About these summaries
Octagon has summarized 10 episodes of Top Traders Unplugged published between Oct 13, 2026 and Nov 11, 2026. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Episodes
- What Investors Get Wrong About Trend Following | Philippe Jordan | Top Traders Unplugged | Ep. 154
Philippe Jordan argues that trend following is valuable, but not because it acts as reliable crash insurance.
- Why It May Take a Crisis to Change the System feat. Cem Karsan | Systematic Investor | Ep.425
Cem Karsan argued that the post-midterm market backdrop is part of a much larger structural stress test: rising debt, populism, geopolitical rivalry, and the fight over the US…
- What If Lower Volatility Is the Wrong Goal | Open Interest | Ep.25
Suhaimi Zainul-Abidin explains that QuantEdge was built from first principles in Singapore in 2006 by two founders with statistical and actuarial backgrounds, starting with about…
- Can Your Portfolio Survive the AI Hangover? ft. Alan Dunne | Systematic Investor | Ep.424
Alan Dunne argued that the main portfolio problem is not simply whether stocks or bonds rise or fall, but that the traditional bond-equity relationship can conceal very different…
- What Buffett Saw in Japan That Investors Missed | Global Macro | Ep.109
Andrew McDermott argues that Japan has been misunderstood for decades because investors judged it mainly through GDP and equity performance rather than through manufacturing…
- Why Trend Following Might Outlast the AI Arms Race | Mark Rzepczynski | Systematic Investor | Ep.423
Mark Rzepczynski argues that today’s bond selloff looks less like a market anomaly and more like a return to normal after decades of unusually low and even negative rates.
- Japan’s Debt Isn’t the Crisis You Think It Is | feat. Jesper Koll | Global Macro | Ep.108
Jesper Koll makes the case that Japan’s biggest economic shift in decades is coming from inside the corporate sector, not from a crisis narrative.
- Trend Following Rewards Investors Who Wait | Systematic Investor | Ep.422
Geopolitical risk, inflation, and the stress they place on traditional portfolios were the core themes of the conversation.
- How Much Longer Can AI Carry the Market? ft. Christian Mueller-Glissmann | U Got Options | Ep.13
Christian Mueller-Glissmann argues that the 2026 market regime has been reshaped by the AI capex boom, which has lifted nominal growth, supported equities through earnings…
- Taking CTAs Mainstream | Systematic Investor | Ep.421
Andrew Beer argues that 60/40 became dominant because it benefited from a long bond bull market, not because it is inherently robust.
Top Traders Unplugged, its episodes and artwork belong to Niels Kaastrup-Larsen. Octagon is not affiliated with the show; these pages are independent summaries.
