Podcasts about Niels

In this episode, Niels hosts Yoav Git to explore inflation risk, bond fragility, and the changing role of trend following in a world defined by supply shocks and declining trust. Drawing on recent research and market behavior, the conversation examines why traditional bond allocations struggle during inflationary regimes and how commodity trend strategies may offer structural resilience. The discussion spans geopolitics, deglobalization, energy markets, fixed income autocorrelation, and the limits of forecasting macro outcomes. Rather than predicting inflation's path, the episode focuses on portfolio construction that can endure multiple regimes. What emerges is a disciplined argument for robustness over precision in an increasingly unstable global system.-----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 info@toptradersunplugged.comAnd 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 Yoav on LinkedIn.Episode TimeStamps:00:00 - Introduction and series context01:08 - Inflation back on the radar02:38 - Recent podcast influences and inflation narratives06:56 - Geopolitics, trust, and market fragmentation08:52 - Commodities, volatility, and supply driven moves10:48 - Trend performance and early 2026 conditions11:30 - Fixed income, FX, and emerging market trends17:26 - The all weather portfolio problem18:18 - Bonds, inflation regimes, and correlation breakdowns22:39 - Commodity trend as a defensive building block27:01 - Are markets signaling higher inflation ahead30:04 - What...

Grab your headphones, everyone! Beth and Vanessa are back and Episode 231 is absolutely packed. We kick things off by addressing the question on everyone's mind: where's Marq? We share a wonderful, personal message from our friend that explains everything and gives us all a lovely update on his new adventures. Then, we give you the news you've been waiting for! The official preview dates for the World of Frozen and Disney Adventure World are finally here, and we've got the full breakdown of who gets to go and when. We've got updates on returning shows, a spectacular new ticket deal for 2026, and a crucial list of attraction closures to help you plan your year. Plus, we have some news about certain rustic cabins that has everyone talking! Then, we take a trip in a time machine. Beth delivers an impassioned, must-hear review of the stunning archival documentary "Disneyland Handcrafted" on Disney+ and YouTube. Discover the sweat, dirt, and sheer boldness of building the original park, complete with terrifying 1955 workplace safety standards, cool vintage fashions, and the mysterious and fascinating U-Tel-Em-Ma Liquor store. (We're officially starting a petition for a DLP merch line inspired by it). Of course, it wouldn't be D2DLP without our incredible listeners. This episode features some truly special letters, including: A fantastic follow-up from Salman with some significant news from Disneyland Paris. A heartwarming and thoughtful note from our good friend Georgina, who asks for our help planning a milestone birthday trip. A wonderfully witty update from Shara. Finally, we share our latest quick recommendations for your ears and your DLP social media feed. Podcast Picks: Connecting with Walt – The ideal, deeply researched audio companion after watching Disneyland Handcrafted. Focuses on Walt Disney and his creations. Rope Drop on Deck – Your essential, fun, and practical guide to all things Disney Cruise Line. Factor Nostalgia: a parkcast – Features wonderful DLP tips and fascinating historical deep-dives, all delivered with the most calming voice in the fandom. AirMagique Podcast – For great DLP talk and reviews with Eric and Niels. Other Media Picks: Instagram: Follow @TheExpansionPad for incredible armchair Imagineering and @DLPTipsForIrish for fun, fresh park content. YouTube: Subscribe to Sam4God for top-notch vlogs and her epic new complete DLP park tour. We want to thank our talented artist-in-residence Valentine for creating our IG thumbnails. You are The Best! As always, our sponsor and top travel service partner is Easy Go Shuttle private transfers! Book your private , comfy ride to and from DLP at easygoshuttle.com/disneyland-transfers with code 5D2DLP5 for your listener discount. Now, go watch Disneyland Handcrafted, check out all these fantastic creators, and start planning those 2026 DLP adventures !

Hello everyone, on this episode Eric and Niels are talking about what it's really like staying at one of the new cabins in Davy Crockett Ranch. Niels recently stayed in one of the new cabins and will be giving us the inside scoop. How do they compare to the previous generations? Does everything work as intended and what did Disney improve upon? Would you like to join the Eddie Sotto tribute? If so, please register here: https://www.eventbrite.fr/e/1979888702406Please note that places are limited.Cover photo is by the wonderful @nielscapturingparksSupport AirMagique on Patreon (Exclusive Content):⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/airmagique⁠⁠⁠⁠⁠⁠⁠Visit our Website:⁠⁠⁠⁠⁠⁠⁠https://airmagique.net ⁠⁠⁠⁠⁠⁠⁠Follow AirMagique on Instagram: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/airmagique/⁠⁠⁠⁠⁠⁠⁠Follow AirMagique on Threads: ⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@airmagique ⁠⁠⁠⁠⁠⁠⁠Follow Niels on Instagram:⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/nielscapturingparks/⁠⁠⁠⁠⁠⁠⁠Follow Niels on Threads:⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@nielscapturingparks⁠⁠⁠⁠⁠⁠⁠Visit Niels's Website:⁠⁠⁠⁠⁠⁠⁠http://capturingdisneyparks.com/⁠⁠⁠⁠⁠⁠⁠Intro/Outro Music | "Show me" by LiQWYDWatch: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/watch?v=BxvcHu9iAxY&t=0s⁠⁠⁠⁠⁠⁠⁠License: ⁠⁠⁠⁠⁠⁠⁠https://www.liqwydmusic.com/how-to-use⁠⁠⁠⁠⁠⁠⁠Download/Stream: ⁠⁠⁠⁠⁠⁠⁠https://hypeddit.com/link/n3tz7a⁠⁠⁠⁠⁠⁠⁠AirMagique is an independent theme park podcast, made with love, and is not affiliated with the parks and companies we cover.

As the long era of neoliberal certainty frays, Mark Blyth argues that we are drifting back toward a 19th century world of rival blocs, imperial habits and dangerous illusions. In this conversation, he traces how repeated “software crashes” of capitalism produced inflation, austerity, populism and now a return to industrial policy and great power confrontation. He connects deficits, demographics, migration, and housing with the lived reality of stagnant wages and rising prices. Along the way, he questions central bank mythology, challenges deficit obsession, and asks whether politics can adapt before events force a far harsher reset.-----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 info@toptradersunplugged.comAnd 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 Alan on LinkedIn.Follow Mark on Twitter.Episode TimeStamps: 00:00 - Cold open and warning on a return to 19th century style imperialism00:23 - Niels and Alan introduce Mark Blyth and set the macro context02:24 - From Scottish childhood to monetarism and the politics of macro ideas08:33 - Capitalism as hardware and software and the recurring crashes of each regime15:32 - The slow death of neoliberalism and the rise of populist reactions18:57 - Deficits, austerity, bond vigilantes and why the house is on fire anyway23:49 - Affordability, grocery prices, housing and the disconnect in elite dashboards29:02 - Generational conflict, asset concentration and the missing left...

