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.

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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

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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

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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

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