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Niels Kaastrup-Larsen · Investment

Top Traders Unplugged

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

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SI361: The Four Faces of Trend Following ft. Richard Brennan

15 Aug 2025
1h 26m
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UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom

12 Aug 2025
55m
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SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne

09 Aug 2025
1h 5m
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IL40: Why the Economy Feels Broken... Even When It’s Growing ft. Diane Coyle

06 Aug 2025
56m
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SI359: Trend Following in a World That Loves Bubbles ft. Mark Rzepczynski

02 Aug 2025
1h 8m
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GM85: What If the Real Risk Isn’t Recession — But Reinvention? ft. Steven Bell

30 Jul 2025
1h 7m
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SI358: Why the Best Trend Models Might Be the Simplest Ones ft. Tom Wrobel & Andrew Beer

26 Jul 2025
1h 13m
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TTU150: Scarcity, Security, and the Shift to Soil ft. Artem Milinchuk

23 Jul 2025
1h 6m
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SI357: Liquidity, Leverage, and the Lie of Calm ft. Cem Karsan

19 Jul 2025
1h 29m
AI processed

In this episode of the Systematic Investor Series, Niels Kaastrup-Larsen and Cem Karsan discuss market trends, hedge fund positioning, and potential risks. Cem shares his insights on vol compression, dispersion, and the "Summer of George" phenomenon, highlighting the pain trade in the hedge fund space and the potential...

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UGO04: CNBC Legend on the Price of Losing Price ft. Rick Santelli

15 Jul 2025
44m
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SI356: The Anatomy of a CTA Recovery ft. Katy Kaminski

12 Jul 2025
1h 3m
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ALO30: The Quiet Rewire of Portfolio Construction ft. Cian Walsh

09 Jul 2025
1h 4m
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SI355: Drawdowns Don’t Lie, But They May Mislead ft. Alan Dunne

05 Jul 2025
45m
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OI17: The End of the Bull Market: What’s Next for Equities? ft. Asim Ghaffar

02 Jul 2025
1h 9m
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SI354: Everyone’s Different. Until They’re Not ft. Rob Carver

28 Jun 2025
1h 13m
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GM84: What Everyone Saw, but No One Priced ft. Bob Elliott

25 Jun 2025
1h 15m
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SI353: You Don’t Buy It for Returns. You Buy It Because It Works! ft. Yoav Git

21 Jun 2025
1h 8m
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GM83: The Risk We Forgot to Price ft. Barry Eichengreen

18 Jun 2025
1h 1m
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SI352: Trend Systems Under Strain ft. Nick Baltas

14 Jun 2025
1h 3m
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UGO03: This Isn’t 2008. That’s the Problem ft. Benn Eifert

11 Jun 2025
45m
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