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PODCAST

Top Traders Unplugged

Niels Kaastrup-Larsen

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 conversations with hedge fund managers, economists, authors, and allocators - revealing the timeless ideas, mental models, and risk frameworks behind robust performance. If you"re building resilient

business investing

All Episodes

01:10:49

SI344: Trend Following during Trump Tariff Turmoil...

Top Traders Unplugged ·

2025/04/19

In this episode, we explore the current market dynamics and discuss Katy Kaminski's latest research paper on crisis and correction alpha, which provides insights into how CTA strategies are navigating turbulent times. We also touch on the importance of understanding how trends shift and the implications for various asset classes. From examining the impact of correlation and volatility in risk management to discussing the nuances of different trading speeds, we aim to equip you with a clearer

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52:30

IL37: Hate the Game? How to Navigate Life's Economic...

Top Traders Unplugged ·

2025/04/16

Discover how to navigate the complexities of personal and professional decisions through the lens of behavioral economics. Kevin Coldiron speaks with Daryl Fairweather, Chief Economist at Redfin and author of the book "Hate the Game," who shares insights on using economic principles to tackle everyday challenges, from negotiating salaries to understanding workplace dynamics. They explore the importance of empathy and perspective-taking in decision-making, emphasizing that understanding the rules of

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01:11:23

SI343: CTAs: The Unexpected Heroes of Market Crises...

Top Traders Unplugged ·

2025/04/12

Together with Yoav Git, we’ll explore how market conditions are shifting and what that means for investors, especially in light of recent bond market movements. It’s been a wild ride lately, with unexpected changes in correlations between stocks and bonds, and we’re here to break it all down. We’ll also touch on the implications for trend-following strategies and how they can adapt in these turbulent times. So, whether you’re a seasoned investor or just curious, hang tight as we unravel these

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01:09:44

TTU149: Risk, Return, Repeat: The Portable Alpha...

Top Traders Unplugged ·

2025/04/09

Today, we’re diving into the world of portable alpha and how it can really shake up your investment game. Alan Dunn and I are chatting with Razvan Remsing from Aspect Capital, who shares that this concept isn’t new but is gaining traction again as allocators look for ways to make their portfolios work harder. With everything going on in the markets, it’s essential to think about how different strategies can fit together, especially in a world where traditional asset allocations might not cut it

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01:15:23

SI342: From Trend Following to Super Determinism ft....

Top Traders Unplugged ·

2025/04/05

Together with Richard Brennan, we’ll explore how current market uncertainties are shaping investor sentiment and prompting a massive shift in how we think about financial systems. As we navigate through some heavy topics, we also touch on the importance of maintaining a disciplined approach in a world where noise can easily drown out the signals. Expect insights on the evolving landscape of trading, where we emphasize the necessity of aligning with processes rather than predictions. Join us as we

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01:04:11

UGO01: Reflexive Markets, Real-Time Risk: The Dawn of...

Top Traders Unplugged ·

2025/04/02

In the premiere of U Got Options, Cem Karsan is joined by Mike Green for an unfiltered, high-conviction conversation straight from the floor of the CBOE. Together, they dive deep into the explosive growth of 0DTE options - now driving over 60% of S&P volume - and unpack how this shift is quietly rewiring market reflexivity, volatility dynamics, and the path of dispersion. With stories from the pits and sharp macro takeaways, this episode sets the tone for a series that goes beyond the headlines

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01:01:27

SI341: Nothing Good Happens Below the 200-Day Moving...

Top Traders Unplugged ·

2025/03/29

Alan Dunne and Mark Rzepczynski tackle the current market vibes, focusing on how factors like the 200-day moving average can shift market sentiment and affect portfolio strategies. As they navigate through the choppy waters of market performance, they discuss the importance of understanding uncertainty versus risk and how it impacts decision-making for both individual investors and managers alike. There’s also an exploration of how curiosity plays a crucial role for fund managers in adapting to

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59:20

IL36: Democracy, Money, and the Central Bank - A...

Top Traders Unplugged ·

2025/03/26

Our guest on this episode is Leah Downey, Junior Research Fellow at St. John’s College Cambridge and author of the new book Our Money: Monetary Policy as If Democracy Matters. Independent central banks are thought to be necessary to prevent politicians using monetary policy to influence elections and to avoid dangerously high levels of inflation. Is this really correct? Is it really healthy for a democracy to allocate so much power to a very small group of unelected people? Why is monetary policy

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01:05:24

SI340: ETFs, Size, and the Commodity Problem ft. Alan...

Top Traders Unplugged ·

2025/03/22

In today’s episode, Alan Dunne and I take a step back - and a step forward - by exploring 125 years of hard-earned market wisdom, courtesy of the Global Investment Returns Yearbook, the definitive source of long-term asset class performance. What does this rich dataset tell us about equities, bonds, diversification, and the underrated role of patience in investing? And how relevant are these lessons for investors navigating today’s high-concentration markets, stubborn inflation, and the potential

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01:09:36

TTU148: CTAs - The Good, The Bad, and The...

Top Traders Unplugged ·

2025/03/19

Today, we’re diving deep into the world of CTAs and their role in investment portfolios. We discuss the balance between focusing on a single asset class versus a multi-asset approach, emphasizing that different asset classes offer unique utilities to investors. Our guests share insights from their experiences, highlighting the importance of tailored execution strategies and how technology can enhance trading performance. We also explore the growing interest from major players like Fidelity and

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01:19:30

SI339: CTAs vs ETFs: The Showdown That Could Change...

Top Traders Unplugged ·

2025/03/15

Andrew Beer and Tom Wrobel joins us to talk about the current state of global markets and the pivotal changes affecting our industry. We’re all feeling the shift in dynamics, and we’re here to unpack how that impacts our investing approaches. From the rise of new ETFs to the ongoing debate about the future of managed futures, we’ll cover it all. So grab your headphones and get ready for some straight talk on trends, volatility, and what it means for all of us as investors.-----50 YEARS OF TREND

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01:01:17

ALO29: What Every Investor Should Know About...

Top Traders Unplugged ·

2025/03/12

Leveraged loans combined with treasuries create a solid strategy for navigating today’s fixed income market. These two asset classes work like a peanut butter and jelly sandwich, balancing each other out—leveraged loans shine when interest rates rise, while treasuries thrive when rates drop. In our chat today with David Giroux, portfolio manager at T. Rowe Price, we dive into how this mix helps manage risk and enhance returns in uncertain market conditions. Giroux shares his insights on the current

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01:08:47

SI338: Politics, Markets & Power Plays: An Unfiltered...

Top Traders Unplugged ·

2025/03/08

Together with Cem Karsan, we take a serious look at how the shifting political landscape and economic pressures are impacting global markets. We discuss the implications of a potential (engineered) recession and what it means for various asset classes, especially in relation to current U.S. policies. With the conversation turning to Europe, we analyze the region's military rearmament and its potential effects on the global balance of power. We also touch on the evolving dynamics regarding Turkey's

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01:19:35

GM80: Doomsday Clock Ticks: Are We Close to a...

Top Traders Unplugged ·

2025/03/05

Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right around the corner. We're talking to Adam Rozencwajg about how the shifts in global commodity dynamics, particularly in natural resources like oil and gas, are becoming a lot clearer as supply constraints tighten up. It's all about recognizing the signs, and we believe that the next six to nine months will be crucial for investors looking to ride this

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01:03:28

SI337: How Best to "Replicate" Managed Futures...

Top Traders Unplugged ·

2025/03/01

In this episode, Katy Kaminski helps us explore the latest trends in managed futures and how different approaches to replication can impact performance and correlation. We explore the pros and cons of index versus mechanical replication, highlighting how each method reacts differently in various market conditions. Plus, we touch on the most recent developments in the ETF space and how they're reshaping access to CTAs, but also question if all of the new products are truly worthy of the "CTA" lable

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01:01:05

IL35: The New Age of Economic Warfare: Are We Ready?...

Top Traders Unplugged ·

2025/02/26

Our guest on this episode is Edward Fishman, a world expert on the modern art of economic warfare. Edward is author of the new book Chokepoints: American Power In The Age of Economic Warfare. He currently teaches at Columbia University and prior to that advised the US Secretary of State, Joints Chiefs of Staff and Treasury Department on the deployment of economic sanctions. We discuss the details of how the US uses its dominant position in the world’s financial markets and technology software to

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01:03:01

SI336: How to Invest in Turbulent Times? ft. Graham...

Top Traders Unplugged ·

2025/02/22

With global market dynamics shifting rapidly and geopolitical noise reaching new heights, how can investors adapt and thrive? In this episode, we explore why an adaptive approach is crucial for navigating today’s turbulent financial landscape. Our conversation delves into the challenges investors face when competing against dominant market players and how trend-following strategies can shine in times of crisis. We also examine the often-overlooked disconnect between price and value - and how this

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01:07:10

OI14: Behind the Scenes of a Crypto Hedge Fund ft....

Top Traders Unplugged ·

2025/02/19

In this episode, Moritz Seibert speaks with Anatoly Crachilov and Michaell Hall from Nickel Digital, a prominent London-based crypto hedge fund. Anatoly (CEO) and Michael (CIO) founded the company in 2019 with an initial focus on in-house arbitrage and basis trading strategies. Over the years, their business model has evolved and adapted to the fast-changing world of digital assets. Today, Nickel Digital operates as a multi-strategy, multi-manager setup with more than $250 million in AUM, making it

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01:24:36

SI335: Trend Following or Mean Reversion: What Works...

Top Traders Unplugged ·

2025/02/15

Join us for a fascinating and in-depth conversation with Rob Carver, where we’ll discuss the current state of gold, the impact of rising borrowing costs on futures pricing, and how these elements intertwine with market trends. Along the way, we’ll tackle listener questions that challenge the status quo, digging into everything from fees in the hedge fund world to the implications of recent political shifts. It's a jam-packed session for anyone looking to get a clearer picture of the investment

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01:00:01

ALO28: Why Hedge Funds Still Matter ft. Alexander de...

Top Traders Unplugged ·

2025/02/12

In this episode, Alexander de Bruin, Head of Fund Research at Edmond de Rothschild, joins Alan Dunne to discuss the art and science of selecting managers and building portfolios of alternatives. Alexander shares insights from his background in convertible bond trading and how it has shaped his approach to allocating capital. The conversation explores the rapid growth of private markets, with a focus on the current opportunities in private credit. They also delve into Alexander's framework for

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894 results

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