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Our guest on this episode is Leah Downey, Junior Research Fellow at St. John’s College Cambridge and author of the new book Our Money: Monetary Policy as If Democracy Matters. Independent central banks are thought to be necessary to prevent politicians using monetary policy to influence elections and to avoid dangerously high levels of inflation. Is this really correct? Is it really healthy for a democracy to allocate so much power to a very small group of unelected people? Why is monetary policy considered ‘too complicated’ for politicians when equally complex areas like energy and defence are not? Is more uncertainty in monetary policy actually better for long-run economic stability? We tackle all these questions as we explore Dr. Downey’s view that the way we govern central banks needs to change.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: 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: www.toptradersunplugged.com/10-reasons-optin

Send your questions to [email protected]

Follow Niels & Kevin on Twitter:

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In today’s episode, Alan Dunne and I take a step back - and a step forward - by exploring 125 years of hard-earned market wisdom, courtesy of the Global Investment Returns Yearbook, the definitive source of long-term asset class performance. What does this rich dataset tell us about equities, bonds, diversification, and the underrated role of patience in investing? And how relevant are these lessons for investors navigating today’s high-concentration markets, stubborn inflation, and the potential cracks in the classic 60/40 portfolio?

But that’s not all - we also dive into one of the most overlooked challenges facing systematic trend followers today: capacity constraints, especially in commodities. Drawing on Quantica’s latest research, we examine why commodities have historically been critical to CTA performance, how liquidity limits silently erode returns as strategies scale, and why the explosive growth of trend following ETFs may come at a hidden cost investors rarely see.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: 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: www.toptradersunplugged.com/10-reasons-optin

Send your questions to [email protected]

Follow Niels & Alan on Twitter:

@TopTradersLive & @AlanJDunne

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes, Spotify or Amazon so more people can discover the podcast.

Today, we’re diving deep into the world of CTAs and their role in investment portfolios. We discuss the balance between focusing on a single asset class versus a multi-asset approach, emphasizing that different asset classes offer unique utilities to investors. Our guests share insights from their experiences, highlighting the importance of tailored execution strategies and how technology can enhance trading performance. We also explore the growing interest from major players like Fidelity and BlackRock in trend-following strategies, raising questions about the future of CTAs in institutional portfolios. Join us as we unpack these themes and share our thoughts on the evolving landscape of systematic trading.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: 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: www.toptradersunplugged.com/10-reasons-optin

Send your questions to [email protected]

Follow Niels on Twitter:

@TopTradersLive

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.

Andrew Beer and Tom Wrobel joins us to talk about the current state of global markets and the pivotal changes affecting our industry. We’re all feeling the shift in dynamics, and we’re here to unpack how that impacts our investing approaches. From the rise of new ETFs to the ongoing debate about the future of managed futures, we’ll cover it all. So grab your headphones and get ready for some straight talk on trends, volatility, and what it means for all of us as investors.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to [email protected]

Follow Niels & Andrew on Twitter:

@TopTradersLive & @andrewdbeer1

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.

Leveraged loans combined with treasuries create a solid strategy for navigating today’s fixed income market. These two asset classes work like a peanut butter and jelly sandwich, balancing each other out—leveraged loans shine when interest rates rise, while treasuries thrive when rates drop. In our chat today with David Giroux, portfolio manager at T. Rowe Price, we dive into how this mix helps manage risk and enhance returns in uncertain market conditions. Giroux shares his insights on the current investment landscape, emphasizing the importance of evaluating management quality and capital allocation strategies. Join us as we unpack these ideas and explore what they mean for the future of investing.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: 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: www.toptradersunplugged.com/10-reasons-optin

Send your questions to [email protected]

Follow Niels & Alan on Twitter:

@TopTradersLive & @alanjdunne

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.

Together with Cem Karsan, we take a serious look at how the shifting political landscape and economic pressures are impacting global markets. We discuss the implications of a potential (engineered) recession and what it means for various asset classes, especially in relation to current U.S. policies. With the conversation turning to Europe, we analyze the region's military rearmament and its potential effects on the global balance of power. We also touch on the evolving dynamics regarding Turkey's economic challenges and geopolitical significance. Buckle up for a straightforward discussion filled with insights and practical implications for investors navigating this complex landscape.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to [email protected]

Follow Niels & Cem on Twitter:

@TopTradersLive & @jam_croissant

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.

Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right around the corner. We're talking to Adam Rozencwajg about how the shifts in global commodity dynamics, particularly in natural resources like oil and gas, are becoming a lot clearer as supply constraints tighten up. It's all about recognizing the signs, and we believe that the next six to nine months will be crucial for investors looking to ride this wave. We’re also throwing around some serious thoughts on how geopolitical factors are impacting these markets, especially regarding energy security. So grab a seat, because we're about to unpack why you should be paying attention to these developing trends and what they could mean for the future of commodities.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to [email protected]

Follow Niels & Cem on Twitter:

@TopTradersLive & @jam_croissant

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.

In this episode, Katy Kaminski helps us explore the latest trends in managed futures and how different approaches to replication can impact performance and correlation. We explore the pros and cons of index versus mechanical replication, highlighting how each method reacts differently in various market conditions. Plus, we touch on the most recent developments in the ETF space and how they're reshaping access to CTAs, but also question if all of the new products are truly worthy of the "CTA" lable. Stick around as we break down these ideas and share insights that can help shape your investment strategies.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate

And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book

Send your questions to [email protected]

Follow Niels & Katy on Twitter:

@TopTradersLive & @katykam

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.

Our guest on this episode is Edward Fishman, a world expert on the modern art of economic warfare. Edward is author of the new book Chokepoints: American Power In The Age of Economic Warfare. He currently teaches at Columbia University and prior to that advised the US Secretary of State, Joints Chiefs of Staff and Treasury Department on the deployment of economic sanctions. We discuss the details of how the US uses its dominant position in the world’s financial markets and technology software to pressure countries like Iran, Russia and China. Most importantly this episode explains why these tools used to influence these chokepoints are permanent and are starting to form the contours of the new global economy that will persist for the coming decades.

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: 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: www.toptradersunplugged.com/10-reasons-optin

Send your questions to [email protected]

Follow Niels & Kevin on Twitter:

@TopTradersLive & @kcold1

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.

With global market dynamics shifting rapidly and geopolitical noise reaching new heights, how can investors adapt and thrive? In this episode, we explore why an adaptive approach is crucial for navigating today’s turbulent financial landscape. Our conversation delves into the challenges investors face when competing against dominant market players and how trend-following strategies can shine in times of crisis. We also examine the often-overlooked disconnect between price and value - and how this mismatch might actually present fresh opportunities. Join us for an insightful discussion with Graham Robertson from Man AHL, as we unpack these critical insights and explore why trend following remains a powerful tool for generating "crisis alpha." Buckle up for a fascinating conversation!

IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: 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: www.toptradersunplugged.com/10-reasons-optin

Send your questions to [email protected]

Follow Niels & Man Group on Twitter:

@TopTradersLive & @ManGroup

And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.