New episode out now 🎙️ This week, @jam_croissant and I are joined by @marvinjbarth of @ThematicMarkets for a lively and insightful debate on how the US navigates its debt burden going forward. 🎬 Watch the full video now: piped.video/watch?t=92s&utm_…

Power markets are niche and highly complex. In this episode, Moritz Seibert and Cory Paddock (@cdpaddock), the co-founder of GBE Energy, break down how these markets actually work and what it takes to find an edge inside them. Listen here: toptradersunplugged.com/podc…

What is reflexivity in markets? 👇️ 👇️ Listen to this episode with @RichB118 to understand how reflexivity works and its implications for our ability to predict what markets will do next. piped.video/qBWdEBrGm7A?si=ChmB…

New Episode Out Now 🎙️ Cory Paddock (@cdpaddock) is the co-founder of GBE Energy, a proprietary trading firm specialising in power markets, and in this episode, he joins @moritzseibert for a fascinating look inside a market few investors ever get to see. toptradersunplugged.com/podc…

How to prepare your portfolio for an unknown future 👇️ 👇️ Check out my recent conversation with Richard Brennan here: piped.video/qBWdEBrGm7A?si=ChmB…

Why do trends occur and persist in markets? In this episode, @RichB118 and I discussed why market moves can persist and why their eventual path is often impossible to know in advance. Listen to the conversation here: piped.video/qBWdEBrGm7A?si=ChmB…

What does a more fragmented global economy mean for investors? Based on our recent conversation with Charles-Henry Monchau, this piece looks at the forces reshaping the economic landscape and why investors may need to think differently about what comes next. Read the full article here: toptradersunplugged.com/the-…

Listen as Robin Wigglesworth (@RobinWigg) and Kevin Coldiron discuss the difficult “last mile” the Fed faces in tackling inflation. Watch the full episode here: piped.video/jsOUuihvpzs?si=0Rr3…

Will Scott Bessent's bond buybacks work? Find out more in this conversation with Kevin Coldiron and Robin Wigglesworth (@RobinWigg). piped.video/jsOUuihvpzs?si=0Rr3…

The US Treasury has been stepping up bond buybacks, but can that really make a meaningful difference? Robin Wigglesworth (@RobinWigg) and Kevin Coldiron discussed this in the latest Ideas Lab episode. Watch it here: piped.video/jsOUuihvpzs?si=0Rr3…

How much of the modern financial system can be traced back to the bond market? Quite a lot, according to Robin Wigglesworth (@RobinWigg). He joined Kevin Coldiron for a wide-ranging conversation on the history of bonds and why that history still matters today. Watch here: piped.video/jsOUuihvpzs?si=0Rr3…

Did quant managers learn from the 2018–2020 “Quant Winter,” or are many of them still vulnerable to the same problem? In this episode, Rob Carver (@investingidiocy) and I looked at some interesting new research from @ManGroup that discusses this. 👇️ 👇️ piped.video/Xhsi92pf34E?si=hfwQ…

"Strong bond markets lead to stronger countries, and stronger countries lead to stronger bond markets." Our latest Ideas Lab guest, Robin Wigglesworth (@RobinWigg), editor of the @FT’s Alphaville blog and author of "A Fabulous Debt," joins Kevin Coldiron for a fascinating look at how bonds helped build the modern financial system. Listen to the full conversation here: toptradersunplugged.com/podc…

Why can calm markets sometimes be the most dangerous ones? This article looks at the risks that can build up during quiet market periods when nothing seems to be happening. Read it here: toptradersunplugged.com/why-…

"Every other part of a trading strategy should be based on a scientific, systematic, rule-based approach." Rob Carver(@investingidiocy) and I had an interesting discussion about where discretion can fit within a rules-based approach. Check it out: piped.video/Xhsi92pf34E?si=YHW3…

Does trading really have to be either systematic or discretionary? In this episode, Rob Carver(@investingidiocy) argues that there may be a sensible way to combine the two. We discussed where discretion could have a role and where rules become essential. 👇️ 👇️ piped.video/Xhsi92pf34E?si=YHW3…

If the AI boom slows, what happens next? Matt Klein (@M_C_Klein) joined @alanjdunne to discuss the bigger macro picture. Listen to the full episode: piped.video/DV6m0nrkBaI?si=owD_…

What is keeping long-term yields elevated? In this episode, @M_C_Klein joins @alanjdunne to look at what’s really driving the move and why some of the usual explanations around debt may not tell the whole story. Listen to the full episode: piped.video/DV6m0nrkBaI?si=owD_…

Does a calm market actually mean a safe one? Our latest article looks at why quiet periods can encourage more risk-taking, more leverage, and ultimately leave investors more exposed when conditions change. Read more: toptradersunplugged.com/why-…

US debt sustainability is one of the biggest macro debates in markets right now. Our guest, @M_C_Klein, Founder of The Overshoot, brought a different lens to the discussion in this conversation with @alanjdunne. Listen to the full episode: piped.video/DV6m0nrkBaI?si=owD_…

China’s trade surplus has now surpassed $1 trillion. What is really driving an imbalance of that size and why should investors outside China care? Find out more in this episode with Matt Klein (@M_C_Klein) and @alanjdunne. piped.video/DV6m0nrkBaI?si=owD_…