Top Traders Unplugged15 Heinä 2025

UGO04: CNBC Legend on the Price of Losing Price ft. Rick Santelli

Rick Santelli joins Cem Karsan for a conversation that cuts through the noise. From the floor of the Cboe to the era of central bank primacy, Santelli reflects on how markets have been reshaped... not just by technology or policy, but by the loss of honest signals. They cover the Fed’s shift from restraint to control, the unintended consequences of zero rates, and why housing, credit, and the long bond may be nearing a breaking point. This isn’t a retrospective. It’s a clear warning from someone who’s seen what happens when incentives go unchecked.

-----

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 Cem on Twitter.

Follow Rick on X.

Episode TimeStamps:

00:02 - Introduction to the UGO series

01:26 - Introduction to Rick Santelli

05:16 - The first trade Santelli ever made

06:32 - The historical performance of gold

08:39 - Why did Santelli move to interest rates?

10:28 - How technology impacts the way we invest

13:30 - A shadow Fed president

14:46 - How Alan Greenspan changed everything

18:47 - We are starting to pay the price of overspending

22:04 - Money printing - a daisy chain of a closed circuit

23:50 - How do we get out of debt and how does it end?

29:06 - How do you invest wisely in today's economy?

36:48 - Cost of credit: The lurking financial threat

39:03 - How young people should set themselves up for retirement

----

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(928)

IL41: They’re Not Just Reading You... They’re Rewriting You ft. Sandra Matz

What if knowing you isn’t the end goal... but shaping you is? In this episode, Kevin Coldiron speaks with Columbia professor Sandra Matz about how algorithms trained on our clicks, searches, and faces...

3 Syys 20251h

SI363: The Misreading of Trend ft. Nick Baltas

As trend following begins to reassert itself, Niels and Nick Baltas dig beneath the surface of recent CTA performance - where the signals are working, why fixed income remains unresolved, and how spee...

30 Elo 20251h

OI18: The Carbon Trade, Without the Illusion ft. Mike Azlen

Mike Azlen joins Moritz Seibert for a frank look at carbon markets, and why much of what passes for climate action may be making things worse. While offsets dominate headlines, it's the regulated mark...

27 Elo 202547min

SI362: The Alpha Most Systems Miss ft. Yoav Git

Yoav Git and Alan Dunne sits down for a conversation that challenges familiar assumptions about curve trading, market structure, and the role of CTAs. They explore why dislocations across time horizon...

23 Elo 20251h 7min

GM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-Gave

Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum al...

20 Elo 202559min

SI361: The Four Faces of Trend Following ft. Richard Brennan

Richard Brennan joins Niels for a conversation that redefines how trend following is understood. Behind the shared language lie four distinct archetypes - each built around a different purpose. Richar...

15 Elo 20251h 26min

UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom

From the first futures in 1848 to today’s zero-day options, Cem Karsan, Mandy Xu, and Ed Tom chart how derivatives have moved from the market’s periphery to its center of gravity. At the core is Cboe’...

12 Elo 202555min

SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne

When official data starts serving politics, markets lose their anchor. Alan Dunne and Niels examine the quiet shift unfolding as the U.S. edges closer to emerging market behavior - firing statistician...

9 Elo 20251h 5min