Top Traders Unplugged
Niels Kaastrup-Larsen
Step into the fascinating realm of finance and investing with Niels Kaastrup-Larsen and an amazing line-up of co-hosts as your guide. Each week, we engage in captivating conversations with renowned investors, esteemed economists, skilled traders, and visionary thought leaders. Discover the wisdom derived from their journeys, embracing their triumphs and learning from their setbacks. At TTU, we strive to ignite your independent thinking, encouraging you to chart your own path to financial success. Tune in to stay informed and inspired on the ever-evolving landscape of finance and investing. Stay up-to-date with our latest episodes and blogposts at https://toptradersunplugged.com
Categories: News & Politics
Listen to the last episode:
Today, I'm joined by Cem Karsan to discuss how speculations in markets affect the economy and Cem presents his view on the current state of global macro as well as a forecast for the rest of the year. How does conflicts around the world affect the global economy and why does Cem believe that we are going into a “dangerous period”? Why does Cem believe options are key to making profit from different scenarios and outcomes and what are the possibilities of seeing US rate cuts later this year? How the U.S election will impact the economy and where Cem believes the Equity markets will finish the year and much more.
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Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
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Episode TimeStamps:
00:47 - What has been on our radar recently?
02:22 - What is the talk of the town in the vol space at the moment?
03:11 - Industry performance update
05:27 - Q1: What is Cem's view on the impact of call speculation on the VIX?
12:17 - Cem's perspective on the current state of global macro
18:09 - Important market development recently?
31:40 - Making profit from different scenarios
35:48 - The structure of markets
42:23 - Are rate cuts coming?
48:10 - How the U.S election will change the economic narrative
53:32 - The pros and cons of a win for Trump
56:49 - Thanks for listening
Copyright © 2023 – CMC AG – All Rights Reserved
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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Previous episodes
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1364 - Market Outlook for the Rest of 2024 & EOY S&P500 level ft. Cem KarsanSat, 27 Apr 2024 - 0h
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1363 - GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko PapicWed, 24 Apr 2024
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1362 - SI292: Is Cocoa becoming Too Hot for Trend Followers? ft. Rob CarverSat, 20 Apr 2024
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1361 - IL25: Any Happy Returns... the Next Super Cycle? ft. Peter OppenheimerWed, 17 Apr 2024 - 0h
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1360 - SI291: Trend Following...What should it mean to Investors? ft. Richard BrennanSat, 13 Apr 2024
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1359 - TTU146: The value of Unpredictable Alpha ft. Anthony ToddWed, 10 Apr 2024
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1358 - SI290: Honey, I Shrunk the Trend Following ft. Andrew BeerSat, 06 Apr 2024
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1357 - ALO22: Finding an Absolute Return Solution for a C$11BN Pension Plan ft. Christophe L'AhelecWed, 03 Apr 2024 - 0h
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1356 - SI289: Kahneman, Trend Following & Cocoa ft. Mark RzepczynskiSat, 30 Mar 2024
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1355 - OI07: The Evolution of Short-Term Trading ft. Tony KaiserWed, 27 Mar 2024 - 0h
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1354 - SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan DunneSat, 23 Mar 2024 - 0h
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1353 - OI6: A Fundamental Approach to Commodities ft. Ricardo Leiman & Pedro MarionWed, 20 Mar 2024 - 0h
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1352 - SI287: No Pain, No Gain ft. Katy KaminskiSat, 16 Mar 2024 - 0h
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1351 - GM58: Electric Dreams and Commodity Market Realities ft. Tor SvellandWed, 13 Mar 2024
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1350 - SI286: Profiting from Different Investment Regimes? ft. Rob CarverSat, 09 Mar 2024
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1349 - IL24: Our Chance to Build a Sustainable Future ft. Hannah RitchieWed, 06 Mar 2024 - 0h
