Top Traders Unplugged podcast

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-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

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

 

#886

SI378: When Prices Stop Making Sense ft. Mark Rzepczynski

This episode examines markets through the lens of uncertainty rather than prediction. As t... more

13 Dec 2025

1 HR 02 MINS

1:02:35

13 Dec 2025


#885

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 shif... more

10 Dec 2025

1 HR 13 MINS

1:13:38

10 Dec 2025


#884

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 po... more

06 Dec 2025

1 HR 08 MINS

1:08:54

06 Dec 2025


#883

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 ... more

03 Dec 2025

1 HR 05 MINS

1:05:16

03 Dec 2025


#882

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/... more

29 Nov 2025

1 HR 06 MINS

1:06:10

29 Nov 2025


#881

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.... more

26 Nov 2025

1 HR 00 MINS

1:00:14

26 Nov 2025


#880

SI375: CTAs After the Walls Come Down ft. Rob Carver

Rob Carver returns for a conversation that quietly questions the foundations. Is trend fol... more

22 Nov 2025

1 HR 17 MINS

1:17:14

22 Nov 2025


#879

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 vete... more

19 Nov 2025

1 HR 04 MINS

1:04:05

19 Nov 2025


#878

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 an... more

15 Nov 2025

59 MINS

59:25

15 Nov 2025


#877

GM91: Inside China’s Growth Dilemma ft. George Magnus

China’s ascent tells two stories. One of power, precision, and industrial brilliance - the... more

12 Nov 2025

1 HR 00 MINS

1:00:32

12 Nov 2025


#876

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 Y... more

08 Nov 2025

1 HR 02 MINS

1:02:57

08 Nov 2025


#875

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 Kar... more

05 Nov 2025

1 HR 11 MINS

1:11:17

05 Nov 2025


#874

OI19 BONUS: Living With Ed Seykota ft. David Druz

Dave Druz spent six months living with Ed Seykota - not shadowing a trading system, but wa... more

03 Nov 2025

41 MINS

41:27

03 Nov 2025


#873

SI372: QIS Unboxed: Rules, Wrappers, and Reality ft. Nick Baltas

As equity markets grind higher and trend strategies navigate sharp reversals, Moritz Siebe... more

01 Nov 2025

58 MINS

58:44

01 Nov 2025


#872

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 t... more

29 Oct 2025

1 HR 36 MINS

1:36:43

29 Oct 2025


#871

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 randomne... more

25 Oct 2025

1 HR 17 MINS

1:17:28

25 Oct 2025


#870

UGO07: The Illusion of Safety: How Markets Became the Economy ft. Keith DeCarlucci, Patrick Kazley &...

Recorded amid the noise and pulse of the RMC conference in Munich, this episode of U Got O... more

22 Oct 2025

1 HR 07 MINS

1:07:19

22 Oct 2025


#869

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 mar... more

18 Oct 2025

1 HR 01 MINS

1:01:45

18 Oct 2025


#868

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 glob... more

15 Oct 2025

1 HR 01 MINS

1:01:15

15 Oct 2025


#867

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 i... more

11 Oct 2025

1 HR 16 MINS

1:16:32

11 Oct 2025


#866

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 l... more

08 Oct 2025

58 MINS

58:46

08 Oct 2025


#865

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 ... more

04 Oct 2025

1 HR 05 MINS

1:05:25

04 Oct 2025


#864

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 Treasurie... more

01 Oct 2025

1 HR 03 MINS

1:03:12

01 Oct 2025


#863

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 stabl... more

27 Sep 2025

1 HR 07 MINS

1:07:19

27 Sep 2025


#862

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 time... more

24 Sep 2025

41 MINS

41:28

24 Sep 2025


#861

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 presen... more

20 Sep 2025

1 HR 02 MINS

1:02:01

20 Sep 2025