Niels Kaastrup-Larsen

In this discussion, financial market professionals Tom Røseth, Robert Næss, Matthew Grey, Niels Kaastrup-Larsen, and commentator Jostein Bakk tackle the ongoing market crisis. They dive into the implications of global events, emphasizing the need for adaptive investment strategies. The conversation touches on the impact of black swan events, technological advances, and corporate accountability in shaping economic landscapes. Personal accountability and the evolution of fiscal systems also feature prominently, offering listeners keen insights into navigating today's financial challenges.

Join Tom Røseth, Robert Næss, Matthew Grey, and Niels Kaastrup-Larsen as they delve into the complex worlds of crypto and investment. They candidly discuss the lingering trauma from market downturns and the role of cryptocurrency in addressing societal issues like poverty. The guests explore the evolving dynamics of prediction markets, the interplay between government and economic strategies, and the ongoing geopolitical challenges, particularly concerning Ukraine. Their insights blend personal experiences with profound reflections on resilience and community in turbulent times.

In this discussion, financial market expert Tom Røseth and investment strategist Robert Næss dive into the implications of recent economic events, including the aftermath of a pivotal Monday. Matthew Grey analyzes global market shifts while Niels Kaastrup-Larsen shares insights on tail risks and risk management strategies. Jostein Bakke adds a layer of nuance by discussing the impact of policy on trading dynamics. Together, they explore the importance of gold as a stable investment and the exciting potentials of Bitcoin and blockchain technology in today's financial landscape.

Niels Kaastrup-Larsen, a seasoned hedge fund veteran and founder of Dunn Capital, dives into the world of trend-following investment strategies. He discusses the resilience of these strategies amid the unique volatility of 2020, showcasing their adaptability in unexpected market conditions. Niels highlights the importance of diversification, automated trading systems, and how trend following remains effective even in a low-interest-rate environment. He also introduces innovative risk assessment metrics, providing a fresh perspective on managing portfolio risk.

Niels Kaastrup-Larsen, a hedge fund veteran with over 25 years of experience, dives into the nuances of trend-following investing. He discusses why this strategy is essential in a diversified portfolio and how it complements value investing. Niels emphasizes the importance of adapting trading rules to evolving market conditions and highlights commodities as the top sector for trend followers. With insights on market volatility, he shares the psychological aspects of trading and advocates for rule-based strategies to enhance investment decisions.