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All Episodes

TopTradersUnplugged.com — 524 episodes

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Title
1

SI408: Has Trend Following Changed Forever? ft. Alan Dunne

2

GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley

3

SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan

4

GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

5

SI406: Why Uncertainty Is a Trend Follower’s Best Friend ft. Mark Rzepczynski

6

IL50: Why Central Banks Are Losing Control of Inflation ft. Manoj Pradhan

7

SI405: Why Most Trend Following Improvements Should Fail ft. Rob Carver

8

GM102: China Built a Trap. Germany Set It. America Fell In. Europe Is Next ft. Michael Pettis

9

SI404: When Trend Following Meets Equities ft. Eric Crittenden & Andrew Beer

10

UGO12: Why the Next Financial Crisis Could Change America Forever ft. Danielle DiMartino Booth

11

SI403: Trend Following in an Era of Geopolitical Risk ft. Marat Molyboga & Katy Kaminski

12

ALO35: Why Macro Investing Is Becoming More Systematic ft. George Patterson

13

SI402: Why Markets Can’t Stop Trending ft. Richard Brennan

14

IL49: The Space Economy Is No Longer Science Fiction ft. Rainer Zitelmann

15

SI401: Why Trend Following Wins in Chaos ft. Nick Baltas

16

GM101: When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan

17

SI400: When Crisis Alpha Hides in Plain Sight ft. Yoav Git & Rob Croce

18

GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth

19

SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne

20

OI22: Inside the Next Generation Market Wizards ft. Jack Schwager & George Coyle

21

GM 99: Gold, Trust, and the Return of Real Assets ft. Philip Diehl

22

SI398: Navigating a VUCA World ft. Mark Rzepczynski

23

IL48: The Misunderstood Economics of Africa ft. Joe Studwell

24

SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan

25

UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden

26

SI396: Markets Look Calm… But Are They? ft. Rob Carver

27

TTU152: Where is the Open? ft. Toby Crabel

28

SI395: Finding Alpha in the Strait of Chaos ft. Andrew Beer

29

OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge

30

SI394: The Quarter That Tested Every Trend Follower ft. Katy Kaminski & Harry Moore

31

GM98: Powerlessness Is Rising and Nobody Is Ready ft. Peter Atwater

32

SI393: The Illusion of Control in Modern Markets ft. Yoav Git

33

IL47: The AI Revolution That Will Redefine What It Means to Be Human ft. Craig Mundie

34

SI392: The Hidden Cracks in Systematic Strategies No One Talks About ft. Nick Baltas

35

ALO34: Building an Asset Owner Mindset in Modern Pension Investing ft. Dan Mikulskis

36

SI391: Why Trend Following Works... the Evidence ft. Richard Brennan

37

ALO33: The Psychology Behind Better Asset Allocation ft. Aoifinn Devitt

38

SI390: When Narratives Change Faster Than Markets ft. Alan Dunne

39

UGO10: The Fourth Turning Is Here: How to Trade the Regime Shift ft. Neil Howe

40

SI389: The Market Is Pinned, But Risk Is Growing ft. Cem Karsan & Alan Dunne

41

IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts

42

SI388: Peak Bubble? Why Markets Feel Different in 2026 ft. Mark Rzepczynski & Alan Dunne

43

GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen

44

SI387: The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel

45

GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios

46

SI386: When Position Sizing Saves You ft. Rob Carver

47

UGO09: Playing the Players in a Narrative Market ft. Ben Hunt

48

SI385: When Volatility Becomes the Signal ft. Katy Kaminski

49

GM95: When Consensus Gets the Cycle Wrong ft. Dario Perkins

50

SI384: Building an Inflation-Proof Portfolio ft. Yoav Git

51

IIL45: Where Markets Reveal Human Error ft. Alex Imas

52

SI383: When Signals Matter More Than Stories ft. Nick Baltas

53

GM94: When Capitalism Reboots and Crashes Again ft. Mark Blyth

54

SI382: The End of Globalization, the Rise of Trends ft. Richard Brennan

55

GM93: The Calm Before a Systemic Reckoning ft. William White

56

SI381: Process Over Pain: Trend Following in an Unforgiving Market (Group Conversation Part 2)

57

IL44: From AI Hype to Transformative AGI ft. Aubrie Pagano

58

SI380: Dispersion Is the Story This Year (Group Conversation Part 1)

59

OI20: Why Commodities Refuse to Trend Forever ft. Doug King

60

SI379: The Illusion of Safety in a Fully Invested Market ft. Cem Karsan

61

GM92: Politics in an Age of Hard Borders and Rising Hegemons ft. Gary Gerstle

62

SI378: When Prices Stop Making Sense ft. Mark Rzepczynski

63

TTU151: What Comes After 60/40? Systematic Thinking, BlackRock Style ft. Jeff Rosenberg

64

SI377: What's New in SG Indices in 2026? + The Regime-Adaptive Portfolio ft. Alan Dunne

65

ALO32: AI Booms, Fiscal Strains and the New Macro Regime ft. Joe Little

66

SI376: What They’re Only Now Starting to See ft. Andrew Beer

67

IL43: The Land Trap: How Property Shapes Power ft. Mike Bird

68

SI375: CTAs After the Walls Come Down ft. Rob Carver

69

UGO08: The Coming Hunger Games for Global Savings ft. David Dredge

70

SI374: When the Data Goes Dark: Trend Following, Turbulence & Total Portfolios ft. Katy Kaminski

