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Top Traders Unplugged

Niels Kaastrup-Larsen

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Discover the fascinating world of investing with Niels Kaastrup-Larsen and his remarkable co-hosts. Each week, we bring you compelling conversations with legendary investors, leading economists, masterful traders, and forward-thinking thought leaders. From Trend Following and Global Macro to Geo-Politics, Commodities, Quant Investing, Crypto, and Volatility, we uncover the strategies, stories, and lessons behind their success. Gain actionable insights from industry veterans as we celebrate t ...
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In this episode Corey and Christine sit down with renowned anthropologist, author, and food archaeologist Dr. Bill Schindler to dive deep into the ancient art—and science—of bread-making. From the pH of properly fermented sourdough to the impact of properly prepared alcohol, Dr. Schindler brings a wealth of ancestral knowledge and modern research t…
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Corey Hoffstein and Adam Butler joins to unpack the mechanics of stacking returns inside an ETF — not as a branding exercise, but as a way to navigate the hard constraints of scale, structure, and investor behavior. They break down how Return Stacked blends top-down replication with a bottom-up trend engine, why most investors misunderstand what re…
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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 m…
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In this episode Corey and Christine are joined by the incredible Sue Becker—author, educator, and founder of The Bread Beckers. Sue has spent decades teaching others about the profound health benefits of freshly milled grains, and today, she brings that wisdom to listeners. Sue shares how freshly milled grains can heal the body, the nutritional los…
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We're diving deep into some serious discussions about the shifting dynamics in Europe, particularly how the political landscape, especially with Trump's influence, is shaking things up. Economists Koen De Leus & Philippe Gijsels who authored a compelling book on the New World Economy, argue that Trump's policies might actually be a wake-up call for…
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In this episode, Niels and Mark Rzepczynski examine a market where the usual relationships have broken down. Bonds offer no shelter, volatility moves without conviction, and political intervention keeps distorting the signals investors rely on. What once served as protection now feels unreliable. Behind the headlines on tariffs, inflation, and erod…
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In this episode of Modern Ancestral Mamas, we chat with Courtney Queen, the sourdough baker and real food educator behind Butter for All. If you've ever wondered how to keep your sourdough starter thriving, how to make fresh milled flour work in your favorite recipes, or how to incorporate sourdough baking into your homeschool rhythm, this episode …
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America's recent economic performance has been a surprise, as it's managed to outperform many other markets over the last quarter century. We review the insights from the Global Investment Returns Yearbook, discussing how the US has thrived and what that means for future investment strategies. Our guests, Elroy Dimson and Kiran Ganesh, share their …
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Andrew Beer returns to confront a moment of reckoning for trend following. As managed futures suffer one of their worst periods in decades, he and Niels explore a deeper question: has the strategy evolved in ways that undermine its edge? From the seduction of short-term models to the unintended consequences of complexity, this conversation traces h…
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In this special kickoff to our Grain Series, we’re joined by Sarah and Keira, the co-founders of Unsifted, a Kansas City-based company passionate about making fresh-milled bread products easy. These two mamas are on a mission to bring fresh-milled, nutrient-dense flour back into modern kitchens. In this episode we dive deep into: what fresh milling…
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What if the volatility we’re seeing is not a pause in the cycle, but the start of something lasting? In this episode, Cem Karsan sits down with Jim Bianco to unpack the forces reshaping the market and the political landscape around it. From the roots of labor unrest in 1880s Chicago to rising tariffs and inflation today, they trace how decades of p…
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Today Cem and Niels dissect a world quietly shifting beneath our feet. As markets hum along, Cem explains why the real story lies beneath the surface: a structural liquidity drain, a creeping stagflation that defies familiar playbooks, and a political regime shift few are pricing in. From Buffett’s exit to dollar fragility, elite endowments tapping…
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In this episode, Corey and Christine sit down with Holistic Hilda again to discuss the recent press briefing with RFK and FDA head Martin Makary on food dyes. Hilda attended the press briefing and shares all the juicy details with MAM listeners in this episode! We are so grateful to our sponsors! WholeStix | Use code MAMA50 for 50% off any bundle o…
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What if the biggest risk in markets today isn’t volatility, inflation, or geopolitics - but the stories we believe to be true? In this unfiltered and thought-provoking episode, Demetri Kofinas joins Cem Karsan and Niels Kaastrup-Larsen for a piercing conversation that challenges how we process information, construct narratives, and make decisions i…
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This episode is all about understanding the nuances of trend-following and how current market dynamics are shaking things up. Together with Rob Carver, we discuss the turbulence that hit financial markets in April and how that affected Trend Followers, as well as how Rob navigated the last 12 months as a trend follower. Plus, we explore the intrigu…
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