What happens when the system holding global markets together begins to reach its breaking point? In the wake of the US midterm elections, Niels Kaastrup-Larsen is joined by Cem Karsan for a conversation about the powerful forces converging beneath the surface of the global economy. Mounting debt, rising populism, geopolitical confrontation and the battle for control of the US dollar are creating pressures that Cem believes cannot be contained indefinitely. He lays out a provocative scenario in which a financial crisis becomes the catalyst for a historic transformation of economic policy. As the old rules begin to unravel, the conversation turns to a question every investor must confront: how do you prepare for a world that may look radically different from the one we've known?

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JOIN THE TREND FOLLOWING MANIFESTO BOOK LAUNCH LIST TO GET SPECIAL LOW PRICE ON OUR UPCOMING BOOK DURING THE FIRST WEEK!

- CLICK HERE [https://www.toptradersunplugged.com/tf-manifesto-launch-captivate]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Cem on Twitter [https://twitter.com/jam_croissant].

Episode TimeStamps:

00:00 - Introduction and the limits of passive investing

02:23 - Market developments and early-November CTA performance

05:23 - Volatility strategies, dispersion and pressure on hedge funds

08:45 - What the US midterm elections could mean for markets

12:40 - The four structural pressures threatening the US economy

19:44 - The US dollar, geopolitical power and the future of monetary policy

26:19 - Print money, buy stocks and the case for aggressive intervention

30:49 - Inflation, populism and the economic implications of AI

37:22 - The generational pendulum driving politic

SI425: Passive Investing Is About to Face a Real Test ft. Cem Karsan

Moritz Seibert is joined by QuantEdge CEO Suhaimi Zainul-Abidin to explore how one of Singapore’s most successful systematic firms approaches risk, diversification and long-term compounding. Suhaimi explains why QuantEdge deliberately runs at a much higher volatility than most institutional portfolios, how the firm combines hundreds of independent risk premia across equities, bonds, commodities and insurance-linked securities, and why diversification should create room to take more risk rather than simply reduce it. They also discuss capacity, investor lockups, portfolio rebalancing and the lessons QuantEdge learned from surviving both the Global Financial Crisis and the COVID market shock.

-----

JOIN THE TREND FOLLOWING MANIFESTO BOOK LAUNCH LIST TO GET SPECIAL LOW PRICE ON OUR UPCOMING BOOK DURING THE FIRST WEEK!

- CLICK HERE [https://www.toptradersunplugged.com/tf-manifesto-launch-captivate]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Moritz on Twitter [https://twitter.com/moritzseibert].

Follow Suhaimi on LinkedIn. [https://www.linkedin.com/in/suhaimi-zainul-abidin/]

Episode TimeStamps:

03:07 - How QuantEdge grew from $3 million to nearly $8 billion

07:29 - Why QuantEdge doesn’t fit neatly into the CTA bucket

09:10 - How risk premia create returns across markets

11:20 - Systematically investing in insurance-linked securities

15:18 - Building a portfolio from hundreds of independent bets

20:32 - Why QuantEdge targets around 25% volatility

25:24 - Where the firm’s returns have actually come from

27:06 - How the strategy evolved from 50 markets to nearly 300

29:34 - How much capital can

OI25: What If Lower Volatility Is the Wrong Goal ft. Suhaimi Zainul-Abidin

How resilient is your portfolio if stocks and bonds fall together? Alan Dunne joins Niels Kaastrup-Larsen to examine what stock–bond correlations can conceal and why owning more assets may leave investors exposed to the same risks. They explore how an AI boom could unravel, what that might mean for debt and monetary policy, and how trend following can help portfolios adapt without forecasting the next crisis. The conversation also tackles the patience diversification demands when equities race ahead, and whether greater resilience can improve long-term compounding.

-----

JOIN THE TREND FOLLOWING MANIFESTO BOOK LAUNCH LIST TO GET SPECIAL LOW PRICE ON OUR UPCOMING BOOK DURING THE FIRST WEEK!

- CLICK HERE [https://www.toptradersunplugged.com/tf-manifesto-launch-captivate]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Alan on Twitter [https://twitter.com/alanjdunne].