71

GM91: Inside China’s Growth Dilemma ft. George Magnus

72

SI373: Why Trend Thrives When Inflation Returns ft. Yoav Git

73

GM90: The Quiet Repricing of Reality ft. Adam Rozencwajg & Cem Karsan

74

OI19 BONUS: Living With Ed Seykota ft. David Druz

75

OI19: The Trader Who Never Spoke...Until Now ft. David Druz

76

SI371: Trends Don’t Form Randomly. They Form Reflexively ft. Richard Brennan

77

UGO07: The Illusion of Safety: How Markets Became the Economy ft. Keith DeCarlucci, Patrick Kazley & Hari Krishnan

78

SI370: Sharpe Ratios, Tail Risks, and the Cost of Comfort ft. Nigol Koulajian & Alan Dunne

79

GM89: When Credibility Becomes the Risk Premium ft. Maurice Obstfeld

80

SI369: Liquidity, Leverage, and the End of Safety ft. Mark Rzepczynski

81

GM88: Cycles of Promise and Pain: Argentina’s Unfinished Lesson ft. Nicolas Dujovne

82

SI368: Valuation Has Left the Room ft. Cem Karsan & Alan Dunne

83

IL42: Redefining Sovereignty in a Borderless Financial System ft. Zoe Liu

84

SI367: Portfolio Design in a Distorted World ft. Andrew Beer

85

UGO06: Democratizing the Asymmetric Trade ft. Vlad Tenev

86

SI366: The Strategy Didn’t Fail. The Investors Did. ft. Rob Carver

87

ALO31: What If the Illiquidity Premium Was Never Real? ft. Richard Tomlinson

88

SI365: Design or Luck: Why Trend Following Results Diverge ft. Katy Kaminski

89

GM87: Who Really Sets Policy Now? ft. Anna Wong

90

SI364: What makes an Alternative Investment Truly Valuable? ft. Moritz Seibert

91

IL41: They’re Not Just Reading You... They’re Rewriting You ft. Sandra Matz

92

SI363: The Misreading of Trend ft. Nick Baltas

93

OI18: The Carbon Trade, Without the Illusion ft. Mike Azlen

94

SI362: The Alpha Most Systems Miss ft. Yoav Git

95

GM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-Gave

96

SI361: The Four Faces of Trend Following ft. Richard Brennan

97

UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom

98

SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne

99

IL40: Why the Economy Feels Broken... Even When It’s Growing ft. Diane Coyle

100

SI359: Trend Following in a World That Loves Bubbles ft. Mark Rzepczynski

101

GM85: What If the Real Risk Isn’t Recession — But Reinvention? ft. Steven Bell

102

SI358: Why the Best Trend Models Might Be the Simplest Ones ft. Tom Wrobel & Andrew Beer

103

TTU150: Scarcity, Security, and the Shift to Soil ft. Artem Milinchuk

104

SI357: Liquidity, Leverage, and the Lie of Calm ft. Cem Karsan

105

UGO04: CNBC Legend on the Price of Losing Price ft. Rick Santelli

106

SI356: The Anatomy of a CTA Recovery ft. Katy Kaminski

107

ALO30: The Quiet Rewire of Portfolio Construction ft. Cian Walsh

108

SI355: Drawdowns Don’t Lie, But They May Mislead ft. Alan Dunne

109

OI17: The End of the Bull Market: What’s Next for Equities? ft. Asim Ghaffar

110

SI354: Everyone’s Different. Until They’re Not ft. Rob Carver

111

GM84: What Everyone Saw, but No One Priced ft. Bob Elliott

112

SI353: You Don’t Buy It for Returns. You Buy It Because It Works! ft. Yoav Git

113

GM83: The Risk We Forgot to Price ft. Barry Eichengreen

114

SI352: Trend Systems Under Strain ft. Nick Baltas

115

UGO03: This Isn’t 2008. That’s the Problem ft. Benn Eifert

116

SI351: The Two Tribes of Trend ft. Richard Brennan

117

OI16: Return Stacking: Form, Function & Friction ft. Corey Hoffstein and Adam Butler

118

SI350: Why All Roads Lead to Higher Yields ft. Alan Dunne

119

IL39: Is Trump Making Europe Great Again? ft. Koen De Leus & Philippe Gijsels

120

SI349: Navigating the Age of Uncertainty with Trend Following ft. Mark Rzepczynski

121

GM82: The Surprising Success of the U.S. Economy ft. Elroy Dimson & Kiran Ganesh

122

SI348: The Quiet Cost of Overfitting ft. Andrew Beer

123

UGO02: Inequality, Inflation, and the End of Consensus ft. Jim Bianco

124

SI347: Stagflation, Storytelling, and the Search for a New Hero ft. Cem Karsan

125

GM81: What If Everything You Believe About Markets Is Wrong? ft. Demetri Kofinas

126

SI346: Is the Trend Still Your Friend ft. Rob Carver

127

IL38: Our Dollar, Your Problem ft. Kenneth Rogoff

128

SI345: From Chaos to Clarity: The Power of Systematic Investing ft. Nick Baltas

129

OI15: Navigating the Commodity Markets with Calculo Capital ft. Ole Hansen & Philip Carlsson

130

SI344: Trend Following during Trump Tariff Turmoil ft. Katy Kaminski

131

IL37: Hate the Game? How to Navigate Life's Economic Challenges ft. Daryl Fairweather

132

SI343: CTAs: The Unexpected Heroes of Market Crises ft. Yoav Git

133

TTU149: Risk, Return, Repeat: The Portable Alpha Revival ft. Razvan Remsing & Alan Dunne

134

SI342: From Trend Following to Super Determinism ft. Richard Brennan

135

UGO01: Reflexive Markets, Real-Time Risk: The Dawn of the 0DTE Era ft. Mike Green

136

SI341: Nothing Good Happens Below the 200-Day Moving Average ft. Mark Rzepczynski

137

IL36: Democracy, Money, and the Central Bank - A Risky Balance ft. Leah Rose Downey

138

SI340: ETFs, Size, and the Commodity Problem ft. Alan Dunne

139

TTU148: CTAs - The Good, The Bad, and The Misunderstood ft. Rob Carver, Graham Robertson and Yoav Git

140

SI339: CTAs vs ETFs: The Showdown That Could Change Everything ft. Andrew Beer and Tom Wrobel

141

ALO29: What Every Investor Should Know About Valuations ft. David Giroux

142

SI338: Politics, Markets & Power Plays: An Unfiltered Look ft. Cem Karsan

143

GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg

144

SI337: How Best to "Replicate" Managed Futures Returns ft. Katy Kaminski

145

IL35: The New Age of Economic Warfare: Are We Ready? ft. Edward Fishman

146

SI336: How to Invest in Turbulent Times? ft. Graham Robertson

147

OI14: Behind the Scenes of a Crypto Hedge Fund ft. Michael Hall & Anatoly Crachlilov

148

SI335: Trend Following or Mean Reversion: What Works Best When? ft. Rob Carver

149

ALO28: Why Hedge Funds Still Matter ft. Alexander de Bruin

150

SI334: Why Quants Might Be Your Best Bet ft. Nick Baltas

151

ALO27: Unlocking Wealth: Insights from UBS's CIO Mark Haefele

152

SI333: Convexity - The Trend Following Game Changer! ft. Richard Brennan

153

GM79: How Global Economic Dynamics Shape Our Future ft. Matthew Klein

154

SI332: Market Turbulence: How to Adapt to Regime Changes ft. Alan Dunne & Mark Rzepczynski

155

GM78: Is this 1995 all over again? ft. Dave Dredge & Cem Karsan

156

SI331: Crafting the Perfect Investment Portfolio in 2025 ft. Alan Dunne

157

OI13: The Art of Continuous Trading: Mastering Market Dynamics ft. Bill Gebhardt

158

SI330: Yield Storm Ahead: Preparing for a New Era ft. Cem Karsan

159

TTU147: How to Craft a Rich Life Beyond Money ft. William Green

160

SI329: CTAs: Innovation Meets Legacy & the BlackRock Effect ft. Andrew Beer & Tom Wrobel

161

IL34: Democratizing Data: A New Approach for Trustworthy Information ft. Julia Lane

162

SI328: Year-End Roundtable: The Future of Trend Following and Market Dynamics (Part 2)

163

OI12: Breaking Rules: Going Beyond Traditional Trend Following ft. Tillmann Sachs & Vishal Sharma

164

SI327: 2024's Biggest Investment & Trend Following Insights (Part 1)

165

GM77: Unlocking the Roaring 2020s: Is Bitcoin the New Gold? ft. Ed Yardeni

166

SI326: Volatility and Trends: What 2024 Held for Trend Followers ft. Katy Kaminski

167

GM76: Are We Being Deceived by Economic Data? ft. Paul Donovan

168

SI325: Why Adaptive Strategies Matter Now More Than Ever ft. Graham Robertson

169

IL33: The Soul of Wealth: Behavioral Secrets to a Purposeful Life ft. Daniel Crosby

170

SI324: Embracing Uncertainty using Adaptive Models ft. Richard Brennan

171

GM75: Macro Mastery: The HedgeEye Approach ft. Keith McCullough

172

SI323: From Politics to Profits: How Regime Changes Affect Your Portfolio ft. Cem Karsan

173

OI11: Avoiding the Herd: A Different Path to Alpha ft. Jerome Callut

174

SI322: Market Narratives and the Unpredictable Alpha ft. Mark Rzepczynski

175

IL32: Unpacking Inflation: What History Teaches Us About Today's Economy ft. Carola Binder

176

SI321: Post Election - Why Trends Matter More Than Ever ft. Alan Dunne

177

TTU Global Macro Episode 74 - Stephen Miran & Alan

178

SI320: Bonds: The Voldemort of Asset Allocation ft. Andrew Beer

179

GM73: Debt, Deficits, and the Road Ahead ft. Jason Furman

180

SI319: The Surprising Factors Behind CTA Performance: Is Less More? ft. Rob Carver

181

OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino

182

Si318: How Trend Following Changes with Interest Rates ft. Katy Kaminski

183

GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave

184

SI317: From Hurricanes to Hedge Strategies: The Hidden Common Factors ft. Richard Brennan

