

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 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 portfolios, allocating capital, or simply looking to cut through the noise - this is your edge. Clear thinking. Deep insights. Real experience. 🎧 New episodes weekly. Explore all episodes at toptradersunplugged.com https://toptradersunplugged.com
Episodes


GM74: Navigating the Bond Market: What You Need to Know About Recent Trends ft. Stephen Miran

SI320: Bonds: The Voldemort of Asset Allocation ft. Andrew Beer

GM73: Debt, Deficits, and the Road Ahead ft. Jason Furman

SI319: The Surprising Factors Behind CTA Performance: Is Less More? ft. Rob Carver

OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino

SI318: How Trend Following Changes with Interest Rates ft. Katy Kaminski

GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave

SI317: From Hurricanes to Hedge Strategies: The Hidden Common Factors ft. Richard Brennan

IL31: What Your Cashless Future Will Look Like ft. Richard Holden

SI316: Solving the "How Much" Trend Following Question ft. Nick Baltas

ALO26: Managing a C$600 Billion State Pension Fund ft. Amy Flikerski

SI315: Preparing for a Pivotal Time in Global Markets ft. Cem Karsan

GM71: The Carry Risk Lurking in Your Portfolio ft. Kevin Coldiron

SI314: Algo Anxiety... Can AI Resolve This? ft. Mark Rzepczynski

GM70: The State of the Commodity Super Cycle ft. Adam Rozencwajg

SI313: The Paradox of High-Volatility Alternatives ft. Alan Dunne

IL30: How To Evaluate True Macro Risk? ft. Philipp Carlsson-Szlezak

SI312: Should You Just Buy a CTA Index? ft. Rob Carver

GM69: The Global Economy from a Liquidity Perspective ft. Michael Howell
This podcast episode features Michael Howell discussing the pivotal role of global liquidity in shaping asset markets and the broader global economy, illustrating how the flow of funds and the actions of central banks influence market dynamics. Howell elaborates on the intricate liquidity cycle, emphasizing that change...
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