Nick Baltas is back with Niels for a conversation that sits at the intersection of technology, uncertainty, and discipline. As AI-generated data floods the system and market reversals grow sharper, the challenge isn’t just strategy design — it’s deciding what still counts as signal. They explore how systematic managers are rethinking volatility targets, why certain constraints persist in institutional portfolios, and what recent underperformance may actually be revealing. This episode is less about solutions than about orientation: how to stay aligned when the tools evolve faster than the terrain, and when conviction must coexist with doubt.

-----

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 Nick on Twitter [https://twitter.com/nbaltas].

Episode TimeStamps:

00:01 - Introduction to Systematic Investing

02:11 - The Impact of AI and Machine Learning on Data Analysis

07:05 - The Impact of AI on Education and Examination Policies

12:06 - Transitioning Perspectives on Democracy and Markets

21:49 - Dynamic Volatility Targeting in Portfolio Management

24:24 - Exploring Volatility and Leverage

29:50 - Understanding Investor Behavior and Market Dynamics

36:29 - Exploring Investment Constraints and Strategies

45:04 - Rethinking Investment Constraints

49:36 - Strategic Allocations and Market Timing

56:11 - Market Dynamics and Trend Following

01:00:09 - The Evolution of Systematic Investing

Copyright © 2024 – CMC AG – All Rights Reserved

----

SI352: Trend Systems Under Strain ft. Nick Baltas

Back on the Cboe floor, Cem Karsan sits down with Benn Eifert to trace the fault lines shaping today’s volatility regime. They dig into why market structure, not just macro, is driving outcomes... from the reflexive cycles of implied vol to the growing influence of structured product flows and zero-day options. With correlations breaking down and dispersion rising, Benn makes the case that path matters more than magnitude. It’s a conversation about what happens when liquidity fragments, when the Fed can’t step in, and when legacy playbooks stop working. Quietly technical, deeply contextual, this one rewards a careful listen.

-----

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].

Episode TimeStamps:

00:11 - Introduction... setting the stage

03:01 - Understanding Options and Market Dynamics

09:47 - Market Dynamics and the Role of Administration

11:41 - Market Volatility and Structural Changes in Trading

19:00 - The Impact of Structural Changes on Market Volume

26:13 - Understanding Market Dynamics and Asset Allocation

30:23 - The Impact of Interest Rates on Investment Strategies

34:21 - Understanding Zero DTE Options and Their Market Impact

39:50 - Economic Outlook: Tariffs and Interest Rates

Copyright © 2024 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put t

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

As trend followers push through one of the toughest environments in years, Rich and Niels unpack what’s actually driving the pain. They draw a sharp line between two camps in the industry - those who focus on standalone market behavior and those who manage trend as a portfolio-level phenomenon, and explain why that distinction now matters more than ever. From the ripple effects of tariff policy to the quiet fragility in institutional positioning, this episode traces how structural shifts are colliding with legacy assumptions. Also on the table: AI’s growing role in model development, the hidden costs of bad data, and what it really takes to build a resilient, scalable process in a world where noise is cheap and conviction is rare.

-----

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 Rich on Twitter [https://twitter.com/RichB118].

Episode TimeStamps:

00:13 - Introduction to Systematic Investing

03:55 - The Shift Towards AI in Trading

11:25 - The Rise of Idiosyncratic Trend Following Post-2020

21:42 - The Impact of Recent Market Dynamics

25:39 - The Rise of Retail Trading in Futures

34:09 - The Panama Method of Historical Adjustments

42:32 - Understanding Backtesting and Data Integrity in Trading Models

47:36 - Navigating Capital Constraints in Trend Following

55:14 - Understanding AI in Trading Strategies

01:00:14 - The Challenges of AI in Trading and Strategy Development

01:04:44 - The Impact of AI on Humanity

Copyright © 2024 – CMC AG – All Rights Reserved

SI351: The Two Tribes of Trend ft. Richard Brennan

Corey Hoffstein and Adam Butler joins to unpack the mechanics of stacking returns inside an ETF — not as a branding exercise, but as a way to navigate the hard constraints of scale, structure, and investor behavior. They break down how Return Stacked blends top-down replication with a bottom-up trend engine, why most investors misunderstand what replication actually captures, and where the fault lines lie between mutual funds and ETFs. From margin management and bid-offer spreads to the limits of liquidity in a product built for growth, this conversation surfaces what it really means to package active strategies for a public wrapper — and what gets lost, or found, in the process.

-----

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

Episode TimeStamps:

02:08 - Introduction to Corey Hoffstein & Adam Butler

09:06 - How Hoffstein and Butler see the trend following industry going forward

12:24 - The possibilities and constraints of trading ETFs

20:52 - The philosophy behind their trading strategy

27:26 - How they calibrate their model to accommodate markets changes

32:03 - How they incorporate replication in their strategy

35:50 - Their process behind capturing beta

46:42 - The benefits of adding a longer tail for markets

49:25 - How much volatility can trend followers tolerate?

54:23 - How they maintain balance in their trend following portfolio

57:37 - Implementing different types of return streams

Cop

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

Why are markets still priced as if the old world is coming back? Alan Dunne and Niels Kaastrup-Larsen examine the case for structurally higher yields — not as a risk, but as the regime. Drawing from Alan’s recent writing, they trace how debt levels, policy incentives, and investor complacency have converged into a feedback loop that central banks may no longer control. From Japan’s bond signals to the quiet retreat of fiscal discipline in the U.S., this episode maps a shift that’s already underway. For investors still relying on yesterday’s models, the risk isn’t missing the turn...it’s not seeing that we’ve already made it.

-----

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 Twitter [https://twitter.com/alanjdunne].

Episode TimeStamps:

00:13 - Introduction to Systematic Investing

10:52 - Global Macro Picture: All Roads Lead to Higher Yields

17:26 - The Evolution of Economic Policy and Debt Dynamics

29:55 - The Influence of Economic Policies on Inflation and Growth

40:13 - Market Trends and Investor Sentiment Survey

45:08 - Navigating Market Expectations and Historical Trends

59:34 - The Importance of Diversification in Investment Strategies

Copyright © 2024 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following

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

We're diving deep into some serious discussions about the shifting dynamics in Europe, particularly how the political landscape, especially with Trump's influence, is shaking things up. Economists Koen De Leus & Philippe Gijsels who authored a compelling book on the New World Economy, argue that Trump's policies might actually be a wake-up call for Europe, pushing it to innovate and stand on its own. We explore the concept of multi-globalization, where emerging markets are stepping into the spotlight as global trade partners, and how the geopolitical climate is driving this change. We also touch on the implications of these shifts for global markets and the economy, especially in terms of energy and raw materials. It's a thought-provoking chat that challenges our views on dependency and the future of Europe in a rapidly changing world.

-----

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 Koen on LinkedIn [https://www.linkedin.com/in/koen-de-leus-616b361/?originalSubdomain=be].

Follow Philippe on LinkedIn [https://www.linkedin.com/in/philippe-gijsels-5563131/?originalSubdomain=be].

Learn more about their book. [https://www.amazon.com/World-Economy-Trends-superinflation-hyperinnovation/dp/9401409013]

Episode TimeStamps:

02:09 - Welcoming back Koen De Leus & Philippe Gijsels

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

In this episode, Niels and Mark Rzepczynski examine a market where the usual relationships have broken down. Bonds offer no shelter, volatility moves without conviction, and political intervention keeps distorting the signals investors rely on. What once served as protection now feels unreliable. Behind the headlines on tariffs, inflation, and eroding trust in institutions lies a deeper question about how to navigate when the frameworks built for one regime are carried into another. With a balance of macro insights, behavioral nuance, and hard-earned skepticism, this conversation looks at what really drives returns when narratives shift faster than the data.

