Top Traders Unplugged Podcast Transcripts
Niels Kaastrup-Larsen · 956 episodes with transcripts
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.
Spoken has transcripts of 956 Top Traders Unplugged episodes, with the speakers named. The newest listed here is from October 17, 2026.
Every Top Traders Unplugged transcript in one script
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Latest Top Traders Unplugged transcripts
SI422: Why Trend Following Rewards Patience ft. Katy Kaminski
October 17, 2026
Katy Kaminski (0:01)
They kind of highlighted that the average return and trend was about 5.6% over a huge horizon. But they said if you took out the 20 largest months, and this is something equity investors know as well, the 20 largest months, you basically go to negative half a percent.
SPEAKER_2 (0:22)
Welcome to Top Traders Unplugged. In markets, success doesn't come from predicting what happens next. It comes from being prepared for what you can't predict.
In each episode, we go deep with some of the world's most thoughtful minds in investing, economics and beyond, to understand how they think, how they prepare and how they decide, and the experiences that shaped how they see the world. No noise, no shortcuts, just real conversations to help you think better and…
Niels Kaastrup-Larsen (0:56)
Welcome and welcome back to this week's edition of the Systematic Investor Series with Katy Kaminski and I, Niels Kaastrup-Larsen, where each week we take the pulse of the global market through the lens of a rules-based investor. Katy, it is really, really great to have you back this week. How are you doing?
I hear you've been traveling recently.
- SI422: Why Trend Following Rewards Patience ft. Katy Kaminski
- UGO13: How Much Longer Can AI Carry the Market ft. Christian Mueller-Glissmann
- SI421: Taking CTAs Mainstream ft. Andrew Beer
- IL54: Why Smart Investors Keep Making Crazy Decisions ft. Alex Edmans
- SI420: The Market Might Be More Fragile Than It Looks ft. Cem Karsan
- TTU153: Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton
- SI419: What Happens When AI Starts Building the Portfolio ft. Nick Baltas
- OI24: Why Power Trading Is 10 Times Crazier Than Crypto ft. Cory Paddock
- SI418: Why Markets Are More Alive Than We Think ft. Richard Brennan
- IL53: How Bonds Quietly Built the Modern World ft. Robin Wigglesworth
- SI417: What Happens When AI Starts Trading the Markets ft. Rob Carver
- GM107: What If AI Actually Pushes Interest Rates Higher? ft. Matt Klein
- SI416: 137 Years of Trend: What the Evidence Really Shows ft. Yoav Git
- GM106: What Happens When the Debt Finally Matters ft. Marvin Barth
- SI415: Maybe This Is Just What Normal Markets Look Like ft. Alan Dunne
- IL52: Why Staying Calm Is the Ultimate Investing Edge ft. David Booth
- SI414: The Hidden Risks Beneath the Treasury Market ft. Mark Rzepczynski
- ALO38: Why the Old Rules of Diversification Are Changing ft. Mike Pyle
- SI413: Why Trend Following Is More Than Crisis Alpha ft. Andrew Beer & Tom Wrobel
- ALO37: Investing in the New World Order ft. Charles-Henry Monchau
- SI412: Portable Alpha: Asking the Questions That Matter ft. Harry Moore
- ALO36: The Endowment Playbook for Long-Term Investing ft. Paul Chai
- SI411: Why the Best Portfolios Are Built to Be Wrong ft. David Dredge & Richard Brennan
- IL51: Why Most Recessions Are Completely Misunderstood ft. Tyler Goodspeed
- SI410: The Next Evolution of Trend Following ft. Nick Baltas
- OI23: Why Capital Efficiency Is the Next Edge in Investing ft. Charlie McGarraugh
- SI409: Why Trend Following Is Changing Faster Than Ever ft. Yoav Git
- GM105: The Billion-Barrel Shock Has Not Arrived Yet ft. Adam Rozencwajg
- SI408: Has Trend Following Changed Forever? ft. Alan Dunne
- GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley
- SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan
- GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren
- SI406: Why Uncertainty Is a Trend Follower’s Best Friend ft. Mark Rzepczynski
- IL50: Why Central Banks Are Losing Control of Inflation ft. Manoj Pradhan
- SI405: Why Most Trend Following Improvements Should Fail ft. Rob Carver
- GM102: China Built a Trap. Germany Set It. America Fell In. Europe Is Next ft. Michael Pettis
- UGO12: Why the Next Financial Crisis Could Change America Forever ft. Danielle DiMartino Booth
- SI403: Trend Following in an Era of Geopolitical Risk ft. Marat Molyboga & Katy Kaminski
- ALO35: Why Macro Investing Is Becoming More Systematic ft. George Patterson
- IL49: The Space Economy Is No Longer Science Fiction ft. Rainer Zitelmann
- SI401: Why Trend Following Wins in Chaos ft. Nick Baltas
- GM101: When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan
- SI400: When Crisis Alpha Hides in Plain Sight ft. Yoav Git & Rob Croce
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