Top Traders Unplugged28 Jun 2023

GAL02: The Blind Spot of AI & UAPs ft. Izabella Kaminska & Dario Garcia Garner

There are few instincts sharper than those of a talented journalist. Izabella Kaminska, founder and editor of The Blind Spot, and her colleague Dario Garcia Giner have those instincts in spades. While still at the Financial Times, on December 10, 2021, Izabella penned a thought provoking article titled Do portfolios have a UAP risk?. Long before anyone was talking about UAP in the financial sector Izabella recognized that this taboo subject could impact markets and was worth paying attention to. That article led to research analyst Dario Garcia Giner reaching out and joining Izabella at The Blind Spot where they continue their work uncovering interesting and important corners of markets that remain overlooked. Listen in as we discuss with Izabella and Dario their perspectives on UAP, geopolitics, and the complexity of understanding and managing risk in a sci-fi like world.

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Episode TimeStamps:

03:33 - What have UAPs even to do with finance?

09:26 - When will UAPs become a common risk disclosure?

15:59 - Who is Ryan Graves and why is he important?

19:15 - Their reaction to Politico article by Chris Mellon

26:20 - Classified information, lacking coverage and the Havana Syndrome

32:03 - A potential for geopolitical conflict

39:13 - The biggest underpriced risk in global markets

44:43 - Conspiracy theories and the weird factor

51:55 - Mass fragmentation and loss of trust in media

01:00:32 - What is happening at the South Pole?

01:06:56 - Inspiration and book recommendations

01:12:00 - Thanks for listening

01:12:39 - Key takeaways from Niels

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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

Disclaimer

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