Top Traders Unplugged

Updated: 28 Feb 2024 • 698 episodes
www.toptradersunplugged.com

Step into the fascinating realm of finance and investing with Niels Kaastrup-Larsen and an amazing line-up of co-hosts as your guide. Each week, we engage in captivating conversations with renowned investors, esteemed economists, skilled traders, and visionary thought leaders. Discover the wisdom derived from their journeys, embracing their triumphs and learning from their setbacks. At TTU, we strive to ignite your independent thinking, encouraging you to chart your own path to financial success. Tune in to stay informed and inspired on the ever-evolving landscape of finance and investing. Stay up-to-date with our latest episodes and blogposts at https://toptradersunplugged.com

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Peter Madsen, CIO of SITFO, joins Alan Dunne in this episode to discuss how the $3.5bn State of Utah Sovereign Fund runs its investment portfolio. They discuss the rationale for Peter’s investment philosophy of having a diversified portfolio of growth assets, real assets, income generating assets and defensive strategi

65 min
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Goldman Sachs's Nick Baltas joins us today, to help us uncover if it is meaningful to use factor regression to evaluate managed futures. We also weigh in on couple of articles, relating to the outlook for trend following and the state of the industry, before turning our attention to some hard core research into how to

66 min
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01:06:40
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In this episode, Moritz Seibert speaks with Gareth Abbot and Richard Liddle from Bowmoor Capital, a trend following firm based in the UK. Gareth and Richard explain why they decided to go against many trend followers and limit their investment universe to 21 markets – a “compact” portfolio – and why additional markets

66 min
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01:06:53
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Come along for this fascinating conversation with Richard Brennan, where we dive into how to the beat the benchmarks as a manager. We discuss the different factors that goes into achieving great performance and why trend following has greater potential return than other alternative investment strategies, why bigger and

72 min
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01:12:08
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Legendary strategist Kiril Sokoloff, founder and Chairman of 13D Research, joins Alan Dunne in this episode for a whirlwind tour of where Kiril sees the risks and opportunities in global markets over the next decade. Kiril outlines the reasons behind his belief that the secular bull market in bonds is over and a secula

63 min
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01:03:09
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Andrew Beer returns to the show for a fascinating conversation, where we question the role of Bonds in today's environment, and review both current and historic performance, and what it takes to change investors minds about replacing bonds with managed futures. We also discuss why long-term timeframes might be better f

68 min
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01:08:44
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