{"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":"GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren","slug":"gm103-why-optimism-could-be-the-most-contrarian-trade-ft-pippa-malmgren","published_at":"2026-07-01T04:00:00+00:00","page_url":"https://stenobird.com/podcast/top-traders-unplugged-761537/gm103-why-optimism-could-be-the-most-contrarian-trade-ft-pippa-malmgren","show_page_url":"https://stenobird.com/podcast/top-traders-unplugged-761537","url":"http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/gm103-why-optimism-could-be-the-most-contrarian-trade-ft-pippa-malmgren","audio_url":"https://episodes.captivate.fm/episode/0cdc9c92-4429-40c2-93f2-7fd68b003c4f.mp3","summary":"While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may already be taking shape. Joining Niels Kaastrup-Larsen and Cem Karsan, she explores how artificial intelligence, advanced energy, shifting diplomacy and technological innovation could reshape the global economy and even reduce the risk of war. From the future of the US dollar and China to nuclear energy, robotics and non human intelligence, this conversation challenges conventional thinking and offers an unusually optimistic perspective on one of the most consequential periods in modern history. ----- 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 Cem on Twitter . Follow Pippa on X. Episode TimeStamps: 00:00 - Why Pippa believes the future is far more optimistic than most expect 01:05 - Reuniting after four years and revisiting major geopolitical themes 03:11 - Digital finance, transparency and the changing role of the US Treasury 06:40 - Ukraine, foreign policy and the debate over hidden funding networks 12:01 - Why Pippa believes the world is moving toward a super…","meta_description":"While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4783,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/top-traders-unplugged-761537/episodes/gm103-why-optimism-could-be-the-most-contrarian-trade-ft-pippa-malmgren/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/gm103-why-optimism-could-be-the-most-contrarian-trade-ft-pippa-malmgren.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}