185

IL31: What Your Cashless Future Will Look Like ft. Richard Holden

186

SI316: Solving the "How Much" Trend Following Question ft. Nick Baltas

187

ALO26: Managing a C$600 Billion State Pension Fund ft. Amy Flikerski

188

SI315: Preparing for a Pivotal Time in Global Markets ft. Cem Karsan

189

GM71: The Carry Risk Lurking in Your Portfolio ft. Kevin Coldiron

190

SI314: Algo Anxiety... Can AI Resolve This? ft. Mark Rzepczynski

191

GM70: The State of the Commodity Super Cycle ft. Adam Rozencwajg

192

SI313: The Paradox of High-Volatility Alternatives ft. Alan Dunne

193

IL30: How To Evaluate True Macro Risk? ft. Philipp Carlsson-Szlezak

194

SI312: Should You Just Buy a CTA Index? ft. Rob Carver

195

GM69: The Global Economy from a Liquidity Perspective ft. Michael Howell

196

SI311: BREAKING: New CTA Index being revealed ft. Andrew Beer

197

GM68: Chief Strategist: “Most Scenarios Point to Recession” ft. Peter Berezin

198

SI310: The Illusion of Backtests and True Drivers of Price ft. Richard Brennan

199

IL29: Technology: The Economic Dynamite ft. Mark Mills

200

SI309: Bonds Behaving Badly ft. Katy Kaminski

201

ALO25: Master Your Hedge Fund Allocation ft. John Jackson

202

SI308: Major Market Moves - What Now, Trend Followers? ft. Nick Baltas

203

GM67: Successful Investing in a Disrupted World ft. Aswath Damodaran

204

SI307: The Unpinning of Volatility & How to Prepare for What is Comming ft. Cem Karsan

205

IL28: The Transformation of the 21st Century Economy ft. Ernest Scheyder

206

SI306: If Trend Following was an Olympic Sport... ft. Mark Rzepczynski

207

GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan

208

SI305: Building A Hedge Fund Allocation ft. Alan Dunne

209

GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen

210

SI304: Taking the Trend Following Temperature with Man AHL ft. Graham Robertson

211

OI09: The Key to Trend Following Success ft. Cole Wilcox

212

SI303: The Unstoppable Volpocalypse ft. Cem Karsan & Alan Dunne

213

GM64: Why the Economy is Vulnerable to Recession ft. Claudia Sahm

214

SI302: The Negative Crisis Beta and CTA's Hidden Market Timing Skills ft. Nick Baltas

215

GM63: War Without Rules ft. General Robert Spalding

216

SI301: The AI Hype within Investing...a Step Too Far? ft. Rob Carver

217

OI08: Trend Following...Austrian Style ft. Michael Neubauer & Joseph Waldstein from SMN

218

SI300: Finding the Optimal Trend Following Rules ft. Richard Brennan

219

IL27: Unlocking the Secrets of Great Communication ft. Charles Duhigg

220

SI299: Sharing the Trend Following Pie ft. Andrew Beer

221

GM62: How to Build a Future-Proof Portfolio ft. Bob Elliott

222

SI298: The Trend Following ETF Revolution ft. Katy Kaminski

223

GM61: The New Politics: Neoliberal Decline and Authoritarian Rise ft. Gary Gerstle

224

Si297: Trend Following as a Return Enhancement Overlay ft. Alan Dunne

225

IL26: How New Technologies Will Shape the Economy ft. Koen De Leus & Philippe Gijsels

226

SI296: Is Trend Following Becoming Too Complicated? ft. Mark Rzepczynski

227

ALO24: Managing Money Through Structural Shifts ft. Richard Urwin

228

SI295: Trend Followers - The Unwanted Party Guests? ft. Nick Baltas

229

ALO23: Behind the Scenes of a High Net Worth Investor ft. Tad Fallows

230

SI294: Lowering the Cost of being Long Commodities ft. Hari Krishnan

231

GM60: Preparing Your Portfolio for the Second Half of 2024 ft. Christian Mueller-Glissmann

232

SI293: Market Outlook for the Rest of 2024 & EOY S&P500 level ft. Cem Karsan

233

GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic

234

SI292: Is Cocoa becoming Too Hot for Trend Followers? ft. Rob Carver

235

IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer

236

SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan

237

TTU146: The value of Unpredictable Alpha ft. Anthony Todd

238

SI290: Honey, I Shrunk the Trend Following ft. Andrew Beer

239

ALO22: Finding an Absolute Return Solution for a C$11BN Pension Plan ft. Christophe L'Ahelec

240

SI289: Kahneman, Trend Following & Cocoa ft. Mark Rzepczynski

241

OI07: The Evolution of Short-Term Trading ft. Tony Kaiser

242

SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan Dunne

243

OI6: A Fundamental Approach to Commodities ft. Ricardo Leiman & Pedro Marion

244

SI287: No Pain, No Gain ft. Katy Kaminski

245

GM58: Electric Dreams and Commodity Market Realities ft. Tor Svelland

246

SI286: Profiting from Different Investment Regimes? ft. Rob Carver

247

IL24: Our Chance to Build a Sustainable Future ft. Hannah Ritchie

248

SI285: Elections Ahead & What this Mean for Investors ft. Cem Karsan

249

ALO21: How to Run a Multi-Billion Dollar Sovereign Fund ft. Peter Madsen

250

SI284: Choosing Your Trend Following Battles ft. Nick Baltas

251

OI05: Is Trading Fewer Markets Actually Better? ft. Richard Liddle & Gareth Abbot

252

SI283: How to Beat the Benchmarks ft. Richard Brennan

253

GM57: Navigating the Next Decade ft. Kiril Sokoloff

254

SI282: Rethinking Bonds: the Changing Role of Fixed Income ft. Andrew Beer

255

GM56: Structural Shifts - A Threat to the Economy? ft. Frances Donald

256

SI281: More Markets = Better Performance? ft. Mark Rzepczynski

257

IL EP23 - Amy Edmondson

258

Systematic Investor Episode 280 Ft. Alan Dunne

259

ALO20: How Will Mega Trends Shape the Economy? ft. Casey Clark

260

SI279: Prepare for a Bumpy Landing ft. Katy Kaminski

261

GM55: What Investors Need to Know about 2024 ft. Dave Dredge & Cem Karsan

262

SI278: Trend Following Risk Premium...is it there & could it go away? ft. Rob Carver

