HeyJaredTop Traders Unplugged
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.
- Indexed episodes, last 90 days
- 21
- Latest publication
- Sep 12, 2026
- Audience
- Apple #172 · US
- Earliest in this view
- Jul 4, 2026
Latest episodes
SI417: What Happens When AI Starts Trading the Markets ft. Rob Carver
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Niels Kaastrup-Larsen and Rob Carver discuss a market that feels unusually calm despite growing pressure beneath the surface. They look at rising concerns around government debt and bond yields, recent changes to a major managed futures ETF, and why style drift matters for systematic investors. Rob explains why simplicity and robustness remain essential when building trading systems, and where discretion can and cannot fit into a systematic process. They also explore the risks of using AI in qua
GM107: What If AI Actually Pushes Interest Rates Higher? ft. Matt Klein
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Alan Dunne is joined by Matt Klein to discuss whether the excitement around AI is getting ahead of the economic reality. Matt explains why the parallels with the 1990s productivity boom may be misleading and why stronger productivity could actually push interest rates higher rather than lower. They explore the surge in AI investment, what rising bond yields really tell us about the economy, and whether US debt levels are as worrying as they appear. The conversation also turns to China’s enormous
SI416: 137 Years of Trend: What the Evidence Really Shows ft. Yoav Git
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Niels Kaastrup-Larsen and Yoav Git examine why trend following continues to endure despite decades of changing markets and persistent skepticism. They revisit AQR’s 137-year study of trend following, exploring diversification, volatility scaling and the behavioral and economic forces behind persistent trends. The conversation also turns to the mechanics of commodity markets, using the 2020 oil collapse to show how inventories, storage capacity and forced futures rolls can produce extreme price m
GM106: What Happens When the Debt Finally Matters ft. Marvin Barth
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Marvin Barth joins Niels Kaastrup-Larsen and Cem Karsan for a wide-ranging debate about the Fed, inflation and the growing pressures on the US economy. Barth argues that central bankers have become too confident in models that cannot fully capture reality, while the conversation quickly turns to Kevin Warsh, Scott Bessent and the power of signaling in financial markets. From there, Cem and Marvin "clash" over austerity, debt monetization, populism and inequality before examining why inflation ex
SI415: Maybe This Is Just What Normal Markets Look Like ft. Alan Dunne
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Niels Kaastrup-Larsen and Alan Dunne examine how a changing macro regime is reshaping markets and the role of trend following. They discuss unusual U.S. intervention in the yen, mounting sensitivity around Treasury yields, and questions surrounding Kevin Warsh’s communication and the Fed’s credibility. Alan identifies three fractures defining the new regime: persistent inflation, growing debt sustainability concerns, and the erosion of institutional norms. They also explore why trend following h
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Apple #172 · US
Measured Sep 19, 2026
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