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Top Traders Unplugged
Niels Kaastrup-Larsen
Explore the captivating world of investing with Niels Kaastrup-Larsen and his incredible co-hosts. Each week, we delve into engaging conversations with renowned investors, top economists, expert traders, and visionary thought leaders. Our discussions cover Trend Following, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, Volatility, and much more. Unlock valuable insights from seasoned professionals, celebrating their triumphs and learning from their obstacles. Tune in every week to stay informed and inspired in the dynamic world of trend following, global macro and investing. For the latest episodes and blog posts, visit https://toptradersunplugged.com
Categories: News & Politics
Listen to the last episode:
Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explore the impacts of massive debts, weak public sector balance sheets, and rising wealth inequality. We delve into how polarized electorates and global economic fragmentation are reshaping policies, discussing the economic implications of new tariffs, a weaker Dollar, and the prospects for Gold and Bitcoin. Alfonso shares his insights on rising interest rates and inflation, emphasizing the crucial role of central bank policies in shaping market dynamics. We also touch upon the potential impacts of geopolitical tensions and speculate on the effects of possible future scenarios, like a Trump presidency, on the global economy.
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Episode TimeStamps:
01:45 - The impact of rising rates and inflation on the global economy
10:29 - Inflation expectations and the Trump trade
18:38 - What kind of inflation are we dealing with now?
27:10 - What caused a change in MacroAlf's view on inflation
34:16 - It's all about getting the distribution right
46:26 - Alf's perspective on the U.S. Election
51:20 - What will a win for Trump mean for the global economy?
55:38 - Could the U.S. lose their AAA rating?
01:02:31 - A "Golden" idea
Copyright © 2024 – 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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1389 - GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan Wed, 24 Jul 2024
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1388 - SI305: Building A Hedge Fund Allocation ft. Alan Dunne Fri, 19 Jul 2024
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1387 - GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen Wed, 17 Jul 2024
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1386 - SI304: Taking the Trend Following Temperature with Man AHL ft. Graham Robertson Sat, 13 Jul 2024
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1385 - OI09: The Key to Trend Following Success ft. Cole Wilcox Wed, 10 Jul 2024 - 0h
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1384 - SI303: The Unstoppable Volpocalypse ft. Cem Karsan & Alan Dunne Sat, 06 Jul 2024
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1383 - GM64: Why the Economy is Vulnerable to Recession ft. Claudia Sahm Wed, 03 Jul 2024 - 0h
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1382 - SI302: The Negative Crisis Beta and CTA's Hidden Market Timing Skills ft. Nick Baltas Sat, 29 Jun 2024
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1381 - GM63: War Without Rules ft. General Robert Spalding Wed, 26 Jun 2024
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1380 - SI301: The AI Hype within Investing...a Step Too Far? ft. Rob Carver Sat, 22 Jun 2024
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1379 - OI08: Trend Following...Austrian Style ft. Michael Neubauer & Joseph Waldstein from SMN Wed, 19 Jun 2024 - 0h
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1378 - SI300: Finding the Optimal Trend Following Rules ft. Richard Brennan Sat, 15 Jun 2024 - 0h
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1377 - IL27: Unlocking the Secrets of Great Communication ft. Charles Duhigg Wed, 12 Jun 2024 - 0h
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1376 - SI299: Sharing the Trend Following Pie ft. Andrew Beer Sat, 08 Jun 2024
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1375 - GM62: How to Build a Future-Proof Portfolio ft. Bob Elliott Wed, 05 Jun 2024
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1374 - SI298: The Trend Following ETF Revolution ft. Katy Kaminski Sat, 01 Jun 2024 - 0h
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1373 - GM61: The New Politics: Neoliberal Decline and Authoritarian Rise ft. Gary Gerstle Wed, 29 May 2024
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1372 - Si297: Trend Following as a Return Enhancement Overlay ft. Alan Dunne Sat, 25 May 2024
