trading

TopTradersUnplugged.com

Untitled Playlist

Pretty Girls Love Toosii

Shallow

In this episode, Niels and Cem are joined by Peter Zeihan, author and Geopolitical strategist, to discuss the New World Order and World War III, how the Globalization has become a new battleground rather than a barrier to conflict, the role of technology in modern warfare, how the US were able to read Putin's emails and the impact of war on a national and global scale, the military and political power of China, America and Russia and the relationship between them and the rest of the world, how democracy is affected by the “age of emergency”, the financial aspects of war and crises, crypto as a potential economic asset 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.

GM12: WW3 is just the beginning ft. Peter Zeihan

Today, Mark Rzepczynsky joins after an intense week for central banks and global markets. We discuss how the current situation affects us as Trend Followers and the potential systemic risks in the futures exchange community in case of a global financial reset event and how we can use what we learned during the pandemic to tackle the issues of liquidity. We also discuss the difference between CTAs and Trend Followers and why the big investment banks should support their trend following clients...instead of trying to front-run our signals. We debate the global fixed income markets and how central banks create the foundation of a global recession, how what we are experiencing now in terms for trendiness in the markets may just be the beginning, why people who have a need for closure don’t do well with uncertainty 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 & Mark on Twitter:
@TopTradersLive & @MRzepczynski

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.

SI211: A Trend Following Renaissance? ft. Mark Rzepczynski

Today, we welcome back Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, to help us understand the global energy crisis and how we ended up in this situation. We discuss the outlook of the coming months and why we are in the beginning of a commodity super cycle, how the supply and demand side of the economy functions and what role the Strategic Petroleum Reserve (SPR) plays in a global energy crisis. We also discuss the different types of energy commodities, how convergence will affect the energy market and how to take advantage of it, the history of energy and the importance of ensuring a continuous abundance of efficient energy, how nuclear power can be a viable solution to the energy crisis 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.

GM24: The Real Cause of the Global Energy Crisis ft. Adam Rozencwajg

Boys Don't Cry

Date Night

Bikini Bottom

Today, Alan Dunne joins us for our weekly dose of Trend Following where we reflect on an eventful month of September and a good year for trend, so far. We discuss what causes trends and why we are starting to see bigger moves in markets in recent years, whether the economy will have a Soft, Hard or No landing and what impact it will have on market performance, why we might still be in a commodity super cycle and why commodities are linked to volume unlike financial assets. We also discuss what Alan has learned from his recent road trip, the unintended consequences of a Liability Driven Investment Strategy in the pension fund system, why what we saw this week in the UK may be the start of a "death" cycle according to one pension fund consultant 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 & Alan on Twitter:
@TopTradersLive & @AlanJDunne

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.

SI212: Trend Following in a Soft, Hard or No Landing ft. Alan Dunne

Today, we are joined by Michael Gayed, award winning Author and Portfolio Manager, for a real time account of what it's like to go through a challenging time in the markets. We discuss how Michael reinvented himself in 2009 and what he learned from the Great Recession, why Michael believes that Trend Following is not a long-vol strategy and how Gayed uses Lumber vs Gold as a market, Risk-on Risk-off indicator and how he uses treasuries as a tool to look forward in time. We also dig into why Gayed believe that higher rates is indicative of an increasing economic activity, why your ability to stick to a strategy matters more than the strategy itself, how buying used items can be a way to fight inflation and why the best investment opportunities happens on dislocations, the reason working harder does not necessarily generate better results 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 & 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.

GM25: A realtime account of going through "hell" in the markets ft. Michael Gayed

You And I

Lighting Up The Sky

Truth

"I think we picked up a lot of credibility by trading our own money. We’ve never had a bank’s balance sheet to keep us having a salary." - Barnaby Cardwell

Thank you for your interest in Top Traders Unplugged. To download the full transcript (100% free) please visit us at http://TopTradersUnplugged.com/076

On iTunes

76 Why He Still Trades His Own Money with Barnaby Cardwell of Cardwell Investment Technologies 2of2

Our guest in todays episode is Julian Brigden, co-founder of MI2 partners. Julian has decades experience in investment banking on both sides of the Atlantic, and is a true original thinker. We had a highly enjoyable conversation with Julian, who has a unique knack of explaining his frequently controversial views in a thoroughly entertaining fashion. He has a wide knowledge of topics as varied as silver and shale oil, and his historical references ranged from the 2008 crash all the way back to the Black Death in the middle ages.

