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Top Traders Unplugged

Niels Kaastrup-Larsen

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Explore the captivating world of investing with Niels Kaastrup-Larsen and his incredible co-hosts. Each week, we delve into engaging conversations with renowned investors, top economists, expert traders, and visionary thought leaders. Our discussions cover Trend Following, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, Volatility, and much more. Unlock valuable insights from seasoned professionals, celebrating their triumphs and learning from their obstacles. Tune in every ...
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The No Bull Marketing Ideacast offers a fresh look into the world of marketing today, seen through the eyes of senior marketers, business leaders and investors. What are the challenges and opportunities that are keeping marketers awake at night? How are the uncertainties we face in our daily lives affecting the marketing and brand strategies that CMOs are employing? And how can agencies help marketers to respond better in the face of change?
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Evil thrives when good men and woman do nothing. When they fail to make a stand. Sure, fighting, self defense and survival are up there on the list of topics, but I go wherever the quest for knowledge takes me. Join forces with me as I interrogate the experts.
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Along with Katy Kaminski, we discuss how the current disruptions in the economy and markets cause a change in investors’ behaviour. We dive deep into the interconnection between inflation, bonds and volatility and we discuss how to build a portfolio that performs well in economic downturns. We also discuss the difference between a crisis versus a c…
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Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlightening episode as they dive into the world of hedge fund selection! Discover how a leading institutional consultant selects hedge funds and builds robust portfolios. John shares his insights on why starting with manager selection is key to the portfolio co…
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This week we're joined by NICK CAPPER and first time guest ANDREW HAMILTON! Andrew's currently on tour promoting his book about the time he went to prison so we've got a LOT of questions for him. If you've ever listened to the podcast before, I'm sure you can make an educated guess as to the calibre of question that we'd want answered about prison …
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Following an eventful week with major market rotations, I'm joined by Nick Baltas to discuss the impact of this weeks turbulence on trend followers. We discuss how trend following strategies had already started to adapt to the market rotations in July and what the consequence of leaving the short fixed income trade behind meant for overall performa…
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Aswath Damodaran, Professor of Finance at NYU Stern and a leading expert on valuation and corporate finance joins Alan Dunne in this episode for a fascinating and thought-provoking discussion on current markets and investing in general. They explore why Aswath believes we have witnessed the death of old-school value investing and how structural shi…
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This week we're joined by NICK CODY and LEHMO! We're dealing with audience members who have no idea who they've just watched, we're worried about how rapidly we're aging, Lehmo's child has been doing comedy on a cruise ship, we've got our school reunions coming up and we're all wondering what we can do to make it to 'notable alumni' page of our sch…
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Together with Cem Karsan, we discuss how the volatility space is experiencing major dispersion at the moment and how you can prepare your portfolio for the unpinning of volatility which we are experiencing. We also address how the groundbreaking events that have happened in the U.S. election recently might change the outcome of the election and wha…
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In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The War Below: Lithium, Copper and the Global Battle to Power Our Lives. We can’t have green energy without mining. But there is no way around the fact that mining is loud, dangerous and disruptive. Our co…
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This week we're joined by MELANIE BRACEWELL and BRON LEWIS! Melanie's brought her dog along, there's been some raucous audience members at Basement Comedy Club, someone's using Tommy's Binge account in an AirBnB, Karl's done some work on Melanie's show and received ZERO compensation for it, plus Greg Larsen texts in with a strange dream! Hosted on …
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Together with Mark Rzepczynski we discuss how the activist treasury issurance of more bills than coupons have provided more quantitative easing and why we are seeing a decline in concern for inflation and rising interest rates. Mark also shares key insights to why building a system is more important than building models and what you can use a backt…
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Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explore the impacts of massive debts, weak public sector balance sheets, and rising wealth inequality. We delve into how polarized electorates and global economic fragmentation are reshaping policies, discus…
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We're finally back in Sydney for a huge live show with WIL ANDERSON, CONCETTA CARISTO and CAMERON JAMES! There's a lot going on as Tommy's been heckled, Cam's paid to come and see one of our live podcasts, Concetta's flashed a co-worker, Milan's living under a pseudonym but the absolute piece de resistance is a slice of Wil Anderson lore that Karl …
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Together with Alan Dunne, we take the temperature of the current state of affairs in the U.S. election and how the election impacts the economy and markets. Alan also shares his advice for allocator looking to start a new trend following fund and we discuss how fees are currently the big differentiator in the CTA space, with one manager increasing …
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