Episode TimeStamps:

00:00 - Introduction and what’s on Alan’s radar

15:17 - Trend following performance and manager dispersion

20:27 - The Fed’s new approach and what it means for markets

26:50 - What happens if the AI boom eventually unwinds?

35:26 - Why stock-bond correlation is more complicated than it looks

43:42 - Can trend following help diversify the bond side of 60/40?

46:23 - The economic scenarios that could hurt stocks and bonds together

49:57 - How to diversify without trying to predict the next regime

54:27 - What does portfolio resilience actually mean?

01:00:44 - Can a more resilient portfolio also deliver better returns?

Copyright © 2026 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 wa

SI424: Can Your Portfolio Survive the AI Hangover? ft. Alan Dunne

Alan Dunne is joined by Mission Value Partners founder Andrew McDermott to challenge some of the conventional thinking around Japan. Andrew argues that Japan’s supposed “lost decades” look very different when viewed beyond GDP and stock market performance, and that its emphasis on manufacturing, engineering and long-term resilience may now be becoming a major advantage. They discuss the consequences of financialization in the US and Europe, Japan’s role in semiconductors, robotics and AI, and why Warren Buffett’s move into Japanese equities matters. The conversation also explores public debt, domestic capital flows and why Japan could play a much larger role in the global economy ahead. For those who are quick, check out this event featuring Andrew McDermott as well as last weeks guest Jesper Koll: https://mvpnashjapan.up.railway.app/

-----

JOIN THE TREND FOLLOWING MANIFESTO BOOK LAUNCH LIST TO GET SPECIAL LOW PRICE ON OUR UPCOMING BOOK DURING THE FIRST WEEK!

- CLICK HERE [https://www.toptradersunplugged.com/tf-manifesto-launch-captivate]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Alan on LinkedIn. [https://www.linkedin.com/in/alanjdunne/]

Follow Mission Value Partners on LinkedIn. [https://www.linkedin.com/company/mission-value-partners-llc/]

Episode TimeStamps:

00:00 - Introduction and Andrew’s path into Japan investing

05:05 - Why Andrew thinks Japan’s capitalism works better

11:32 - Manufacturing, industrial policy and the return of real investment

15:10 - Why investors may have misunderstood Japan for decades

19:56 - Is the era of financialization starting to reverse?

24:52 - AI, machine learning and Japan’s hidden advantage

GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott

Niels Kaastrup-Larsen and Mark Rzepczynski explore why the changing structure of global markets may be creating a very different environment for trend followers. They discuss why today’s bond selloff may represent a return to normal rather than an anomaly, how declining safe-haven benefits could reshape government debt, and why geopolitical fragmentation may increase divergence across markets. Mark also examines commodity shortages and the conditions that can produce explosive price moves. Finally, they turn to AI and machine learning, asking whether increasingly similar quantitative models are shortening the life of alpha and why trend following may prove unusually durable in an increasingly crowded investment landscape.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE [https://dunncapital.com/DUNN%2050-Year%20Book-TTU]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Mark on Twitter [https://twitter.com/mrzepczynski].

Episode TimeStamps:

00:00 - Why trend following may be different in the age of machine learning

02:09 - France, rising yields and changing perceptions of safe assets

07:27 - Trend following performance and a changing bond market

16:29 - Why the structure and participants of markets matter

20:26 - Liquidity, capital flows and the plumbing behind financial crises

27:58 - Globalization, capital flows and the role of the dollar

35:33 - Crises, market upheavals and commodity supercycles

37:32 - Why today’s higher bond yields may actually be normal

45:31 - Are Treasuries losing some of their safe-haven advantage?

