{"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":"SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne","slug":"si399-ai-inflation-and-the-portfolio-that-refuses-to-sit-still-ft-alan-dunne","published_at":"2026-05-09T04:00:00+00:00","page_url":"https://stenobird.com/podcast/top-traders-unplugged-761537/si399-ai-inflation-and-the-portfolio-that-refuses-to-sit-still-ft-alan-dunne","show_page_url":"https://stenobird.com/podcast/top-traders-unplugged-761537","url":"http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si399-ai-inflation-and-the-portfolio-that-refuses-to-sit-still-ft-alan-dunne","audio_url":"https://episodes.captivate.fm/episode/5a225f62-2d78-4f66-919a-1d7d56225390.mp3","summary":"Today, Niels and Alan examine a market shaped by two forces pulling in opposite directions: AI’s promise of higher productivity and the inflationary pressure of geopolitical stress. From distorted economic data and shifting rate expectations to energy shocks, fiscal pressure, and the changing role of trend following, this conversation explores why traditional portfolios may need more flexibility than they once did. Alan also shares a world exclusive on the launch of his Regime Adaptive Fund, built around the idea that portfolios should not simply sit through changing regimes, but adjust as markets, inflation, and correlations evolve. A timely discussion on risk, resilience, and the limits of old playbooks. ----- 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 . Episode TimeStamps: 00:00 - Introduction to Top Traders Unplugged 00:36 - Niels welcomes Alan Dunne back to the Systematic Investor Series 01:31 - How AI is distorting economic data, earnings, and construction trends 06:13 - UK council elections, Reform UK, and pressure on political assumptions 09:00 - Trend following update and the shift in fix…","meta_description":"Today, Niels and Alan examine a market shaped by two forces pulling in opposite directions: AI’s promise of higher productivity and the inflationary press…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4310,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/top-traders-unplugged-761537/episodes/si399-ai-inflation-and-the-portfolio-that-refuses-to-sit-still-ft-alan-dunne/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/si399-ai-inflation-and-the-portfolio-that-refuses-to-sit-still-ft-alan-dunne.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}