Fluent Fiction - Danish: Grounded by Snow: Finding Unexpected Connections Amid Chaos Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2026-01-13-08-38-20-da Story Transcript:Da: Niels gik gennem terminalen i Københavns Lufthavn.En: Niels walked through the terminal at Københavns Lufthavn.Da: Han kiggede på de store vinduer, hvor snefnuggene faldt tæt udenfor.En: He looked at the large windows where snowflakes were falling heavily outside.Da: En højttaler besked lød: "Alle flyvninger er aflyst på grund af sne."En: A speaker announcement sounded: "All flights are canceled due to snow."Da: Niels sukkede.En: Niels sighed.Da: Han havde glædet sig til at komme hjem.En: He had been looking forward to going home.Da: På det kolde lufthavnsgulv stod Kirsten, en flyværtinde, med sin digre jakke.En: On the cold airport floor stood Kirsten, a flight attendant, with her heavy jacket.Da: Hun havde været på arbejde tålmodigt i flere timer.En: She had been working patiently for several hours.Da: Da hun så Niels' frustrerede ansigt, gik hun hen til ham.En: When she saw Niels' frustrated face, she walked over to him.Da: "Er du okay?"En: "Are you okay?"Da: spurgte hun med et varmt smil.En: she asked with a warm smile.Da: "Nej, ikke rigtigt," svarede Niels.En: "No, not really," replied Niels.Da: "Jeg har brug for at komme hjem."En: "I need to get home."Da: I det samme stødte Astrid til dem.En: At that moment, Astrid joined them.Da: Hun var vant til rejsekaos og uprøvede oplevelser.En: She was used to travel chaos and untested experiences.Da: "Måske kan vi bruge tiden på noget produktivt?"En: "Maybe we can use the time for something productive?"Da: foreslog hun livligt.En: she suggested cheerfully.Da: Niels gjorde en pause.En: Niels paused.Da: "Hvordan mener du?"En: "What do you mean?"Da: Astrid pegede på en lille café i lufthavnens hjørne.En: Astrid pointed to a small café in the corner of the airport.Da: "Vi kan dele historier og måske finde noget inspiration?"En: "We can share stories and maybe find some inspiration?"Da: De satte sig tæt ved et vindue, hvor de kunne se snestormen rase udenfor.En: They sat close to a window, where they could see the snowstorm raging outside.Da: Astrid åbnede sin notesbog og begyndte at fortælle om sine rejser til eksotiske steder.En: Astrid opened her notebook and began to tell about her travels to exotic places.Da: Kirsten delte minder fra sine mange flyvninger, og Niels fortalte om sine forretningsprojekter.En: Kirsten shared memories from her many flights, and Niels talked about his business projects.Da: Tiden gik hurtigt.En: Time passed quickly.Da: Snart opdagede Niels noget.En: Soon Niels realized something.Da: Disse mennesker, han lige havde mødt, havde givet ham en uventet gave – selskab og latter i ventetidens stilhed.En: These people he had just met had given him an unexpected gift – companionship and laughter in the silence of waiting.Da: Da aftenen nærmede sig, begyndte sneen udenfor at lette.En: As evening approached, the snow outside began to ease.Da: Flyvninger blev atter annonceret.En: Flights were announced once again.Da: Niels rejste sig, men nu med et mildere udtryk.En: Niels stood up, but now with a gentler expression.Da: "Tak," sagde han til Kirsten og Astrid.En: "Thank you," he said to Kirsten and Astrid.Da: "Jeg har lært noget i dag."En: "I've learned something today."Da: Kirsten nikkede.En: Kirsten nodded.Da: "Nogle gange er det okay at stoppe op og værdsætte, hvad man har."En: "Sometimes it's okay to stop and appreciate what you have."Da: Niels trådte ombord på sin flyvning.En: Niels boarded his flight.Da: Han vidste, at denne forsinkelse havde givet ham noget uventet – nye venskaber og en dybere indsigt.En: He knew that this delay had given him something unexpected – new friendships and a deeper insight.Da: At uanset hvor travl hans verden var, kunne succes også måles i menneskelig forbindelse.En: That no matter how busy his world was, success could also be measured in human connection.Da: Da flyet lettede, kunne Niels endelig smile.En: As the plane took off, Niels could finally smile.Da: Han tog en dyb vejrtrækning og så ud over den sneklædte by nedenfor, glad for det uvante eventyr, han ikke vidste, han havde brug for.En: He took a deep breath and looked out over the snow-covered city below, grateful for the unfamiliar adventure he didn't know he needed. Vocabulary Words:terminal: terminalenannouncement: beskedsnowflakes: snefnuggenecanceled: aflystsighed: sukkedefrustrated: frustreredeattendant: flyværtindeuntested: uprøvederage: raseexotic: eksotiskecompanionship: selskabgift: gaveease: lettegentler: mildereappreciate: værdsætteinsight: indsigtmeasured: måleschaos: rejsekaosproductive: produktivtinspiration: inspirationmemories: minderunexpected: uventetadventure: eventyrsilence: stilhedexpression: udtrykdeep: dybereflight: flyvningnotebook: notesbogfloor: gulvwindow: vindue

Do New Year's resolutions genuinely lead to lasting change, or are they merely an annual illusion of progress? In this episode of The Leadership Podcast, Niels Brabandt examines the question through the lens of scientific research and executive leadership practice. Rather than relying on popular myths or motivational slogans, this episode is grounded in peer reviewed studies from behavioural science and psychology. Niels Brabandt explains why the frequently quoted claim that only nine per cent of people keep their New Year's resolutions is not supported by scientific evidence. He presents what credible long term research actually shows, including why a significant minority of individuals do achieve sustainable behavioural change. The episode explores why many resolutions fail and why this failure is not a matter of weak willpower. Vague goals, outcome fixation without method, and excessive dependence on external factors are identified as the primary reasons why resolutions collapse within weeks. These insights are directly relevant to business leaders who face similar challenges in strategy execution and organisational change. Niels Brabandt also outlines what works. Drawing on both research findings and real world leadership experience, he explains why behaviour based goals outperform intention based goals, why measurability is essential for accountability, and how identity plays a decisive role in long term success. Particular attention is given to the difference between positive goals and avoidance goals, a distinction with significant implications for leadership, performance management, and personal development. This episode is designed for executives, senior leaders, entrepreneurs, and decision makers who want to understand how evidence based goal setting can improve both personal effectiveness and organisational outcomes. New Year's resolutions are reframed not as motivational rituals, but as strategic instruments of self leadership when applied correctly. The Leadership Podcast with Niels Brabandt delivers rigorous thinking on leadership, self leadership, organisational behaviour, and sustainable performance, combining academic insight with practical relevance for those in responsibility. Keywords:Niels Brabandt, New Year's resolutions, do New Year's resolutions work, leadership podcast, business leadership, executive leadership, self leadership, goal setting, behavioural change, evidence based leadership, organisational change, management psychology, decision making, leadership development, performance management, business strategy, sustainable change, leadership science, personal effectiveness Host: Niels Brabandt / NB@NB-Networks.com Contact to Niels Brabandt: https://www.linkedin.com/in/nielsbrabandt/ Niels Brabandt's Leadership Letter: https://expert.nb-networks.com/ Niels Brabandt's Website: https://www.nb-networks.biz/ 

Funktionieren Neujahrsvorsätze wirklich oder sind sie lediglich ein jährliches Ritual ohne nachhaltige Wirkung? In dieser Episode von The Leadership Podcast analysiert Niels Brabandt auf wissenschaftlicher Grundlage, ob Neujahrsvorsätze tatsächlich funktionieren und unter welchen Bedingungen sie langfristig erfolgreich sind. Statt populärer Mythen und unbelegter Prozentzahlen beleuchtet Niels Brabandt fundierte Studien aus der Verhaltensforschung und Psychologie. Er zeigt, warum die oft zitierte Neun-Prozent-Quote wissenschaftlich nicht haltbar ist, welche Erfolgsraten seriöse Langzeitstudien tatsächlich belegen und weshalb Zielart, Zielstruktur und Identität eine entscheidende Rolle spielen. Diese Episode richtet sich gezielt an Entscheidungstragende, Führungskräfte, Unternehmerinnen und Unternehmer, die verstehen möchten, wie nachhaltige Verhaltensänderung gelingt. Der Fokus liegt nicht auf Motivation oder Willenskraft, sondern auf klaren, messbaren Handlungsregeln, strukturierten Zielsystemen und evidenzbasierter Selbstführung. Anhand konkreter Beispiele aus Führungspraxis, Organisationsentwicklung und persönlicher Leistungssteuerung erklärt Niels Brabandt, – warum vage Ziele scheitern, – weshalb Ergebnisfixierung ohne Methode wirkungslos bleibt, – wie positive Zieldefinitionen erfolgreicher sind als Vermeidungsziele, – und wie Identität und Selbstbild über Erfolg oder Scheitern entscheiden. Diese Folge liefert wertvolle Impulse für alle, die Ziele nicht nur formulieren, sondern konsequent umsetzen wollen, privat wie beruflich. Neujahrsvorsätze werden hier nicht romantisiert, sondern als strategisches Instrument der Selbst- und Führungsarbeit eingeordnet. The Leadership Podcast mit Niels Brabandt verbindet wissenschaftliche Evidenz mit klarer Führungsperspektive und richtet sich an Menschen in Verantwortung, die nachhaltige Entscheidungen treffen wollen. Keywords: Niels Brabandt, Neujahrsvorsätze, funktionieren Neujahrsvorsätze, Leadership Podcast, Führungskräfte Podcast, Selbstführung, Zielsetzung, Verhaltensänderung, evidenzbasierte Führung, Business Leadership, Management Podcast, Organisationsentwicklung, wissenschaftliche Studien Neujahrsvorsätze, Motivation Mythen, Zielerreichung, Führung und Psychologie, Executive Leadership, nachhaltige Veränderung, persönliche Führung, Unternehmensführung Gastgeber: Niels Brabandt / NB@NB-Networks.com Kontakt zu Niels Brabandt: https://www.linkedin.com/in/nielsbrabandt/ Niels Brabandts Leadership Letter: https://expert.nb-networks.com/ Niels Brabandts Website: https://www.nb-networks.biz/ 

