{"podcast":{"title":"Top Traders Unplugged","slug":"top-traders-unplugged-761537","podcast_index_feed_id":761537,"rss_url":"https://feeds.captivate.fm/top-traders-unplugged/","website_url":"https://www.toptradersunplugged.com","image_url":"https://artwork.captivate.fm/bfa6862a-fa82-47dc-992e-4d07b053c894/ttu-logo-3000.jpg","author":"Niels Kaastrup-Larsen","episode_count":953,"summary":"Top Traders Unplugged is where the world’s best investors come to share how they think - not just what they trade. Hosted by Niels Kaastrup-Larsen, the show goes deep into systematic trend following, global macro, and the principles that drive long-term success. No forecasts. No fads. Just real conversations with hedge fund managers, economists, authors, and allocators - revealing the timeless ideas, mental models, and risk frameworks behind robust performance. If you're building resilient portfolios, allocating capital, or simply looking to cut through the noise - this is your edge. Clear thinking. Deep insights. Real experience. 🎧 New episodes weekly. Explore all episodes at toptradersunplugged.com https://toptradersunplugged.com","last_synced_at":"2026-08-01T12:21:31.022736+00:00","page_url":"https://stenobird.com/podcast/top-traders-unplugged-761537"},"episode":{"title":"ALO34: Building an Asset Owner Mindset in Modern Pension Investing ft. Dan Mikulskis","slug":"alo34-building-an-asset-owner-mindset-in-modern-pension-investing-ft-dan-mikulskis","published_at":"2026-03-18T04:00:00+00:00","page_url":"https://stenobird.com/podcast/top-traders-unplugged-761537/alo34-building-an-asset-owner-mindset-in-modern-pension-investing-ft-dan-mikulskis","show_page_url":"https://stenobird.com/podcast/top-traders-unplugged-761537","url":"http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/alo34-building-an-asset-owner-mindset-in-modern-pension-investing-ft-dan-mikulskis","audio_url":"https://episodes.captivate.fm/episode/0a277c47-f67a-47d4-b8be-fea3ee13700e.mp3","summary":"In this episode, Alan Dunne speaks with Dan Mikulskis, CIO of People’s Partnership, about the evolution of large pension funds and what it means to think like an asset owner. Managing over £40 billion for millions of members, Dan explains how scale changes the way portfolios are constructed, managers are selected, and partnerships are built. The conversation explores the balance between passive and active strategies, diversification beyond equities, and the growing role of private markets. Dan also shares insights on governance, investment philosophy, and why humility is essential when making asset allocation decisions in complex global markets. ----- 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 Alan on Twitter . Follow Dan on LinkedIn. Episode TimeStamps: 01:33 - Introduction to the global macro series 02:18 - Introducing Dan Mikulskis and his background 03:38 - From actuarial science to investment consulting 05:45 - The history and growth of People’s Partnership 08:18 - Auto-enrolment and the rise of large UK pension schemes 11:12 - What it means to operate as an asset owner 13:24 - Building the investment team a…","meta_description":"In this episode, Alan Dunne speaks with Dan Mikulskis, CIO of People’s Partnership, about the evolution of large pension funds and what it means to think…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4093,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/top-traders-unplugged-761537/episodes/alo34-building-an-asset-owner-mindset-in-modern-pension-investing-ft-dan-mikulskis/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/top-traders-unplugged-761537/alo34-building-an-asset-owner-mindset-in-modern-pension-investing-ft-dan-mikulskis.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}