1589 - GM102: China Built a Trap. Germany Set It. America Fell In. Europe Is Next ft. Michael Pettis
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
1589 - GM102: China Built a Trap. Germany Set It. America Fell In. Europe Is Next ft. Michael Pettis
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00:00
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
1589-
GM102: China Built a Trap. Germany Set It. America Fell In. Europe Is Next ft. Michael Pettis
Listened
Wed, 17 Jun 2026
1588-
SI404: When Trend Following Meets Equities ft. Eric Crittenden & Andrew Beer
Listened
Sat, 13 Jun 2026
1587-
UGO12: Why the Next Financial Crisis Could Change America Forever ft. Danielle DiMartino Booth
Listened
Wed, 10 Jun 2026
1586-
SI403: Trend Following in an Era of Geopolitical Risk ft. Marat Molyboga & Katy Kaminski
Listened
Sat, 06 Jun 2026
1585-
ALO35: Why Macro Investing Is Becoming More Systematic ft. George Patterson
Listened
Wed, 03 Jun 2026
1584-
SI402: Why Markets Can’t Stop Trending ft. Richard Brennan
Listened
Sat, 30 May 2026
1583-
IL49: The Space Economy Is No Longer Science Fiction ft. Rainer Zitelmann
Listened
Wed, 27 May 2026
1582-
SI401: Why Trend Following Wins in Chaos ft. Nick Baltas
Listened
Sat, 23 May 2026
1581-
GM101: When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan
Listened
Wed, 20 May 2026
1580-
SI400: When Crisis Alpha Hides in Plain Sight ft. Yoav Git & Rob Croce
Listened
Sat, 16 May 2026
1579-
GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth
Listened
Wed, 13 May 2026
1578-
SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne
Listened
Sat, 09 May 2026
1577-
OI22: Inside the Next Generation Market Wizards ft. Jack Schwager & George Coyle
Listened
Thu, 07 May 2026
1576-
GM99: Gold, Trust, and the Return of Real Assets ft. Philip Diehl
Listened
Wed, 06 May 2026
1575-
SI398: Navigating a VUCA World ft. Mark Rzepczynski
Listened
Sat, 02 May 2026
1574-
IL48: The Misunderstood Economics of Africa ft. Joe Studwell
Listened
Wed, 29 Apr 2026
1573-
SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan
Listened
Sat, 25 Apr 2026
1572-
UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden
Listened
Wed, 22 Apr 2026
1571-
SI396: Markets Look Calm… But Are They? ft. Rob Carver
Listened
Sat, 18 Apr 2026
1570-
TTU152: Where is the Open? ft. Toby Crabel
Listened
Wed, 15 Apr 2026
1569-
SI395: Finding Alpha in the Strait of Chaos ft. Andrew Beer
Listened
Sat, 11 Apr 2026
1568-
OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge
Listened
Wed, 08 Apr 2026
1567-
SI394: The Quarter That Tested Every Trend Follower ft. Katy Kaminski & Harry Moore
Listened
Sat, 04 Apr 2026
1566-
GM98: Powerlessness Is Rising and Nobody Is Ready ft. Peter Atwater
Listened
Wed, 01 Apr 2026
1565-
SI393: The Illusion of Control in Modern Markets ft. Yoav Git
Listened
Sat, 28 Mar 2026
1564-
IL47: The AI Revolution That Will Redefine What It Means to Be Human ft. Craig Mundie
Listened
Wed, 25 Mar 2026
1563-
SI392: The Hidden Cracks in Systematic Strategies No One Talks About ft. Nick Baltas
Listened
Sat, 21 Mar 2026
1562-
ALO34: Building an Asset Owner Mindset in Modern Pension Investing ft. Dan Mikulskis
Listened
Wed, 18 Mar 2026
1561-
SI391: Why Trend Following Works... the Evidence ft. Richard Brennan
Listened
Sat, 14 Mar 2026
1560-
ALO33: The Psychology Behind Better Asset Allocation ft. Aoifinn Devitt
Listened
Wed, 11 Mar 2026
1559-
SI390: When Narratives Change Faster Than Markets ft. Alan Dunne
Listened
Sat, 07 Mar 2026
1558-
UGO10: The Fourth Turning Is Here: How to Trade the Regime Shift ft. Neil Howe
Listened
Wed, 04 Mar 2026
1557-
SI389: The Market Is Pinned, But Risk Is Growing ft. Cem Karsan & Alan Dunne
Listened
Sat, 28 Feb 2026
1556-
IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts
Listened
Wed, 25 Feb 2026
1555-
SI388: Peak Bubble? Why Markets Feel Different in 2026 ft. Mark Rzepczynski & Alan Dunne
Listened
Sat, 21 Feb 2026
1554-
GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen
Listened
Wed, 18 Feb 2026
1553-
SI387: The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel
Listened
Sat, 14 Feb 2026
1552-
GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios
Listened
Wed, 11 Feb 2026
1551-
SI386: When Position Sizing Saves You ft. Rob Carver
Listened
Sat, 07 Feb 2026
1550-
UGO09: Playing the Players in a Narrative Market ft. Ben Hunt
Listened
Wed, 04 Feb 2026
1549-
SI385: When Volatility Becomes the Signal ft. Katy Kaminski
Listened
Sat, 31 Jan 2026
1548-
GM95: When Consensus Gets the Cycle Wrong ft. Dario Perkins
Listened
Wed, 28 Jan 2026
1547-
SI384: Building an Inflation-Proof Portfolio ft. Yoav Git
Listened
Sat, 24 Jan 2026
1546-
IL45: Where Markets Reveal Human Error ft. Alex Imas
Listened
Wed, 21 Jan 2026
1545-
SI383: When Signals Matter More Than Stories ft. Nick Baltas
Listened
Sat, 17 Jan 2026
1544-
GM94: When Capitalism Reboots and Crashes Again ft. Mark Blyth
Listened
Wed, 14 Jan 2026
1543-
SI382: The End of Globalization, the Rise of Trends ft. Richard Brennan
Listened
Sat, 10 Jan 2026
1542-
GM93: The Calm Before a Systemic Reckoning ft. William White
Listened
Wed, 07 Jan 2026
1541-
SI381: Process Over Pain: Trend Following in an Unforgiving Market (Group Conversation Part 2)
Listened
Sat, 03 Jan 2026
1540-
IL44: From AI Hype to Transformative AGI ft. Aubrie Pagano