Via Top Traders Unplugged 106 The Systematic Investor Series – September 19th, 2020 By Niels Kaastrup-Larsen | 09/19/2020 | 0 Today, we discuss the Federal Reserve’s current inflation targets, whether it is ok for systematic managers to turn off their systems during periods of high volatility & uncertainty, the looming questions around Ray Dalio &...
Via Top Traders Unplugged 105 The Systematic Investor Series – September 13th, 2020 By Niels Kaastrup-Larsen | 09/13/2020 | 0 On today’s show, we discuss Tesla’s threat to the current giants of European car manufacturing, how paper trading can dramatically differ to live trading, the drawbacks of Systematic Investing through a broker’s platform rather than...
Via Top Traders Unplugged Steve Keen – Global Macro Series – 10th September 2020 By Niels Kaastrup-Larsen | 09/10/2020 | 0 We are extremely honoured to welcome Steve Keen, the legendary Australian economist, to our podcast today. Steve is one of the leading critics of mainstream economics, and in our conversation provided a valuable alternative...
Via Top Traders Unplugged 104 The Systematic Investor Series ft Roberto Osorio – September 7th, 2020 By Niels Kaastrup-Larsen | 09/07/2020 | 0 Today, we’re delighted to welcome Roberto Osorio, Vice President, Trading Systems at DUNN Capital, onto the show. Niels pitches Roberto some of our most fiercely debated topics so far, such as the...
Via Top Traders Unplugged 103 The Systematic Investor Series ft Robert Carver – August 31st, 2020 By Niels Kaastrup-Larsen | 08/31/2020 | 0 Rob Carver returns to the show this week to discuss Jerome Powell’s comments at Jackson Hole, the potential Bond market bubble that very few are talking about, the sweet-spot for Trend Following...
Via Top Traders Unplugged Lyn Alden – Global Macro Series – 26th August 2020 By Niels Kaastrup-Larsen | 08/26/2020 | 1 We are very pleased to welcome Lyn Alden to the studio today, the founder of Lyn Alden investment strategy. Lyn is from an engineering background, and hence, as you might expect, brings a logical...
Via Top Traders Unplugged 102 The Systematic Investor Series – August 23rd, 2020 By Niels Kaastrup-Larsen | 08/23/2020 | 0 This week, we discuss Tesla’s meteoric stock price rise and its likely inclusion into the S&P 500, similarities between today’s parabolic moves in the stock market and the famous tech bubble, why the current outlook...
Via Top Traders Unplugged Jim Bianco – Global Macro Series – 21st August 2020 By Niels Kaastrup-Larsen | 08/21/2020 | 1 In today’s episode we are joined by Jim Bianco, the president and macro strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. ...
Via Top Traders Unplugged Campbell Harvey – Global Macro Series – 19th August 2020 By Niels Kaastrup-Larsen | 08/19/2020 | 0 In today’s episode we are joined by Campbell Harvey, Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. Cam served as Editor of The...
Via Top Traders Unplugged 101 The Systematic Investor Series – August 17th, 2020 By Niels Kaastrup-Larsen | 08/17/2020 | 0 In this episode, we discuss the danger of financial products such as the Daily 3x Inverse Natural Gas ETN, the potential end of the 2020 bull market in stocks, Howard Mark’s recent quotes on managing...
Via Top Traders Unplugged 100 The Systematic Investor Series ft Jerry Parker– August 10th, 2020 By Niels Kaastrup-Larsen | 08/10/2020 | 0 In this special anniversary edition of the Systematic Investor podcast, Jerry Parker joins us on the show to discuss why removing as many filters as possible may be beneficial to your trading system,...
Via Top Traders Unplugged Michael Green – Global Macro Series – 4th August 2020 By Niels Kaastrup-Larsen | 08/04/2020 | 0 In today’s episode, we are joined by Michael Green, of Logica Capital advisors. Michael has over 20 years as a portfolio manager, mainly in the global macro space. Recently he has become well known...
Via Top Traders Unplugged 99 The Systematic Investor Series – August 3rd, 2020 By Niels Kaastrup-Larsen | 08/03/2020 | 0 In today’s show, we discuss why a great defence is necessary for great portfolios, Trend Following on ETFs, why liquidity is often an under-appreciated factor when choosing markets, why you need to include shorts, tips...
Via Top Traders Unplugged Danielle DiMartino Booth – Global Macro Series – 29th July 2020 By Niels Kaastrup-Larsen | 07/28/2020 | 0 Our guest today is Danielle DiMartino Booth, CEO and chief strategist for Quill intelligence. One of the major themes of our podcast series so far has been the reactions of central banks to...
Via Top Traders Unplugged 98 The Systematic Investor Series ft Mark Rzepczynski – July 26th, 2020 By Niels Kaastrup-Larsen | 07/26/2020 | 1 Today, we’re delighted to welcome Mark Rzepczynski onto the show to discuss his time working with John W. Henry and what J. W. Henry’s ‘secret weapon’ was, the most effective way to...
Via Top Traders Unplugged Larry McDonald – Global Macro Series – 25th July 2020 By Niels Kaastrup-Larsen | 07/24/2020 | 0 Today we are very lucky to welcome Larry McDonald as our guest. Larry is the founder of the Bear Traps report, and has extensive experience in consulting and investment banking. His bestselling book “A...
Via Top Traders Unplugged Erik Townsend – Global Macro Series – 23rd July 2020 By Niels Kaastrup-Larsen | 07/22/2020 | 0 Todays’ guest is Erik Townsend, host of the Macro voices podcast. Erik has an unusual background, as he had a very successful career as a technology entrepreneur before turning his hand to commodity trading. His...
Via Top Traders Unplugged 97 The Systematic Investor Series ft Robert Carver – July 22nd, 2020 By Niels Kaastrup-Larsen | 07/21/2020 | 0 Today, Robert Carver joins us to discuss JP Morgan’s comments on markets being fabricated by central bank liquidity, Tesla’s incredible swings in market cap, thoughts on Warren Buffett’s recent ‘value’ purchase, the...
Via Top Traders Unplugged Preston Pysh – Global Macro Series – 17th July 2020 By Niels Kaastrup-Larsen | 07/17/2020 | 0 Our guest for today’s episode is Preston Pysh, founder of BuffetsBooks.com and co-host at The Investors Podcast network. As a graduate of both West Point and John Hopkins, Preston is certainly the only person...
Via Top Traders Unplugged Julian Brigden – Global Macro Series – 14th July 2020 By Niels Kaastrup-Larsen | 07/14/2020 | 0 Our guest in todays episode is Julian Brigden, co-founder of MI2 partners. Julian has decades experience in investment banking on both sides of the Atlantic, and is a true original thinker. We had a...