Top Traders Unplugged

Niels Kaastrup-Larsen 1602 - SI411: Why the Best Portfolios Are Built to Be Wrong ft. David Dredge & Richard Brennan

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

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Top Traders Unplugged

Episodes

SI411: Why the Best Portfolios Are Built to Be Wrong ft. David Dredge & Richard Brennan

IL51: Why Most Recessions Are Completely Misunderstood ft. Tyler Goodspeed

SI410: The Next Evolution of Trend Following ft. Nick Baltas

OI23: Why Capital Efficiency Is the Next Edge in Investing ft. Charlie McGarraugh

SI409: Why Trend Following Is Changing Faster Than Ever ft. Yoav Git

GM105: The Billion-Barrel Shock Has Not Arrived Yet ft. Adam Rozencwajg

SI408: Has Trend Following Changed Forever? ft. Alan Dunne

GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley

SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan

GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

SI406: Why Uncertainty Is a Trend Follower’s Best Friend ft. Mark Rzepczynski

IL50: Why Central Banks Are Losing Control of Inflation ft. Manoj Pradhan

SI405: Why Most Trend Following Improvements Should Fail ft. Rob Carver

GM102: China Built a Trap. Germany Set It. America Fell In. Europe Is Next ft. Michael Pettis

SI404: When Trend Following Meets Equities ft. Eric Crittenden & Andrew Beer

UGO12: Why the Next Financial Crisis Could Change America Forever ft. Danielle DiMartino Booth

SI403: Trend Following in an Era of Geopolitical Risk ft. Marat Molyboga & Katy Kaminski

ALO35: Why Macro Investing Is Becoming More Systematic ft. George Patterson

SI402: Why Markets Can’t Stop Trending ft. Richard Brennan

IL49: The Space Economy Is No Longer Science Fiction ft. Rainer Zitelmann

SI401: Why Trend Following Wins in Chaos ft. Nick Baltas

GM101: When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan

SI400: When Crisis Alpha Hides in Plain Sight ft. Yoav Git & Rob Croce

GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth

SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne

OI22: Inside the Next Generation Market Wizards ft. Jack Schwager & George Coyle

GM99: Gold, Trust, and the Return of Real Assets ft. Philip Diehl

SI398: Navigating a VUCA World ft. Mark Rzepczynski

IL48: The Misunderstood Economics of Africa ft. Joe Studwell

SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan

UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden

SI396: Markets Look Calm… But Are They? ft. Rob Carver

TTU152: Where is the Open? ft. Toby Crabel

SI395: Finding Alpha in the Strait of Chaos ft. Andrew Beer

OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge

SI394: The Quarter That Tested Every Trend Follower ft. Katy Kaminski & Harry Moore

GM98: Powerlessness Is Rising and Nobody Is Ready ft. Peter Atwater

SI393: The Illusion of Control in Modern Markets ft. Yoav Git

IL47: The AI Revolution That Will Redefine What It Means to Be Human ft. Craig Mundie

SI392: The Hidden Cracks in Systematic Strategies No One Talks About ft. Nick Baltas

ALO34: Building an Asset Owner Mindset in Modern Pension Investing ft. Dan Mikulskis

SI391: Why Trend Following Works... the Evidence ft. Richard Brennan

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