263

OI04: Do Alternative Markets Trend Better? ft. Scott Kerson

264

SI277: What Will 2024 Bring? ft. Cem Karsan

265

ALO19: Managing Wealth for HNW Investors ft. Joe Prendergast

266

SI276: TTU YEAR-END Special Part 2

267

GM54: "Weakflation" in 2024 ft. Gregory Peters

268

SI275: TTU YEAR-END Special Part 1

269

IL22: The Fund - The Other Side of Dalio & Bridgewater ft. Rob Copeland

270

SI274: Can You Time Trend Following? ft. Nick Baltas

271

GAL07: Avoiding Apocalypse Through Quantum Physics & AI ft. Klee Irwin

272

ALO18: Asset Allocation a la carte ft. David Kelly

273

SI272: Disrupting the Asset Management Industry ft. Andrew Beer

274

OI03: The inner workings of a High-Frequency Strategy ft. Anant Jatia

275

SI271: Can Slippage be a Source of Alpha? ft. Mark Rzepczynski

276

GM53: The Misdiagnosis of the Global Economy ft. Dario Perkins

277

SI270: CPI, Trend Reversals & Dalio on US-China War ft. Alan Dunne

278

OI02: Are QI Strategies Sustainable? ft. Maia Mathieson & Faheem Osman

279

SI269: Is the Big Bond Short Over? ft. Katy Kaminski

280

GM52: The Re-Emergence of the Bond Vigilantes ft. Ed Yardeni

281

SI268: Are Investors Wrongly Positioned for the New World Order? ft. Cem Karsan

282

OI1: Cracking the Code of Commodity Spread Trading ft. Mauritz van den Worm

283

SI267: A Masterclass in Absolute vs Cross Sectional Momentum ft. Richard Brennan

284

ALO17: Inflation, Volatility, and AI: Ruffer's Bold Market Insights ft. Matt Smith

285

SI266: Constructing and Assessing Trading Strategies ft. Rob Carver

286

GAL6: UAPs - What Are We Really Dealing With? ft. Larry Hancock

287

SI265: Deep Dive Into Non-Trend Complementary Strategies ft. Nick Baltas

288

ALO16: Beyond 60-40... A Bold Approach to Asset Allocation ft. Troy Gayeski

289

SI264: The Evolution of the Trend Following Industry ft. Andrew Beer & Alan Dunne

290

GM51: Allocating Assets when Goldilocks Inverse ft. Christian Mueller-Glissmann

291

SI263: Changes aren't permanent, but change is ft. Mark Rzepczynski

292

GM50: A Century of Disorder ft. Helen Thompson

293

SI262: Opportunities in FX fueled by the FED ft. Alan Dunne

294

IL21: How China Manages Their FX Reserves ft. Zongyuan Zoe Liu

295

SI261: The Biggest Story in Asset Allocation ft. Nick Baltas

296

GM49: Unveiling the Power of Confidence ft. Peter Atwater

297

SI260: The Voldemort of the Asset Management Business ft. Andrew Beer

298

GAL05: Pumping the BRICS Agenda & Hidden Risks ft. Nelson Rangel

299

SI259: Trend Following & the New Normal ft. Katy Kaminski

300

GM48: Resilient Growth BUT Economic Downturn Ahead ft. Chen Zhao

301

SI258: Absolute Momentum in a Chaotic Environment ft. Richard Brennan

302

IL20: How to Survive the Current Fourth Turning ft. Neil Howe

303

SI257: Preparing for a Volatile Future ft. Cem Karsan

304

GM47: Is the Economy Actually Doing Better Than Expected? ft. Peter Berezin

305

SI256: Investor Behaviour & the How to Deal with Transaction Costs ft. Mark Rzepczynski

306

IL19: Revolutionary Technology & the Coming Economic Boom ft. Mark P. Mills

307

SI255: A Treasury Tsunami & Slow Burning Minsky Moments ft. Alan Dunne

308

GAL04: Expanding Your Consciousness and Reality ft. Mark Gober

309

SI254: Does Trend Following Single Stocks Make Sense? ft. Nick Baltas

310

ALO15: Exploring Today's Investment Opportunities ft. Christopher Zook

311

SI253: A New Trend Following ETF is Born ft. Andrew Beer & Jerry Parker

312

GAL03: Global Conflicts and the Trajectory of Humanity ft. Dr. Paul Sullivan

313

SI252: From Crypto Sceptic to Crypto Adviser ft. Rob Carver

314

IL18: We Need to Talk About Inflation ft. Stephen King

315

SI251: A Deep Dive Into Models and Systems ft. Richard Brennan

316

GM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent Gave

317

SI250: Tour de Volatility ft. Cem Karsan

318

GAL02: The Blind Spot of AI & UAPs ft. Izabella Kaminska & Dario Garcia Giner

319

SI249: Unfulfilled Expectations in 1st Half of 2023 ft. Mark Rzepczynski

320

GAL01: Galactic Macro...The New Investment Frontier ft. Jay Anderson

321

SI248: Trend Following, AI & Mastering Risk Management ft. Alan Dunne

322

GM45: A Geopolitical Mosh Pit ft. Michael Kao

323

SI247: What is Smart Diversification? ft. Nick Baltas

324

GM44: Insights From Inside Credit Suisse ft. Mika Kastenholz

325

SI246: The BIG CTA ETF Debate ft. Andrew Beer & Tim Pickering

326

GM43: On the Verge of Recession ft. David Rosenberg

327

ALO14: Investing for a Decade of Dispersion ft. Clint Stone

328

TTU144: Turtle Trading 2.0? ft. Brian Proctor, Managing Director at EMC Capital Advisors

