GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren
Top Traders Unplugged
Greenland, Arctic, and Space Infrastructure Stakes
Pippa explains Arctic importance for space data links, Greenland's strategic role, and tensions between the U.S., Denmark, and Greenland.
While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may already be taking shape. Joining Niels Kaastrup-Larsen and Cem Karsan, she explores how artificial intelligence, advanced energy, shifting diplomacy and technological innovation could reshape the global economy and even reduce the risk of war. From the future of the US dollar and China to nuclear energy, robotics and non human intelligence, this conversation challenges conventional thinking and offers an unusually optimistic perspective on one of the most consequential periods in modern history.
-----
JOIN THE TREND FOLLOWING MANIFESTO BOOK LAUNCH LIST TO GET SPECIAL LOW PRICE ON OUR UPCOMING BOOK DURING THE FIRST WEEK!
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to [email protected]
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Cem on Twitter.
Follow Pippa on X.
Episode TimeStamps:
00:00 - Why Pippa believes the future is far more optimistic than most expect
01:05 - Reuniting after four years and revisiting major geopolitical themes
03:11 - Digital finance, transparency and the changing role of the US Treasury
06:40 - Ukraine, foreign policy and the debate over hidden funding networks
12:01 - Why Pippa believes the world is moving toward a superpower rapprochement
22:17 - The US dollar, China and competing visions of global leadership
30:49 - Lessons from history, diplomacy and the search for lasting peace
39:38 - Nuclear energy, AI and the race toward technological abundance
45:48 - Populism, inequality and whether AI will widen or close the wealth gap
55:32 - How societies can prepare for an AI driven future
58:10 - Greenland, the Arctic and the strategic battle for space infrastructure
01:04:20 - Pippa's father, diplomacy and the lessons that shaped her worldview
01:09:28 - Non human intelligence, AI and the profound questions facing humanity
Copyright © 2026 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
The AI-powered Podcast Player