52:26 - Geoeconomic fragmentation and what it means for tr

SI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski

Alan Dunne is joined by longtime Japan strategist Jesper Koll to explore why Japan may be entering one of its most important economic shifts in decades. Jesper explains why demographics and government debt are less threatening than many investors assume, and how labor scarcity, rising wages and corporate reform are reshaping the economy from within. They discuss the return of domestic capital, Bank of Japan normalization and the government’s push into semiconductors, defense and energy. Jesper also makes the case that Japan’s broad economic expansion, industrial strength and accelerating corporate consolidation could make it unusually resilient in a world increasingly dominated by the AI cycle.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE [https://dunncapital.com/DUNN%2050-Year%20Book-TTU]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Alan on LinkedIn. [https://www.linkedin.com/in/alanjdunne/]

Follow Jesper on Substack. [https://japanoptimist.substack.com/]

Episode TimeStamps:

00:00 - Introduction and the optimistic case for Japan

02:10 - How Jesper built a career around Japan

04:12 - Why Japan’s underlying strengths are often overlooked

07:12 - Demographics, labor scarcity and rising productivity

11:04 - Why Jesper doesn’t see Japan’s debt as a crisis

13:34 - Is Japanese capital finally coming back home?

17:15 - Takaichi, industrial policy and the next phase after Abenomics

22:17 - Why the Bank of Japan may start moving faster

25:46 - The yen, carry trades and the risk of a stronger currency

33:51 -

GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll

Niels Kaastrup-Larsen and Katy Kaminski explore why geopolitical risk and structural inflation may be changing some of the assumptions behind traditional portfolios. Katy revisits her recent Copenhagen presentation on crisis alpha, explaining why bonds can lose their diversification benefits when inflation becomes the dominant risk and why rules-based strategies can adapt more easily. They discuss research on preparing for different inflation regimes, the trade-offs between commodities and trend following, and new work from Quantica on why investors not always get the full benefit of investing in trend following. The episode closes with an important lesson: a small number of months drive much of trend’s long-term return, making patience and portfolio design critical.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE [https://dunncapital.com/DUNN%2050-Year%20Book-TTU]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Katy on LinkedIn [https://www.linkedin.com/in/kathryn-kaminski-phd-caia-9731445/].

Episode TimeStamps:

00:00 - Introduction and what’s on Katy's radar

06:16 - Why 2026 looks very different from 2022 for trend followers

11:12 - Geopolitical risk, inflation and Katie’s Copenhagen presentation

17:50 - Why today’s environment could challenge traditional portfolios

21:55 - What happens when bonds start behaving badly

28:46 - Why rules-based strategies can adapt when markets change

31:46 - Rethinking crisis alpha for an inflationary world

41:56 - Commodities versus trend following as inflation protection

47:40 - Why a handful of months drive so much of trend’s return

52:38 - H

SI422: Why Trend Following Rewards Patience ft. Katy Kaminski

Cem Karsan is joined by Goldman Sachs’ Christian Mueller-Glissmann to ask how much longer the AI boom can keep supporting markets as the bond market becomes increasingly difficult to ignore. They discuss whether today’s extraordinary earnings growth is sustainable, why Christian sees more evidence of an earnings bubble than a valuation bubble, and how higher yields are beginning to pressure parts of the equity market. The conversation also explores unusually high dispersion, cheap equity volatility and the growing challenge of portfolio diversification before turning to geopolitical risk, gold, FX volatility and how investors might prepare for a more inflationary and less predictable market regime.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE [https://dunncapital.com/DUNN%2050-Year%20Book-TTU]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Cem on Twitter [https://twitter.com/jam_croissant].

Follow Christian on LinkedIn. [https://www.linkedin.com/in/christian-mueller-glissmann-34a278?originalSubdomain=uk]

Episode TimeStamps:

00:00 - Introduction and why the bond market matters again

02:13 - How the AI boom changed the market regime

06:41 - Are the earnings from AI actually sustainable?

10:38 - An earnings bubble rather than a valuation bubble?

17:18 - What happens if earnings start to mean revert

22:15 - When the stock market starts driving the economy

28:55 - Why bonds are becoming the speed limit for equities

38:39 - Can the AI boom keep going if rates stay high?

