Top Traders Unplugged31 Touko 2025

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

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

-----

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 Portfolio” here.

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.

Follow Alan on Twitter.

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

----

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

Disclaimer

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(929)

SI352: Trend Systems Under Strain ft. Nick Baltas

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, th...

14 Kesä 20251h 3min

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

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... fro...

11 Kesä 202545min

SI351: The Two Tribes of Trend ft. Richard Brennan

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 ...

7 Kesä 20251h 8min

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

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 inv...

4 Kesä 20251h 6min

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

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 Koe...

28 Touko 202555min

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

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 kee...

24 Touko 20251h 6min

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

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 Yea...

21 Touko 20251h 3min