

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


UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom

SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne

IL40: Why the Economy Feels Broken... Even When It’s Growing ft. Diane Coyle

SI359: Trend Following in a World That Loves Bubbles ft. Mark Rzepczynski

GM85: What If the Real Risk Isn’t Recession — But Reinvention? ft. Steven Bell

SI358: Why the Best Trend Models Might Be the Simplest Ones ft. Tom Wrobel & Andrew Beer

TTU150: Scarcity, Security, and the Shift to Soil ft. Artem Milinchuk

SI357: Liquidity, Leverage, and the Lie of Calm ft. Cem Karsan
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...

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

SI356: The Anatomy of a CTA Recovery ft. Katy Kaminski

ALO30: The Quiet Rewire of Portfolio Construction ft. Cian Walsh

SI355: Drawdowns Don’t Lie, But They May Mislead ft. Alan Dunne

OI17: The End of the Bull Market: What’s Next for Equities? ft. Asim Ghaffar

SI354: Everyone’s Different. Until They’re Not ft. Rob Carver

GM84: What Everyone Saw, but No One Priced ft. Bob Elliott

SI353: You Don’t Buy It for Returns. You Buy It Because It Works! ft. Yoav Git

GM83: The Risk We Forgot to Price ft. Barry Eichengreen

SI352: Trend Systems Under Strain ft. Nick Baltas

UGO03: This Isn’t 2008. That’s the Problem ft. Benn Eifert
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