{"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":"GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth","slug":"gm100-central-banks-in-the-dark-inflation-ai-and-the-limits-of-control-ft-david-beckworth","published_at":"2026-05-13T04:00:00+00:00","page_url":"https://stenobird.com/podcast/top-traders-unplugged-761537/gm100-central-banks-in-the-dark-inflation-ai-and-the-limits-of-control-ft-david-beckworth","show_page_url":"https://stenobird.com/podcast/top-traders-unplugged-761537","url":"http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/gm100-central-banks-in-the-dark-inflation-ai-and-the-limits-of-control-ft-david-beckworth","audio_url":"https://episodes.captivate.fm/episode/d39de020-b07d-42ca-915a-ac07eb5d3687.mp3","summary":"Today, we are joined by David Beckworth, Senior Research Fellow at the Mercatus Center and host of Macro Musings, for a deep dive into the biggest macro questions shaping markets right now. David explains why central banks struggle to respond to supply shocks, why inflation expectations are more fragile than policymakers admit, and how frameworks like nominal GDP targeting could offer a more robust path forward. We explore the collision between geopolitical shocks and AI-driven productivity, the hidden consequences of quantitative easing, and the growing tension between monetary policy and fiscal sustainability. From stablecoins and the future of the dollar to the Fed’s balance sheet and financial system plumbing, this episode unpacks the forces quietly reshaping the global economy, and why policymakers may be less in control than we think. ----- 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 LinkedIn. Follow David on X. Episode TimeStamps: 00:00 - Stablecoins, financial stability, and uncertain impact 01:00 - David Beckworth’s path into macroeconomics 05:43 - How central banks should respond to supply shocks…","meta_description":"Today, we are joined by David Beckworth, Senior Research Fellow at the Mercatus Center and host of Macro Musings, for a deep dive into the biggest macro q…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3868,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/top-traders-unplugged-761537/episodes/gm100-central-banks-in-the-dark-inflation-ai-and-the-limits-of-control-ft-david-beckworth/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/gm100-central-banks-in-the-dark-inflation-ai-and-the-limits-of-control-ft-david-beckworth.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}