Niels Kaastrup-Larsen

Top Traders Unplugged

Business EN ↓ 947 episodes

Top Traders Unplugged is where the world’s best investors come to share how they think - not just what they trade. Hosted by Niels Kaastrup-Larsen, the show goes deep into systematic trend following, global macro, and the principles that drive long-term success. No forecasts. No fads. Just real conversations with hedge fund managers, economists, authors, and allocators - revealing the timeless ideas, mental models, and risk frameworks behind robust performance. If you're building resilient portfolios, allocating capital, or simply looking to cut through the noise - this is your edge. Clear thi...

Author

Niels Kaastrup-Larsen

Episodes

BO72: Four C’s of Good Investing: Courageousness 06.05.2020 2:10

Being a good rules-based Investor can be a lonely road, and takes courage to follow. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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...

BO71: Four C’s of Good Investing: Clarity 05.05.2020 5:04

How to get Clarity and remove the noise of the markets. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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...

BO70: Four C’s of Good Investing: Consistency 04.05.2020 4:11

How a few simple rules were 97% more accurate than predictions from a variety of experts, in fields like stock picking. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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...

SI86: Berkshire Hathaway shareholders meeting ft. Moritz Seibert 03.05.2020 59:26

Today, we discuss comments from Warren Buffett in the recent Berkshire Hathaway shareholders meeting, AQR Capital’s recent research finding pure Trend Following strategies to be a better hedge in bear markets than Options strategies, the oil market & the USO ETF, how commodities are great diversifiers which often outperform equities, how to think about market inefficiencies, and why it’s never...

BO69: Process over Outcome 01.05.2020 2:25

Why a winning or losing bet may not mean that it was a good or bad decision. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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  h...

BO68: The Simple Secret to Overcome Emotions when Investing 30.04.2020 4:02

How a tried & tested strategy can offset the emotional risk when Investing. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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&nbsp...

BO67: Why Investors are Naturally Risk Averse 29.04.2020 3:22

Daniel Crosby explains how our bodies shut our brains down & how this causes bad Investing behaviour. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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 Investme...

BO66: Why Investors (always) Fall for a Good Story 28.04.2020 6:18

Why we desire a good story & the effect this has on our investments. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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...

BO65: The 4 Biases of Bad Investing Behaviour 27.04.2020 2:58

Daniel Crosby on Ego, Overconfidence, Emotion & Attention biases. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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 . A...

SI85: Similarities between the market crashes of 1987 and 2020 ft. Nick Radge 25.04.2020 1:35:37

Today, special guest Nick Radge joins us on the show to discuss similarities between the market crashes of 1987 and 2020, the players behind the recent Oil volatility, the importance of avoiding trading paralysis, how to behave like a successful investor, developing different strategies for different market environments, how Nick fell in love with Trend Following from an early age, and more. ...

BO64: The Most CounterIntuitive Human Behaviour in Investing 24.04.2020 2:24

Why working harder doesn’t necessarily mean we’ll achieve better results. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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...

BO63: The Behavioural Gap 23.04.2020 7:09

Why the rules of good Investing are often a 180 degrees opposite to Human nature. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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&nb...

BO62: How Simple Rules Cure Sick Portfolios 22.04.2020 3:16

How simple rules eradicated an incurable disease in Africa, and how this can be related to good Investing behaviour. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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 Be...

BO61: Overrated Knowledge & the Neglect of Behavioural Finance 21.04.2020 2:36

Daniel Crosby describes how knowledge can sometimes do very little to change Human behaviour, and so may not be as important as people think. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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...

BO60: Improving a Broken Model...can it be done? 20.04.2020 11:55

Listener question on how to improve a strategy that seems to be broken.  Should you take an overall approach, or discard any particular markets that haven’t trended for a while? ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 5...

SI84: Is pyramiding a bad strategy? and how many markets to trade? ft. Robert Carver 19.04.2020 1:13:23

We’re joined today by Robert Carver to discuss why classical Trend Following strategies did well in the recent selloff, the risks in OTC trading, why it’s important to diversify across different managers, the varying recent returns of Renaissance Technologies and AHL, and how Robert Carver approaches volatility, scaling & portfolio construction during a crisis. Questions answered this week inc...

BO59: Howard Marks & the Definition of Buying Low 17.04.2020 6:32

Howard Mark’s recent thoughts on the importance of ‘buying low’, and what really constitutes ‘buying low’. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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 Investm...

BO58: The Balance between Innovation, Evolution and Stickability 16.04.2020 5:12

Why clients would benefit from lock-up periods, and the difference between evolving your strategies or sticking with it. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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 th...

BO57: A.I. Strategies With Human Biases 15.04.2020 6:21

Are A.I. programmers unknowingly passing their human biases into the algorithms? ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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&nbs...

BO56: Sticking with Your System through the Good & the Bad Times 14.04.2020 10:09

The benefits of sticking with your system through good & bad times, even in the face of client pressure. Also why Investors benefit from not looking at their portfolios too frequently. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read...

SI83: Responsible Investing and how to cope with extreme volatility ft. Moritz Seibert 12.04.2020 57:03

In this episode, we discuss how Trend Following strategies are able to cope with the extra volatility around huge world events,  Transtrend’s recent article on responsible investing and why that includes the ability to short a market, the current oil situation, and recent interview appearances by Ray Dalio and Danielle DiMartino Booth.  Questions answered this week include: Can Trend Fol...

BO55: What Does It Take To Be A Successful Trader? 10.04.2020 2:41

Bill Dreiss shares his opinion on what it takes to be a successful Trader. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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  her...

BO54: Embracing Volatility 09.04.2020 9:25

Bill Dreiss discusses embracing the uncontrollable nature of Volatility, and explains some of the dangers of what he calls ‘warehousing risk. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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...

BO53: Trend Trading vs Mean Reverting – What Should You Trade? 08.04.2020 2:43

Discussion on some of the reasons why Trend Following works, but why paradoxically, investors are lured toward mean-reversion. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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...

BO52: Thoughts on Risk Management and Leverage 07.04.2020 3:19

Bill Dreiss shares some of his thoughts on Risk Management and Leverage. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- 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...