TTU60: Understanding The Investor’s Perspective ft. Anders Lindell of IPM
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 712 Ratings
🗓️ 19 January 2015
⏱️ 28 minutes
🧾️ Download transcript
Summary
How do clients understand a trading strategy so that they stick by the firm in hard times? How do investors make sense of when things go well for the CTA industry. We dive into these questions and more on this next episode, a year-in-review from Anders Lindell of IPM.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
- Why 2014 was a model-proving year for IPM.
- How relative bond trading worked so well for his firm.
- How the world events of 2014 affect how much risk people take on in general.
- Why his models got the Russian Ruble wrong.
- Anders’ new role within IPM that was a highlight for him during last year.
- How conversations with investors changed over the year.
- How Anders thinks about divergence in context with the market’s past history.
- How he makes sure that clients know what they are buying into.
- Why he wants a normalization from the central banks.
-----
Resources & Links Mentioned in this Episode:
Listen to 2 hour-long conversations with Anders on this podcast here and 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 Anders Lindell on Linkedin.
Copyright © 2025 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Transcript
Click on a timestamp to play from that location
| 0:00.0 | There's got to be a well-funded reason why you as an investor would want to have that particular exposure, as opposed to just chasing the alpha. |
| 0:11.1 | So I guess the main message here is really being open with your clients, but also trying to confirm for yourself that these clients that we're not taking on board, |
| 0:21.9 | they actually know what they're doing and then they know why they're buying into our particular |
| 0:26.2 | strategy. If you get the feeling that they don't, then, you know, you should probably be |
| 0:31.6 | prepared to see them leaving the minute you start generating negative returns again. |
| 0:39.3 | Hi, this is Anders Lindell, founder and chairman of IPM in Stockholm, and you're listening to |
| 0:44.6 | my year-in review on top traders unplugged. |
| 0:48.4 | Imagine spending an hour with the world's greatest traders. |
| 0:51.9 | Imagine learning from their experiences, their successes, |
| 0:54.9 | and their failures. Imagine no more. Welcome to Top Traders Unplugged, the place where you can |
| 1:01.4 | learn from the best hedge fund managers in the world so you can take your manager due diligence |
| 1:06.1 | or investment career to the next level. Here's your host, veteran hedge fund manager, Niels Kastrop Larson. |
| 1:20.9 | Welcome back on us for this review of 2014, where we look at the big events from the |
| 1:25.8 | point of view of your trading strategy. I want to explore both the ups and the downs as well at the big events from the point of view of your trading strategy. |
| 1:28.3 | I want to explore both the ups and the downs as well as the big takeaway from what can only |
| 1:32.9 | be described as a great year for systematic trading strategies in general. |
| 1:38.0 | But as we know, just because you're systematic in your trading doesn't necessarily mean |
| 1:42.4 | that your strategy deals with market environments |
| 1:44.9 | in the same way. |
| 1:46.8 | So let's just jump into it. |
| 1:48.8 | Tell me about 2014 from your perspective. |
| 1:51.8 | How did the year evolve from your firm and your strategies point of view? |
... |
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 2026.