Top Traders Unplugged

Release Date

All Episodes

GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott

Alan Dunne is joined by Mission Value Partners founder Andrew McDermott to challenge some of the conventional thinking around Japan. Andrew argues that Japan’s supposed “lost decades” look very different when viewed beyond GDP and stock market performance, and that its emphasis o ... Show more

. 1h 4min

SI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski

Niels Kaastrup-Larsen and Mark Rzepczynski explore why the changing structure of global markets may be creating a very different environment for trend followers. They discuss why today’s bond selloff may represent a return to normal rather than an anomaly, how declining safe-have ... Show more

. 1h 14min

GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll

Alan Dunne is joined by longtime Japan strategist Jesper Koll to explore why Japan may be entering one of its most important economic shifts in decades. Jesper explains why demographics and government debt are less threatening than many investors assume, and how labor scarcity, r ... Show more

. 1h 3min

SI422: Why Trend Following Rewards Patience ft. Katy Kaminski

Niels Kaastrup-Larsen and Katy Kaminski explore why geopolitical risk and structural inflation may be changing some of the assumptions behind traditional portfolios. Katy revisits her recent Copenhagen presentation on crisis alpha, explaining why bonds can lose their diversificat ... Show more

. 1h 9min