SI171: Machine Learning - Pros & Cons ft. Hari Krishnan

SI171: Machine Learning - Pros & Cons ft. Hari Krishnan

Today we’re joined by special guest, Hari Krishnan, to discuss the advantages and drawbacks of machine learning-based trading strategies, successful funds that utilizes machine learning investment techniques, defining machine learning and comparing it with artificial intelligence, how Trend Following can best integrated with machine learning, the history of machine learning in the investment world, and we also answer some of your questions, such as how to select signals for a smaller trading account.

-----

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

In this episode, we discuss:

  • The reasons for and against machine learning trading strategies
  • If any funds have successfully implemented machine learning
  • What defines machine learning
  • The history behind machine learning-based trading styles
  • How to manage smaller trading accounts, when it comes to signal selection
  • How to time the entry into trend following funds

-----


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.

Follow Hari on Twitter.

Episode TimeStamps:

00:00 - Intro

01:25 - Feel free to share this podcast with like-minded friends using this link:

https://top-traders-unplugged.captivate.fm/listen

and a big thank you to those who have left a rating or review on iTunes

02:38 - Macro recap from Niels

04:52 - Weekly review of returns

09:58 - Q1; Daniel: How do I choose which signals to take when too many arise for a small account?

15:21 - Q2; Mervin: Do you have any advice for finding low-risk entry points into new TF funds?

25:31 - The history of machine learning and how to define it properly

44:24 - How can machine learning be profitable during rare market moves when the data sample size for these moves is so small?

48:41 - Which specific areas of Trend Following are more suited to Trend Following? How risky is it to blindly follow a machine learning strategy?

54:20 - Do you classify machine learning as a form of artificial intelligence?

55:55 - Have you come across any machine learning funds that have done well for a reasonably long period of time?

01:00:48 - Tell us about the recent experiment that Man Group carried out using Machine Learning to select a perfect (and sustainable) Christmas dinner?

01:04:44 - Announcement of future special Top Traders Unplugged episodes hosted by Hari Krishnan, as well as special episodes of the Systematic Investor featuring all the usual co-hosts over Christmas

01:06:18 - Benchmark performance update

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

Episoder(909)

UGO09: Playing the Players in a Narrative Market ft. Ben Hunt

UGO09: Playing the Players in a Narrative Market ft. Ben Hunt

Cem Karsan sits down with Ben Hunt, founder of Epsilon Theory, to explore how narratives shape markets, politics, and decision making itself. Drawing on decades of experience across academia, hedge fu...

4 Feb 1h 1min

SI385: When Volatility Becomes the Signal ft. Katy Kaminski

SI385: When Volatility Becomes the Signal ft. Katy Kaminski

Katy Kaminski joins us to assess the early signals shaping markets in 2026. The conversation explores the resurgence of commodity trends, the role of volatility estimation, and why diversification acr...

31 Jan 1h 4min

GM95: When Consensus Gets the Cycle Wrong ft. Dario Perkins

GM95: When Consensus Gets the Cycle Wrong ft. Dario Perkins

In this episode, Alan Dunne is joined by Dario Perkins to examine why the global macro consensus may be fundamentally misreading the current cycle. The conversation moves from US fiscal stimulus and F...

28 Jan 1h 3min

SI384: Building an Inflation-Proof Portfolio ft. Yoav Git

SI384: Building an Inflation-Proof Portfolio ft. Yoav Git

In this episode, Niels hosts Yoav Git to explore inflation risk, bond fragility, and the changing role of trend following in a world defined by supply shocks and declining trust. Drawing on recent res...

24 Jan 1h 1min

IL45: Where Markets Reveal Human Error ft. Alex Imas

IL45: Where Markets Reveal Human Error ft. Alex Imas

Today we discuss one of the most popular and influential economic books of the last few decades - The Winner’s Curse. Originally published in 1994, a new version has just been released and we are join...

21 Jan 54min

SI383: When Signals Matter More Than Stories ft. Nick Baltas

SI383: When Signals Matter More Than Stories ft. Nick Baltas

Today, we are joined by Nick Baltas to examine how narratives, signals, and structural design are reshaping trend following at the start of 2026. The conversation moves from investor storytelling and ...

17 Jan 59min

GM94: When Capitalism Reboots and Crashes Again ft. Mark Blyth

GM94: When Capitalism Reboots and Crashes Again ft. Mark Blyth

As the long era of neoliberal certainty frays, Mark Blyth argues that we are drifting back toward a 19th century world of rival blocs, imperial habits and dangerous illusions. In this conversation, he...

14 Jan 1h 7min

SI382: The End of Globalization, the Rise of Trends ft. Richard Brennan

SI382: The End of Globalization, the Rise of Trends ft. Richard Brennan

The new year opens with a shift hiding in plain sight. As globalization recedes and the world fractures into spheres of influence, Rich argues this isn’t just a political story - it’s a structural shi...

10 Jan 1h 8min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
e24-podden
finansredaksjonen
pengesnakk
livet-pa-veien-med-jan-erik-larssen
utbytte
pengepodden-2
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
okonomiamatorene
lederpodden
liberal-halvtime
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse