Hi...My name is Niels Kaastrup-Larsen. I've been part of the hedge fund industry for more than 35 years & since 2014 have helped democratise it. Join me!
Switzerland
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Coming soon: The Trend Following Manifesto!
After almost three years of working on this book with Richard Brennan (@RichB118), we're finally getting closer to publication. Really looking forward to sharing it with you.
Sign up for launch updates and a special discount HERE: toptradersunplugged.com/tfma…
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This Week in Trend 📈
Several established downward trends continue to develop and we have seen some significant declines across metals, agricultural commodities, and other futures markets.
Read the following report to take a closer look:
toptradersunplugged.com/tren…
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How do you position yourself for a regime change?
In this discussion, @alanjdunne and @mrzepczynski break down what investors need to watch as the macro backdrop evolves.
🎧 Catch the full episode today.
toptradersunplugged.com/podc…
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Is 2026 the year of rotation?
In this episode, @alanjdunne and @mrzepczynski unpack one of the biggest themes unfolding right now: capital moving out of US growth and into Europe, emerging markets, value stocks, and real assets.
Listen here 👇️ 👇️
toptradersunplugged.com/podc…
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Japan's position in the global economy may be more interesting than many realize.
@alanjdunne and Jesper Koll discussed why. Tune in to this episode.
piped.video/bxcnCOej764?si=ft0o…
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If the AI bubble bursts, which economies might be better positioned? Jesper Koll makes an interesting case for Japan, pointing to the broader drivers of its current economic expansion.
Listen to his thought-provoking conversation with @alanjdunne.
piped.video/bxcnCOej764?si=ft0o…
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What does a more fragmented world mean for financial markets?
Listen as @mrzepczynski and I discuss the implications of geopolitical tensions on diversification and systematic investing.
👇️
👉 A️pple Podcasts: podcasts.apple.com/us/podcas…
👉 Spotify: open.spotify.com/episode/4ME…
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Is Japan's enormous government debt really as concerning as it looks?
Our guest Jesper Koll had a rather different view. Catch his conversation with @alanjdunne to hear why.
piped.video/bxcnCOej764?si=ft0o…
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September turned out to be another interesting month for trend following, with all three major benchmarks delivering positive returns while equities moved in the opposite direction.
Read the following monthly report to see what drove performance.
toptradersunplugged.com/tren…
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For a country with such an enormous public debt burden, Japan has proved remarkably resilient. And according to Japan-focused economist Jesper Koll, there's a good reason for that. Find out what he has to say in this episode with @alanjdunne.
👇️ 👇️
piped.video/bxcnCOej764?si=ft0o…
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Japan's role in global technology may be far more important than many investors realize.
Some fascinating insights from Jesper Koll in his conversation with @alanjdunne.
Listen here: piped.video/bxcnCOej764?si=ft0o…
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Is the investment community underestimating Japan?
Jesper Koll, a veteran Japan-focused economist and adviser to policymakers and investors, believes so. He joins @alanjdunne to present the case for Japan's economy and financial markets.
👇️ 👇️
piped.video/bxcnCOej764?si=ft0o…
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Another interesting week across global futures markets, with some trends gaining strength while others continue to struggle.
Read the latest edition of This Week in Trend for a closer look:
toptradersunplugged.com/tren…
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"Geopolitical risk foreshadows inflation."
An interesting finding especially given everything that's happening around the world today. Listen to Katy Kaminski explain the relationship between geopolitical risk and inflation.
👇️ 👇️ 👇️
piped.video/KxEqRK62Re8?si=Db5o…
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Katy Kaminski and I spent some time revisiting the idea of crisis alpha, particularly in the context of inflation and geopolitical uncertainty.
Some great insights from Katy and a few research papers to discuss. Watch the latest episode here:
piped.video/KxEqRK62Re8?si=Db5o…
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Are we witnessing another dot-com bubble or is this AI boom different?
This discussion between @jam_croissant and @GoldmanSachs' Christian Mueller-Glissmann had some very interesting insights.
👉 A️pple Podcasts: podcasts.apple.com/us/podcas…
👉️ Spotify: open.spotify.com/episode/3IU…
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Katy Kaminski is back on the podcast this week, and we discuss why inflation and geopolitical risks are challenging some long-held assumptions about portfolio construction.
Catch our latest conversation on the Systematic Investor.
👉 A️pple Podcasts: podcasts.apple.com/us/podcas…
👉️ Spotify: open.spotify.com/episode/2zB…
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TopTradersLive.com retweeted
Les émeutes gagnent même la Suisse.
Anthony sarti
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The value of diversification ↓↓
@GoldmanSachs' Christian Mueller-Glissmann makes a great point about the value of diversification, especially when it's becoming increasingly difficult to predict where markets might head next.
👉 toptradersunplugged.com/podc…
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In this episode of U Got Options, @jam_croissant and Christian Mueller-Glissmann discuss why rising yields are becoming an increasingly important constraint on equity markets.
👇️ 👇️ 👇️
👉 A️pple Podcasts: podcasts.apple.com/us/podcas…
👉️ Spotify: open.spotify.com/episode/3IU…
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