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Artwork for Top Traders Unplugged

Top Traders Unplugged

Niels Kaastrup-Larsen
Trend Following
Inflation
Market Volatility
Volatility
Interest Rates
Financial Markets
Investment Strategy
Systematic Investing
Trend Following Trading
Central Banks
China
Commodities
Asset Allocation
Market Efficiency
Global Economy
Geopolitics
Federal Reserve
Investment Strategies
Alternative Markets
Liquidity

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... more

PublishesTwice weeklyEpisodes874Founded11 years ago
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InvestingNewsBusinessBusiness News

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Artwork for Top Traders Unplugged

Latest Episodes

Dave Druz spent six months living with Ed Seykota - not shadowing a trading system, but watching a way of being. In this bonus episode, he shares what that experience revealed: a style built on instinct, pattern, and total psychological clarity. No s... more

As equity markets grind higher and trend strategies navigate sharp reversals, Moritz Siebert welcomes Nick Baltas of Goldman Sachs for a conversation that moves beyond performance to examine structure. Together they unpack the machinery of the $1.3 t... more

Dave Druz has never told his story... not like this, not anywhere. For over 40 years, he traded quietly, systematically, and on his own terms. No marketing, no headlines, no need to explain. Until now. In this unique conversation with Moritz Seibert,... more

Richard Brennan returns this week to explore how markets truly move - not through randomness or rationality, but through impact, feedback, and memory. What begins with a single trade builds into structure, not pattern; alignment, not noise. Drawing f... more

Key Facts

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Recent Guests

David Druz
Founder of Tactical Investment Management and former apprentice of Ed Seykota
Tactical Investment Management
Episode: OI19: The Trader Who Never Spoke...Until Now ft. David Druz
Keith DeCarlucci
CIO of the Melkart Macro Fund
Melkart Macro Fund
Episode: UGO07: The Illusion of Safety: How Markets Became the Economy ft. Keith DeCarlucci, Patrick Kazley & Hari Krishnan
Patrick Kazley
President of One River Asset Management
One River Asset Management
Episode: UGO07: The Illusion of Safety: How Markets Became the Economy ft. Keith DeCarlucci, Patrick Kazley & Hari Krishnan
Hari Krishnan
Author of The Second Leg Down
Episode: UGO07: The Illusion of Safety: How Markets Became the Economy ft. Keith DeCarlucci, Patrick Kazley & Hari Krishnan
Nigol Koulajian
Founder of AlphaQuest and a long-time expert in systematic investing
AlphaQuest
Episode: SI370: Sharpe Ratios, Tail Risks, and the Cost of Comfort ft. Nigol Koulajian & Alan Dunne
Maurice Obstfeld
Senior Fellow at the Peterson Institute for International Economics, former Chief Economist at the IMF, and notable figure in international economics.
Peterson Institute for International Economics
Episode: GM89: When Credibility Becomes the Risk Premium ft. Maurice Obstfeld
Nicolas Dujovne
Founder and CIO of Tenac Asset Management; former Finance Minister of Argentina
Tenac Asset Management
Episode: GM88: Cycles of Promise and Pain: Argentina’s Unfinished Lesson ft. Nicolas Dujovne
Zoe Liu
Expert on Chinese financial policy and author of Sovereign Funds, How the Communist Party of China Finances Its Global Ambition.
Foreign Policy
Episode: IL42: Redefining Sovereignty in a Borderless Financial System ft. Zoe Liu
Vlad Tenev
CEO of Robinhood
Robinhood
Episode: UGO06: Democratizing the Asymmetric Trade ft. Vlad Tenev

Host

Niels Kaastrup-Larsen
Veteran hedge fund manager and host with a focus on systematic investing and market analysis.

Reviews

4.9 out of 5 stars from 1.6k ratings
  • Best enduring investments podcast

    I love the show, but I wish they would include the papers they reference in the show notes.

    Apple Podcasts
    5
    Hbarbat
    United States2 months ago
  • Let the guests talk

    Love Cem and crumbs over the year, but when he is the interviewer he needs to let the guests talk more.

