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Top Traders Unplugged
Apr 25, 2026 | 04:00 am
Today Cem Karsan and Niels Kaastrup-Larsen examine a market environment where politics, geopolitics and liquidity are becoming harder to separate. Cem argues that recent market strength is not just a reaction to better news, but part of a broader effort to manage risk, support collateral values and prepare for deeper geopolitical stress. From rising military spending and the Strait of Hormuz to treasury demand, QIS growth, AI and the next inflation wave, this conversation is about what happens when markets stop being passive observers and become tools in a larger strategic contest.-----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.comAnd 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 Cem on Twitter.Episode TimeStamps: 00:00:01[…]
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Infinite Loops
Apr 23, 2026 | 12:15 pm
Why has America become so bad at building housing, infrastructure, and major projects? Brian Potter, author of The Origins of Efficiency and writer of Construction Physics, explains why prefab housing keeps failing and why there are no easy fixes to America's building problem. We discuss Katerra, California's anti-growth turn, and the deeper logic behind local opposition to growth: concentrated harms and diffuse benefits. Important Links: Read Brian's newsletter Construction Physics here: https://www.construction-physics.com/ Read Brian's book The Origins of Efficiency here: https://press.stripe.com/origins-of-efficiency Learn more about Brian here: https://ifp.org/author/brian-potter
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Top Traders Unplugged
Apr 22, 2026 | 04:00 am
Today, Cem Karsan sits down with Lyn Alden for a wide-ranging conversation on the forces quietly shaping markets beneath the surface. From the persistence of fiscal dominance to the role of populism, demographics, and global power shifts, they explore why the current macro regime may be far harder to reverse than many expect. The discussion moves beyond economics into politics, examining how inequality, globalization, and technological change feed into inflation dynamics and policy decisions. They also tackle the future of the dollar, the risks to its global dominance, and the complex role of crypto in a system defined by power, incentives, and control.-----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.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so[…]
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Michael Covel's Trend Following
Apr 20, 2026 | 02:00 am
My guest today is Nelson Dellis. He is a memory athlete and consultant. Nelson is a six-time USA Memory Champion, holding the record for most wins of the national memory champion title. Nelson also runs Climb 4 Memory, a nonprofit which aims to raise funds and awareness for Alzheimer's disease research through mountain climbs around the world. The topic is his book Everyday Genius: Hacks to Boost Your Memory, Focus, Problem-Solving, and Much More. In this episode of Trend Following Radio we discuss: Memory techniques as systems and frameworks Pygmalion effect and belief shaping performance Memory as foundation for faster learning and creativity Training the brain like a muscle and preventing cognitive decline Name memorization using visualization and association Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch[…]
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Top Traders Unplugged
Apr 18, 2026 | 04:00 am
Today, Rob Carver joins us to reflect on a market environment that appears calm on the surface but feels increasingly fragile underneath. From oil market distortions and muted reactions to geopolitical risk to the steady resilience of equities, the conversation questions whether price action is telling the full story. Rob shares insights from his own performance, including why slower trend signals have recently dominated and why he is running lower risk despite positive returns. The discussion moves into portfolio construction, return stacking, and the growing role of ETFs, alongside a candid look at where complexity adds value in systematic investing and where it does not.-----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.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or[…]
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Infinite Loops
Apr 16, 2026 | 09:15 am
What can Aristotle, Plato, Prometheus, and the Greek city-states teach us about AI, innovation, and the future of human flourishing? Alex Petkas joins the show to explore how old myths still matter in a world shaped by technology. We talk about Prometheus as the foundational myth of tech, Plato's fear that writing would become a tool for forgetting, the real lesson of Icarus, why decentralization creates cultural power, and what it means to remain fully human in the age of AI. Important Links: Learn More about The Cost of Glory: www.costofglory.com Check out Alex's Youtube Channel: https://www.youtube.com/@costofglory Alex's Twitter: https://x.com/costofglory The Cost of Glory Substack: https://costofglory.substack.com/
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Top Traders Unplugged
Apr 15, 2026 | 04:00 am
Markets are not stable systems. They evolve, adapt, and quietly erode the edges traders rely on. In this episode, Toby Crabel reflects on decades of experience navigating that reality, from the early days of Opening Range Breakout strategies to today’s fragmented and highly competitive landscape. He explains why momentum behaves differently now, how liquidity has shifted across sessions, and why execution has become a defining edge. The conversation also explores the limits of AI, the persistence of technical principles, and the importance of adapting without overfitting. At its core, this is a discussion about humility, uncertainty, and staying relevant as markets change.-----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.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more[…]
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Michael Covel's Trend Following
Apr 13, 2026 | 02:00 am
Please enjoy my monologue The Value Scam with Michael Covel on Trend Following Radio. This episode may also include great outside guests from my archive. --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!
