Top Traders Unplugged - podcast cover

Top Traders Unplugged

Niels Kaastrup-Larsenwww.toptradersunplugged.com
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-Politics, Commodities, Quant Investing, Crypto, and Volatility, we uncover the strategies, stories, and lessons behind their success. Gain actionable insights from industry veterans as we celebrate their achievements and learn from their challenges. Stay ahead in the ever-evolving landscape of investing - tune in weekly and elevate your financial knowledge. For the latest episodes and expert insights, visit https://toptradersunplugged.com

Episodes

BO71: Four C’s of Good Investing: Clarity

How to get Clarity and remove the noise of the markets. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn...

May 05, 20205 min

BO70: Four C’s of Good Investing: Consistency

How a few simple rules were 97% more accurate than predictions from a variety of experts, in fields like stock picking. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten...

May 04, 20204 min

SI86: Berkshire Hathaway shareholders meeting ft. Moritz Seibert

Today, we discuss comments from Warren Buffett in the recent Berkshire Hathaway shareholders meeting, AQR Capital’s recent research finding pure Trend Following strategies to be a better hedge in bear markets than Options strategies, the oil market & the USO ETF, how commodities are great diversifiers which often outperform equities, how to think about market inefficiencies, and why it’s never too late to invest into Trend Following. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCEN...

May 03, 202059 min

BO69: Process over Outcome

Why a winning or losing bet may not mean that it was a good or bad decision. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Por...

May 01, 20202 min

BO68: The Simple Secret to Overcome Emotions when Investing

How a tried & tested strategy can offset the emotional risk when Investing. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your ...

Apr 30, 20204 min

BO67: Why Investors are Naturally Risk Averse

Daniel Crosby explains how our bodies shut our brains down & how this causes bad Investing behaviour. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Ad...

Apr 29, 20203 min

BO66: Why Investors (always) Fall for a Good Story

Why we desire a good story & the effect this has on our investments. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfol...

Apr 28, 20206 min

BO65: The 4 Biases of Bad Investing Behaviour

Daniel Crosby on Ego, Overconfidence, Emotion & Attention biases. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ...

Apr 27, 20203 min

SI85: Similarities between the market crashes of 1987 and 2020 ft. Nick Radge

Today, special guest Nick Radge joins us on the show to discuss similarities between the market crashes of 1987 and 2020, the players behind the recent Oil volatility, the importance of avoiding trading paralysis, how to behave like a successful investor, developing different strategies for different market environments, how Nick fell in love with Trend Following from an early age, and more.  Questions we answer include: How do you incorporate risk management into your strategies?  Wha...

Apr 25, 20202 hr 36 min

BO64: The Most CounterIntuitive Human Behaviour in Investing

Why working harder doesn’t necessarily mean we’ll achieve better results. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfo...

Apr 24, 20202 min

BO63: The Behavioural Gap

Why the rules of good Investing are often a 180 degrees opposite to Human nature. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to You...

Apr 23, 20207 min

BO62: How Simple Rules Cure Sick Portfolios

How simple rules eradicated an incurable disease in Africa, and how this can be related to good Investing behaviour. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Re...

Apr 22, 20203 min

BO61: Overrated Knowledge & the Neglect of Behavioural Finance

Daniel Crosby describes how knowledge can sometimes do very little to change Human behaviour, and so may not be as important as people think. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy o...

Apr 21, 20203 min

BO60: Improving a Broken Model...can it be done?

Listener question on how to improve a strategy that seems to be broken.  Should you take an overall approach, or discard any particular markets that haven’t trended for a while? ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever writ...

Apr 20, 202012 min

SI84: Is pyramiding a bad strategy? and how many markets to trade? ft. Robert Carver

We’re joined today by Robert Carver to discuss why classical Trend Following strategies did well in the recent selloff, the risks in OTC trading, why it’s important to diversify across different managers, the varying recent returns of Renaissance Technologies and AHL, and how Robert Carver approaches volatility, scaling & portfolio construction during a crisis. Questions answered this week include: Are 20 markets enough for a diversified portfolio? Is pyramiding a bad strategy? Should I prio...

Apr 19, 20201 hr 13 min

BO59: Howard Marks & the Definition of Buying Low

Howard Mark’s recent thoughts on the importance of ‘buying low’, and what really constitutes ‘buying low’. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to A...

Apr 17, 20207 min

BO58: The Balance between Innovation, Evolution and Stickability

Why clients would benefit from lock-up periods, and the difference between evolving your strategies or sticking with it. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Te...

Apr 16, 20205 min

BO57: A.I. Strategies With Human Biases

Are A.I. programmers unknowingly passing their human biases into the algorithms? ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your...

Apr 15, 20206 min

BO56: Sticking with Your System through the Good & the Bad Times

The benefits of sticking with your system through good & bad times, even in the face of client pressure. Also why Investors benefit from not looking at their portfolios too frequently. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever wri...

Apr 14, 202010 min

SI83: Responsible Investing and how to cope with extreme volatility ft. Moritz Seibert

In this episode, we discuss how Trend Following strategies are able to cope with the extra volatility around huge world events,  Transtrend’s recent article on responsible investing and why that includes the ability to short a market, the current oil situation, and recent interview appearances by Ray Dalio and Danielle DiMartino Booth.  Questions answered this week include: Can Trend Following do well in a hyper inflationary environment? Have you discovered anything new from the 2020 C...

Apr 12, 202057 min

BO55: What Does It Take To Be A Successful Trader?

Bill Dreiss shares his opinion on what it takes to be a successful Trader. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portf...

Apr 10, 20203 min

BO54: Embracing Volatility

Bill Dreiss discusses embracing the uncontrollable nature of Volatility, and explains some of the dangers of what he calls ‘warehousing risk. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy o...

Apr 09, 20209 min

BO53: Trend Trading vs Mean Reverting – What Should You Trade?

Discussion on some of the reasons why Trend Following works, but why paradoxically, investors are lured toward mean-reversion. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest boo...

Apr 08, 20203 min

BO52: Thoughts on Risk Management and Leverage

Bill Dreiss shares some of his thoughts on Risk Management and Leverage. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfol...

Apr 07, 20203 min

BO51: Insights to a Unique System Design

Bill Dreiss takes us under the hood of his system, and explains why it’s so unique. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Y...

Apr 06, 20204 min

SI82: Is Machine Learning and AI just a marketing ploy? ft. Harold de Boer

Special guest, Harold de Boer of Transtrend, joins us on the show today to discuss why the recent returns disparity among CTAs might be good for the industry, the benefits of investing in more than one Trend Following fund, if the term ‘machine learning’ should be considered as a marketing ploy, what makes a strategy robust, why unsupervised ‘black box’ strategies may be riskier than more traditional strategies, how much the markets have changed over time, some thoughts on volatility targeting, ...

Apr 05, 20201 hr 28 min

BO50: Why Trend Following (Still) Works

We explain why Trend Following will continue to perform over time. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” h...

Apr 03, 20204 min

BO49: Do markets drive Performance or is it Skill?

How markets drive performance more so than skill, and why you need to trade longer-term. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following...

Apr 02, 20205 min

BO48: Exploiting the Fractal Nature of Markets in a Systematic Way

Bill Dreiss talks about his interest in Elliot Wave analysis & the Fractal nature of markets, and how he successfully have used this approach since the 1970s. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you ...

Apr 01, 20208 min

BO47: Our Worst Trade

We go down memory lane and discuss our worst trades, and what we learned from them. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Y...

Mar 31, 20207 min