-----

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:

00:13 - What Caught our Attention

04:16 - The Impact of Supply Chains on Global Trade

08:51 - The Complexities of Trust in Economics

17:45 - Understanding Trend Following in Financial Markets

27:18 - The Age of Uncertainty

32:51 - Understanding Market Uncertainty

36:52 - More than One Type of Uncertainty

49:53 - The Fallout of Trend Following

01:01:22 - The Dynamics of Safe Assets

01:02:41 - Transitioning from Concepts to Practical Insights in Trend Following

Copyright © 2024 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about </

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

America's recent economic performance has been a surprise, as it's managed to outperform many other markets over the last quarter century. We review the insights from the Global Investment Returns Yearbook, discussing how the US has thrived and what that means for future investment strategies. Our guests, Elroy Dimson and Kiran Ganesh, share their expertise on market trends, the importance of diversification, and the implications of recent economic shifts. We also explore the complexities of factors like equity risk premium and the evolving role of bonds in an investment portfolio. Join us as we explore these themes and consider what’s next for investors in a changing global landscape. You can read the Global Investment Returns Yearbook here. [https://www.ubs.com/global/en/investment-bank/insights-and-data/2025/global-investment-returns-yearbook-2025.html]

-----

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 Twitter [https://mobile.twitter.com/alanjdunne].

Follow Elroy on LinkedIn. [https://www.linkedin.com/in/elroydimson/?originalSubdomain=uk]

Follow Kiran on LinkedIn. [https://www.linkedin.com/in/kiranganesh1/?originalSubdomain=uk]

Episode TimeStamps:

02:19 - Introduction to Elroy Dimson and Kiran Ganesh

09:21 - What kind of feedback do they get from clients?

13:04 - Stocks for the long run?

17:41 - Is the US losing its grip on its economy?

24:08 - Are indicies becom

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

Andrew Beer returns to confront a moment of reckoning for trend following. As managed futures suffer one of their worst periods in decades, he and Niels explore a deeper question: has the strategy evolved in ways that undermine its edge? From the seduction of short-term models to the unintended consequences of complexity, this conversation traces how well-meaning enhancements may be compounding the very problems they aim to solve. Layer in political volatility, crowded positioning, and allocator fatigue, and the path forward looks less like innovation and more like rediscovery. This episode isn’t a defense of recent results... it’s a clear-eyed look at what happens when a strategy built on discipline gets pulled off course, and what it takes to steer it back.

-----

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:

03:20 - Reflecting on Apple and China's Tech Revolution

17:28 - Shifts in the Market Landscape: The Influence of Trump and AI

20:03 - The Dynamics of Negotiation in Real Estate

30:15 - Market Dynamics and the Role of Central Banks

39:26 - The Changing Dynamics of Market Trends

48:00 - Evaluating Investment Strategies and Performance

53:19 - Navigating Market Challenges and Expectations

01:08:34 - The Future of Investment Strategies

01:11:10 - Navigating Market Changes

Copyright © 2024 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:</

SI348: The Quiet Cost of Overfitting ft. Andrew Beer

What if the volatility we’re seeing is not a pause in the cycle, but the start of something lasting? In this episode, Cem Karsan sits down with Jim Bianco to unpack the forces reshaping the market and the political landscape around it. From the roots of labor unrest in 1880s Chicago to rising tariffs and inflation today, they trace how decades of policy widened inequality and fractured the middle. This is a conversation about debt, power, and the limits of the old playbook. The Fed may no longer be able to step in. Passive investing may no longer offer safety. If you are still positioned for the past, this episode is a clear signal to rethink what comes next.

-----

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 Jim on X [https://x.com/biancoresearch].

Episode TimeStamps:

02:01 - Introduction to Jim Bianco and Bianco Research

06:36 - The big macro picture view

16:02 - The financial inequality is at an all time high

22:51 - The power of generational wealth

24:07 - The imbalance of politics - something has to change

27:47 - Why we will see a major shift in how we invest soon

30:19 - How the economy is changing

36:10 - What defines a strong economy?

40:58 - What is Trump talking about?

45:36 - The outlook of the economy

53:33 - The core of the political problems in the US

55:16 - How to benefit from the current market volatili

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

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

Niels

Shows