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Top Traders Unplugged

Latest episodes

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Jun 1, 2024 • 60min

SI298: The Trend Following ETF Revolution ft. Katy Kaminski

Expert Katy Kaminski discusses the Trend Following ETF revolution, due diligence in the ETF space, fee considerations, choosing replicators, and the impact of AI. They also explore the evolution of ETFs, incentive fees, research allocation, and classic trend-following strategies.
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May 29, 2024 • 1h 8min

GM61: The New Politics: Neoliberal Decline and Authoritarian Rise ft. Gary Gerstle

Gary Gerstle, Professor of American History at the University of Cambridge, discusses the shift from neoliberalism to a new political order, Bidenomics, rise of authoritarianism, potential antitrust activism, and key factors influencing the 2024 elections.
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May 25, 2024 • 1h 3min

Si297: Trend Following as a Return Enhancement Overlay ft. Alan Dunne

Alan Dunne discusses global macro trends, quant macro strategies, and trend following as a return enhancement overlay. Topics include family office asset allocation, narrative shifts in trend following, fees in multi-strategy space, and blending trend following with Quant Macro in portfolios.
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May 22, 2024 • 1h 10min

IL26: How New Technologies Will Shape the Economy ft. Koen De Leus & Philippe Gijsels

Two economic experts, Koen De Leus and Philippe Gijsels, discuss how AI and 3D printing will shape the economy, potentially creating more jobs. They also explore the trends of gold prices doubling and a super cycle for industrial metals. The conversation highlights the impact of energy transition on commodity demand and the bullish outlook on gold as a safe haven asset in uncertain times.
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May 18, 2024 • 1h 4min

SI296: Is Trend Following Becoming Too Complicated? ft. Mark Rzepczynski

Financial expert Mark Rzepczynski discusses investor sentiment, trend following strategies, the impact of government policies on economies, and the complexity of being a systematic manager. He emphasizes the need to look beyond price, considers the drivers of price, and explores the VUCA framework. The conversation also touches on whether trend following is becoming too complicated.
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May 15, 2024 • 1h 6min

ALO24: Managing Money Through Structural Shifts ft. Richard Urwin

Richard Urwin, Chair of the Investment Committee at Saranac Partners, discusses asset allocation based on long-term valuations, structural shifts impacting economic outlook, and opportunities in credit and alternative assets. They also cover selecting and sizing hedge funds in portfolios amidst higher interest rates.
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4 snips
May 11, 2024 • 1h 1min

SI295: Trend Followers - The Unwanted Party Guests? ft. Nick Baltas

Expert in trading signal direction and portfolio construction, Nick Baltas talks about trend following, risk allocation, and equity momentum. He explains why trend followers might be considered the 'unwanted guests at the party' and the importance of allocating risk to where opportunity lies. The discussion delves into signal direction versus signal strength in portfolio construction and the power of trend following as a risk allocation tool.
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May 8, 2024 • 1h 8min

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

Tad Fallows, Founder of Long Angle, discusses high-net-worth investments, highlighting risk profiles, private equity, alternative assets, and trend following. He explores esoteric investments like whiskey aging and crypto exposure, emphasizing intuition and conviction in deals.
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9 snips
May 4, 2024 • 56min

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

Hari Krishnan discusses the challenges of investing in commodities, the concept of commodity super cycles, overcoming holding and storage difficulties, and the value of 'virtual storage' in trend following systems.
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May 1, 2024 • 1h 5min

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

Expert Christian Mueller-Glissmann discusses 2024 capital allocation, Europe's inflation resilience, and using structured products. They analyze election cycles, advocate for trend following strategies, and highlight optimal portfolio allocation suggestions for the year.

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