TTU105: The Many Flavors of Trend Following ft. Niels Kaastrup-Larsen of DUNN Capital (Europe)

TTU105: The Many Flavors of Trend Following ft. Niels Kaastrup-Larsen of DUNN Capital (Europe)

We’re changing things up on today’s episode of the podcast: we have with us Frank Conway from the Economic Rockstar Podcast interviewing Niels about trend following strategies, asset allocation, and more. Listen in to find out what changes need to be made in the trend following space, the importance and benefits of your asset allocation when it comes to your investments, and new publications that can take you farther in mastering trend following and managed futures.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

  • Why Niels has worked hard to keep his explanation of trend following as simple as possible
  • Why at the end of the day, all investors are trend followers
  • What really sets one trend follower apart from another
  • How trend following techniques have evolved over time
  • What traits Niels sees in the company he works with as most important in their 40+ year success
  • The challenges and difficulties of trend following
  • Why trying to do it yourself in trend following can hurt rather than help
  • Why successfully executing a trend following strategy is not something that Niels believes everybody can or should do
  • Why despite their successes, many trend followers feel an embarrassment in showing their track records
  • How the right asset allocation can build safer and better performing portfolios
  • Why it’s important to have “skin in the game” as an investment manager
  • The importance of COI versus ROI
  • What Niels thinks of cryptocurrencies and how it relates to trend following
  • Why DUNN Capital trades the VIX and its importance in their portfolio
  • What inspired Niels to write his recent books on trend following and managed futures
  • The purpose behind Niels outreach, whether it’s podcasts, books, newsletters, or anything else
  • What Niels hopes people will get out of his books

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

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.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

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

Copyright © 2025 – 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 industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

Jaksot(926)

SI398: Navigating a VUCA World ft. Mark Rzepczynski

SI398: Navigating a VUCA World ft. Mark Rzepczynski

Today, we explore what it means to invest in a world defined by volatility, uncertainty, complexity, and ambiguity (VUCA). We discuss why geopolitical shocks... especially supply-driven ones... are cr...

2 Touko 1h 7min

IL48: The Misunderstood Economics of Africa ft. Joe Studwell

IL48: The Misunderstood Economics of Africa ft. Joe Studwell

In this episode Kevin Coldiron is joined by bestselling author Joe Studwell who speaks about his new book How Africa Works: Success and Failure on the World’s Last Development Frontier. We discuss why...

29 Huhti 1h

SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan

SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan

Today Cem Karsan and Niels Kaastrup-Larsen examine a market environment where politics, geopolitics and liquidity are becoming harder to separate. Cem argues that recent market strength is not just a ...

25 Huhti 1h 11min

UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden

UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden

Today, Cem Karsan sits down with Lyn Alden for a wide-ranging conversation on the forces quietly shaping markets beneath the surface. From the persistence of fiscal dominance to the role of populism, ...

22 Huhti 1h 11min

SI396: Markets Look Calm… But Are They? ft. Rob Carver

SI396: Markets Look Calm… But Are They? ft. Rob Carver

Today, Rob Carver joins us to reflect on a market environment that appears calm on the surface but feels increasingly fragile underneath. From oil market distortions and muted reactions to geopolitica...

18 Huhti 1h 20min

TTU152: Where is the Open? ft. Toby Crabel

TTU152: Where is the Open? ft. Toby Crabel

Markets are not stable systems. They evolve, adapt, and quietly erode the edges traders rely on. In this episode, Toby Crabel reflects on decades of experience navigating that reality, from the early ...

15 Huhti 1h 5min

SI395: Finding Alpha in the Strait of Chaos ft. Andrew Beer

SI395: Finding Alpha in the Strait of Chaos ft. Andrew Beer

Markets are currently being shaped by geopolitical uncertainty, rapid technological change, and shifting investor behavior. In this episode, Andrew and Niels explore how these forces are influencing t...

11 Huhti 1h 16min

OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge

OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge

What if the real edge in markets is not in adding more assets, but in choosing fundamentally different ones? In this episode, Moritz Siebert speaks with Tom Babbedge about why alternative commodity ma...

8 Huhti 47min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
psykopodiaa-podcast
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
hyva-paha-johtaminen
rss-rahamania
rss-paasipodi
ostan-asuntoja-podcast
rahapuhetta
rss-sisalto-kuntoon
herrasmieshakkerit
leadcast
lakicast
rss-lahtijat
rss-startup-ministerio
rss-kaikki-somesta
rss-karon-grilli
rss-inderes
rss-set-for-life-sijoita-ja-vaurastu