Top Traders Unplugged Podcast Por Niels Kaastrup-Larsen arte de portada

Top Traders Unplugged

Top Traders Unplugged

De: Niels Kaastrup-Larsen
Escúchala gratis

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© Copyright 2025 CMC AG - This content does not constitute financial advice and is for educational purposes only. The content can not be used for commercial use without written permission from CMC AG. Economía Finanzas Personales Política y Gobierno
Episodios
  • UGO06: Democratizing the Asymmetric Trade ft. Vlad Tenev
    Sep 24 2025

    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 memories of hyperinflation in Bulgaria to unlocking tools once reserved for institutions, Vlad outlines how Robinhood is positioning retail for a different kind of market regime. Futures, short selling, 24-hour options, AI-driven trade simulation, and embedded social features aren’t just upgrades - they’re signals. With market structure evolving and a historic wealth transfer underway, this episode captures a platform staking its claim on the next generation of capital allocators - and the volatility they’ll inherit.

    -----

    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 Portfoliohere.

    Learn more about the Trend Barometer here.

    Send your questions to info@toptradersunplugged.com

    And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

    Follow Cem on Twitter.

    Episode TimeStamps:

    01:27 - Introduction to Vlad Tenev

    05:11 - Big announcements from Robinhood

    09:15 - Tenev's favorite commodities

    12:13 - Lets talk about options!

    18:20 - How AI can benefit options trading

    21:56 - Short selling is coming to Robinhood

    25:44 - The path to making Robinhood more resilient

    28:02 - The great transfer of wealth

    31:17 - How Robinhood differentiates themselves from other platforms

    33:35 - Creating a broader army

    37:23 - What is Robinhood most excited for going forward?

    Copyright © 2025 – CMC AG – All Rights Reserved

    ----

    PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

    1. eBooks that cover key topics

    Más Menos
    41 m
  • SI366: The Strategy Didn’t Fail. The Investors Did. ft. Rob Carver
    Sep 20 2025

    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 anniversary of Lehman’s collapse, Rob and Niels unpack why strong performance often coexists with poor investor outcomes - and how timing, not strategy, remains the silent killer. They question the recent push into trend by asset management giants, weigh whether CTA underperformance marks a structural shift or a familiar cycle, and examine what the data can and can’t tell us when conviction fades. If there’s a theme this week, it’s simple: knowing what works is not the same as using it well.

    -----

    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 Portfoliohere.

    Learn more about the Trend Barometer here.

    Send your questions to info@toptradersunplugged.com

    And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

    Follow Rob on Twitter.

    Episode TimeStamps:

    01:14 - What has been on our radar recently?

    12:09 - Industry performance update

    19:23 - Q1, John: What are your recommendations for adapting a continuous forecast-based position sizing for a cash-only portfolio?

    23:15 - Q2, Absolute: Is short/long symmetry optimal for a strategy in which the price of the traded instruments is measured in units (fiat currencies) that are inflated (devalued)?

    30:19 - Q3, Lin: Got any ideas for trading a crypto portfolio?

    32:04 - Why investors are losing money on 42% gain ETFs

    39:50 - The difference between percentage return and cash return

    43:24 - Debunking the persistent score card

    46:19 - How the world has changed for CTAs

    Copyright © 2025 – CMC AG – All Rights...

    Más Menos
    1 h y 2 m
  • ALO31: What If the Illiquidity Premium Was Never Real? ft. Richard Tomlinson
    Sep 17 2025

    Richard Tomlinson joins Alan Dunne for a conversation shaped by experience, not theory. As CIO of LPPI, Richard is responsible for £27 billion in pension assets - but what stands out here is the clarity with which he navigates complexity. From the fading utility of labels like “illiquidity premium” and “hedge fund” to the trade-offs between cost, alignment, and control, this episode is about building portfolios that work in the real world - not just in a model. They explore inflation’s structural drivers, the quiet rise of fiscal dominance, and why some of the industry’s most comfortable assumptions no longer hold. It’s not about being contrarian - it’s about being clear-eyed.

    -----

    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 Portfoliohere.

    Learn more about the Trend Barometer here.

    Send your questions to info@toptradersunplugged.com

    And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

    Follow Alan on Twitter.

    Follow Richard on LinkedIn.

    Episode TimeStamps:

    02:14 - Introduction to Richard Tomlinson

    07:07 - What makes Tomlinson and LPPI stand out from their peers?

    11:52 - Who are LPPI's clients?

    13:26 - The investment philosophy behind LPPI's work

    18:06 - How LPPI's allocators work together

    19:05 - Getting the allocation right

    21:29 - Are they worried about the decline of equities?

    23:37 - Tomlinson perspective on global macro

    26:55 - Public vs private markets

    29:05 - Their approach to allocating domestically

    31:15 - How their allocation is...

    Más Menos
    1 h y 4 m
Todavía no hay opiniones