Top Traders Unplugged
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Top Traders Unplugged
Discover the fascinating world of investing with Niels Kaastrup-Larsen and his remarkable co-hosts. Each week, we bring you compelling conversations with legendary investors, leading economists, masterful traders, and forward-thinking thought leaders. From Trend Following and Global Macro to Geo-Pol...
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886 episoder
SI378: When Prices Stop Making Sense ft. Mark Rzepczynski
This episode examines markets through the lens of uncertainty rather than prediction. As the Federal Reserve delivers a rate cut amid dissent and conf...
TTU151: What Comes After 60/40? Systematic Thinking, BlackRock Style ft. Jeff Rosenberg
Niels and Alan sit down with BlackRock’s Jeff Rosenberg to examine how the post Covid shift from too little to too much inflation is reshaping portfol...
SI377: What's New in SG Indices in 2026? + The Regime-Adaptive Portfolio ft. Alan Dunne
Niels and Alan explore how a fragile macro regime reshapes systematic investing, from a politicised Fed succession to widening cracks in a debt-laden,...
ALO32: AI Booms, Fiscal Strains and the New Macro Regime ft. Joe Little
Alan Dunne speaks with HSBC Asset Management’s Global Chief Strategist, Joe Little, about what happens when the old macro rules stop working. Joe trac...
SI376: What They’re Only Now Starting to See ft. Andrew Beer
In this week’s Systematic Investor episode, Niels and Andrew Beer explore how a broken 60/40 paradigm is forcing wealth managers into a new world of “...
IL43: The Land Trap: How Property Shapes Power ft. Mike Bird
In today’s episode we talk about the world’s oldest, and still most important asset: land. Our guest is the Economist’s Wall Street Editor Mike Bird....
SI375: CTAs After the Walls Come Down ft. Rob Carver
Rob Carver returns for a conversation that quietly questions the foundations. Is trend following an edge - or just a reward for holding discomfort oth...
UGO08: The Coming Hunger Games for Global Savings ft. David Dredge
Recorded live from the Cboe RMC floor in Munich, Cem Karsan sits down with volatility veteran David Dredge for a deep exploration of what truly drives...
SI374: When the Data Goes Dark: Trend Following, Turbulence & Total Portfolios ft. Katy Kaminski
What happens when the data goes dark, yet markets barely flinch? In this episode, Niels and Katy unpack the month of October defined by missing econom...
GM91: Inside China’s Growth Dilemma ft. George Magnus
China’s ascent tells two stories. One of power, precision, and industrial brilliance - the other of imbalance, aging, and constraint. In this episode,...
SI373: Why Trend Thrives When Inflation Returns ft. Yoav Git
What if markets move not by logic, but by pressure? In this conversation, Alan Dunne and Yoav Git trace the invisible currents behind price formation,...
GM90: The Quiet Repricing of Reality ft. Adam Rozencwajg & Cem Karsan
Power shifts quietly, until it doesn’t. In this episode, Niels Kaastrup-Larsen and Cem Karsan are joined by Adam Rozencwajg to trace the slow fracture...
OI19 BONUS: Living With Ed Seykota ft. David Druz
Dave Druz spent six months living with Ed Seykota - not shadowing a trading system, but watching a way of being. In this bonus episode, he shares what...
SI372: QIS Unboxed: Rules, Wrappers, and Reality ft. Nick Baltas
As equity markets grind higher and trend strategies navigate sharp reversals, Moritz Siebert welcomes Nick Baltas of Goldman Sachs for a conversation...
OI19: The Trader Who Never Spoke...Until Now ft. David Druz
Dave Druz has never told his story... not like this, not anywhere. For over 40 years, he traded quietly, systematically, and on his own terms. No mark...
SI371: Trends Don’t Form Randomly. They Form Reflexively ft. Richard Brennan
Richard Brennan returns this week to explore how markets truly move - not through randomness or rationality, but through impact, feedback, and memory....
UGO07: The Illusion of Safety: How Markets Became the Economy ft. Keith DeCarlucci, Patrick Kazley & Hari Krishnan
Recorded amid the noise and pulse of the RMC conference in Munich, this episode of U Got Options follows a market learning to see itself anew. Cem Kar...
SI370: Sharpe Ratios, Tail Risks, and the Cost of Comfort ft. Nigol Koulajian & Alan Dunne
Nigol Koulajian, founder of AlphaQuest rejoins Niels and Alan for a conversation about markets shaped less by fundamentals than by perception. As poli...