Im diesem Spezial erwarten euch gleich drei Gäste: Niels Rabe, Johannes Böcker und Frank Eichmann. Niels Rabe nimmt uns mit in den wilden Westen der USA: 11.000 Kilometer zu Fuß auf dem Great Western Loop – eine Expedition durch einige der spektakulärsten Landschaften Nordamerikas. Dann tauschen wir die Wanderstiefel mit dem Fahrrad, Johannes Böckler ist quer durch Europa geradelt, von Sizilien bis zum Nordcup. Und zu guter Letzt geht es mit Frank Eichmann über die via Alpina, 2600km über den Alpenhauptkamm von Triest nach Monaco.

Wat heeft Niels allemaal gespeeld in 2025? Welke games sprongen er uit? Wat waren de teleurstellingen? Je hoort het in zijn special!

In this podcast episode, Jesus Berdeja, MD; Amrita Krishnan, MD, FACP; and Niels van de Donk, MD, PhD, address key questions on CELMoD agent therapy for multiple myeloma, including:Combination strategiesAdverse event managementWhere CELMoD agents may best fit within current and future treatment strategies Presenters: Jesus Berdeja, MDDirector of Multiple Myeloma ResearchGreco-Hainsworth Centers for ResearchTennessee OncologyNashville, TennesseeAmrita Krishnan, MD, FACPDirector, Judy and Bernard Center for Myeloma, City of HopeNason Hollingsworth Family Chair MyelomaExecutive Director, Hematology, City of Hope Orange CountyProfessor Hematology/HCTIrvine, California Niels van de Donk, MD, PhDProfessor of HematologyDepartment of HematologyAmsterdam UMC, Location VUmcAmsterdam, NetherlandsContent based on an online CME program supported by an educational grant from Bristol Myers Squibb.Link to full program:https://bit.ly/4qvRwQM Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Står du og mangler en nytårsquiz, så er du kommet til rette sted. Kan du gætte, hvilken begivenhed i 2025 sangen “I’m Still Standing” med Elton John henviser til? Eller “In The Air” med Phil Collins? I årets nytårsquiz skal du gætte højdepunkter fra året, der gik i dansk politik, royale op- og nedture, internationale begivenheder og meget mere. I studiet dyster Jyllands-Postens to største politiske nørder, analytiker Niels Th. Dahl og Christiansborg-journalist Nikolaj Rytgaard. Niels er utilfreds med reglerne, nogen spilder øl i podcaststudiet, og de to tror, at alt handler om Mette Frederiksens forhold til SF. Er du hurtigere end de to til at gætte? Velkommen til Hvis du vil vide meres store nytårsquiz 2025. Gæster: Niels Th. Dahl, politisk analytiker på Jyllands-Posten, Nikolaj Rytgaard, politisk journalist på Jyllands-Posten Vært og quizmester: Tine ToftProduktion: Pernille Skytte Foto: Privat Du kan finde spillelisten til quizzen ved at søge på ’Hvis du vil vide mere nytårsquiz’ på Spotify. Svarerne kan du høre i podcasten – eller få dem tilsendt ved at skrive direkte til tine.toft@jp.dk See omnystudio.com/listener for privacy information.

Je kent het vast. Zo'n jaar waarin alles op z'n beloop blijft. Je maakt foto's, maar zonder plan. Of je loopt al maanden rond met een idee, maar komt niet in actie. In deze aflevering praten je fotografievrienden Niels en Michiel over hun omzwervingen in 2025. Wat wilden zij eigenlijk bereiken als fotograaf?—[ACTIE] De Rooij Fotografie https://www.instagram.com/derooijfotografie/ De Rooij Fotografie is een Nederlands platform met toegankelijke online cursussen over camera-instellingen, compositie, Lightroom en meer. Wij mogen namens De Rooij Fotografie eenmaal de workshop NACHTFOTOGRAFIE weggeven! Je krijgt een tegoedcode en kan dan zelf een gewenste stad/datum uitkiezen!https://www.derooijfotografie.nl/fotocursus/workshop-nachtfotografie/ In de podcast hoor je wat je daarvoor moet doen!—Of je nu droomt van een expositie, vaker portretten wilt maken of mee wilt op een fotoreis: duidelijke doelen geven houvast. We kijke terug op onze doelen, hoe groot of klein ze ook waren, en waarom het soms al genoeg is om jezelf af en toe een ongemakkelijke vraag te stellen.

