Лучшие подкасты про With Niels KaastrupLarsen (2024)

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IL26: How New Technologies Will Shape the Economy ft. Koen De Leus & Philippe Gijsels 1:10:28

1d ago1:10:28

1:10:28

In this episode we speak to Koen De Leus and Philippe Gijsels. Koen is Chief Economist at BNP Paribas Fortis and Philippe is Chief Strategist. They are co-authors of The New World Economy in 5 Trends: Investing in Times of Superinflation, Hyperinnovation and Climate Transition. We talk about how technologies like AI, 3D printing will drive economic…

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SI296: Is Trend Following Becoming Too Complicated? ft. Mark Rzepczynski 1:03:37

5d ago1:03:37

1:03:37

Mark Rzepczynski is back to discuss the latest investor sentiment survey from Societe Generale’s Capital Consulting team, to find out what strategies investors are losing interest in and which are seeing more demand right now. We also dig into how the performance of economies greatly depends on the type of government policies and how going from mul…

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ALO24: Managing Money Through Structural Shifts ft. Richard Urwin 1:06:29

9d ago1:06:29

1:06:29

Richard Urwin, Chair of the Investment Committee at Saranac Partners, the $6bn UK wealth manager, joins Alan Dunne in this episode to discuss how he is approaching asset allocation at the current juncture. They discuss how long term valuations and asset class return forecast help inform Saranac’s strategic asset allocation and delve into some of th…

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SI295: Trend Followers - The Unwanted Party Guests? ft. Nick Baltas 1:01:19

13d ago1:01:19

1:01:19

Together with Nick Baltas, we dive into trading signal direction and discuss if signal direction always trump signal strength in portfolio construction, based on CFM’s paper on Agnostic Risk Parity. Baltas also explains why allocating risk to where opportunity lies is prudent as well as why trend following is a powerful tool to achieve a broad risk…

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ALO23: Behind the Scenes of a High Net Worth Investor ft. Tad Fallows 1:08:16

16d ago1:08:16

1:08:16

In this episode, Tad Fallows, Founder of Long Angle, a community for high-net-worth and ultra-high-net-worth investors, joins Alan Dunne for a fascinating chat on how they approach asset allocation and find niche investment opportunities. Tad speaks about the typical risk appetite of his co-investors, highlighting how age and generation of wealth s…

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SI294: Lowering the Cost of being Long Commodities ft. Hari Krishnan 55:59

19d ago55:59

55:59

Hari Krishnan returns to the show for a deep dive into commodities. He helps us understand why investing in commodities is not as easy as other markets and why he believes that we are entering a commodity super cycle. We also discuss how to overcome the challenges of holding and storing commodities and why cheap commodities are not always so cheap …

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GM60: Preparing Your Portfolio for the Second Half of 2024 ft. Christian Mueller-Glissmann 1:05:08

22d ago1:05:08

1:05:08

In this episode, Cem and I welcome Christian Mueller Glissman back on the show, and together, we tackle the intricacies of capital allocation in 2024, particularly amid the pivotal elections we expect to see. We discuss the pros and cons of starting with a 60/40 portfolio allocation strategy. Cem and Christian highlight Europe's resilience to infla…

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SI293: Market Outlook for the Rest of 2024 & EOY S&P500 level ft. Cem Karsan 58:40

26d ago58:40

58:40

Today, I'm joined by Cem Karsan to discuss how speculations in markets affect the economy and Cem presents his view on the current state of global macro as well as a forecast for the rest of the year. How do conflicts around the world affect the global economy and why does Cem believe that we are going into a “dangerous period”? Why does Cem believ…

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GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic 1:06:56

30d ago1:06:56

1:06:56

Join us for an eye-opening discussion on global power dynamics with geopolitics expert Marko Papic, alongside Cem Karsan and myself, where we dive deep into the ongoing tug-of-war between the West, Russia, China, and the rest of the world. Marko sheds light on the United States' push for a clear bipolar world order. He shares his insights on whethe…

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SI292: Is Cocoa becoming Too Hot for Trend Followers? ft. Rob Carver 1:01:56

1M ago1:01:56

1:01:56

Today, Rob Carver joins me to answer questions about MatLab as a backtesting tool, why you should be careful to apply trend following in crypto and what Rob think about seasonality and relative value as strategies. We also dive into why Rob has increased his allocation to trend following and his thought process when building portfolios, how the sur…

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IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer 57:42

1M ago57:42

57:42

In this episode Peter Oppenheimer, Chief Global Strategist and Head of Macro Research in Europe for Goldman Sachs joins us to discuss his new book Any Happy Returns: Structural Changes and Super Cycles in Markets. Peter believes financial cycles are the primary driver of investor returns. He explains how each cycle consists of four phases with dist…

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SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan 1:09:52

1M ago1:09:52

1:09:52

In this episode, we are joined by Richard Brennan to discuss why now is the time to step up your trend following allocation. Rich challenges Andrew Beer’s conclusion that a 3% allocation to trend following is the sweet spot and explains why he believes the trend following industry should simplify its narrative and quit the fancy “jargon”. We also d…

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TTU146: The value of Unpredictable Alpha ft. Anthony Todd 1:11:05

1M ago1:11:05

1:11:05

Today, we are delighted to be joined by Anthony Todd, Co-Founder & CEO of Aspect Capital, for an insightful discussion on the role of systematic trading and trend following in today’s economy. We also discuss what has driven Aspect Capital’s shift towards developing multiple strategies and how they guide their clients to make better investment deci…

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Top Traders Unplugged

Niels Kaastrup-Larsen

1
Top Traders Unplugged with Niels Kaastrup-Larsen

Niels Kaastrup-Larsen

1
IL26: How New Technologies Will Shape the Economy ft. Koen De Leus & Philippe Gijsels 1:10:28

1
SI296: Is Trend Following Becoming Too Complicated? ft. Mark Rzepczynski 1:03:37

1
ALO24: Managing Money Through Structural Shifts ft. Richard Urwin 1:06:29

1
SI295: Trend Followers - The Unwanted Party Guests? ft. Nick Baltas 1:01:19

1
ALO23: Behind the Scenes of a High Net Worth Investor ft. Tad Fallows 1:08:16

1
SI294: Lowering the Cost of being Long Commodities ft. Hari Krishnan 55:59

1
GM60: Preparing Your Portfolio for the Second Half of 2024 ft. Christian Mueller-Glissmann 1:05:08

1
SI293: Market Outlook for the Rest of 2024 & EOY S&P500 level ft. Cem Karsan 58:40

1
GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic 1:06:56

1
SI292: Is Cocoa becoming Too Hot for Trend Followers? ft. Rob Carver 1:01:56

1
IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer 57:42

1
SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan 1:09:52

1
TTU146: The value of Unpredictable Alpha ft. Anthony Todd 1:11:05

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