42:21 - Why equity volatility looks unusually cheap

45:30 -<

UGO13: How Much Longer Can AI Carry the Market ft. Christian Mueller-Glissmann

How reliable is 60/40 when stocks and bonds fall together? Andrew Beer joins Niels Kaastrup-Larsen to question the return forecasts and diversification assumptions behind traditional asset allocation. They explore how a systematic, non-emotional approach to tactical investing can help portfolios adapt as markets change. The conversation also sets out how to grow the CTA/managed futures pie by explaining the strategy’s value in language investors understand. They discuss why diversification across managers and realistic expectations for uneven returns matter for building investor confidence and encouraging lasting allocations.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE [https://dunncapital.com/DUNN%2050-Year%20Book-TTU]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Andrew on Twitter [https://twitter.com/andrewdbeer1].

Episode TimeStamps:

00:00 - Why portfolios may need a more tactical approach

01:04 - AI, entrepreneurship and the changing world of work

08:07 - Complex systems and why the future is so difficult to predict

09:47 - Trend following performance and what is driving returns

13:59 - Why the traditional 60/40 portfolio is being questioned

16:20 - The problem with long-term asset allocation assumptions

22:41 - Diversification, market timing and the historical advantage of bonds

27:01 - What 27 years of managed futures data tells us

31:51 - Crisis alpha across the dot-com crash, GFC and 2022

36:08 - Correlation, alpha and the diversification case for CTAs

38:12 - Drawdowns and why tactical strategies can preserve capital

44:55 - Sharpe r

SI421: Taking CTAs Mainstream ft. Andrew Beer

In today’s episode we talk with London Business School professor Alex Edmans. He has spoken at Davos, testified in the UK House of Commons and reached millions through his TED Talks. He joins the show to discuss his new book, THE MADNESS OF MARKETS, WHY SMART INVESTORS MAKE CRAZY DECISIONS AND HOW TO EXPLOIT THEM. Alex explains why “mood matters” for markets and the surprising relationship of football results and music playlists to market movements. We discuss why individual investors sometimes have an advantage over professionals in taking advantage of psychological biases and go through practical ways this can be implemented.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE [https://dunncapital.com/DUNN%2050-Year%20Book-TTU]

-----



Follow Niels on Twitter [https://twitter.com/toptraderslive], LinkedIn [https://www.linkedin.com/in/nielskaastruplarsen], YouTube [https://www.youtube.com/user/toptraderslive] or via the TTU website [https://www.toptradersunplugged.com/].

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here [https://www.toptradersunplugged.com/Ultimate].

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here [https://www.toptradersunplugged.com/10-reasons-shownotes].

Learn more about the Trend Barometer here [https://www.toptradersunplugged.com/resources/market-trends/].

Send your questions to info@toptradersunplugged.com [info@toptradersunplugged.com%22%20%5Ct%20%22_blank]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes [https://www.toptradersunplugged.com/reviewttu] or Spotify [https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW] so more people can discover the podcast.

Follow Kevin on SubStack [https://kevincoldiron.substack.com/] & read his Book [https://riseofcarry.com/].

Follow Alex on LinkedIn [https://uk.linkedin.com/in/aedmans] and Read his Book. [https://www.amazon.com/Madness-Markets-Investors-Decisions-Exploit-ebook/dp/B0GJXPXDPB/ref=books_amazonstores_desktop_mfs_author_smart_catalog_unrecognized_0?_encoding=UTF8&pd_rd_w=YYVn1&content-id=amzn1.sym.47218010-ccda-4098-a91e-bc39e6d446f4&pf_rd_p=47218010-ccda-4098-a91e-bc39e6d446f4&pf_rd_r=138-2596954-2767733&pd_rd_wg=eZSsQ&pd_rd_r=2679c298-c50e-4275-80d0-da9347ab2dcc]

Episode TimeStamps:

00:00 - Introduction and Alex Edmans’ new book The Madness of Markets

02:46 - How football results can move stock markets

07:16 - What Spotify playlists c

IL54: Why Smart Investors Keep Making Crazy Decisions ft. Alex Edmans

Niels (@ttuzencastr) · Zencastr

Niels (@ttuzencastr)

Join Niels Kaastrup-Larsen as he explores the world of finance and investing, through weekly conversations with the most interesting and experienced investors, economists, traders & thought leaders. Learn from their experiences, their successes, and their failures. We don't want you to think like them...but we do want to make you think! Stay up-to-date on https://toptradersunplugged.com

Top Traders Unplugged