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
In this episode of Top Traders Unplugged, hosted by Kevin Coldiron, Aubrie Pagano, a general partner at Alpaca VC, discusses her white paper on the transition to artificial general intelligence (AGI) and its potential impact on society and the economy. Aubrie outlines the blockers to achieving AGI's full economic poten...
In this special two-part episode of the Systematic Investor Series, Niels Kaastrup-Larsen hosts a roundtable discussion with Katy Kaminski, Cem Karsan, and several other experts in systematic investing. The group delves into a variety of topics, including the impact of market selection on trend following, the growth of...
In this episode of Top Traders Unplugged, Alan Dunne fills in for Niels Kaastrup-Larsen and is joined by Mark Rzepczynski to discuss the current market from a rules-based investor's perspective. They analyze recent performance data, the implications of the latest Fed meeting, and the uncertainty surrounding future econ...
In this episode of Top Traders Unplugged, Niels Kaastrup-Larsen and Alan Dunn interview Jeff Rosenberg, Managing Director at BlackRock Systematic, about systematic investing, global macro views, and alternative strategies. Rosenberg discusses the shift from a pre-COVID environment of too little inflation to a post-COVI...
In this episode of the Systematic Investor Series, Niels Kaastrup-Larsen and Andrew Beer discuss recent market trends and investment strategies, particularly focusing on the performance and narrative around trend-following CTAs. They analyze the shift in asset allocation, the potential for managed futures, and the impa...
In this episode of the Systematic Investor Series, Niels Kaastrup-Larsen and Katy Kaminski discuss the current state of global markets through a rules-based investing lens. They address the impact of the recent government shutdown and lack of economic data on market behavior, the potential adoption of the total portfol...
In this episode of the Systematic Investor Series, Moritz Siebert fills in for Niels Kaastrup-Larsen and interviews Nick Baltas from Goldman Sachs about the quantitative investment strategies (QIS) space. They discuss the size and growth of the global QIS business, estimating it to be around $1.3 trillion, with a rough...
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