If you would like to leave us a voicemail to play on the show, you can do so here: https://www.speakpipe.com/ttuvoicemail

Learn more about the Trend Barometer here: https://www.toptradersunplugged.com/resources/market-trends/

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: http://bit.ly/36bzny2

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, Moritz Rob, & Julian on Twitter:
@TopTradersLive, @MoritzSeibert, @InvestingIdiocy, and @JulianMI2

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

01 Global Macro Series ft Julian Brigden – July 14th, 2020

Today we are very lucky to welcome Larry McDonald as our guest. Larry is the founder of the Bear Traps report, and has extensive experience in consulting and investment banking. His bestselling book “A colossal failure of common sense”, described his time as a Vice President at Lehman brothers where Larry had a ringside view of the last financial crisis. Needless to say this gives him an interesting perspective on the current state of the global markets. Our very enjoyable conversation covered a wide range of topics from high level macro, across Silver and Copper, and down to individual stocks like Tesla.

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: http://bit.ly/36bzny2

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, Moritz, Rob & Larry on Twitter:
@TopTradersLive, @MoritzSeibert, @InvestingIdiocy & @Convertbond

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

Larry McDonald - Global Macro Series - 25th July 2020

Today, we’re delighted to welcome Mark Rzepczynski onto the show to discuss his time working with John W. Henry and what J. W. Henry’s ‘secret weapon’ was, the most effective way to gain downside protection, how to overcome behavioural biases in investing, how diversification can reduce profitability during huge trends, how to effectively make the case for Trend Following to potential investors, where returns dispersion among CTAs is stemming from, and one of our favourite topics: how many markets in a portfolio is too many?

Check out Mark’s blog here: https://mrzepczynski.blogspot.com

If you would like to leave us a voicemail to play on the show, you can do so here: https://www.speakpipe.com/ttuvoicemail

Learn more about the Trend Barometer here: https://www.toptradersunplugged.com/resources/market-trends/

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: http://bit.ly/36bzny2

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, Moritz, & Mark on Twitter:
@TopTradersLive, @MoritzSeibert & @MRzepczynski

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

98 The Systematic Investor Series ft Mark Rzepczynski – July 26th, 2020

Our guest today is Danielle DiMartino Booth, CEO and chief strategist for Quill intelligence. One of the major themes of our podcast series so far has been the reactions of central banks to the global pandemic, and it’s likely effects on inflation and asset prices. As a former Fed insider, with nine years of experience as an advisor to the president of the Dallas Fed, Danielle is uniquely positioned to give us her take on the action taken by central banks so far, and what their next move is likely to be. However, our conversation was not just about the Fed, as it covered many other interesting topics including the curious timing of the US-China trade talks in January 2020 (one for conspiracy theorists!).

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: http://bit.ly/36bzny2

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, Moritz, Rob & Danielle on Twitter:
@TopTradersLive, @MoritzSeibert, @InvestingIdiocy & @DiMartinoBooth

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

05 Global Macro Series ft Danielle DiMartino Booth - July 29th, 2020

In today’s episode we are joined by Jim Bianco, the president and macro strategist at Bianco Research, L.L.C.  Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets.  Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.  

Jim is a true master when it comes to providing objective, data-driven research with a unique perspective and is very generous when it comes to sharing it, which I’m sure you will agree with after listening to today’s conversation.

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: http://bit.ly/36bzny2

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, Moritz, Rob & Michael on Twitter:
@TopTradersLive, @MoritzSeibert, @InvestingIdiocy & @BiancoResearch

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

08 Global Macro Series ft Jim Bianco – 21st August 2020

Niels Kaastrup-Larsen | Trend Following Expert | 10-Year+ Podcast with 10M+ Downloads | Talks about Alternative Investments, Hedge Funds, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, and Volatility. Join the conversation!