329

SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan

330

GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg

331

SI243: Sell in May and Go Away...Really ft. Cem Karsan

332

IL17: The Dangers to Democracy ft. Martin Wolf

333

SI242: How to Detect when the Trend Changes ft. Mark Rzepczynski

334

GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello

335

SI241: Trend Following...The Perfect Risk Mitigation Strategy ft. Alan Dunne

336

GM40: The Risk of Volatility Exploding...Soon ft. Cem Karsan

337

SI240: Trend Following... More Than Just Vol Scaling? ft. Nick Baltas

338

IL16: False Narratives - A Path to a World of Conflict ft. Stephen Roach

339

TTU 143 Ft. Guillaume Jamet (Metori Capital Management)

340

SI239: CTAs Profits from Food Crisis...True or False? ft. Andrew Beer

341

GM39: The Secrets of a Natural Resource Speculator ft. Rick Rule

342

TTU142: The Contrarian ft. Roy Niederhoffer, President of R.G. Niederhoffer Capital Management

343

SI238: Why Not to Trend Follow ft. Rob Carver

344

GM38: Debt, Stagnation and Policy Responses ft. Barry Eichengreen

345

TTU141: The Alternative Trendfollower ft. Douglas Greenig, CEO of Florin Court

346

SI237: Trend Following During March Madness ft. Richard Brennan

347

IL15: Preparing for a De-Globalized World ft. Rana Foroohar

348

TTU140: Why Trend Following is Smart Diversification ft. Bruno Gmür, founder of Quantica

349

Systematic Investor Episode 236 Ft. Cem Karsan

350

IL14: Is India Broken? - The Dangerous Equilibrium of Indian Society ft. Ashoka Mody

351

TTU139: The Benefits of Alternative Markets ft. Simon Judes, Co-CIO at Winton

352

SI235: Trend Following's Reaction to SVB Collapse ft. Mark Rzepczynski

353

GM37: SPR - The Federal Reserve of Oil ft. Rory Johnston

354

TTU138: Need for Speed in Trendfollowing ft. Matt Dorsten, Portfolio Manager at PIMCO

355

SI234: Trend Followers are minnows, not whales ft. Rob Carver

356

GM36: Galactic Macro, UFOs & Balloon Encounters ft. David Dorr

357

TTU137: A new approach to Entering Trends ft. David Gorton, CIO at DG Partners

358

SI233: The Market Impact of CTAs & Trend Followers ft. Alan Dunne

359

TTU136: Trend Following... C'est la vie ft. Philip Seager, Head of Absolute Return at CFM

360

GM35: The Drivers of the Commodity Markets ft. Nicky Ferguson

361

TTU135: Moving Beyond Pure Price Trends ft. Yao Hua Ooi, Principal at AQR Capital Management

362

SI232: Trend Following the Trend Followers ft. Nick Baltas

363

TTU134: Crisis Alpha Revisited ft. Katy Kaminski, Chief Research Strategist at AlphaSimplex Group

364

TTU133: How to deliver Convexity ft. Nigol Koulajian & Mike Harris of Quest Partners

365

SI231: The Perfect Fit for Trend Following ft. Richard Brennan

366

TTU132: Trend Following Evolution ft. Ed Tricker, CIO of Quant Strategies at Graham Capital

367

GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst

368

TTU131: How CTAs manage their Cash ft. Mike Kastner, Co-Founder of Halyard Asset Management

369

SI130: Trend Following in the Age of Disconnect ft. Mark Rzepczynski

370

TTU130: Trend Following Solutions ft. Marty Lueck, Co-Founder of Aspect Capital

371

GM33: Drilling into the Oil Market ft. Rory Johnston

372

TTU129: Trend Following Nordic Style ft. Svante Bergström, CEO & Co-Founder of LYNX Asset Management

373

SI229: Managed Futures - The Ultimate Diversification Tool? ft. Andrew Beer

374

TTU128: Trend Following for Life ft. Marty Bergin, President of DUNN Capital Management

375

IL13: A Biography of the Dollar ft. Perry Mehrling

376

TTU127: Trend Following L.A. Style ft. Ryan O' Grady, Co-Founder & CEO at ROW Asset Management

377

SI228: Are Markets Priced for Perfection? ft. Alan Dunne

378

TTU126: Trend Following + Something ft. Kevin Cole, CEO & CIO at Campbell & Co.

379

IL12: How to Invest ft. David Rubenstein

380

TTU125: Trend Following vs Short Term ft. Michael Pomada, President & CEO at Crabel Capital Mgt.

