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Top Traders Unplugged
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Niels Kaastrup-Larsen on trend-following and systematic investing.

In the last 30 days, Top Traders Unplugged produced 97 attributed ideas.

19
Ideas · 7d
97
Ideas · 30d
432
Ideas · all time
192
Episodes

Theses first heard here · 14

Japan's industrial consolidation as equity catalystFIRST HEARD 21 OCT
AI capex boom's US economic impact mutedFIRST HEARD 9 SEP
Embrace uncertainty as the source of opportunityFIRST HEARD 26 AUG
AI CapEx and deficits driving long-end yields higherFIRST HEARD 19 AUG · GOOGL META ORCL
Rising yields as the pin for a triple bubbleFIRST HEARD 12 AUG
Latest attributed ideas · most recent first
24 OCT3D AGOSI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Geoeconomic fragmentation boosts trend diversification
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24 OCT3D AGOSI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Trend following can profit in rising rate regimes
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24 OCT3D AGOSI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Intermediation capital shortage as a crisis precursor
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24 OCT3D AGOSI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Commodity stockouts can cause parabolic price moves
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24 OCT3D AGOSI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Market structure dictates trend profitability
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24 OCT3D AGOSI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Bond selloff a return to normalcy
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24 OCT3D AGOSI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Trend following's durability against model crowding
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24 OCT3D AGOSI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Commodity stock-out risk drives parabolic moves
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24 OCT3D AGOSI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Global hegemon's role in market stability
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Japan's industrial consolidation as equity catalyst
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Labor scarcity forcing corporate reform in Japan
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Japan's economic breadth as AI-cycle hedge
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Generational CEO change driving governance reform
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Japan's debt problem is a misunderstanding
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
BOJ normalization to accelerate
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Takaichi's shift to industrial policy
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Sakana AI's model-agnostic approach to adoption
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Yen weakness as a political, not treasury, concern
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21 OCT6D AGOGM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Rapidus semiconductor project as a potential 10-bagger
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Bonds lose diversification in high inflation regimes
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Rules-based strategies adapt to changing regimes
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Trend following's returns concentrated in few months
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Trend returns are driven by a few big months
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Trend as the robust second responder
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Liquid alts and ETFs increase investor timing risk
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
2024 trend environment is hedged and diversified
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Geopolitical risk foreshadows structural inflation
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Investor timing erodes trend's benefits
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Commodities as first responders to inflation
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17 OCT1W AGOSI422: Why Trend Following Rewards Patience ft. Katy Kaminski
Model portfolios as a solution for retail trend holding
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION