Top Traders Unplugged

ALO33: The Psychology Behind Better Asset Allocation ft. Aoifinn Devitt

SI390: When Narratives Change Faster Than Markets ft. Alan Dunne

UGO10: The Fourth Turning Is Here: How to Trade the Regime Shift ft. Neil Howe

SI389: The Market Is Pinned, But Risk Is Growing ft. Cem Karsan & Alan Dunne

IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts

SI388: Peak Bubble? Why Markets Feel Different in 2026 ft. Mark Rzepczynski & Alan Dunne

GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen

SI387: The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel

GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios

SI386: When Position Sizing Saves You ft. Rob Carver

UGO09: Playing the Players in a Narrative Market ft. Ben Hunt

SI385: When Volatility Becomes the Signal ft. Katy Kaminski

GM95: When Consensus Gets the Cycle Wrong ft. Dario Perkins

SI384: Building an Inflation-Proof Portfolio ft. Yoav Git

IL45: Where Markets Reveal Human Error ft. Alex Imas

SI383: When Signals Matter More Than Stories ft. Nick Baltas

The podcast examines systematic investing, particularly trend-following strategies, and analyzes recent market performance. It highlights the impact of investor narratives and thematics on asset allocation, questioning whether narrative data can be utilized for signaling and strategy design. The discussion covers the p...

GM94: When Capitalism Reboots and Crashes Again ft. Mark Blyth

SI382: The End of Globalization, the Rise of Trends ft. Richard Brennan

The podcast explores the implications of a shifting global order, moving away from globalization towards regional spheres of influence, and its potential benefits for trend-following investment strategies. It suggests that this fragmentation, characterized by slower-moving imbalances and a lack of coordinated central b...

GM93: The Calm Before a Systemic Reckoning ft. William White

SI381: Process Over Pain: Trend Following in an Unforgiving Market (Group Conversation Part 2)

The panel engages in a multifaceted discussion on systematic investing, addressing the role of AI in model improvement and research, and debating the merits of Total Portfolio Approach (TPA) versus strategic asset allocation for trend following. Panelists explore process stability amidst changing markets, cautioning ag...