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Today, Rob Carver joins me to answer questions about MatLab as a backtesting tool, why you should be careful to apply trend following in crypto and what Rob think about seasonality and relative value as strategies. We also dive into why Rob has increased his allocation to trend following and his thought process when building portfolios, how the surging price of cocoa has impacted the trend following industry and much more.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to info@toptradersunplugged.com

Follow Niels & Rob on Twitter:
@TopTradersLive & @investingidiocy

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

SI292: Is Cocoa becoming Too Hot for Trend Followers? ft. Rob Carver

Almost three million people in the UK are unemployed and unable to work because they are ill or disabled. According to the right-wing media, these people aren’t nearly as unwell as they claim. Meanwhile a UN committee warned that disabled people in the UK are subjected to a “traumatising” benefits system. 

We have a social security system that’s been stripped to the bone and millions of people are struggling to afford the essentials as a result, yet both of the main political parties are desperate to be seen as “tough on benefits”.

So what’s gone wrong with our social security system? Why are politicians so intent on alienating those who rely on it? And how can we build a system that gives everyone the support they need?

Ayeisha Thomas-Smith is joined by Kaliya Franklin, freelance disability policy expert and campaigner, and Mikey Erhardt, campaigner at Disability Rights UK.
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Music: Thoughtful by Lee Rosevere, Free Music Archive: https://freemusicarchive.org/music/lee-rosevere/music-for-podcasts-serious/thoughtful-2/, used under Creative Commons licence: creativecommons.org/licenses/by-nc/4.0/.

Produced by Katrina Gaffney, Margaret Welsh and James Rush

The New Economics Podcast is brought to you by the New Economics Foundation. Find out more about becoming a NEF supporter at: neweconomics.org/donate/build-a-better-future

New Economics Foundation is a registered charity in England and Wales. Charity No. 1055254

Why is the benefits system failing disabled people

Join us for an eye-opening discussion on global power dynamics with  geopolitics expert Marko Papic, alongside Cem Karsan and myself, where  we dive deep into the ongoing tug-of-war between the West, Russia, China, and the rest of the world. Marko sheds light on the United States' push for a clear bipolar world order. He shares his insights on whether the world as we know it is coming to an end and why a Trump presidency may pave the way for trade deals and foreign policy agreements, particularly with rivals like China. Looking ahead, Marko discusses Europe's industrial sector and explains why investing in European industrials could be a smart move. Finally, we explore the complexities of the relationship between Russia and China. Are they as close as we think? And is China's dream of becoming the next superpower within reach? We also delve into the possibility of China's move to invade Taiwan and what it would entail.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to info@toptradersunplugged.com

Follow Niels & Cem on Twitter:
@TopTradersLive & @jam_croissant

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

GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic

Sub-Saharan Africa is slowly emerging from four turbulent years with higher growth expected for nearly two thirds of countries in the region. But while inflation has almost halved and debt has broadly stabilized, economies are still grappling with financing shortages and impending debt repayments. Wenjie Chen is deputy head of the team that publishes the Regional Economic Outlook for sub-Saharan Africa. In this podcast, she says the surging global demand for critical minerals key to renewable energy systems could help the region overcome the ongoing funding squeeze.
Transcript: https://bit.ly/3WbU6iT 

Read the full report at IMF.org

Wenjie Chen on Sub-Saharan Africa’s Latest Outlook

In this brief chat, I review whether Bitcoins, scamcoins, digital coins and tokens can ever be real money. 
The answer: yes — if they have real ‘stuff’ backing them up.
Most every tradable good/service (like chocolate) need prices to sit in a real economy. 
Py=mv is more than simple maths. It is the future of digital currencies. 
I give two sets of recommendations: 1- to you and I, and 2- to regulators.
For us, we can protect ourselves be looking for the underlying value behind the ‘coin’. No real pig— I’m probably the Greater Fool.
For regulators, a “real economy=real use” case for their regulator seems like the right way forward. Lets not get bogs down in regulatory requirements, exempt some with sandboxes.. and bureaucratize financial markets more. 
Use a simple approach. If the users had an honest, real use in mind — a price wipe wipeout, auto-contract glitch or 1,000 other problems were probably all innocent victims. Restitution goes like normal. Getting ‘Hushpuppied’ probably should get fraud investigators out there quickly.

In a ever complex regulatory landscape, Michael’s appeal for a simpler, common sense, tied-to-our-shoes approach approach toward regulation seems desperately called for. 

NONE OF THE REMARKS MADE REFLECT THE OPINIONS OF ANY INSTITUTION I MAY AFFILIATE WITH, NOW, PAST OR FUTURE. I DONT THINK I GAVE AN AFFILIATION FOR THAT PURPOSE.

Is your Bitcoin Real Money?

Today, I'm joined by Cem Karsan to discuss how speculations in markets affect the economy and Cem presents his view on the current state of global macro as well as a forecast for the rest of the year. How does conflicts around the world affect the global economy and why does Cem believe that we are going into a “dangerous period”? Why does Cem believe options are key to making profit from different scenarios and outcomes and what are the possibilities of seeing US rate cuts later this year? How the U.S election will impact the economy and where Cem believes the Equity markets will finish the year and much more.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to info@toptradersunplugged.com

Follow Niels & Cem on Twitter:
@TopTradersLive & @jam_croissant

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

SI293: Market Outlook for the Rest of 2024 & EOY S&P500 level ft. Cem Karsan

In this episode, Cem and I welcome Christian Mueller Glissman back on the show, and together, we tackle the intricacies of capital allocation in 2024, particularly amid the pivotal elections we expect to see. We discuss the pros and cons of starting with a 60/40 portfolio allocation strategy. Cem and Christian highlight Europe's resilience to inflation and its potential energy cost advantages, making it an attractive investment destination. We also analyze how election cycles, especially during populist periods like now, influence the economy and markets. Christian shares insights on using structured products to manage volatility, and both he and Cem strongly advocate for strategies like trend following in current market conditions. Finally, we discuss what an optimal portfolio allocation should include in 2024.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to info@toptradersunplugged.com

Follow Niels & Cem on Twitter:
@TopTradersLive & @jam_croissant

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

GM60: Preparing Your Portfolio for the Second Half of 2024 ft. Christian Mueller-Glissmann

The World Economic Outlook is more than projected growth rates. The research behind those projections tells the story of how 190 countries, slowly but steadily, found their way through the fog of the past few years to emerge a testament to the resilience of the global economy. Pierre-Olivier Gourinchas is IMF Chief Economist and brings together the multitude of analytics, data and insight that provide the signposts. In this podcast, Gourinchas says while the fears of a global recession have not materialized, the path ahead is not without obstacles. 
Transcript: https://bit.ly/4b5O6x6  

Read the full report at IMF.org

Pierre-Olivier Gourinchas on the Global Outlook: Steady but Slow

Hari Krishnan returns to the show for a deep dive into commodities. Hari helps us understand why investing in commodities is not as easy as other markets and why he believes that we are entering a commodity super cycle. We also discuss how to overcome the challenges of holding and storing commodities and why cheap commodities are not alwasy so cheap once you start rolling your futures position, and where his new “virtual storage” concept can add value to a trend following system and more.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to info@toptradersunplugged.com

Follow Niels & Hari on Twitter:
@TopTradersLive & @HariPKrishnan2

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

SI294: Lowering the Cost of being Long Commodities ft. Hari Krishnan

In this episode, Tad Fallows, Founder of Long Angle, a community for high-net-worth and ultra-high-net-worth investors,  joins Alan Dunne for a fascinating chat on how they approach asset allocation and find niche investment opportunities. Tad speaks about the typical risk appetite of his co-investors, highlighting how age and generation of wealth shape the risk profile of members. He talks about investments in private equity, alternative assets, and their investment strategies in the shifting macro landscape. Tad highlights why hedge funds may seem less appealing to them but why he has a lot of interest in trend following. He also speaks to some of the more esoteric investments his group makes such as whiskey aging, and talks about their crypto exposure. Finally, he highlights the importance of intuition and high conviction when making investment deals.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to info@toptradersunplugged.com

Follow Niels & Alan on Twitter:
@TopTradersLive & @AlanJDunne

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

ALO23: Behind the Scenes of a High Net Worth Investor ft. Tad Fallows

Before becoming the CEO of Block.io, Atif Nazir talks about building the #2 application on Facebook and his major success after challenges being a Bitcoin “believer” before the crypto-craze. Among speaking on society's  acceptance of technological advancements, Nazir shares advice on taking the complexity out of crypto and simplifying it as an entrepreneur to reach success.

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Make sure you check out our Podcast on iTunes and Spotify! 
We will be posting MORE content on there!

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iTunes: https://itunes.apple.com/us/podcast/coinbundle-podcast/id1437929993?mt=2

Spotify: https://open.spotify.com/show/5ae65PqWxmU0EdPGqWNboG?si=jBLn1LjvRLyWZRYVWo_VGw

We Sit Down With Early BlockChain Entrepreneur and Founder of the #2 Facebook Application

CoinBundle is on a mission to help everyone learn and participate in cryptocurrencies and Web 3.0. We’re excited to launch CoinBundle Conversations, where our CEO Saad Rizvi sits down with the leading blockchain, cryptocurrency, and venture capital experts and entrepreneurs to discuss their journey into crypto and the important aspects of investing. These conversations will increase awareness, open minds, and bring clarity to this exciting new space.

In these interviews, notable leading voices in the space explain cryptocurrency and the technology behind it. In these in-depth episodes, you can expect to learn about blockchain, exchanges, decentralization, entrepreneurship, marketplaces, and much more.

We Sit Down With Early BlockChain Entrepreneur and Founder of the #2 Facebook Application

CoinBundle

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