Fluent Fiction - Danish: Unity Under the Lights: A Friendship's New Year Gift Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2025-12-28-23-34-02-da Story Transcript:Da: Forsythe Park var oplyst af julelys.En: Forsythe Park was lit up with Christmas lights.Da: Det var vinter, og luften var frisk med en duft af varm kakao og fyrretræ.En: It was winter, and the air was fresh with a scent of hot cocoa and pine trees.Da: Niels, Astrid og Lars var på shopping i markedet.En: Niels, Astrid, and Lars were shopping at the market.Da: Nye år nærmede sig, og de ledte efter et godt køb i de store udsalg efter julen.En: The New Year was approaching, and they were looking for a good deal in the big post-Christmas sales.Da: Niels var en tænksom mand.En: Niels was a thoughtful man.Da: Han ønskede at købe noget særligt til Astrid og Lars.En: He wanted to buy something special for Astrid and Lars.Da: Noget, der kunne symbolisere deres stærke venskab.En: Something that could symbolize their strong friendship.Da: Men hvad ville være det perfekte køb?En: But what would be the perfect purchase?Da: Hans budget var begrænset efter julen.En: His budget was limited after Christmas.Da: Så Niels besluttede sig for at observere Astrid og Lars og se, hvad de kunne lide.En: So Niels decided to observe Astrid and Lars to see what they liked.Da: Astrid var organiseret.En: Astrid was organized.Da: Hun elskede traditioner.En: She loved traditions.Da: "Jeg glæder mig til nytårsaften," sagde hun mens hun kiggede på forskellige ting.En: "I'm looking forward to New Year's Eve," she said while looking at various items.Da: Lars, derimod, var spontan.En: Lars, on the other hand, was spontaneous.Da: Han elskede eventyr.En: He loved adventure.Da: "Lad os finde det mest interessante billede, vi kan," sagde han.En: "Let's find the most interesting picture we can," he said.Da: De gik fra bod til bod.En: They went from stall to stall.Da: Der var julepynt, håndlavede smykker og kunstværker.En: There were Christmas decorations, handmade jewelry, and artworks.Da: Niels så sine venner.En: Niels watched his friends.Da: Astrid kiggede mest på ting med historie.En: Astrid mostly looked at things with history.Da: Lars tiltrak sig alt, der var anderledes og spændende.En: Lars was drawn to everything different and exciting.Da: Pludselig fandt Niels det perfekte køb.En: Suddenly, Niels found the perfect purchase.Da: En håndlavet figur formet som en krans med tre sammenflettede cirkler.En: A handmade figure shaped like a wreath with three intertwined circles.Da: Den symboliserede enhed og venskab.En: It symbolized unity and friendship.Da: Men Astrid og Lars begyndte at diskutere.En: But Astrid and Lars started to argue.Da: Astrid ville have en traditionel dansk dekoration, mens Lars ville have noget sjovt og unikt.En: Astrid wanted a traditional Danish decoration, while Lars wanted something fun and unique.Da: Niels tog et dybt indånding.En: Niels took a deep breath.Da: Han gik hen til dem.En: He went over to them.Da: "Se her!"En: "Look here!"Da: sagde han og viste dem figuren.En: he said, showing them the figure.Da: "Denne krans repræsenterer vores venskab.En: "This wreath represents our friendship.Da: Den har tre sammenflettede cirkler.En: It has three intertwined circles.Da: En for hver af os.En: One for each of us.Da: Den minder os om vores forskellighed og vores enhed."En: It reminds us of our differences and our unity."Da: Astrid og Lars stoppede med at skændes.En: Astrid and Lars stopped arguing.Da: De kiggede på figuren og smilede.En: They looked at the figure and smiled.Da: "Den er perfekt, Niels," sagde Astrid.En: "It's perfect, Niels," Astrid said.Da: "Ja, det er en fantastisk idé," tilføjede Lars.En: "Yes, it's a fantastic idea," Lars added.Da: Niels lærte noget vigtigt den dag.En: Niels learned something important that day.Da: At observere og forstå sine venner kunne føre til det bedst mulige valg.En: Observing and understanding his friends could lead to the best possible choice.Da: Vennerne gik sammen gennem markedet, varme af sammenhold.En: The friends walked together through the market, warmed by their camaraderie.Da: Nytåret ville de indlede med en stærkere bånd mellem dem.En: They would usher in the New Year with a stronger bond between them.Da: Det havde Niels sørget for med en simpel, men betydningsfuld gave.En: Niels had made sure of that with a simple yet meaningful gift. Vocabulary Words:lit up: oplystscent: duftapproaching: nærmede sigthoughtful: tænksomsymbolize: symboliserepurchase: købbudget: budgetobserve: observereorganized: organiserettraditions: traditionerspontaneous: spontanadventure: eventyrdecoration: julepynthandmade: håndlavetjewelry: smykkerartworks: kunstværkerintertwined: sammenflettedeunity: enhedargue: diskuteretraditional: traditionelunique: uniktdeep breath: dybt indåndingdifferences: forskellighedunderstanding: forståpossible: muligecamaraderie: sammenholdusher: indledebond: båndmeaningful: betydningsfuld

Niels is joined by all 9 amazing co-hosts, to discuss a year that refused to behave. In part one of the annual "roundtable", Niels and the group map why 2025 produced such striking dispersion across trend followers. They revisit the Liberation Day shock and the uncomfortable truth it exposed: results often came down to unglamorous choices like market selection, time horizon, and how quickly risk is resized after clustered volatility and sharp reversals. The conversation then widens to a structural theme: the rapid growth of strategies investors hope will sit outside stocks and bonds, from managed futures and multi strats to structured products, gold, and crypto, plus the liquidity, reflexivity, and selection challenges that follow when everyone reaches for the same diversifier.-----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 info@toptradersunplugged.comAnd 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 Nick on LinkedIn.Follow Alan on Twitter.Follow Katy on LinkedIn.Follow Andrew on Twitter and LinkedIn.Follow Cem on Twitter and LinkedIn.Follow Richard on

In deze speciale aflevering voor de feestdagen, die we van te voren hebben opgenomen, zoomen we samen met Niels van Straaten van AppleDsign in op Apple. Hoe heeft het bedrijf in 2025 gepresteerd en wat kunnen we verwachten in 2026? Geen hoorspel, kort nieuws of tips in deze speciale aflevering, het wordt een echte deep dive. Luister op Spotify, Apple Podcasts, Omny of kijk (of luister) via YouTube . Of in je favoriete podcast-app natuurlijk!See omnystudio.com/listener for privacy information.

Der findes mange måder at forklare udlændinge, hvad Danmark er for et land. Man kan nævne velfærdsstaten, hygge og cykler. Eller man kan gøre det rigtige og afspille denne episode for dem, hvor dansk kultur kolliderer frontalt med Hollywood og efterlader et krater fyldt med Technicolor-eventyr, rumskrot og folkekomedie. Sonny leverer den officielle, statsautoriserede eksportvare med 'Hans Christian Andersen' (1952): en amerikansk musical, hvor Danny Kaye spiller en fiktiv, A.D.H.D.H.C. Andersen i et plastik-pænt "Kopenhaagen". Bliv ikke bange, hvis du oplever hyletoner eller hvinen i tænderne undervejs. Det er helt normalt. Ask tager den diametralt modsatte vej og finder Danmark nede i bunden af VHS-gitteret på Esso-tanken med 'Critters 4' (1992). Anders Hove dukker op i et træt rumlaboratorium, hvor små pelsede dræberkugler igen terroriserer et cast, der spiller som om deres agent har ghostet dem. Det er straight-to-video-space-spas på laveste blus, og et godt bud på "Danmark i Hollywood". Niels sørger for en delle-lun og sikker afslutning med den hjemlige Hollywood-rejse i 'Walter og Carlo i Amerika' (1989): Tynd spionsuppe, O.G. far-jokes og Tony Curtis på autopilot. Du får hele pakken og kan med ro i maven slumre hen i en lidt sløv, dansk 80'er-fis. Godnat. Samlet er denne aften en tour de VHS i dansk storhedsvanvid og mindreværd på én gang: Hollywoods høflige misforståelser af os og vores egne misforståelser af Hollywood. Det er rodet, nostalgisk, pinligt, virkelig sjovt… og på en eller anden måde også lidt rørende, fordi Danmark åbenbart altid insisterer på at være med i legen, selv når vi kommer for sent og har taget de forkerte sko på. I øvrigt, vil du støtte vores fortsatte, uansvarlige kulturformidling (og finansiere VHS-rens, chips og mental selvopretholdelse), så kig forbi Klub Moviebox på Patreon: https://www.patreon.com/moviebox. Og hvis du allerede støtter, så er du en af dem, der sørger for, at Danmark fortsat får den filmpodcast, det fortjener... Rigtig god fornøjelse og HUSK: Pas, penge og spol altid episoden tilbage, når du har lyttet færdigt! Med venlig hilsen,Ask, Sonny, Niels & Casper  

Elisabeth en Marco trekken deze week het land in om mensen te spreken die in 2025 iets bijzonders maakten of meemaakten. Vandaag: het jaar van cabaretier, mediapersoon van het jaar en hoofdpiet Niels van der Laan. We ontmoeten Niels in het DeLaMar-theater in Amsterdam waar hij komend jaar met zijn kompaan Jeroen Woe op de planken staat. Hij blikt in deze podcast terug op een druk en soms ‘grimmig' jaar, mede door de doodsbedreigingen aan zijn adres rondom zijn werk als hoofdpiet in het Sinterklaasjournaal.  Ook het interview dreigt even grimmig te worden als Elisabeth doorvraagt op de ambities van Niels van der Laan.  ‘Ik hoor dat jij graag wil dat ik stop met mijn werk.' Welk cijfer geeft hij zijn jaar dan? Na een ingewikkelde rekenkundige exercitie komt er een specifiek getal uit dat veel zegt over hoe hij in het leven staat. Reageren? Mail dedag@nos.nl Presentatie, montage, redactie: Elisabeth Steinz en Marco Geijtenbeek

Je hoort het jezelf misschien weleens zeggen: “Als ik die lens had…” Of: “Mijn camera is te oud voor dat soort foto's.” Soms ligt het aan het weer, soms aan je agenda. En voor je het weet, ben je geen foto's aan het maken, maar excuses.—[ACTIE] De Rooij Fotografie https://www.instagram.com/derooijfotografie/ De Rooij Fotografie is een Nederlands platform met toegankelijke online cursussen over camera-instellingen, compositie, Lightroom en meer. Wij mogen namens De Rooij Fotografie een exemplaar van Marks boek “Eerste Hulp Bij Fotograferen weggeven! Het is “dé helpgids voor als foto's mislukken”!https://www.derooijfotografie.nl/online-fotografie-cursus-basis/ In de podcast hoor je wat je daarvoor moet doen!—In deze aflevering praten je fotografievrienden Niels en Michiel over beperkingen. Technisch, praktisch, mentaal. Want natuurlijk helpt het als je je camera begrijpt. Maar dat hoeft niet meteen een nieuwe te zijn. Ga gewoon eens langs bij Colorwood als je daar je camera hebt gekocht en stel je vragen. Of kom naar een CameraNu Experience Day en spreek direct met iemand van jouw cameramerk. Wedden dat je meer kunt dan je denkt?