381

SI227: Trend Following in an Uncertain World ft. Richard Brennan

382

TTU124: Trend Following with a Twist ft. Harold de Boer, Managing Director at Transtrend

383

GM32: Commodity Super Cycle in Full Force ft. Jeff Currie

384

TTU123: Trend Following Master Class ft. Russell Korgaonkar, CIO at Man AHL

385

SI226: Trend Following - the Do's & the Dont's ft. Rob Carver

386

IL11: How China Derailed Its Peaceful Rise ft. Susan Shirk

387

TTU122: New Amazing CTA & Managed Futures Series

388

ALO13: Building Resilient Portfolios with Alternatives ft. Dylan Grice

389

SI225: 2023...Another Great Year for Trend Following? (TTU Group Part 2)

390

SI224: 2022 the Perfect Year for Trend Followers? (TTU Group Part 1)

391

GM31: The Art of Volatility Investing ft. Dave Dredge

392

SI223: 2022 an unusual year for Volatility ft. Cem Karsan

393

IL10: Chip War (FT's Best Business Book 2022) ft. Chris Miller

394

SI222: Trend Following vs Tail Hedging to Protect Your Portfolio ft. Rob Carver

395

GM30: The Era of Weather Volatility ft. Shawn Hackett

396

SI221: Will 2023 be another Trend Following Year? ft. Alan Dunne

397

ALO12: How to Invest like a Private Bank ft. Shannon Saccocia

398

SI220: Is It Too Late for Trend Following? ft. Mark Rzepczynski

399

TTU Global Macro Episode 29 - Marko Papic

400

SI219: The Impact of Secular Inflation ft. Cem Karsan

401

GM28: Draught, Deflation, Default & Global Depression ft. Simon Hunt

402

SI218: Trend Following to the Rescue ft. Richard Brennan

403

TTU121: Trend Following... from Optional to Essential ft. Nick Baltas

404

SI217: Finding the Optimal Trend Following Allocation ft. Rob Carver

405

GM27: Central Banks were Warned about their Failed Policies ft. William White

406

SI216: A New Era for Trend Following? ft. Alan Dunne

407

GM26: Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

408

SI215: Trend Following vs Volatility to Protect Your Portfolio ft. Cem Karsan

409

IL09: The Money Revolution...Rethinking Economic Growth ft. Richard Duncan

410

SI214: Trend Following & CTA Replication ft. Andrew Beer

411

IL08: Why The Best Quitters Win ft. Annie Duke

412

SI213: Trend Following Records are being set in 2022? ft. Richard Brennan

413

GM25: A realtime account of going through "hell" in the markets ft. Michael Gayed

414

SI212: Trend Following in a Soft, Hard or No Landing ft. Alan Dunne

415

GM24: The Real Cause of the Global Energy Crisis ft. Adam Rozencwajg

416

SI211: A Trend Following Renaissance? ft. Mark Rzepczynski

417

GM23: The Wars of Capital ft. Michael Howell

418

SI210: Trend Following Q & A ft. Rob Carver

419

IL07: Equality Across the Globe can be Achieved ft. Oded Galor

420

SI209: Trend Following...The Best Way to Surf the Markets ft. Richard Brennan

421

ALO11: From Ballet Dancer to CIO ft. Cameron Dawson

422

SI208: Trend Following in Today's Economy ft. Alan Dunne

423

ALO10: How to Manage $50bn ft. Jason Morrow

424

SI207: Trend Following: The Perfect Portfolio? ft. Jerry Parker

425

GM22: Investing through a Fourth Turning ft. Niels Kaastrup-Larsen & Cem Karsan

426

SI206: Trend Following is a Lazy Man's Strategy ft. Mark Rzepczynski

427

GM21: The Inflation Regime and the Big Macro Picture ft. Darius Dale

428

SI205: Trend Following...What Really Matters ft. Richard Brennan

429

IL06: The History of Interest & the Next Devastating Crisis ft. Edward Chancellor

