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

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 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 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

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...

Avsnitt(907)

TTU27: Magician-turned Trader: “Reality Doesn’t Matter” ft. Scott Foster of Dominion Capital Management – 1of2

TTU27: Magician-turned Trader: “Reality Doesn’t Matter” ft. Scott Foster of Dominion Capital Management – 1of2

Our next guest was a philosophy major and a magician before he ever considered trading in the stock market. In Part 1 of our talk, he describes how philosophy and psychology determine his firm’s decis...

1 Sep 20141h 22min

TTU26: The Most Repeatable Trading Method Ever Invented ft. Scot Billington – 2of2

TTU26: The Most Repeatable Trading Method Ever Invented ft. Scot Billington – 2of2

Welcome back to the second part of our interview with Scot Billington of Covenant Capital Management.In this episode, Scot delves into the practice of trend following and why it is a great model to fo...

28 Aug 20141h 8min

TTU25: Why a Mechanical, Long-Term Trend Approach is Best ft. Scot Billington – 1of2

TTU25: Why a Mechanical, Long-Term Trend Approach is Best ft. Scot Billington – 1of2

Our next guest takes a mechanical, long-term trend approach to trading to a new level, and you’ll find out why he thinks it is the better option in this episode. He started Covenant Capital with his b...

25 Aug 20141h 23min

TTU24: What it Takes to be a Great Hedge Fund Manager ft. Anders Lindell of IPM – 2of2

TTU24: What it Takes to be a Great Hedge Fund Manager ft. Anders Lindell of IPM – 2of2

Welcome back to the second part of our interview.In this episode we dive into the negative effect of greed on the market. Anders Lindell again shows his depth of knowledge as he elaborates on the natu...

21 Aug 20141h 13min

TTU23: Former CEO Reveals How to Thrive in a Challenging Market ft. Anders Lindell of IPM – 1of2

TTU23: Former CEO Reveals How to Thrive in a Challenging Market ft. Anders Lindell of IPM – 1of2

Our next guest turned a challenging market into an opportunity to transform his strategy and build something substantial.Welcome back to another episode of Top Traders Unplugged. Today we have the for...

18 Aug 20141h 12min

TTU22: The Most Important Question Investors Should be Asking ft. Nigol Koulajian of Quest Partners – 2of2

TTU22: The Most Important Question Investors Should be Asking ft. Nigol Koulajian of Quest Partners – 2of2

Did you know that a meditation practice can help you be a better investor?In this episode we discuss our common lessons that we ask all Top Traders, but we dive deep into why Nigol thinks differently ...

14 Aug 20141h 13min

TTU21: Building a Computer That Makes Money? ft. Nigol Koulajian of Quest Partners – 1of2

TTU21: Building a Computer That Makes Money? ft. Nigol Koulajian of Quest Partners – 1of2

Want to build a computer that makes money?Quest Partners LLC has a long, robust track record with their systematic trading approach.They utilize a different strategies from many of their peers and hav...

11 Aug 20141h 9min

TTU20: How to Identify Trades No One Else is Looking For ft. Roman Lutz of Future Value Capital – 2of2

TTU20: How to Identify Trades No One Else is Looking For ft. Roman Lutz of Future Value Capital – 2of2

How would it feel to identify trades no one else you know is looking for?Our guest is back and this interview is all about carry trades, mean reverting environments, merger arbitrage, volatility arbit...

7 Aug 20141h 1min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
avanzapodden
rss-svart-marknad
fill-or-kill
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
rss-dagen-med-di
24fragor
tabberaset
lastbilspodden
borsmorgon
rss-inga-dumma-fragor-om-pengar
dynastin
svd-tech-brief
loungepodden