4.8 • 670 Ratings
🗓️ 6 September 2023
⏱️ 59 minutes
🧾️ Download transcript
In this episode we are joined by a true Macro thinker, Nelson Rangel, CIO at Raven Capital. Nelson walks us through his fascinating lens of the world evolved from his formative career years where his mentors taught him chaos theory and quantitative analysis. The conversation delves in to global conflict, adapting to social media information flows, and the challenges of finding investment value in LATAM markets. Be sure to stick around to the very end where Nelson leaves us with a cliff hanger as he reveals the beginning of his three part investment framework to interpret the impact of human contact with more advanced civilizations!
-----
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 [email protected]
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 Nelson on Twitter.
Episode TimeStamps:
03:32 - Introduction to Nelson Rangel
08:09 - Takeaways from being exposed to chaos theory
12:29 - A look around the globe
17:37 - Reflecting on the U.S debt
21:17 - How is the next decade unfolding for China?
25:29 - The BRICs taking over the monetary system
30:38 - Who is behind the manipulation of narrative on social media?
34:58 - Being adaptable to new scenarios
39:26 - Advice for investing in South America
48:14 - News about UAPs (UFOs)
56:24 - Key takeaways from Niels
Copyright © 2024 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're
Click on a timestamp to play from that location
| 0:00.0 | This is the most serious thing I've read about the UFO disclosure ever. |
| 0:12.0 | The list of crimes they presented in that conference. |
| 0:17.0 | They make Al Capone look like Mickey Mouse. We're talking about things like treason against the United States, murder, mass murder, torture, |
| 0:27.4 | bank fraud, money laundering, kidnapping, you name it. |
| 0:31.5 | But depending on who did what, I can see at least two major defense contractors, either go bankrupt or get nationalized under the weight of significant litigation. |
| 0:42.3 | So people are buying the stocks of these companies and are taking on massive litigation risk after 80 years of crimes. |
| 0:52.8 | Imagine spending an hour with the world's greatest traders. |
| 0:56.8 | Imagine learning from their experiences, their successes, their successes, and their failures. |
| 1:01.3 | Imagine no more. |
| 1:03.2 | Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund |
| 1:08.0 | managers in the world so you can take your manager, due diligence, |
| 1:11.5 | or investment career to the next level. Before we begin today's conversation, remember to keep |
| 1:16.6 | two things in mind. All the discussion we'll have about investment performance is about the past, |
| 1:21.4 | and past performance does not guarantee or even infer anything about future performance. Also understand |
| 1:27.4 | that there's a significant risk of financial loss with all investment strategies, |
| 1:31.3 | and you need to request and understand the specific risks from the investment manager about their product |
| 1:36.4 | before you make investment decisions. |
| 1:38.8 | Here's your host, veteran hedge fund manager, Nealz Kostrup Larson. |
| 1:48.5 | Thank you. veteran hedge fund manager, Niels Kostrup Larson. Welcome and welcome back to another conversation in our collection of podcast series |
| 1:52.7 | that focuses on markets and investing from a number of different and fascinating perspective. |
| 1:58.4 | The father of quantum physics, Max Planck, famously said, |
| 2:02.1 | when you change the way you look at things, the things you look at change. And for anyone |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Niels Kaastrup-Larsen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Niels Kaastrup-Larsen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.