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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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Top Traders Unplugged is a show that will keep you in the know about how the world's top investors are navigating todays' markets and where they think the economy is heading. Niels Kaastrup-Larsen brings these engaging and often surprising conversations to you each week, so you don't miss out when we explore their latest successes or failures, best ideas as well as other valuable insights—learn like never before by tuning into Top Traders Unplugged each week!
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Bite sized news, interviews and views from across Marex.
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SI306: If Trend Following was an Olympic Sport... ft. Mark Rzepczynski
1:06:08
1:06:08
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1:06:08
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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GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan
1:06:44
1:06:44
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1:06:44
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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SI305: Building A Hedge Fund Allocation ft. Alan Dunne
1:02:33
1:02:33
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1:02:33
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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GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen
1:02:59
1:02:59
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1:02:59
In this episode, Alan Dunne welcomes former central banker and current President of the Peterson Institute, Adam Posen, to discuss the economic outlook and monetary policy. Posen explains why he believes markets are mistaken in expecting rate cuts next year and identifies the key factors driving stronger economic growth. They explore global central…
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SI304: Taking the Trend Following Temperature with Man AHL ft. Graham Robertson
1:07:23
1:07:23
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1:07:23
Today, we are joined by our special guest, Graham Robertson who is Partner and Head of Client Portfolio Management at Man AHL, for a wide-ranging conversation about trend following. We discuss how trend following has stood out in recent years and why April 2024 was especially noteworthy, and how Graham views the current interest from investors arou…
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OI09: The Key to Trend Following Success ft. Cole Wilcox
49:19
49:19
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49:19
In this episode, Moritz Seibert and Cole Wilcox from Longboard Asset Management speak about systematic trend following strategies applied to single stocks, including the many advantages compared to long only buy and hold, but also some of the challenges and technical details related to portfolio construction. Cole is the founder and CEO of Longboar…
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SI303: The Unstoppable Volpocalypse ft. Cem Karsan & Alan Dunne
1:01:04
1:01:04
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1:01:04
Cem Karsan joins Alan Dunne in this week’s episode to discuss global macro developments and key events to monitor in the coming months. They explore the shifting market microstructure and how volatility supply from structured products is impacting dispersion, correlation, and the value of breadth as a market indicator. Cem outlines his outlook on v…
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GM64: Why the Economy is Vulnerable to Recession ft. Claudia Sahm
57:05
57:05
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57:05
Alan Dunne is joined by Claudia Sahm, Chief Economist at New Century Advisors and creator of the Sahm Rule, to discuss the current macroeconomic outlook. They explore the state of the US labour market and what the Sahm Rule reveals about the economy's current condition. They discuss the conflicting signals in today’s macroeconomic data and hear why…
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SI302: The Negative Crisis Beta and CTA's Hidden Market Timing Skills ft. Nick Baltas
1:07:37
1:07:37
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1:07:37
This week, Alan Dunne chats with Nick Baltas about CTAs' negative crisis beta and their hidden market timing skills. Nick and Alan tackle the question of how to build an effective trend-following program as part of a larger multi-asset portfolio, in relation to the markets traded and speed of system and tie in insights from a recent Quantica paper.…
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GM63: War Without Rules ft. General Robert Spalding
1:17:09
1:17:09
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1:17:09
Join us as Cem Karsan and I explore China's plan for global dominance with retired General Robert Spalding, author of "War Without Rules." General Spalding discusses the rising tensions between China and the West, pointing out warning signs from the past two decades and mistakes made by the West. We delve into China's long-term strategy for world d…
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