughts on trading less-liquid markets?

    If you would like to leave us a voicemail to play on the show, you can do so here.

    Check out our Global Macro series here.

    Learn more about the Trend Barometer here.

    IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.

    And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.

    Send your questions to info@toptradersunplugged.com

    Follow Niels & Moritz on Twitter:

    @TopTradersLive & @MoritzSeibert

    And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast.

    Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆



    Episode Summary

    0:00 - Intro

    2:02 - Macro recap from Niels

    3:09 - Weekly review of returns

    28:30 - Q1; James: Would your rules suit cash equities only?

    38:54 - Q2; Anti: Shorter-term strategies seem to have done well in the last 5 years, should we be looking to trade these shorter timeframes, instead of the longer-term timeframes?

    46:54 - Q3; Michael: What are your thoughts on trading in smaller markets such as butter, rough rice & oats?

    1:00:18 - Performance recap

    1:06:07 - Recommended podcast listening this week: Stephanie Kelton on the Macro Voices Podcast & Chris Cole on the Grant Williams Podcast

     

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    • 1 hr 9 min
    113 Farmland Investments with Artem Milinchuk of FarmTogether

    113 Farmland Investments with Artem Milinchuk of FarmTogether

    "No matter what happens, food and land is the immovable constant in our lives." - Artem Milinchuk (Tweet)

    Artem Milinchuk is the CEO and Founder of FarmTogether, a firm specializing in farmland investments. Artem was born in the waning days of the Soviet Union, and while growing up in Russia, saw the importance of access to fresh food for a society. Artem joins us today to talk about his investment journey and why he feels that having farmland as an asset class in your investment portfolio can be one of the smartest investment moves you can make.

    Thanks for listening and please welcome our guest Artem Milinchuk.



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    In This Episode, You'll Learn:



    How the transition from the Soviet Union to Russia influenced Artem's investment strategies

    What exactly constitutes farmland as an asset class

    How investing in farmland has changed over the past 40 years

    How farmland investments help multigenerational families keep their farms

    What is the main driver for investors to move into farmland

    Why investors include farmland in their portfolios as an inflation-proof asset

    How reliable is farmland investment data



    "Seventy percent of farmland is going to change hands in the next 20 years." - Artem Milinchuk (Tweet)



    What effect will climate change have on farmland investments

    How secure are government farm subsidies

    The effect 5G will have on farming and farmland investing

    What are the risks to consider when investing in farmland

    What is FarmTogether's farmland investment process

    How should an investor go about incorporating farmland into their portfolio

    How much does an investor need in order to purchase a farm

    What types of investors seek out farmland

    What are the key questions potential investors should be asking before investing in farmland



    Connect with FarmTogether:

    Visit the Website: FarmTogether.com

    Call FarmTogether: +1 415-876-5587

    E-Mail FarmTogether: info@farmtogether.com

    Follow Artem on LinkedIn

     

    "This is an asset class that belongs in everyone's portfolios." - Artem Milinchuk (Tweet)

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    Full Transcript

    The following is a full detailed transcript of this conversion. Click here to subscribe to our mailing list, and get full access to our library of downloadable eBook transcripts!

    Artem: You know, we all need food: whether it's a recession; whether it's COVID; whether it's the 2008 Financial Crisis, people need to eat. So, during those periods farming has actually done tremendously well.

    Intro: Imagine spending an hour with the world's greatest traders, imaging learning from their experiences, their successes, and their failures. Imagine no more, welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world so you can take your manager due diligence or investment career to the next level.

    Before we begin today’s conversation remember to keep two things in mind: all the discussion that we’ll have about investment performance is about the past, and past performance does not guarantee or even infer anything about future performance. Also understand that there’s a significant risk of financial loss with all investment strategies and you need to request and understand the specific risks, from the investment manager, about their products before you make investment decisions.

    Here’s your host, veteran hedge fund manager Niels Kaastrup-Larsen.

    Niels: Hey everyone and welcome to another edition of Top Traders Unplugged where today I'm joined by Artem Milinchock, who is the founder and CEO of FarmTogether. Today we are continuing our journey into the world of alternative investments.

    First off, Artem, thanks so much for coming on the podcast.

    • 1 hr 5 min
    113 The Systematic Investor Series ft Jack Schwager – November 9th, 2020

    113 The Systematic Investor Series ft Jack Schwager – November 9th, 2020

    Today, we welcome legendary author Jack Schwager onto the show to discuss his new book ‘Unknown Market Wizards’ and a range of topics such as: what timeframe makes the most successful trader, how the best traders seem to have uncorrelated returns to the overall stock market, why elite traders can often have terrible starts to their careers, how embracing risk management can take returns to a much higher level, what investors should look for in a money manger, mean-reversion versus momentum trading, and a lot more.

    Find out more about Jack’s work here and here.

    If you would like to leave us a voicemail to play on the show, you can do so here.

    Check out our Global Macro series here.

    Learn more about the Trend Barometer here.

    IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.

    And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.

    Send your questions to info@toptradersunplugged.com

    Follow Niels, Moritz & Jack on Twitter:

    @TopTradersLive, @MoritzSeibert, & @JackSchwager

    And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast.



    Episode Summary

    0:00 - Intro

    1:27 - Macro recap from Niels

    2:17 - Weekly review of returns

    5:01 - Niels: Where do systematic traders tend to rank in your book, compared to discretionary traders?  What is the minimum length of track record you looked at, to be considered for inclusion in your book?

    10:50 - Moritz:  To what extent did mean reversion traders feature in your book, versus momentum-orientated traders?

    16:47 - Niels: How much do you think luck played a part in the results of the traders in your new book?

    23:01 - Moritz: When you were interviewing the traders in your book, did you, at any time, get the feeling that there were tailwinds, outside of their control, that helped their strategies?

    27:41 - Niels: Some of the traders in your book blew up their accounts a few times, so can they still be called ‘wizards’ of the market?

    34:37 - Moritz: There seems to be opposing views on diversification in your book. What are your thoughts on this?

    39:07 - Niels: How do you think about the slight contradiction of discretionary traders being unemotional and not falling in love with their opinions?

    41:26 - Moritz: Do you think it’s possible to train random people to be great traders, as in the Turtle Traders, or do you need to be born with certain skills?

    45:44 - Niels: Do you believe that earlier market wizards had a different set of skills today’s market wizards?

    53:35 - Niels: How do we inform investors to avoid ‘straight-line’ equity returns and embrace inconsistency a little more?

    59:10 - Moritz: To what extent can you separate long-term traders & short-term traders in the Unknown Market Wizards book ?

    1:02:13 - Niels: Which statistics would you pay most attention to if you had to build a system?

    1:06:13 - Niels: If you were an investor, and you had to find a manager, and you could only ask them one question, what would it be?

    1:07:43 - Performance recap

     

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    • 1 hr 11 min

Customer Reviews

4.8 out of 5
297 Ratings

297 Ratings

Messtoph ,

Must Listen

I always learn something from these podcasts.
As soon as their podcast hits I hit play!
Thanks and keep up the great work.

lovatof1 ,

Slow to the party, and catching up

How did I miss this podcast before? I've been researching Trend Following for the last 5 years and missed this? Great info, great website, and necessary if you're mindset is for systematic trading.

Andre900v ,

Fanatastic podcast

I highly recommend the Top Traders Unplugged podcast. I found it a few months ago and have gone back and listened to all of the past episodes. It is extremely informative and the hosts give their honest opinions. I have gone from not knowing anything about systematic trend following, to wanting to do it myself, and finally realizing that I don't have the time or emotional fortitude to do it myself and that I will invest in a fund and leave it to the experts (only a portion of my funds for diversification - sorry Jerry!) :)

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