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

Together with Alan Dunne, we delve into the shifting landscape of systematic investing, highlighting the growing use of quant based strategies as well as AI and machine learning in portfolio management. The discussion also emphasizes the significant impact of concentration within the S&P 500, with Goldman Sachs now predicting that this could lead to lower returns for traditional equity investments in the coming decade. We explore various economic themes, and note the challenges facing Europe compared to the optimism in the US markets. We also reflect on the recent elections and their implications for future economic policies. The conversation wraps up with insights on trend following strategies and how they can enhance portfolio diversification, particularly in a climate of rising yields and market volatility.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU web