Top Traders Unplugged31 Maj 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

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(929)

SI308: Major Market Moves - What Now, Trend Followers? ft. Nick Baltas

Following an eventful week with major market rotations, I'm joined by Nick Baltas to discuss the impact of this weeks turbulence on trend followers. We discuss how trend following strategies had alre...

10 Aug 20241h 5min

GM67: Successful Investing in a Disrupted World ft. Aswath Damodaran

Aswath Damodaran, Professor of Finance at NYU Stern and a leading expert on valuation and corporate finance joins Alan Dunne in this episode for a fascinating and thought-provoking discussion on curre...

7 Aug 20241h 5min

SI307: The Unpinning of Volatility & How to Prepare for What is Coming ft. Cem Karsan

Together with Cem Karsan, we discuss how the volatility space is experiencing major dispersion at the moment and how you can prepare your portfolio for the unpinning of volatility which we are experie...

3 Aug 20241h 7min

IL28: The Transformation of the 21st Century Economy ft. Ernest Scheyder

In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The War Below: Lithium, Copper and the Global Battle to...

31 Juli 202457min

SI306: If Trend Following was an Olympic Sport... ft. Mark Rzepczynski

Together with Mark Rzepczynski we discuss how the activist treasury issurance of more bills than coupons have provided more quantitative easing and why we are seeing a decline in concern for inflation...

27 Juli 20241h 6min

GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan

Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explore the impacts of massive debts, weak public sector ...

24 Juli 20241h 6min

SI305: Building A Hedge Fund Allocation ft. Alan Dunne

Together with Alan Dunne, we take the temperature of the current state of affairs in the U.S. election and how the election impacts the economy and markets. Alan also shares his advice for allocator l...

19 Juli 20241h 2min

GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen

In this episode, Alan Dunne welcomes former central banker and current President of the Peterson Institute, Adam Posen, to discuss the economic outlook and monetary policy. Posen explains why he belie...

17 Juli 20241h 2min