    Apple Podcasts
    5
    pmdaddy
    United States3 months ago
  • Still have not interviewed Armstrong

    Podcast Addict
    4
    Thanos
    3 months ago
  • Top Class Unplugged

    I never left a review before, contribution of Niels and his guest deserves it: I always learn a lot, the episodes both breath (macro, several asset classes etc) and depth (detailed flow/position updates snd its impact on price action in the underlying). I always learn a lot, special shout out to Cem for sharing his crumbs.

    Apple Podcasts
    5
    EErikJ
    Sweden4 months ago
  • Weekly Must

    It‘s the one podcast, where I never miss an episode. Never.

    Apple Podcasts
    5
    Andrej Dr. Drej
    Germany4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Feedback includes requests for more in-depth discussions and a desire for additional resources or references mentioned in episodes.
Listeners appreciate the wealth of information shared, with many highlighting how the insights gained from the podcast have positively impacted their trading strategies.
The quality and expertise of guests are often praised, as they bring valuable perspectives on complex financial topics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#113
United States/Business/Investing
Apple Podcasts
#79
United Kingdom/Business/Investing
Apple Podcasts
#157
United Kingdom/Business
Apple Podcasts
#177
Canada/Business/Investing
Apple Podcasts
#224
Canada/Business
Apple Podcasts
#71
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

SI371: Trends Don’t Form Randomly. They Form Reflexively ft. Richard Brennan
Q: How do we size positions, manage risk, and stay alive in a world that's path-dependent and fractal?
Brennan emphasizes that in a non-ergodic world, one must focus on survival, using closed balance equity for position sizing instead of unrealized equity.
GM89: When Credibility Becomes the Risk Premium ft. Maurice Obstfeld
Q: Can you explain your views on the impact of recent tariff policies?
Obstfeld indicated that recent tariffs serve dual intentions of addressing the trade deficit while potentially reshaping the tax system to become reliant on tariff revenues rather than traditional income taxes.
GM89: When Credibility Becomes the Risk Premium ft. Maurice Obstfeld
Q: How do you perceive the evolving role of the IMF and its relevance today?
Obstfeld noted that the IMF's role has evolved from focusing on industrial economies to engaging more directly with emerging markets and crisis management, indicating its continued significance despite shifts in global finance.
GM89: When Credibility Becomes the Risk Premium ft. Maurice Obstfeld
Q: What drew you to economics, and how did it evolve throughout your career?
Maurice Obstfeld shared that his background in mathematics led him to economics during a tumultuous period in the UK economy, ultimately leading to a career that spanned academic and policy advisory positions.
GM88: Cycles of Promise and Pain: Argentina’s Unfinished Lesson ft. Nicolas Dujovne
Q: What advice would you give to people interested in getting into EM macro investing?
There's plenty of material to study in international economics and finance, focusing on various authors who have analyzed the dynamics of emerging markets.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Top Traders Unplugged

What is Top Traders Unplugged about and what kind of topics does it cover?

This podcast provides an immersive exploration into the world of investing through engaging discussions with renowned investors, economists, and market experts. Topics span various aspects of finance, including trend following, global macroeconomic trends, commodities, crypto, and the impacts of geopolitical events on markets. Noteworthy is the podcast's ability to blend in-depth analysis with accessible insights, making it valuable for both novice and seasoned investors alike. The consistent focus on actionable strategies and real-world applications sets this podcast apart as a significant resource for anyone looking to enhance their financial acumen and navigate the complexities of modern investing.

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These podcasts share a similar audience with Top Traders Unplugged:

1. The Market Huddle
2. Forward Guidance
3. Monetary Matters with Jack Farley
4. Macro Voices
5. Flirting with Models

How many episodes of Top Traders Unplugged are there?

Top Traders Unplugged launched 11 years ago and published 874 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Top Traders Unplugged?

Recent guests on Top Traders Unplugged include:

1. David Druz
2. Keith DeCarlucci
3. Patrick Kazley
4. Hari Krishnan
5. Nigol Koulajian
6. Maurice Obstfeld
7. Nicolas Dujovne
8. Zoe Liu

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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