Niels and Cem reflect on a year marked by concentration, confidence, and growing structural fragility beneath calm markets. They examine extreme positioning, record low cash levels, and the quiet dominance of reflexive flows over fundamentals. Cem challenges common readings of volatility, explains where real fear hides in options markets, and outlines why tail exposure becomes critical late in cycles. The discussion broadens into portfolio construction, questioning the legacy of 60/40 investing and the illusion of diversification built during falling-rate decades. Grounded in history, market structure, and political cycles, this conversation offers a disciplined framework for navigating regimes where leverage, policy, and inequality quietly redefine risk.-----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 info@toptradersunplugged.comAnd 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.Episode TimeStamps: 00:00 - Introduction to the Systematic Investor Series00:49 - Geopolitical tensions beneath the surface of markets02:07 - Extreme bullish sentiment and record low cash levels04:12 - Margin use, positioning, and why this setup is fragile06:07 - Why the VIX fails as a true fear indicator11:48 - Buffett's concentration and risk management through quality16:27 - Leverage, Sharpe ratios, and misunderstood diversification21:02 - Trend following performance and late year positioning23:48 - Positioning, reflexivity, and market microstructure28:25 - Volatility traps and convexity before stress events31:06...

Hello everyone, on this episode Eric and Niels will be talking all bout the big Disney Adventure World announcements. You may have heard that Disney Adventure World will open on March 29, 2026, however there is so much more that was shared. We got a sneak peak at the new daytime and nighttime spectacular, Cast Member costumes, a peak inside the new Regal View Restaurant/Lounge and so much more. Let's chat all about it. Cover image courtesy of Disneyland ParisSupport AirMagique on Patreon (Exclusive Content):⁠⁠⁠⁠⁠⁠https://www.patreon.com/airmagique⁠⁠⁠⁠⁠⁠Visit our Website:⁠⁠⁠⁠⁠⁠https://airmagique.net ⁠⁠⁠⁠⁠⁠Follow AirMagique on Instagram: ⁠⁠⁠⁠⁠⁠https://www.instagram.com/airmagique/⁠⁠⁠⁠⁠⁠Follow AirMagique on Threads: ⁠⁠⁠⁠⁠⁠https://www.threads.net/@airmagique ⁠⁠⁠⁠⁠⁠Follow Niels on Instagram:⁠⁠⁠⁠⁠⁠https://www.instagram.com/nielscapturingparks/⁠⁠⁠⁠⁠⁠Follow Niels on Threads:⁠⁠⁠⁠⁠⁠https://www.threads.net/@nielscapturingparks⁠⁠⁠⁠⁠⁠Visit Niels's Website:⁠⁠⁠⁠⁠⁠http://capturingdisneyparks.com/⁠⁠⁠⁠⁠⁠--------------------------------------------------------------------------------Music | "Show me" by LiQWYDWatch: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/watch?v=BxvcHu9iAxY&t=0s⁠⁠⁠⁠⁠⁠License: ⁠⁠⁠⁠⁠⁠https://www.liqwydmusic.com/how-to-use⁠⁠⁠⁠⁠⁠Download/Stream: ⁠⁠⁠⁠⁠⁠https://hypeddit.com/link/n3tz7a⁠⁠⁠⁠⁠⁠--------------------------------------------------------------------------------⭐ Free Download: ⁠⁠⁠⁠⁠⁠https://hypeddit.com/link/n3tz7a⁠⁠⁠⁠⁠⁠--------------------------------------------------------------------------------Stream/buy my music:- Spotify: ⁠⁠⁠⁠⁠⁠https://spoti.fi/2RPd66h⁠⁠⁠⁠⁠⁠- Apple Music: ⁠⁠⁠⁠⁠⁠https://apple.co/2TZtpeG⁠⁠⁠⁠⁠⁠- Soundcloud: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkdkSC1YTjZpRU1FVHNJQnN1cXllUnY2cVVRd3xBQ3Jtc0ttSm5VRlhBOHhwbmpfMHBvd2FZSW5XaDJqcXNmV1JOZWs1dF80N0xwVk0zMlRrUVB0N0JLRVZCOVp6WFluTF85SjJYYnVuR2ZpNzUwVnZWRS1YZ0dMYXdzQm1TNUZTZHc5dFNNZWtsSDNkZ0tyNUdnSQ&q=https%3A%2F%2Fsoundcloud.com%2Fliqwyd&v=BxvcHu9iAxY⁠⁠⁠⁠⁠⁠- Bandcamp: ⁠⁠⁠⁠⁠⁠https://liqwyd.bandcamp.com⁠⁠⁠⁠⁠⁠Social media:- Instagram: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnl1VFpnUTYwWHBMUmIzaHJ3Nm9uWDR4TGJ3d3xBQ3Jtc0tuOHptR1JxNHE2RWpvMXBvSXV3SmFfVGlXcU1NV05uYUZVSU1ibFZmTXNMa2l6MG9nTDVxNzdadFNXZUg2bDl3bEJwcGdNYmZvakJTdnhCSDB4R1JUWnlvQXcyeWliRzVud2lZbzBLTmtwYnFRNFZMVQ&q=https%3A%2F%2Finstagram.com%2Fliqwyd&v=BxvcHu9iAxY⁠⁠⁠⁠⁠⁠- Facebook: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkRzTC03cWgzNEZDVk9ETERGTXZqanlGS2hBZ3xBQ3Jtc0trYmxySzlBajVPaE83T254aHRBQ0hiWG5TRWtOanh1cGlZVkRDbWVqOEh5U0RRbmhtTWFmYkpjam1ZYUFzSERWaUZ5Ukh0aV9Od3lxeDg2S09hNkUyNzJUZE5CUUFEOWR2MTBVUnVSOXJiT2wyRUhacw&q=https%3A%2F%2Ffacebook.com%2Fliqwyd%2F&v=BxvcHu9iAxY⁠⁠⁠⁠⁠⁠AirMagique is an independent theme park podcast, made with love, and is not affiliated with the parks and companies we cover.

judith voost / elio della ferrera / angela de jong / manuel venderbos / ermelo

Je ziet iemand op straat. Het licht klopt, de houding is perfect, en je voelt: dit móet ik vastleggen. Maar… durf je het te vragen? In deze aflevering praten je fotografievrienden Niels en Michiel over portretten op straat. En vooral: over het moment vóór de foto.We bespreken hoe je mensen aanspreekt, hoe je omgaat met weerstand of twijfel, en hoe je een open gesprek voert zonder te forceren. Van het eerste oogcontact tot het klikmoment zit een wereld van timing, lef en empathie. En soms hoor je gewoon “nee”. Maar soms ontstaat er iets bijzonders: als iemand die zichzelf ‘niet fotogeniek' noemt, zich tóch laat zien.—[ACTIE] De Rooij Fotografie https://www.instagram.com/derooijfotografie/ De Rooij Fotografie is een Nederlands platform met toegankelijke online cursussen over camera-instellingen, compositie, Lightroom en meer. Wij mogen namens De Rooij een Online Basiscursus Fotografie weggeven! Even weer opfrissen of juist verdiepen als je net begonnen bent.https://www.derooijfotografie.nl/online-fotografie-cursus-basis/ In de podcast hoor je wat je daarvoor moet doen!—

D66, VVD en CDA gaan 51 dagen om tafel om tot een regeerakkoord te komen. JA21 zit even aan de zijlijn, net als GroenLinks-PvdA. Stevent het dus af op een minderheidskabinet, of lukt het de partijen om toch nog een volwaardige coalitie te maken? Want hoe denken andere partijen daarover? En wat wordt de invloed van de nieuwe informateur Rianne Letschert? Ondertussen is het een bende bij de BBB: van twee ministers van die partij liggen met elkaar overhoop. We bespreken het allemaal in onze podcast Politiek Dichtbij, te vinden op onze site. Politiek verslaggevers Tobias den Hartog, Niels Klaassen en Elodie Verweij praten je bij.See omnystudio.com/listener for privacy information.