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1348 - SI285: Elections Ahead & What this Mean for Investors ft. Cem KarsanSat, 02 Mar 2024
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1347 - ALO21: How to Run a Multi-Billion Dollar Sovereign Fund ft. Peter MadsenWed, 28 Feb 2024
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1346 - SI284: Choosing Your Trend Following Battles ft. Nick BaltasSat, 24 Feb 2024
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1345 - OI05: Is Trading Fewer Markets Actually Better? ft. Richard Liddle & Gareth AbbotWed, 21 Feb 2024
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1344 - SI283: How to Beat the Benchmarks ft. Richard BrennanSun, 18 Feb 2024
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1343 - GM57: Navigating the Next Decade ft. Kiril SokoloffWed, 14 Feb 2024
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1342 - SI282: Rethinking Bonds: the Changing Role of Fixed Income ft. Andrew BeerSun, 11 Feb 2024
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1341 - GM56: Structural Shifts - A Threat to the Economy? ft. Frances DonaldWed, 07 Feb 2024
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1340 - SI281: More Markets = Better Performance? ft. Mark RzepczynskiSat, 03 Feb 2024 - 0h
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1339 - IL23: Learning to Fail Well ft. Amy EdmondsonWed, 31 Jan 2024
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1338 - SI280: Equities for the Long Run? ft. Alan DunneSat, 27 Jan 2024
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1337 - ALO20: How Will Mega Trends Shape the Economy? ft. Casey ClarkWed, 24 Jan 2024
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1336 - SI279: Prepare for a Bumpy Landing ft. Katy KaminskiSat, 20 Jan 2024 - 0h
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1335 - GM55: What Investors Need to Know about 2024 ft. Dave Dredge & Cem KarsanWed, 17 Jan 2024
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1334 - SI278: Trend Following Risk Premium...is it there & could it go away? ft. Rob CarverSat, 13 Jan 2024
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1333 - OI04: Do Alternative Markets Trend Better? ft. Scott KersonWed, 10 Jan 2024 - 0h
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1332 - SI277: What Will 2024 Bring? ft. Cem KarsanSat, 06 Jan 2024
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1331 - ALO19: Managing Wealth for HNW Investors ft. Joe PrendergastWed, 03 Jan 2024
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1330 - SI276: TTU YEAR-END Special Part 2Sat, 30 Dec 2023
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1329 - GM54: "Weakflation" in 2024 ft. Gregory PetersWed, 27 Dec 2023 - 0h
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1328 - SI275: TTU YEAR-END Special Part 1Fri, 22 Dec 2023
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1327 - IL22: The Fund - The Other Side of Dalio & Bridgewater ft. Rob CopelandWed, 20 Dec 2023 - 0h
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1326 - SI274: Can You Time Trend Following? ft. Nick BaltasSat, 16 Dec 2023
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1325 - GAL07: Avoiding Apocalypse Through Quantum Physics & AI ft. Klee IrwinWed, 13 Dec 2023
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1324 - SI273: Unraveling the Mystery of Complex Adaptive Systems ft. Richard BrennanSat, 09 Dec 2023
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1323 - ALO18: Asset Allocation a la carte ft. David KellyWed, 06 Dec 2023
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1322 - SI272: Disrupting the Asset Management Industry ft. Andrew BeerSat, 02 Dec 2023
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1321 - OI03: The inner workings of a High-Frequency Strategy ft. Anant JatiaWed, 29 Nov 2023
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1320 - SI271: Can Slippage be a Source of Alpha? ft. Mark RzepczynskiSat, 25 Nov 2023
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1319 - GM53: The Misdiagnosis of the Global Economy ft. Dario PerkinsWed, 22 Nov 2023
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1318 - SI270: CPI, Trend Reversals & Dalio on US-China War ft. Alan DunneSat, 18 Nov 2023
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1317 - OI02: Are QI Strategies Sustainable? ft. Maia Mathieson & Faheem OsmanWed, 15 Nov 2023 - 0h
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1316 - SI269: Is the Big Bond Short Over? ft. Katy KaminskiSun, 12 Nov 2023 - 0h
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1315 - GM52: The Re-Emergence of the Bond Vigilantes ft. Ed YardeniWed, 08 Nov 2023 - 0h
