# SI410: The Next Evolution of Trend Following ft. Nick Baltas

Page: https://stenobird.com/podcast/top-traders-unplugged-761537/si410-the-next-evolution-of-trend-following-ft-nick-baltas
Text version: https://stenobird.com/podcast/top-traders-unplugged-761537/si410-the-next-evolution-of-trend-following-ft-nick-baltas.md
Podcast: [Top Traders Unplugged](https://stenobird.com/podcast/top-traders-unplugged-761537)
Published: 2026-07-25T04:00:00+00:00
Episode link: http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si410-the-next-evolution-of-trend-following-ft-nick-baltas
Audio file: https://episodes.captivate.fm/episode/9512c847-46cb-49a2-b363-b53ae9451fce.mp3
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JSON: https://stenobird.com/v1/public/podcasts/top-traders-unplugged-761537/episodes/si410-the-next-evolution-of-trend-following-ft-nick-baltas
Duration seconds: 4231

## Resource

Niels Kaastrup-Larsen and Nick Baltas explore how artificial intelligence, thematic investing and narrative momentum are beginning to reshape systematic investing. Alongside a review of recent CTA performance, they discuss new research on expanding trend following universes, defensive portfolio construction and portable alpha before taking a deep dive into the growing role of AI and thematic risk models. The conversation examines whether future investment signals may come from more than price alone and how systematic investors can combine traditional trend following with new sources of information without losing the discipline that has defined the strategy for decades. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer here . Send your questions to  info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on  iTunes  or Spotify so more people can discover the podcast. Follow Nick on Twitter . Episode TimeStamps: 00:00 - AI, memories and the changing pace of innovation 06:32 - How investment firms are integrating artificial intelligence 13:01 - CTA performance and the trend following environment 20:34 - Expanding the market universe for trend followers 28:17 - Building the perfect hedge with trend following 34:25 - Portable alpha and leveraging trend strategies 37:44 - In…

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## Transcript

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