430

SI204: Trend Following & A Cocktail of Macro Factors ft. Alan Dunne

431

AL09: FED Funds may hit 8% ft. Bilal Hafeez

432

SI203: A new way of doing Trend Following ft. Jerry Parker

433

IL05: The Road to Economic Stability ft. Andrew Smithers

434

SI202: Trend Following in a Binary World ft. Mark Rzepczynski

435

IL04: Inflation & The Great Demographic Reversal ft. Manoj Pradhan

436

SI201: Trend Followers Positioned for Recession ft. Richard Brennan

437

IL03: Finding Optimism in Times of Crises ft. Larry Siegel

438

SI200: Stacking Returns into a Tightning Cycle ft. Alan Dunne

439

IL02: Cold War & US Relations with China ft. James A. Fok

440

SI199: Achieving Highest CAGR through Optimal Leverage ft. Rob Carver

441

IL01: Turning Water Into Wine with Diversification ft. Antti Ilmanen

442

SI198: Trend Following wearing Loose Pants ft. Jerry Parker

443

GM20: Bitcoin & The Great Power Shift ft. Nathaniel Whittemore

444

SI197: Why Trend Following Works...Especially Now ft. Mark Rzepczynski

445

GM19: Brace Yourself for Dramatic Market Moves ft. Peter Atwater

446

SI196: Where Next for Trend Following? ft. Rob Carver

447

TTU Global Macro Episode 18 - Andreas Steno Larsen & Alfonso Peccatiello

448

SI195: Trend Following 101 ft. Richard Brennan

449

GM17: Elon Musk...From Showman to Charlatan ft. Grant Williams

450

SI194: Trend Following & Manager Selection ft. Alan Dunne

451

GM16: Central Banking in a De-Globalized World ft. Joseph Wang

452

SI193: Nothing But Trend Following ft. Jerry Parker

453

GM15: The New World Order & Space Race ft. Pippa Malmgren

454

SI192: Knowing What You Don't Know ft. Mark Rzepczinsky

455

GM14: The Dark Side of Renewable Energy ft. Adam Rozencwajg

456

SI191: The Flash Crash & Central Banks Screwing Up ft. Richard Brennan

457

GM13: The Decline of the Dollar & Prepping for the Worst ft. Izabella Kaminska

458

SI190: Overthinking the Systematic Investment Game ft. Rob Carver

459

GM12: WW3 is just the beginning ft. Peter Zeihan

460

Systematic Investor Episode 189 Ft. Alan Dunne

461

GM11: The Billionaires Protocol ft. Dr. Ben Hunt

462

SI188: Trading with Style ft. Jerry Parker

463

ALO08: Investing like the Rothschild's ft. Hugo Capel Cure

464

SI187: Why Commodities & Why Now ft. Tim Pickering

465

ALO07: CIOs on the Edge of Finance ft. Katherine Molnar & Andrew Spellar

466

SI186: Crisis Alpha & TF in a De-Globalized World ft. Richard Brennan

467

ALO06: Betting against Buffett ft. Ted Seides

468

SI185: Trend Following in a De-Globalised World

469

TTU120: Carry - The Good, the Bad and the Ugly ft. Kevin Coldiron

470

SI184: To Trend Follow or Not To Trend Follow ft. Alan Dunne

471

VOL11: The Anatomy of a Trade ft. Alex Gorevich

472

SI183: Trend Following in an Unstable World ft. Jerry Parker

473

ALO05: Better than Alpha ft. Chris Schelling

474

SI182: Trend Following in Times of Crises ft. Rob Carver

475

ALO04: Insights from the Queens Bank CIO ft. Alan Higgins

476

181 Systematic Investor Series ft. Richard Brennan – February 27th, 2022

477

ALO03: Lessons from a $25 billion CIO ft. Elizabeth Burton

478

180 Systematic Investor Series ft. Mark Rzepczynski – February 20th, 2022

479

ALO02: Properly Diversifying a $1.6 Trillion Portfolio ft. Sebastien Page — February 16th, 2022

480

179: A New Golden Era for Trend Followers ft Alan Dunne – February 12th, 2022

481

ALO01: Adapting to Market Cycles ft. Phil Huber - February 9th, 2022

482

10 Volatility Series: Why We All Need Volatility ft. Cem Karsan— February 2nd, 2021

483

178 Systematic Investor Series ft. Jerry Parker – February 6th, 2022

484

177 Systematic Investor Series ft. Mark Rzepczynski – January 31st, 2021

485

09 Volatility Series: The Magical Properties of Money ft. David Orrell — January 26th, 2022

486

176 Systematic Investor Series ft. Richard Brennan – January 23rd, 2021

487

08 Volatility Series: Adaptation To Change ft. Jean-Philippe Bouchaud — January 19th, 2022

488

175 Systematic Investor Series ft. Rob Carver – January 16th, 2021

489

VOL07: Participate & Protect ft. Dave Dredge

490

174 Systematic Investor Series ft. Alan Dunne – January 10th, 2021

491

06 Volatility Series ft. Benn Eifert — January 5th, 2021

492

173 Systematic Investor Series ft. Jerry, Moritz, Rob, Mark & Rich – January 2nd, 2022

493

TTU119: The Secret to becoming Richer, Wiser, Happier ft. William Green

494

172 Systematic Investor Series ft. Jerry, Moritz, Rob, Mark & Rich – December 25th, 2021

495

TTU118: TRILLIONS...The Passive Revolution ft. Robin Wigglesworth

496

TTU117 Strategic Risk Management ft. Cam Harvey & Rob Carver

497

171 Systematic Investor Series ft Hari Krishnan – December 20th, 2021

498

170 Systematic Investor Series ft. Rob Carver – December 12th, 2021

499

116 In Pursuit of the Perfect Portfolio ft. Professor Steve Foerster

500

169 Systematic Investor Series ft. Richard Brennan – December 5th, 2021

501

168 Systematic Investor Series ft. Mark Rzepczynski – November 28th, 2021

502

05 Volatility Series ft. Zed Francis — November 24th, 2021

503

167 Systematic Investor Series ft. Jerry Parker – November 21st, 2021

504

04 Volatility Series ft. Bastian Bolesta — November 18th, 2021

505

03 Volatility Series ft Stefan Wintner — November 10th, 2021

506

165 Systematic Investor Series ft Rob Carver – November 7th, 2021

507

02 Volatility Series ft Noel Smith — November 3rd, 2021

508

164 Systematic Investor Series ft Richard Brennan – November 1st, 2021

509

01 Volatility Series ft. Hari Krishnan — October 27th, 2021

510

163 Systematic Investor Series ft Mark Rzepczynski – October 24th, 2021

511

162 Systematic Investor Series ft Moritz Seibert – October 17th, 2021

512

161 Systematic Investor Series ft Jerry Parker – October 10th, 2021

513

160 Systematic Investor Series ft Rob Carver – October 3rd, 2021

514

159 Systematic Investor Series ft Richard Brennan – September 26th, 2021

515

158 Systematic Investor Series ft Mark Rzepczynski – September 19th, 2021

516

157 Systematic Investor Series ft Jerry Parker – September 13th, 2021

517

156 Systematic Investor Series ft Moritz Seibert – September 6th, 2021

518

155 Systematic Investor Series ft Richard Brennan – August 29th, 2021

519

154 Systematic Investor Series ft Richard Brennan – August 22nd, 2021

520

153 Systematic Investor Series ft Mark Rzepczynski – August 15th, 2021

521

152 Systematic Investor Series ft Jerry Parker – August 8th, 2021

522

151 Systematic Investor Series ft Moritz Seibert – August 1st, 2021

523

150 Systematic Investor Series ft Richard Brennan – July 25th, 2021

524

149 Systematic Investor Series ft Mark Rzepczynski – July 18th, 2021