Top Traders Unplugged
Detalls del Canal
Top Traders Unplugged
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 conv...
Episodis Recents
939 episodis
SI404: When Trend Following Meets Equities ft. Eric Crittenden & Andrew Beer
Trend following has long promised and delivered diversification, crisis protection and uncorrelated returns. Yet many investors still struggle to hold...
UGO12: Why the Next Financial Crisis Could Change America Forever ft. Danielle DiMartino Booth
As Kevin Warsh prepares to take the reins at the Federal Reserve, a deeper question emerges: has the Fed reached the limits of what monetary policy ca...
SI403: Trend Following in an Era of Geopolitical Risk ft. Marat Molyboga & Katy Kaminski
Geopolitical tensions, inflation shocks, and shifting market regimes are reshaping the investment landscape. Marat Molyboga and Katy Kaminski joins us...
ALO35: Why Macro Investing Is Becoming More Systematic ft. George Patterson
How do quantitative investors adapt when markets, technology and macro regimes are constantly changing? In this conversation, Alan Dunne sits down wit...
SI402: Why Markets Can’t Stop Trending ft. Richard Brennan
What happens when markets stop behaving like machines and start behaving like living systems? In this episode, Richard Brennan joins Niels to explore...
IL49: The Space Economy Is No Longer Science Fiction ft. Rainer Zitelmann
On this episode we are joined by Dr. Rainer Zitelmann, to discuss his book New Space Capitalism: The Entrepreneurial Path to the Stars. We discuss why...
SI401: Why Trend Following Wins in Chaos ft. Nick Baltas
The world of systematic investing is evolving fast, and in this episode Nick Baltas joins Moritz Seibert to explore the explosive growth of QIS strate...
GM101: When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan
Hari Krishnan joins Niels and Cem for a deep exploration of what happens when markets become dominated by flows rather than fundamentals. Drawing on h...
SI400: When Crisis Alpha Hides in Plain Sight ft. Yoav Git & Rob Croce
This week, we are joined by Yoav Git and Rob Croce from Fidelity Investments for a deep dive into trend following, portfolio construction and executio...
GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth
Today, we are joined by David Beckworth, Senior Research Fellow at the Mercatus Center and host of Macro Musings, for a deep dive into the biggest mac...
SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne
Today, Niels and Alan examine a market shaped by two forces pulling in opposite directions: AI’s promise of higher productivity and the inflationary p...
OI22: Inside the Next Generation Market Wizards ft. Jack Schwager & George Coyle
What does it take to become a true Market Wizard, and why do so many of them fail before they find their edge? In this special episode, Moritz Seibert...
GM99: Gold, Trust, and the Return of Real Assets ft. Philip Diehl
Today, we are joined by Philip Diehl, former Director of the United States Mint and President of U.S. Money Reserve, for a timely conversation about g...
SI398: Navigating a VUCA World ft. Mark Rzepczynski
Today, we explore what it means to invest in a world defined by volatility, uncertainty, complexity, and ambiguity (VUCA). We discuss why geopolitical...
IL48: The Misunderstood Economics of Africa ft. Joe Studwell
In this episode Kevin Coldiron is joined by bestselling author Joe Studwell who speaks about his new book How Africa Works: Success and Failure on the...
SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan
Today Cem Karsan and Niels Kaastrup-Larsen examine a market environment where politics, geopolitics and liquidity are becoming harder to separate. Cem...
UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden
Today, Cem Karsan sits down with Lyn Alden for a wide-ranging conversation on the forces quietly shaping markets beneath the surface. From the persist...
SI396: Markets Look Calm… But Are They? ft. Rob Carver
Today, Rob Carver joins us to reflect on a market environment that appears calm on the surface but feels increasingly fragile underneath. From oil mar...
TTU152: Where is the Open? ft. Toby Crabel
Markets are not stable systems. They evolve, adapt, and quietly erode the edges traders rely on. In this episode, Toby Crabel reflects on decades of e...
SI395: Finding Alpha in the Strait of Chaos ft. Andrew Beer
Markets are currently being shaped by geopolitical uncertainty, rapid technological change, and shifting investor behavior. In this episode, Andrew an...
OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge
What if the real edge in markets is not in adding more assets, but in choosing fundamentally different ones? In this episode, Moritz Siebert speaks wi...
SI394: The Quarter That Tested Every Trend Follower ft. Katy Kaminski & Harry Moore
Markets rarely offer clarity when it matters most. In this episode, together with Katy Kaminski and Harry Moore, we reflect on a first quarter defined...
GM98: Powerlessness Is Rising and Nobody Is Ready ft. Peter Atwater
What happens when confidence fades and power becomes concentrated in fewer hands? Together with Peter Atwater we explore a world dividing along lines...
SI393: The Illusion of Control in Modern Markets ft. Yoav Git
Markets often appear logical in hindsight, yet behave unpredictably in real time. In this episode, Niels and Yoav explore how recent events, from geop...
IL47: The AI Revolution That Will Redefine What It Means to Be Human ft. Craig Mundie
In today’s episode we talk to Craig Mundie, formerly the Chief Technical Officer at Microsoft and a leading advocate for responsible development of ar...
SI392: The Hidden Cracks in Systematic Strategies No One Talks About ft. Nick Baltas
Markets have shifted quickly in 2026, forcing systematic investors to reassess what is signal and what is noise. In this episode, Niels and Nick explo...
ALO34: Building an Asset Owner Mindset in Modern Pension Investing ft. Dan Mikulskis
In this episode, Alan Dunne speaks with Dan Mikulskis, CIO of People’s Partnership, about the evolution of large pension funds and what it means to th...
SI391: Why Trend Following Works... the Evidence ft. Richard Brennan
What if trends in financial markets are not anomalies, but the natural consequence of how markets function? In this episode, Niels and Richard explore...
ALO33: The Psychology Behind Better Asset Allocation ft. Aoifinn Devitt
In this episode, Alan Dunne speaks with Aoifinn Devitt about what it really means to build resilient portfolios in a world of shifting regimes and com...
SI390: When Narratives Change Faster Than Markets ft. Alan Dunne
Markets can shift direction faster than the narratives used to explain them. In this episode, Niels and Alan unpack the sharp reversal in bond markets...
UGO10: The Fourth Turning Is Here: How to Trade the Regime Shift ft. Neil Howe
Cem Karsan sits down with Neil Howe to examine what a true regime shift means for markets and society. Howe argues that we are deep into a Fourth Turn...
SI389: The Market Is Pinned, But Risk Is Growing ft. Cem Karsan & Alan Dunne
In this episode, Alan Dunne and Cem Karsan explore a market that appears calm on the surface yet increasingly unstable underneath. As indices move sid...
IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts
In today’s episode we talk to Mark Roberts, founder of Off Wall Street, a legendary provider of short selling research to hedge funds. Seven months be...
SI388: Peak Bubble? Why Markets Feel Different in 2026 ft. Mark Rzepczynski & Alan Dunne
Today Alan and Mark step back from the noise to examine a market environment that feels subtly but meaningfully different. From AI euphoria giving way...
GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen
The global order is shifting in plain sight. In this Global Macro conversation, Steen Jakobsen, inventor of the Outrages Predictions, joins Niels Kaas...
SI387: The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel
Today, we examine a year that looked chaotic but felt familiar to trend followers. Gold surged, equities rotated globally, and non-US markets quietly...
GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios
A familiar portfolio map is being redrawn. Ian Harnett traces the regime shift from disinflation and reliable bond hedges to a world where inflation p...
SI386: When Position Sizing Saves You ft. Rob Carver
Today, we are joined by Rob Carver to unpack one of the most volatile weeks seen in commodity markets in years. The conversation centers on silver’s s...
UGO09: Playing the Players in a Narrative Market ft. Ben Hunt
Cem Karsan sits down with Ben Hunt, founder of Epsilon Theory, to explore how narratives shape markets, politics, and decision making itself. Drawing...
SI385: When Volatility Becomes the Signal ft. Katy Kaminski
Katy Kaminski joins us to assess the early signals shaping markets in 2026. The conversation explores the resurgence of commodity trends, the role of...