Coming soon: The Trend Following Manifesto!

After almost three years of working on this book with Richard Brennan (@RichB118), we're finally getting closer to publication. Really looking forward to sharing it with you.

Sign up for launch updates and a special discount HERE: toptradersunplugged.com/tfmanifestolau…

Fresh crumbs with Cem Karsan 🥐 (@jam_croissant).

Listen to today's episode here:

youtu.be/ytXZBUIrd2Q?si…

Is your portfolio really diversified?

In this Open Interest episode, @moritzseibert speaks with Suhaimi Zainul-Abidin, CEO of Quantedge, about how they approach diversification across almost 300 markets.

Apple Podcasts: podcasts.apple.com/us/podcast/oi2…

Spotify: open.spotify.com/episode/5do3Kl…

The first week of November has been a challenging one for trend followers, with sharp reversals in oil, precious metals and equities. We take a closer look at what happened in this week's trend report. Read it here:

toptradersunplugged.com/trend-followin…

From $3 million in 2006 to almost $8 billion today!

Quantedge has built quite a remarkable track record while keeping a relatively low profile. @moritzseibert speaks with CEO Suhaimi Zainul-Abidin about the firm's journey and investment approach.

Listen to their conversation podcasts.apple.com/us/podcast/oi2…

Spotify: open.spotify.com/episode/5do3Kl…

I thought @alanjdunne made a really good point about the way we use correlations when building portfolios. The numbers can look reassuring but they don't always tell us what we need to know. Listen to our conversation here:

youtu.be/_gUhBaGdbHo?si…

How to Build a RESILIENT Portfolio ⬇️

@alanjdunne has been doing some interesting work on what is required to build resilient portfolios, and we break it all down in this discussion. Check it out!

👉 A️pple Podcasts: podcasts.apple.com/us/podcast/si4…

👉 Spotify: open.spotify.com/episode/2CDxbg…

This Week in Trend 📈

Several established downward trends continue to develop and we have seen some significant declines across metals, agricultural commodities, and other futures markets.

Read the following report to take a closer look:

toptradersunplugged.com/trend-followin…

How do you position yourself for a regime change?

In this discussion, @alanjdunne and @mrzepczynski break down what investors need to watch as the macro backdrop evolves.

🎧 Catch the full episode today.

toptradersunplugged.com/podcast/peak-b…

Is 2026 the year of rotation?

In this episode, @alanjdunne and @mrzepczynski unpack one of the biggest themes unfolding right now: capital moving out of US growth and into Europe, emerging markets, value stocks, and real assets.

Listen here 👇️ 👇️

toptradersunplugged.com/podcast/peak-b…

Japan's position in the global economy may be more interesting than many realize.

@alanjdunne and Jesper Koll discussed why. Tune in to this episode.

youtu.be/bxcnCOej764?si…

If the AI bubble bursts, which economies might be better positioned? Jesper Koll makes an interesting case for Japan, pointing to the broader drivers of its current economic expansion.

Listen to his thought-provoking conversation with @alanjdunne.

youtu.be/bxcnCOej764?si…

What does a more fragmented world mean for financial markets?

Listen as @mrzepczynski and I discuss the implications of geopolitical tensions on diversification and systematic investing.

👇️

👉 A️pple Podcasts: podcasts.apple.com/us/podcast/si4…

👉 Spotify: open.spotify.com/episode/4ME8J1…

Is Japan's enormous government debt really as concerning as it looks?

Our guest Jesper Koll had a rather different view. Catch his conversation with @alanjdunne to hear why.

youtu.be/bxcnCOej764?si…

September turned out to be another interesting month for trend following, with all three major benchmarks delivering positive returns while equities moved in the opposite direction.

Read the following monthly report to see what drove performance.

toptradersunplugged.com/trend-followin…

For a country with such an enormous public debt burden, Japan has proved remarkably resilient. And according to Japan-focused economist Jesper Koll, there's a good reason for that. Find out what he has to say in this episode with @alanjdunne.

👇️ 👇️

youtu.be/bxcnCOej764?si…

Japan's role in global technology may be far more important than many investors realize.

Some fascinating insights from Jesper Koll in his conversation with @alanjdunne.

Listen here: youtu.be/bxcnCOej764?si…

Is the investment community underestimating Japan?

Jesper Koll, a veteran Japan-focused economist and adviser to policymakers and investors, believes so. He joins @alanjdunne to present the case for Japan's economy and financial markets.

👇️ 👇️

youtu.be/bxcnCOej764?si…

Another interesting week across global futures markets, with some trends gaining strength while others continue to struggle.

Read the latest edition of This Week in Trend for a closer look:

toptradersunplugged.com/trend-followin…

"Geopolitical risk foreshadows inflation."

An interesting finding especially given everything that's happening around the world today. Listen to Katy Kaminski explain the relationship between geopolitical risk and inflation.

👇️ 👇️ 👇️

youtu.be/KxEqRK62Re8?si…