Top Traders Unplugged With Niels Kaastrup-larsen | Engaging Conversations With The Top Traders & Investors

We’re joined today by Mark Rzepczynski to discuss the return of the GameStop short-squeeze, Trend Following in a high interest-rate environment, the future of AI & machine learning in trading models, the case for including short positions in a portfolio, how to spot a commodity ‘super-cycle’, the different factors driving markets higher, why good news can often be bad news for markets, retail investors opening trades on the wrong ticker symbols, and why Trend Following tends to do better on the long-side. In this episode, we discuss: If holding bonds "stupid"? The problem of being an economic policy engineer Why we have to make a distinguish between complicated and complex systems The value of intuition - coup d'oeil and Clausewitz Robot systematic versus human (discretionary) can you tell the difference? Is there a Turing test and " I Robot" Correlation and volatility The poor quality of forecasts - latest from currency markets  Due diligence and quality of managers. Intraday trends – are they stabl