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Gold bulls may be right… but the path higher may not be easy. @jam_croissant @alanjdunne Listen to the epsiode here: 👉️ Apple Podcasts: apple.co/4l1Xjfr 👉 Spotify: open.spotify.com/episode/0lDIfy…

Trend following aligns with the underlying mechanics of markets. Why? Listen to my chat with @RichB118. 👉 Apple Podcasts: apple.co/4uBqOJm 👉 Spotify: open.spotify.com/episode/3eO8bT… 👉 Other platforms: top-traders-unplugged.captivate.fm/listen?utm_cam…

"Follow your process. Stay positioned. Do not mistake a quiet period for evidence that trend following has stopped working." @RichB118 Listen here: 👉 Apple Podcasts: apple.co/4uBqOJm 👉 Spotify: open.spotify.com/episode/3eO8bT… 👉 Other platforms: top-traders-unplugged.captivate.fm/listen?utm_cam…

Why do strong companies sometimes fall while weak ones rally? Why do bubbles last longer than logic suggests? The answer lies in market narratives. Read this article to understand how shared beliefs and shared stories shape markets today. 👇️ 👇️ toptradersunplugged.com/the-market-is-…

What does the recent oil move tell us about the current market structure? Find out in my recent chat with @RichB118. Click the link below: 👉 Apple Podcasts: apple.co/4uBqOJm 👉 Spotify: open.spotify.com/episode/3eO8bT… 👉 Other platforms: top-traders-unplugged.captivate.fm/listen?utm_cam…

Oil isn’t just another market. It feeds into everything. In this episode, @RichB118 and I explore how one sharp move in crude can ripple through the entire global economy. 🎧 Listen here: 👉 Apple Podcasts: apple.co/4uBqOJm 👉 Spotify: open.spotify.com/episode/3eO8bT…

"When it comes to concentration... we have not fully underwritten what a current equity portfolio looks like." @alanjdunne @AoifinnDevitt Listen to the full episode here: 👉 Apple Podcasts: apple.co/4cCzed4 👉 Spotify: open.spotify.com/episode/6FfOT7…

A handful of companies now drive a giant share of market returns. In this episode, @AoifinnDevitt and @alanjdunne discuss why market concentration is becoming an important risk for investors to consider. Listen here: 👉 toptradersunplugged.com/podcast/the-ps…

Why does trend following work? In the latest episode of the Systematic Investor Series, @RichB118 and I explore the deeper market structure behind trend following and why it continues to matter in diversified portfolios. 🎧 Listen here: toptradersunplugged.com/podcast/why-tr…

A simple but powerful investing principle from @AoifinnDevitt: “Having a fairly low tolerance for loss.” That mindset, she argues, should guide portfolio construction. @alanjdunne 👉 Apple Podcasts: apple.co/4cCzed4 👉 Spotify: open.spotify.com/episode/6FfOT7…

John Maynard Keynes once compared investing to a newspaper beauty contest. You didn’t win by choosing the face you found most beautiful. You won by choosing the face you thought everyone else would choose. Markets work the same way. Find out more 👇️ toptradersunplugged.com/the-market-is-…

What does a truly resilient portfolio look like? In this chat with @alanjdunne, @AoifinnDevitt shared how investors should think about building portfolios designed to endure different environments. 👉 Apple Podcasts: apple.co/4cCzed4 👉 Spotify: open.spotify.com/episode/6FfOT7…

Energy markets continued to dominate this week, helping to sustain a favorable backdrop for trend following strategies even as metals and equities weakened. Read the following report to find out the signals emerging across the global futures markets. toptradersunplugged.com/trend-followin…

If you're not already following @JavierBlas you are missing out on extraordinary coverage of what's happening in and around the Gulf. And buy his book. It could not be a more timely read.

@denitsa_tsekova I saw this story you reported... but I fear someone gave you the wrong facts. CTAs as reported by SG... are not down 4% in March... and have just completed one of their longest positive runs with the SG Trend index sitting at a new All-Time High at the end of February...

Hedge funds just logged their worst drawdown since the Liberation Day tariff shock, per JPMorgan. CTAs are down ~4% in March. Equity long/short funds are down ~3%, hurt by Europe & Korea equity overweights and software underweights. Crowded trades are unwinding.

"Every set of asset classes needs to be re-thought and re-analyzed and re-underwritten based on the changing macro backdrop." @alanjdunne @AoifinnDevitt 👉 Apple Podcasts: apple.co/4cCzed4 👉 Spotify: open.spotify.com/episode/6FfOT7… 👉 Other platforms: top-traders-unplugged.captivate.fm/listen?utm_cam…

Another turning point in history may already be unfolding. @jam_croissant and @HoweGeneration discuss the Fourth Turning, why crisis periods reshape economies and markets, and how investors can think about positioning during uncertain times. Listen now: toptradersunplugged.com/podcast/the-fo…

@tanft00 @alanjdunne You would have to contact Winton as as both papers came from them and sits in a restricted area.

@TopTradersLive @alanjdunne where can I find the 2 papers on building a portfolio of CTAs and tracking the index from this episode

New episode out now‼️ @alanjdunne and I dive into what’s driving the latest moves in the markets and why trend following can shine in uncertain times. 👉️ Apple Podcasts: podcasts.apple.com/us/podcast/si3… 👉 Spotify: open.spotify.com/episode/5NJ6dN… 👉 Other Platforms: top-traders-unplugged.captivate.fm/listen?utm_cam…

Most Fourth Turnings in modern history have involved major upheavals like civil wars, global conflicts, or economic resets. @jam_croissant and @HoweGeneration explore whether today’s crisis cycle could follow a similar path. Listen here: toptradersunplugged.com/podcast/the-fo…

Markets delivered one of the most violent sector rotations of 2026 this week. Energy led an explosive move, and trend followers are watching it very closely now. Here is what systematic investors need to know. 👇️ 👇️ toptradersunplugged.com/trend-followin…