Hvis du leder efter den perfekte Moviebox-episode til at dele med andre, så stopper din søgen her. "Liderlige lig" er episoden, du naturligvis bør spille højt i stuen, i bilen på vej til sommerhus, på kontoret fredag eftermiddag, til julefrokosten, i SFO'en og meget, meget gerne til næste forældremøde. Her får du endelig en aften, hvor nekrofili, sex med døde, zombiekærlighed og bedemandskælder-ritualer bliver diskuteret så passioneret som public service. Og læg lige mærke til, hvor hurtigt det føles heeelt normalt, at vi sidder og vender liderlige lig som om det var en helt almindelig filmgenre på linje med romantiske komedier. Niels lægger ud med filmen, du selvfølgelig bør sætte på til familiefesten: Michele Soavis 'Dellamorte Dellamore' aka 'Cemetery Man' (1994), hvor Rupert Everett spiller opsynsmand på en kirkegård, hvor de døde er kåde og ikke bliver liggende. En lille, varm og meget mærkelig blanding af kærlighed, zombier og sammenbrud, perfekt til at dræbe enhver form for god stemning. Sonny tager os derefter til Canada med 'Kissed' (1996), hvor Sandra arbejder hos en bedemand og udvikler et stille, meget alvorligt forhold til de balsamerede kroppe efter fyraften. En kølig, poetisk og dybt seriøs film om kærlighed, død og grænser, hvilket selvfølgelig gør den oplagt at leje til den næste børnefødselsdag. Ask runder aftenen af med 'Love Me Deadly' (1972), hvor en pæn overklassefrue bruger sin fritid på at gå til fremmede menneskers begravelser og kysse lig, og snart ryger med ned i en nekrofil kult i bedemandens kælder. Det er grindhouse, kult-ritualer og ægteskabelige hemmeligheder i skøn forening, så ha' den nonchalant kørende i stuen næste gang svigerfamilien kommer på besøg. Samlet set bliver det en episode, der med største alvor og mindst mulig skamfølelse får nekrofili præsenteret som noget, man lige så godt kan tale åbent om som pensionsopsparing og streamingabonnementer. Det er forstyrrende, trist, tankevækkende, ulækkert, overraskende rørende og selvfølgelig virkelig sjovt, fordi det foregår i Moviebox og ikke i din virkelighed… forhåbentlig. Så ja: Dette er episoden, du i en perfekt verden spillede for alle, men la' vær'. Tag hovedtelefonerne på i stedet, sænk blikket, og benægt alt, hvis nogen spørger, hvad du lytter til. Rigtig god fornøjelse og HUSK: Spol altid episoden tilbage, når du har lyttet færdigt! Med venlig hilsen,Ask, Sonny, Niels & Casper  

Niels and Alan sit down with BlackRock's Jeff Rosenberg to examine how the post Covid shift from too little to too much inflation is reshaping portfolios. Jeff explains why bond and equity correlations have changed, why fixed income is drifting back toward income rather than pure diversification, and how fiscal pressure and soft financial repression may influence rates. They explore what systematic really means at BlackRock, from trend ETFs and defensive alpha to market breadth and execution. The conversation ends with the rise of liquid alternatives, whole portfolio thinking and growing equity concentration risk.-----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 info@toptradersunplugged.comAnd 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 Alan on Twitter.Follow Jeff on LinkedIn.Find out more about DUNN CapitalEpisode Timestamps:00:00 - Introduction, Jeff's role at BlackRock Systematic and setting the agenda04:09 - From too little to too much inflation and the end of divine coincidence09:32 - Wage dynamics, “prices are too high” and persistent, not resurgent, inflation14:48 - Bond equity correlation, the changing role of fixed income and income versus diversification19:55 - Fiscal dominance, debt loads and the risk of soft financial repression25:21 - What “systematic” means at BlackRock across beta, factors and pure alpha30:44 - Trend as a systematic return stream and why...

I 1923 sejlede Niels Ventegodt ud fra Sønderborg i en spinkel kaproningsbåd. Han havde en fuldstændig vanvittig plan. Han ville bevise, at det var muligt at ro langt - rigtig langt og ville nu ro hele vejen til Indien. Ventegodt ønskede at teste grænserne. Og nu ville han bevise, at det, som alle andre synes var vanvittigt, godt kunne lade sig gøre i en lille tomands robåd. Ventegodt var allerede inden rejsen en kendt figur i Danmark. Han havde lavet spektakulære sejladser, bl.a. andet havde han roet til Stockholm og senere forsøgt at ro til Nordkap, så mange var fascinerede af ham, mens andre var trætte af ham. De syntes, han var en pestilens og en gal mand. Hvorfor var det, at folk var så sure på Ventegodt? Og hvad skete der den skæbnesvangre dag, da Ventegodt og hans makker skulle kæmpe for livet i Atlanterhavets gigantiske bølger?  Medvirkende: Gunvor Bjerre. Journalist, skuespillerinde og forfatter og gennem 36 år ansat på DR og mangeårigt medlem af Danske Studenters Roklub, som Ventegodt i sin tid også var medlem af.

Niels van der Laan en Jeroen Woe zijn de mediapersonen van het jaar en dat is meer dan terecht volgens de makers van de AD Media Podcast. Zeker de manier waarop Van der Laan omging met de bedreigingen die hij kreeg als de Hoofdpiet kunnen op lof rekenen. Er waren meer bedreigingen deze week. Expeditie Robinson kent een turbulent seizoen en op sociale media gaan kijkers ook over de schreef. Dat heeft volgens het panel ook te maken met de montage bij dit soort realityprogramma’s. „RTL lokt haatreacties bij Expeditie Robinson zelf uit.” De première van de kerstreclames rond Wie is de Mol? passeert de revue. Het algehele oordeel is dat het een beetje tegenviel. Alleen Hema en Kruidvat waren positieve uitzonderingen. Ook de overdaad aan AI in de commercials was teleurstellend. Verslaggevers Dennis Jansen en Mark den Blanken keken naar het nieuwe Videoland-programma Vals Spel en vertellen wat ze ervan vinden. De stand van zaken rond het Eurovisie Songfestival komt voorbij. En Angela de Jong is fan van De grannies van Amsterdam en plaatst ze in haar etalage. Luisteren dus! Naar de wekelijkse AD Media Podcast, waarin columnist Angela de Jong en verslaggevers Dennis Jansen en Mark den Blanken alle hoofd-, rand-, en bijzaken bespreken op het gebied van media. De presentatie is in handen van Manuel Venderbos. Luister je liever via Spotify of Apple, of een andere podcastapp? Dat kan! Vind al onze podcasts op ad.nl/podcasts.Support the show: https://krant.nl/See omnystudio.com/listener for privacy information.

