Top Traders Unplugged Podcast
1) TTU138: Need for Speed in Trendfollowing ft. Matt Dorsten, Portfolio Manager at PIMCO
Today, we are joined by Matt Dorsten, Portfolio Manager within the Quantitative Strategies group at PIMCO, for a conversation how they manage 60 billion dollars through different quant strategies, of ...Show More
2) SI394: The Quarter That Tested Every Trend Follower ft. Katy Kaminski & Harry Moore
Markets rarely offer clarity when it matters most. In this episode, together with Katy Kaminski and Harry Moore, we reflect on a first quarter defined by sharp reversals, energy shocks, and rising dis...Show More
3) GM98: Powerlessness Is Rising and Nobody Is Ready ft. Peter Atwater
What happens when confidence fades and power becomes concentrated in fewer hands? Together with Peter Atwater we explore a world dividing along lines of control and vulnerability. From geopolitical co...Show More
4) SI393: The Illusion of Control in Modern Markets ft. Yoav Git
Markets often appear logical in hindsight, yet behave unpredictably in real time. In this episode, Niels and Yoav explore how recent events, from geopolitical shocks to shifting narratives, reveal the...Show More
5) IL47: The AI Revolution That Will Redefine What It Means to Be Human ft. Craig Mundie
In today’s episode we talk to Craig Mundie, formerly the Chief Technical Officer at Microsoft and a leading advocate for responsible development of artificial intelligence. He joins Kevin Coldiron to ...Show More
6) SI392: The Hidden Cracks in Systematic Strategies No One Talks About ft. Nick Baltas
Markets have shifted quickly in 2026, forcing systematic investors to reassess what is signal and what is noise. In this episode, Niels and Nick explore recent drawdowns, volatility in commodities, an...Show More
7) ALO34: Building an Asset Owner Mindset in Modern Pension Investing ft. Dan Mikulskis
In this episode, Alan Dunne speaks with Dan Mikulskis, CIO of People’s Partnership, about the evolution of large pension funds and what it means to think like an asset owner. Managing over £40 billion...Show More
8) SI391: Why Trend Following Works... the Evidence ft. Richard Brennan
What if trends in financial markets are not anomalies, but the natural consequence of how markets function? In this episode, Niels and Richard explore the structural foundations of trend following. Dr...Show More
9) ALO33: The Psychology Behind Better Asset Allocation ft. Aoifinn Devitt
In this episode, Alan Dunne speaks with Aoifinn Devitt about what it really means to build resilient portfolios in a world of shifting regimes and competing narratives. Drawing on experience across pe...Show More
10) SI390: When Narratives Change Faster Than Markets ft. Alan Dunne
Markets can shift direction faster than the narratives used to explain them. In this episode, Niels and Alan unpack the sharp reversal in bond markets, the geopolitical tensions shaping energy prices,...Show More