With markets drifting and conviction thinning, Rob Carver joins Niels to take stock of a moment that feels suspended... not quite crisis, not quite calm. They discuss why recent rule changes around bank capital and crypto assets may carry more weight than headlines suggest, and what falling shipping volumes might be whispering about global demand. Rob breaks down the math of drawdowns, the tension between Kelly sizing and real-world volatility, and how systematic managers can fool themselves into thinking they’re diversified. It’s a conversation about structure, discipline, and why most edges today come from avoiding mistakes rather than discovering secrets.

-----

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 Rob on Twitter [https://my.captivate.fm/@InvestingIdiocy].

Episode TimeStamps:

01:07 - What has caught out attention recently?

01:23 - Rob and Niels have done the unthinkable

02:59 - Fed is rolling back important capital rules

05:22 - What the shipping industry reveals about the economy

07:33 - Industry performance update

16:00 - Q1, William: Is it possible to apply the concept of decomposing returns in commodity trading?

27:24 - Q2, Raphael: About estimating the full sharpe and Kelly of trend following

37:03 - Q3, Dom: Has Rob come across any useful frameworks, research, or resources for designing systems that intentionally combine systematic structure with discretionary judgment?

41:52 - Are all managers the same, although we all claim to be different?

52:26 - Why are bond inv

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

Bob Elliott joins Cem Karsan and Niels Kaastrup-Larsen for a conversation about what happens when strong economic data masks a deeper structural shift. The income engine still runs, but tariffs, labor scarcity, and immigration limits are quietly rewiring the system. Inflation may not fall the way people expect. Profit margins may not hold. And capital may start flowing away from the US for the first time in a generation. This isn’t a cycle call. It’s a question of what kind of economy we are becoming—and whether portfolios built for the past can survive what’s coming.

-----

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 Bob on Twitter. [https://x.com/bobeunlimited?lang=en]

Episode TimeStamps:

02:58 - Revisiting the Income Driven Expansion

12:30 - Inflation Dynamics and Economic Policy

15:31 - The Dynamics of Labor and Immigration

27:58 - Strategic Decoupling and Its Implications

32:04 - The Economic Implications of Manufacturing in China

42:13 - Economic Growth and Market Dynamics

48:28 - The Evolving Landscape of Investment Strategies

53:25 - Understanding Alpha Strategies and Portfolio Diversification

01:01:10 - The Dynamics of Hedge Fund Strategies and Correlation

01:09:34 - Global Macro Trends and Financial Decoupling

Copyright © 2024 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help yo

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

Some of the most effective portfolio components may generate little or no return on their own. In this episode, Niels Kaastrup-Larsen and Yoav Git explore that discomfort - why allocators often overlook strategies that offer the most structural value. Through a series of new research papers, they examine how negative correlation, volatility, and capital efficiency can outweigh standalone performance, and why trend following continues to challenge conventional assumptions. It’s a conversation about construction over conviction, contribution over headline returns, and the gap between what improves a portfolio and what investors are willing to own.

-----

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 Yoav on LinkedIn. [https://www.linkedin.com/in/yoavgit/?originalSubdomain=uk]

Episode TimeStamps:

00:13 - Introduction and latest update

07:57 - Trend Following score card

12:38 - Latest paper from R.G. Niederhoffer

26:45 - Latest insights from Quantica Capital

36:55 - Review of Soc Gen's latest report on the state of the CTA Industry

44:52 - The Science and Practice of Trend-following Systems paper by Artur Sepp

Resources discussed in this Episode:

 * LINK SI353: From Tariffs to Trends [https://quantica-capital.com/en/publication/qi-2025Q2]
 * LINK SI353: Keeping up with the Trend-Followers [https://content.sgmarkets.com/CTA_UPDATE_KEEPING_UP_WITH_THE_TRENDFOLLOWERS_2025]
 * LINK SI353: The Science & Practice of Trend-Following Systems [https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3167787]


Copyright © 2024 – CMC AG

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

Barry Eichengreen joins Alan Dunne for a clear-eyed look at a system losing its anchors. The dollar’s standing, long insulated by trust and habit, now faces a different kind of test... one shaped less by challengers abroad than by fractures at home. They explore how rising debt, political entropy, and institutional strain are converging in ways that markets are only beginning to price. From the quiet retreat of safe haven flows to the uneasy future of central bank independence, this is a conversation about slow shifts with fast consequences, and what happens when credibility, not currency, becomes the liability.

-----

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 Barry on Twitter. [https://x.com/b_eichengreen?lang=en]

Episode TimeStamps:

00:09 - Introduction to Barry Eichengreen

03:51 - The Future of the Dollar: Concerns and Predictions

14:29 - Fiscal Challenges and Policy Responses

33:04 - Analyzing Economic Policies and Their Impacts

49:18 - Global Economic Perspectives: Trade Wars and Currency Alternatives

56:46 - The Future of Global Currency Systems

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 decad

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

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

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