Wat laat je zien als je fotografeert en wat laat je weg? In deze aflevering praten je fotografievrienden Niels en Michiel over de vraag: hoeveel van jezelf stop je eigenlijk in je foto's? Moet het altijd persoonlijk zijn, of mag het ook gewoon mooi, technisch, veilig?—[ACTIE] De Rooij Fotografiehttps://www.instagram.com/derooijfotografie/ De Rooij Fotografie is een Nederlands platform met toegankelijke online cursussen over camera-instellingen, compositie, Lightroom en meer. Wij mogen namens De Rooij een Polarisatiefilter van Rawster Photo, hun huismerk weggeven! Natuurlijk in jouw favoriete filtermaat.https://www.derooijfotografie.nl/fotocursus/polarisatiefilter-mrc-multi-coated-kopen/In de podcast hoor je wat je daarvoor moet doen!—We hebben het over authenticiteit, over stijl, over hoe kwetsbaar je durft te zijn. En ook: of je dat überhaupt moet willen. Wanneer voelt iets écht, en wanneer is het vooral façade? En is het eigenlijk erg om een tijdje gewoon iemand anders na te doen, omdat je nog niet weet wat je zelf wil?

Ergebnistechnisch wirkt St. Pauli nach dem Pokalsieg in Gladbach und dem Punktgewinn in Köln erholt. Jackson Irvines Rückkehr stabilisiert die Mannschaft doch die Krise ist noch längst nicht vorbei.Irvine ist das Herz der Mannschaft, sagt Niels Babbel (Fußball MML) im Fever Pitch Podcast. Seit der Kapitän nach überstandener Fußoperation wieder über die volle Distanz zur Verfügung steht, hat St. Paulis Zentrum erneut Struktur und Ordnung. Er gibt dem Team jene Basissicherheit zurück, die während der historischen Serie von neun Bundesliga-Niederlagen gefehlt hatte. Was wie eine Trendwende aussieht, trägt seine Handschrift. Ohne ihn wirkte St. Pauli zerrissen, mit ihm wieder deutlich ...Dieser Podcast wird vermarktet von der Podcastbude.www.podcastbu.de - Full-Service-Podcast-Agentur - Konzeption, Produktion, Vermarktung, Distribution und Hosting.Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen?Dann schaue auf www.kostenlos-hosten.de und informiere dich.Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten. kostenlos-hosten.de ist ein Produkt der Podcastbude.

Niels and Alan explore how a fragile macro regime reshapes systematic investing, from a politicised Fed succession to widening cracks in a debt-laden, equity-dependent economy. A shifting bond landscape, rising capital demands from AI and renewed tariff risks challenge the old 60/40 orthodoxy. Listener questions on US policy shocks and the Yen carry trade open a deeper look at when trend helps and when it hurts. The episode culminates in a world exclusive of SocGen's 2026 index changes and the first public reveal of Alan's new paper: The Regime-Adaptive Portfolio, for genuinely resilient, opportunity-aware global wealth compounding intelligently, prudently over the decade ahead.-----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 info@toptradersunplugged.comAnd 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 Alan on Twitter.Episode TimeStamps:00:00 - Voiceover and introduction to the Systematic Investor Series00:23 - Niels and Alan open, what is on their radar this week01:27 - Fed succession as a political risk factor and betting markets03:33 - Crypto moves, Vanguard's platform shift and MicroStrategy index pressure05:53 - Listener questions: can constant US policy shocks break trend?06:33 - Trouble for trend or just another regime to endure and adapt to08:55 - Short-term CTAs, Liberation Day and when speed becomes a handicap11:11 - How CTAs are positioned for a yen carry unwind and JGB nuances12:16 - November trend update, five straight positive months and short-term pain13:35 - World exclusive: new SocGen CTA and...

Ja, vi ved det godt. 'Dyr der dræber' er nu oppe på fjortende kapitel, og vi kan efterhånden ikke helt forklare hvorfor. Men det stopper ikke os (eller jer) fra at grave endnu dybere i kassen med dyredræber-film, som verden har forsøgt at glemme. Denne gang byder vi på en episode spækket med muterede, italienske gummi-fisk, præ-kode-vold og en kernefamilie af hævngerrige kakerlakker i menneskedragter. For selvfølgelig gør vi det. Ask starter showet med den ældste film, vi nogensinde har haft med - 'Murders in the Zoo' (1933), hvor en zoolog dræber folk med eksotiske dyr, fordi hans kone er lidt for løs på tråden. Starter med en mand, der får syet munden sammen og det er faktisk noget af det mere afdæmpede. Sonny har fået hvisket 'Meet the Applegates' (1990) i øret. En 90'er-satire med insekter forklædt som kernefamilie, pornoafhængighed, teen-graviditet, menneske-pupper i kælderen og en aborteret kakerlak-baby, der bliver trampet ihjel. Niels lukker og slukker med det måske mest plankton-forgiftede stykke italienske mutantfiskefilm, verden ikke har bedt om: 'Creatures from the Abyss' aka. 'Plankton' (1994). Vi taler flyvende fisk, dubbet dialog, mutationer under sex og naturligvis rognfødsel i kahyt med nisse-lampe-erektion. Filmen burde afleveres i særskilt miljøcontainer, men Niels serverer den naturligvis med stolthed og kun det fineste tøris. Så sluk for hjernen og lad os tage dig med til endnu et Moviebox Dyrskue, hvor dyrene dræber, intet giver mening, og Niels har købt tysk Blu-ray. Vi siger ikke, at vi er stolte, men vi har det sjovt. Og HUSK: Spol altid episoden tilbage, når du har lyttet færdigt! Med venlig hilsen, Ask, Sonny, Niels & Casper

Fluent Fiction - Danish: Laughter in the Snow: Capturing the Perfect Christmas Card Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2025-12-01-23-34-02-da Story Transcript:Da: Julen nærmede sig, og Niels og Mette var ude på en lidt kold eventyr i København.En: Christmas was approaching, and Niels and Mette were on a slightly chilly adventure in København.Da: De stod foran Den Lille Havfrue, der sad ensom på sin sten ved Langelinie, med havet bølgende bag sig i den klare vinterluft.En: They stood in front of the Den Lille Havfrue, who sat alone on her rock by Langelinie, with the sea rolling behind her in the clear winter air.Da: Et let lag sne dækkede både havfruen og jorden omkring dem.En: A light layer of snow covered both the mermaid and the ground around them.Da: Niels, iført en gigantisk nissehue, prøvede at holde telefonen i den perfekte vinkel.En: Niels, wearing an enormous Santa hat, was trying to hold the phone at the perfect angle.Da: Men det var svært.En: But it was challenging.Da: "Kom nu, Niels," grinede Mette, mens hun trak sin egen hue længere ned om ørerne for at beskytte sig mod kulden.En: "Come on, Niels," Mette laughed as she pulled her own hat further down over her ears to protect herself from the cold.Da: Hun var vant til at tage billeder som fotograf, men Niels insisterede på selv at få det perfekte selfie.En: She was used to taking pictures as a photographer, but Niels insisted on getting the perfect selfie himself.Da: Omkring dem summede andre turister.En: Around them, other tourists buzzed about.Da: Alle havde travlt med at fange øjeblikket af den berømte statue.En: Everyone was busy capturing the moment of the famous statue.Da: Niels blev hurtigt distraheret, da nogen gik lige ind foran hans billede.En: Niels was quickly distracted when someone walked right in front of his picture.Da: "Åh, beklager!"En: "Oh, sorry!"Da: sagde han, mens han forsøgte at ændre vinkel.En: he said, as he tried to change the angle.Da: Mette sukkede, hendes næse var blevet lidt rød af det kolde vejr.En: Mette sighed, her nose had turned slightly red from the cold weather.Da: "Skal jeg ikke bare tage det?"En: "Shouldn't I just take it?"Da: foreslog hun.En: she suggested.Da: Men Niels rystede på hovedet.En: But Niels shook his head.Da: "Det her er vores julekort, jeg vil gøre det rigtigt."En: "This is our Christmas card, I want to do it right."Da: Han tog et skridt tilbage for at få mere af statuen med.En: He took a step back to get more of the statue in.Da: Det næste øjeblik skred hans fod på den glatte sne, og kameraet faldt lige ned i en hvid dynge.En: The next moment, his foot slipped on the slippery snow, and the camera fell right into a white pile.Da: Mette kiggede overrasket, og dernæst brød hun ud i en varm latter.En: Mette looked surprised, and then burst into warm laughter.Da: "Det er okay, vi kan tørre det af," sagde hun, stadig grinende.En: "It's okay, we can wipe it off," she said, still laughing.Da: Niels rejste sig fra sneen, lidt flov men også befriet af øjeblikkets skønhed.En: Niels got up from the snow, a bit embarrassed but also relieved by the beauty of the moment.Da: Efter de havde tørret kameraet nogenlunde af, stillede de sig igen foran havfruen.En: After they had wiped the camera off as much as possible, they stood again in front of the mermaid.Da: Niels, nu også smittet af Mettes latter, knipsede et billede, mens de begge lo som små børn i sneen.En: Niels, now also infected by Mette's laughter, snapped a picture as they both laughed like little kids in the snow.Da: Det perfekte uperfekte billede.En: The perfect imperfect picture.Da: Niels betragtede resultatet.En: Niels looked at the result.Da: "Det her er det," sagde han med en stor smil og tilføjede, "De bedste øjeblikke er de uventede."En: "This is it," he said with a big smile and added, "The best moments are the unexpected ones."Da: Mette nikkede og lagde en arm om ham.En: Mette nodded and put an arm around him.Da: "Ja, du har ret.En: "Yes, you're right.Da: Det er perfekt."En: It's perfect."Da: Med fælles enighed gik de væk fra Den Lille Havfrue, hånd i hånd, klar til at bruge deres ærlige, spontane billede til at sprede julestemning blandt familie og venner.En: In mutual agreement, they walked away from Den Lille Havfrue, hand in hand, ready to use their honest, spontaneous picture to spread Christmas cheer among family and friends. Vocabulary Words:approaching: nærmede sigchilly: koldadventure: eventyrlayer: lagenormous: gigantiskangle: vinkelchallenging: sværtprotect: beskyttephotographer: fotografbuzzed: summedecapturing: fangedistracted: distraheretslippery: glattepile: dyngebreathed: åndeunexpected: uventedemutual: fællesagreement: enighedspread: spredecheer: stemninginsist: insisteresnapped: knipsedehonest: ærligespontaneous: spontanefamous: berømtemoment: øjeblikketsnow: snelaughter: lattermermaid: havfruesurprised: overrasket