GM89: When Credibility Becomes the Risk Premium ft. Maurice Obstfeld
Maurice Obstfeld joins Alan Dunne for a clear-eyed look at how the foundations of the global monetary system are shifting - and why much of the world...
SI369: Liquidity, Leverage, and the End of Safety ft. Mark Rzepczynski
Gold is ripping, but it’s not about inflation. It’s about trust - or the slow erosion of it. Mark Rzepczynski returns to map out the shifting terrain...
GM88: Cycles of Promise and Pain: Argentina’s Unfinished Lesson ft. Nicolas Dujovne
Argentina’s history is one of recurring promises and painful resets. Nicolas Dujovne has lived that cycle from the inside, serving as Finance Minister...
SI368: Valuation Has Left the Room ft. Cem Karsan & Alan Dunne
Cem Karsan joins Alan Dunne to chart a market running on more than just momentum. Beneath the surface: a structural liquidity engine, political incent...
IL42: Redefining Sovereignty in a Borderless Financial System ft. Zoe Liu
China’s trade surplus with the US remains stubbornly large, but its appetite for Treasuries is fading. So where are the dollars going, and what does t...
SI367: Portfolio Design in a Distorted World ft. Andrew Beer
Equities are up more than 50% since the April lows, yet the world feels anything but stable. In this episode, Niels Kaastrup-Larsen and Andrew Beer ex...
UGO06: Democratizing the Asymmetric Trade ft. Vlad Tenev
Vlad Tenev, CEO of Robinhood joins Cem Karsan at the Hood Summit in Las Vegas, for a timely conversation about the shifting edge in markets. From mem...
SI366: The Strategy Didn’t Fail. The Investors Did. ft. Rob Carver
Rob Carver is back from summer break for a conversation that moves between past and present through the lens of lived experience. Starting with the an...
ALO31: What If the Illiquidity Premium Was Never Real? ft. Richard Tomlinson
Richard Tomlinson joins Alan Dunne for a conversation shaped by experience, not theory. As CIO of LPPI, Richard is responsible for £27 billion in pens...
SI365: Design or Luck: Why Trend Following Results Diverge ft. Katy Kaminski
Katy Kaminski returns to explore why results in trend following rarely look alike, even when the rules sound the same. Using fresh research from Man G...
GM87: Who Really Sets Policy Now? ft. Anna Wong
Anna Wong, Chief U.S. Economist at Bloomberg, joins Alan Dunne with a clear-eyed assessment of where policy and politics are headed. As markets bet on...
SI364: What makes an Alternative Investment Truly Valuable? ft. Moritz Seibert
What makes an alternative investment truly valuable? In this episode, Moritz Siebert joins Niels Kaastrup-Larsen for a conversation that moves past ma...
IL41: They’re Not Just Reading You... They’re Rewriting You ft. Sandra Matz
What if knowing you isn’t the end goal... but shaping you is? In this episode, Kevin Coldiron speaks with Columbia professor Sandra Matz about how alg...
SI363: The Misreading of Trend ft. Nick Baltas
As trend following begins to reassert itself, Niels and Nick Baltas dig beneath the surface of recent CTA performance - where the signals are working,...
OI18: The Carbon Trade, Without the Illusion ft. Mike Azlen
Mike Azlen joins Moritz Seibert for a frank look at carbon markets, and why much of what passes for climate action may be making things worse. While o...
SI362: The Alpha Most Systems Miss ft. Yoav Git
Yoav Git and Alan Dunne sits down for a conversation that challenges familiar assumptions about curve trading, market structure, and the role of CTAs....
GM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-Gave
Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital i...
SI361: The Four Faces of Trend Following ft. Richard Brennan
Richard Brennan joins Niels for a conversation that redefines how trend following is understood. Behind the shared language lie four distinct archetyp...
UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom
From the first futures in 1848 to today’s zero-day options, Cem Karsan, Mandy Xu, and Ed Tom chart how derivatives have moved from the market’s periph...
SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne
When official data starts serving politics, markets lose their anchor. Alan Dunne and Niels examine the quiet shift unfolding as the U.S. edges closer...
IL40: Why the Economy Feels Broken... Even When It’s Growing ft. Diane Coyle
What if our most trusted economic statistic is pointing us in the wrong direction? Diane Coyle joins Kevin Coldiron to explore why GDP - long treated...
SI359: Trend Following in a World That Loves Bubbles ft. Mark Rzepczynski
Mark Rzepczynski joins Niels Kaastrup-Larsen for a conversation shaped by tension between surface calm and deeper dislocation. From copper’s sudden co...