If you go to a world that we think that we will have, a world of volatility, a world of

geopolitical worries, a world of inflation, a world of higher rates, basically I think that's

a world where cold will do very well. And of course, we now broke the 2000 level, which we took us a very long time to take out.

But now I think we've started a new upward wave and nobody knows where it's going to go,

how far it's going to go, but I think this could be one of the traits of a lifetime. Imagine spending an hour with the world's greatest traders.

Imagine learning from their experiences, their successes, and their failures.

Imagine no more.

Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the

world so you can take your manager, due diligence, or investment career to the next level.

Before we begin today's conversation, remember to keep two things in mind.

All the discussion we'll have about investment performance is about the past,

and past performance does not guarantee or even infer anything about future performance.

Also understand that there's a significant risk of financial loss with all investment strategies,

and you need to request and understand the specific risks from the investment manager about their product before you make investment decisions.

Here's your host, veteran hedge fund manager, Niels Kostrup Larson.

For me, the best part of my podcasting journey has been the opportunity to speak to a huge

range of extraordinary people from all around the world.

In this series, I have invited one of them,

namely Kevin Koldine to host a series of in-depth conversations

to help uncover and explain new ideas to make you a better investor.

In the series, Kevin will be speaking to authors of new books and research papers

to better understand the global economy and the dynamics that shape it

...