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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SI314: Algo Anxiety... Can AI Resolve This? ft. Mark Rzepczynski
1:10:30
1:10:30
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1:10:30
Together with Mark Rzepczynski we dive deep into the outlook for trend following and discuss what may drive trends in the coming years. We analyze the role that the Fed plays in the rise of carry trading and we discuss how the so-called KuU framework can be used for in your strategy. We also discuss the use of AI when it comes to forecasting and bu…
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GM70: The State of the Commodity Super Cycle ft. Adam Rozencwajg
1:19:15
1:19:15
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1:19:15
This week you are in for a real treat, as Adam Rozencwajg rejoins Cem Karsan and me for a deep dive into the latest developments in the Commodity markets. It's been 15 months since Adam last appeared on the show, and he's back to share his updated perspectives on the highly anticipated next Commodity Super Cycle. Adam even unveils a fascinating and…
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SI313: The Paradox of High-Volatility Alternatives ft. Alan Dunne
1:05:16
1:05:16
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1:05:16
In this episode, Alan Dunne and I explore Mario Draghi's latest vision for Europe and discuss an insightful interview with Kenneth Rogoff, titled "We Will See More Spikes in Inflation," which covers key macroeconomic issues. We also explore the recent Goldman Sachs reports, highlighted by the Financial Times, showing significant outflows from multi…
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IL30: How To Evaluate True Macro Risk? ft. Philipp Carlsson-Szlezak
58:46
58:46
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Our guest on this episode is Philipp Carlsson-Szlezak, the Global Chief Economist at BCG and author of a new book: Shocks, Crises and False Alarms: How to Assess True Macroeconomic Risk. He explains why it’s wrong to put focus on extreme “doom mongering” predictions - which often turn out to be false alarms. We discuss his intuitive framework for e…
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SI312: Should You Just Buy a CTA Index? ft. Rob Carver
1:14:11
1:14:11
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1:14:11
Rob Carver is back this week to discuss the importance of being able to detach yourself from the markets and taking “real” breaks from time to time and we also hear from Rob what it is like to let his systematic trading system run by itself whilst he enjoys a long summer holiday. We also discuss the underlying theory of macro momentum and how you c…
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GM69: The Global Economy from a Liquidity Perspective ft. Michael Howell
1:02:48
1:02:48
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1:02:48
Michael Howell, Managing Director of Crossborder Capital and Author of the Capital Wars Substack, returns in this episode to speak with Alan Dunne about the liquidity cycle’s influence on global markets. Michael outlines how he sees rising liquidity growth providing a favourable backdrop for risky assets and that the conventional narrative that the…
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SI311: BREAKING: New CTA Index being revealed ft. Andrew Beer
1:00:59
1:00:59
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1:00:59
As August comes to an end, we discuss this month of extremes for the trend-following community, marked by significant dispersion in performance and unusual price activity across multiple asset classes as well as the economy in general. We address the strengths and limitations of replication strategies and Andrew shares insights into how he thinks a…
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GM68: Chief Strategist: “Most Scenerios Point to Recession” ft. Peter Berezin
1:01:30
1:01:30
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1:01:30
Peter Berezin Chief Strategist and Research Director at BCA Research returns in this episode to discuss with Alan Dunne why he believes the US economy will soon enter recession and the S&P 500 will fall as low as 3750. Peter highlights the leading indicators in the housing market, labour market and in manufacturing that suggest to him that the econ…
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SI310: The Illusion of Backtests and True Drivers of Price ft. Richard Brennan
1:03:26
1:03:26
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1:03:26
Together with Richard Brennan we address the high level of volatility we have experienced this month and what airplane turbulence can teach us about periods of volatility. We also discuss why backtesting can’t predict future performance and what can be done to achieve achieve more realistic expectations of future risk and returns. We then dive into…
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IL29: Technology: The Economic Dynamite ft. Mark Mills
1:00:45
1:00:45
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In this episode we welcome back Mark Mills, author of The Cloud Revolution: How The Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020’s. Mark was a guest on the show one year ago and many of the predictions he made then have come true. We revisit his view that simultaneous improvements in information, materials …
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