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1371 - IL26: How New Technologies Will Shape the Economy ft. Koen De Leus & Philippe Gijsels Wed, 22 May 2024
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1370 - SI296: Is Trend Following Becoming Too Complicated? ft. Mark Rzepczynski Sat, 18 May 2024
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1369 - ALO24: Managing Money Through Structural Shifts ft. Richard Urwin Wed, 15 May 2024
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1368 - SI295: Trend Followers - The Unwanted Party Guests? ft. Nick Baltas Sat, 11 May 2024
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1367 - ALO23: Behind the Scenes of a High Net Worth Investor ft. Tad Fallows Wed, 08 May 2024
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1366 - SI294: Lowering the Cost of being Long Commodities ft. Hari Krishnan Sat, 04 May 2024 - 0h
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1365 - GM60: Preparing Your Portfolio for the Second Half of 2024 ft. Christian Mueller-Glissmann Wed, 01 May 2024
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1364 - SI293: Market Outlook for the Rest of 2024 & EOY S&P500 level ft. Cem Karsan Sat, 27 Apr 2024 - 0h
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1363 - GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic Wed, 24 Apr 2024
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1362 - SI292: Is Cocoa becoming Too Hot for Trend Followers? ft. Rob Carver Sat, 20 Apr 2024
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1361 - IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer Wed, 17 Apr 2024 - 0h
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1360 - SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan Sat, 13 Apr 2024
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1359 - TTU146: The value of Unpredictable Alpha ft. Anthony Todd Wed, 10 Apr 2024
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1358 - SI290: Honey, I Shrunk the Trend Following ft. Andrew Beer Sat, 06 Apr 2024
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1357 - ALO22: Finding an Absolute Return Solution for a C$11BN Pension Plan ft. Christophe L'Ahelec Wed, 03 Apr 2024 - 0h
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1356 - SI289: Kahneman, Trend Following & Cocoa ft. Mark Rzepczynski Sat, 30 Mar 2024
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1355 - OI07: The Evolution of Short-Term Trading ft. Tony Kaiser Wed, 27 Mar 2024 - 0h
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1354 - SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan Dunne Sat, 23 Mar 2024 - 0h
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1353 - OI6: A Fundamental Approach to Commodities ft. Ricardo Leiman & Pedro Marion Wed, 20 Mar 2024 - 0h
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1352 - SI287: No Pain, No Gain ft. Katy Kaminski Sat, 16 Mar 2024 - 0h
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1351 - GM58: Electric Dreams and Commodity Market Realities ft. Tor Svelland Wed, 13 Mar 2024
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1350 - SI286: Profiting from Different Investment Regimes? ft. Rob Carver Sat, 09 Mar 2024
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1349 - IL24: Our Chance to Build a Sustainable Future ft. Hannah Ritchie Wed, 06 Mar 2024 - 0h
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1348 - SI285: Elections Ahead & What this Mean for Investors ft. Cem Karsan Sat, 02 Mar 2024
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1347 - ALO21: How to Run a Multi-Billion Dollar Sovereign Fund ft. Peter Madsen Wed, 28 Feb 2024
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1346 - SI284: Choosing Your Trend Following Battles ft. Nick Baltas Sat, 24 Feb 2024
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1345 - OI05: Is Trading Fewer Markets Actually Better? ft. Richard Liddle & Gareth Abbot Wed, 21 Feb 2024
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1344 - SI283: How to Beat the Benchmarks ft. Richard Brennan Sun, 18 Feb 2024
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1343 - GM57: Navigating the Next Decade ft. Kiril Sokoloff Wed, 14 Feb 2024
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1342 - SI282: Rethinking Bonds: the Changing Role of Fixed Income ft. Andrew Beer Sun, 11 Feb 2024
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1341 - GM56: Structural Shifts - A Threat to the Economy? ft. Frances Donald Wed, 07 Feb 2024
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1340 - SI281: More Markets = Better Performance? ft. Mark Rzepczynski Sat, 03 Feb 2024 - 0h