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Top Traders Unplugged
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott
Andrew McDermott joins the Top Traders Unplugged discussion to argue that Japan is a neglected growth and investment story, and that Warren Buffett's late move into Japanese equities reflects the…
SI423: Why Trend Following Might Outlast the AI Arms Race ft. Mark Rzepczynski
Mark Rzepczynski joins Top Traders Unplugged to argue that trend following can keep working as markets change, even as machine learning crowds out quant alpha.
GM108: Maybe Japan Is Finally Changing for Real ft. Jesper Koll
Jesper Koll argues that Japan may be undergoing a genuine structural shift, driven by labor scarcity, governance reform and a reversal of domestic savings outflows.