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Top Traders Unplugged
Apr 11, 2026 | 04:00 am
Markets are currently being shaped by geopolitical uncertainty, rapid technological change, and shifting investor behavior. In this episode, Andrew and Niels explore how these forces are influencing trend following and systematic investing. They discuss recent market volatility, the impact of global conflict on asset prices, and why traditional diversification assumptions are being tested. A key focus is the evolving structure of the CTA industry, including the rise of ETFs and the debate between complexity and simplicity in generating alpha. The conversation also examines replication strategies, implementation costs, and whether simpler approaches may deliver more efficient and consistent outcomes over time.-----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.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can[…]
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Infinite Loops
Apr 9, 2026 | 12:15 pm
Scientist and writer Sam Arbesman joins us for a wide-ranging conversation on AI, optimism, science, education, archives, science fiction, and why the history of computing still has so much to teach us. We talk about why pessimism is often mistaken for sophistication, why AI may reward open-mindedness more than intelligence, why science works even though scientists are imperfect, and why the future may depend on revisiting forgotten ideas from the past. Important Links: Learn more about Sam here: https://arbesman.net/ Read Sam's latest book: https://www.hachettebookgroup.com/titles/samuel-arbesman/the-magic-of-code Sam's Substack: https://arbesman.substack.com/about Neal Stephenson's Innovation Starvation: https://www.wired.com/2011/10/stephenson-innovation-starvation/ David Deutsch's The Beginning of Infinity: https://www.thebeginningofinfinity.com/
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Michael Covel's Trend Following
Apr 6, 2026 | 03:01 am
My guest today is Daniel Coyle. He is an author whose work explores how people and groups grow, perform, and thrive. He combines immersive field reporting with behavioral science to create practical frameworks for building skill, culture, and meaningful connection. The topic is his book Flourish: The Art of Building Meaning Joy and Fulfillment. In this episode of Trend Following Radio we discuss: Purpose vs success and hollow achievement Flourishing as joyful meaningful growth Complexity vs complicated systems thinking Shared improvement and community over self improvement AI impact and human connection revival Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel[…]
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Infinite Loops
Apr 2, 2026 | 12:15 pm
Johnathan Bi returns to Infinite Loops for a conversation about founders, delusion, America, religion, mysticism, and the strange tension between truth and action. We explore why some of the most effective builders may be the least introspective, why societies often run on useful fictions, how America encourages megalomania, what happens when materialism starts to feel incomplete, and why the "seeker" may matter even more in the age of AI. The episode moves from Plato and Caesar to founders, mystics, near-death experiences, and the future of human creativity. Important Links: Johnathan's Youtube Channel: https://www.youtube.com/@bi.johnathan Johnathan's Substack: https://substack.com/@johnathanbi
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Michael Covel's Trend Following
Mar 30, 2026 | 02:00 am
Please enjoy my monologue War Trading with Michael Covel on Trend Following Radio. This episode may also include great outside guests from my archive. --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!
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Infinite Loops
Mar 26, 2026 | 12:15 pm
Polina Pompliano studies some of the most successful people in the world—and what she's found challenges how we think about success, creativity, and human behavior. In this episode of Infinite Loops, we explore the mental models behind high performers, why we misunderstand people (including ourselves), and what it really takes to see the world differently. From creativity and rationality to identity, media bias, and the hidden motivations driving success, this conversation is a deep dive into how great thinkers actually operate. Important Links: Check out Polina's new book: https://www.amazon.com/Hidden-Genius-Thinking-Successful-People/dp/0593715604 More from Polina Pompliano — The Profile: https://theprofile.substack.com
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Michael Covel's Trend Following
Mar 23, 2026 | 02:00 am
My guest today is Joe Pine. He is an author, speaker, and management advisor to Fortune 500 companies and entrepreneurial start-ups alike. He is cofounder of Strategic Horizons LLP. He consults with numerous companies around the world, helping them embrace the ideas and frameworks he writes about, develop concepts for creating more economic value, and see those concepts become reality. The topic is his book The Transformation Economy: Guiding Customers to Achieve Their Aspirations. In this episode of Trend Following Radio we discuss: Evolution from experience economy to transformation economy Businesses guiding customers to achieve aspirations Charging based on outcomes instead of time Spheres of transformation health wealth wisdom purpose and meaning Role of AI and personalization in enabling transformation platforms Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You[…]
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Systematic Trend Following: A Retail Trader's Guide
May 20, 2020 | 14:00 pm
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Systematic Trend Following: A Retail Trader's Guide
May 20, 2020 | 02:00 am
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Systematic Trend Following: A Retail Trader's Guide
May 20, 2020 | 02:00 am
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Systematic Trend Following: A Retail Trader's Guide
Apr 7, 2020 | 00:00 am
We talk about some of the basics to futures with the retail trend follower in mind using crude oil as an example market. Contract structure, sizing, expirations, and rolling from contract to contract is covered. If you would like a copy of the presentation leave your preferred email in the comments. We reference Eurodollars a couple of times in this video but decided to split that off into another video so be sure to check that one out for more info.https://youtu.be/pQI1ZL_zNoYhttps://www.youtube.com/playlist?list=PLiWGC9_PMsWPohL8S6ceoOn3WWoq__ZB3
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Systematic Trend Following: A Retail Trader's Guide
Apr 7, 2020 | 00:00 am
**CHARTS ARE USED DURING THIS EXAMPLE/CONTENT. CONSIDER VIEWING THE YOUTUBE VIDEO FOR THIS**A follow up from Seth and myself's Q&A video yesterday. Much more to come and expand on this, but it visualizes a systematic, yet not automated, process. This process includes a complete strategy, although very basic and simple in nature, it is the foundation for so much of the beliefs and practices of Trend Followers.https://youtu.be/NXKs_fJd3gshttps://www.youtube.com/playlist?list=PLiWGC9_PMsWPohL8S6ceoOn3WWoq__ZB3
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