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Episode TimeStamps:
00:00:01 - Introduction to Top Traders Unplugged
00:00:35 - Niels and Cem reconnect and set the stage
00:01:51 - Truth, narratives and the blurring of reality
00:04:15 - Fed independence, politics and credibility
00:07:45 - The rise of QIS and demand for alternative strategies
00:12:52 - Trend following update and current market performance
00:15:23 - Framing the disconnect between markets and reality
00:20:09 - Liquidity, market rallies and strategic positioning
00:25:08 - Are markets being actively managed
00:34:51 - The real geopolitical battle and the role of China
00:40:32 - What investors may be underpricing
00:52:55 - Why markets can rise despite growing risks
00:55:56 - Treasury demand, intervention and future policy paths
00:58:04 - Inflation, debt monetization and long term outlook
01:02:16 - AI, deflation and the political response
