Top Traders Unplugged
Hosted by Niels Kaastrup-Larsen · 15 decoded episodes · newest Oct 14, 2026
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. Just real conversations with hedge fund managers, economists, authors, and allocators - revealing the timeless ideas, mental models, and risk frameworks behind robust performance. If you're building resilient portfolios, allocating capital, or simply looking to cut through the noise - this is your edge. Clear thinking. Deep insights. Real experience. 🎧 New episodes weekly. Explore all episodes at toptradersunplugged.com https://toptradersunplugged.com
Episodes 15
- Sep 2, 2026 · 1h 24mDebt, inflation expectations and the Fed’s shrinking room to maneuverThe discussion tests whether monetary policy can contain inflation when fiscal deficits, political conflict and commodity shocks are reshaping the economic landscape.
- Aug 29, 2026 · 1h 7mDebt, inflation and regime shifts test trend followingPersistent inflation, fiscal concerns and weaker diversification assumptions are forcing investors to reconsider how portfolios should navigate a less stable macroeconomic regime.
- Aug 26, 2026 · 47 minDavid Booth argues discipline beats prediction in investingThe episode offers an evidence-based framework for staying invested through uncertainty while tying portfolio decisions to real-life obligations.