Niels Kaastrup-Larsen

Top Traders Unplugged

Business EN ↓ 978 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...

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Author

Niels Kaastrup-Larsen

Episodes

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...

BO51: Insights to a Unique System Design 06.04.2020 4:19

Bill Dreiss takes us under the hood of his system, and explains why it’s so unique. ----- 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&...

SI82: Is Machine Learning and AI just a marketing ploy? ft. Harold de Boer 05.04.2020 1:27:39

Special guest, Harold de Boer of Transtrend, joins us on the show today to discuss why the recent returns disparity among CTAs might be good for the industry, the benefits of investing in more than one Trend Following fund, if the term ‘machine learning’ should be considered as a marketing ploy, what makes a strategy robust, why unsupervised ‘black box’ strategies may be riskier than more traditio...

BO50: Why Trend Following (Still) Works 03.04.2020 3:51

We explain why Trend Following will continue to perform over time. ----- 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...

BO49: Do markets drive Performance or is it Skill? 02.04.2020 4:39

How markets drive performance more so than skill, and why you need to trade longer-term. ----- 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 wri...

BO48: Exploiting the Fractal Nature of Markets in a Systematic Way 01.04.2020 8:24

Bill Dreiss talks about his interest in Elliot Wave analysis & the Fractal nature of markets, and how he successfully have used this approach since the 1970s. ----- 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...

BO47: Our Worst Trade 31.03.2020 7:01

We go down memory lane and discuss our worst trades, and what we learned from them. ----- 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&...

BO46: When should You stay Out of a Market? 30.03.2020 2:07

We discuss when a Trend Follower would be neither Long nor Short. ----- 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 y...

SI81: Why simple ideas can often be more robust than complex ideas ft. Moritz Seibert 28.03.2020 1:16:35

Today, we discuss the benefits of focusing on highly liquid markets, why Trend Following strategies are usually less risky & volatile in any market environment,  how simple ideas can often be more robust than complex ideas, whether there’s a place for discretion in trading systems, why a manager’s true aims may not be what you were are expecting, and how emotional intelligence disappears...

BO45: Should You Adjust Your Position Size During A Trade? 27.03.2020 3:55

Is increasing or reducing an existing position during a trade, something you should do? ----- 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 writ...

BO44: How much should I Allocate to Trend Following? 26.03.2020 6:01

What is the perfect allocation percentage to Trend Following, and other assets, in a diversified portfolio? ----- 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 Invest...

BO43: Are CTAs Causing Market Sell-Offs? 25.03.2020 12:36

JP Morgan blames CTA strategies for causing large market selloffs. We give our view! ----- 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...

BO42: The value of Big Data & AI will be Tested during the Coronavirus Turmoil 24.03.2020 7:54

Can you really figure out the markets by using ‘Big Data’ and ‘AI’? ----- 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...

BO41: How to Deal with Clients During Drawdowns 23.03.2020 3:23

How you deal with clients during drawdowns and how you manage expectations can make or break your business? ----- 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 Invest...

SI80: Why uncomfortable trades can turn out to be the most profitable ft. Eric Crittenden 23.03.2020 1:35:18

This week, special guest Eric Crittenden joins us on the show to discuss: the importance of being able to trade short positions, how the best Trend Following strategies have proven their worth in this current environment, why Trend Following can be regarded as a Contrarian Strategy, whether or not ETFs are safe investments, when being 1st place can be as detrimental as coming last, why the most un...

BO40: Does Jerry Parker Trade Synthetic Instruments? 20.03.2020 3:10

Discussion on whether or not to trade Synthetic Instruments. ----- 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 ca...

BO39: Can Market Timing using Technical Indicators be Profitable? 19.03.2020 6:01

Discussion a recent Barron’s article which says that the 200-Day Moving Average no longer works – perhaps Barron’s have changed their mind after March 2020? ----- 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 F...

BO38: Systematic vs Discretionary Investing 18.03.2020 7:41

We discuss The Curious Investor podcast episode on Systematic vs Discretionary 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 wr...

BO37: Does Trend Following still work? Comments from David Harding, Cliff Asness & Stanley Druckenmiller 17.03.2020 12:01

“Experts” claim that the character of the markets has changed in recent years. We discuss comments from David Harding, Stanley Druckenmiller & Cliff Asness, relating to Trend Following. ----- 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...

BO36: The Time It Takes To Stick With Your Rules 16.03.2020 7:12

Today we discuss a listener question, regarding the usual time it takes before being able to follow a Trading System religiously. ----- 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 Gu...