De herfst is bijna voorbij, de winter staat voor de deur – en het regent pijpenstelen. Wat doe je dan als fotograaf? In deze aflevering praten je fotografievrienden Niels en Michiel over de invloed van seizoenen op je fotografie. Wat zijn de voordelen van elk seizoen? Waar moet je op letten bij kou, regen of juist fel zonlicht?We hebben het over licht in de zomer, mist in de herfst, lange schaduwen in de winter, en bloei in de lente. Maar ook over binnen fotograferen versus naar buiten gaan, en over hoe je van het weer een medespeler maakt in plaats van een tegenstander.

In this week's Systematic Investor episode, Niels and Andrew Beer explore how a broken 60/40 paradigm is forcing wealth managers into a new world of “other” diversifiers. Andrew reflects on the Goldman Sachs report about private wealth flows, the rise of liquid alts and why big houses are suddenly launching trend ETFs. The conversation dives into replication versus traditional CTAs, the true cost of complexity, and Simplify's new index-based product built on Andrew's strategy. Along the way they debate pods, Bitcoin, and Andrew's evolving metaphor of managed futures as a cloudy, but occasionally crystal-clear, macro crystal ball.-----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 info@toptradersunplugged.comAnd 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 Andrew on Twitter.Episode TimeStamps: 00:00 - Intro and Thanksgiving reflections, gratitude and mood after the holiday01:14 - Goldman report: trillions from wealthy investors and a seismic shift away from 60/4003:38 - Why bonds stopped diversifying and the growth of the “other” bucket in portfolios05:44 - Liquid alts vs illiquid alts and the timing of big firms launching trend ETFs08:25 - Odd Lots, pods and Dalio's skepticism on multi-strats' future09:22 - Bitcoin's volatile run and rumors of a manipulated pullback10:59 - November performance: zigzags in trend indices and short-term traders' struggles12:55 - How DBMF positioned: concentration, short yen, euro pain and being contrarian post “Liberation Day”16:05 - Are we still “replication”? Alternative data beta, tracking error and what's really...

Er is bijna geen nieuws, maar dat mag de pret niet drukken! Renco, Hans en Niels blikken terug op XBNL want we zijn beland bij aflevering 350! Potverdikkie, de tijd […]

Rob Carver returns for a conversation that quietly questions the foundations. Is trend following an edge - or just a reward for holding discomfort others can't? From the role of skew in shaping outcomes to the blind spots in most robustness frameworks, Rob and Niels takes you through the mechanics with uncommon clarity. Listener questions open up the deeper layers: when volatility targeting helps, when it hurts, and why Sharpe Ratios can mislead. They end with a shift that may matter more than it seems: CalPERS moving to a Total Portfolio Approach. Not just a new framework - potentially a new lane for CTAs.-----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 info@toptradersunplugged.comAnd 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 Rob on Twitter.Episode TimeStamps: 00:00 - Intro and welcome to the Systematic Investor Series00:23 - Catching up with Rob and a cold, sunny UK01:35 - Is trend following an edge or a risk premium?03:38 - Overcomplicating edges and the Cliff Asness perspective04:30 - Renaissance's bad month and how even legends struggle09:25 - Managed futures ETFs, performance narratives, and media framing11:22 - AI, Nvidia and what an “AI bubble” might mean for trends13:10 - Trend barometer, current positioning and where returns come from18:35 - George's question: robustness testing, overfitting and multiple testing25:45 - How often to re-fit models and when to leave parameters alone27:44 - Frederik's question: intraday versus end of day for medium term...

Hello everyone, on this episode Niels is taking us along on his first visit to Europa-Park and staying on property at the parks iconic 4-Star Hotel "El Andaluz". Lot's of fun stories and insights are coming your way. Cover photo is by the wonderful ⁠@nielscapturingparks⁠.Support AirMagique on Patreon (Exclusive Content):⁠⁠⁠⁠⁠https://www.patreon.com/airmagique⁠⁠⁠⁠⁠Visit our Website:⁠⁠⁠⁠⁠https://airmagique.net ⁠⁠⁠⁠⁠Follow AirMagique on Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/airmagique/⁠⁠⁠⁠⁠Follow AirMagique on Threads: ⁠⁠⁠⁠⁠https://www.threads.net/@airmagique ⁠⁠⁠⁠⁠Follow Niels on Instagram:⁠⁠⁠⁠⁠https://www.instagram.com/nielscapturingparks/⁠⁠⁠⁠⁠Follow Niels on Threads:⁠⁠⁠⁠⁠https://www.threads.net/@nielscapturingparks⁠⁠⁠⁠⁠Visit Niels's Website:⁠⁠⁠⁠⁠http://capturingdisneyparks.com/⁠⁠⁠⁠⁠--------------------------------------------------------------------------------Music | "Show me" by LiQWYDWatch: ⁠⁠⁠⁠⁠https://www.youtube.com/watch?v=BxvcHu9iAxY&t=0s⁠⁠⁠⁠⁠License: ⁠⁠⁠⁠⁠https://www.liqwydmusic.com/how-to-use⁠⁠⁠⁠⁠Download/Stream: ⁠⁠⁠⁠⁠https://hypeddit.com/link/n3tz7a⁠⁠⁠⁠⁠--------------------------------------------------------------------------------⭐ Free Download: ⁠⁠⁠⁠⁠https://hypeddit.com/link/n3tz7a⁠⁠⁠⁠⁠--------------------------------------------------------------------------------Stream/buy my music:- Spotify: ⁠⁠⁠⁠⁠https://spoti.fi/2RPd66h⁠⁠⁠⁠⁠- Apple Music: ⁠⁠⁠⁠⁠https://apple.co/2TZtpeG⁠⁠⁠⁠⁠- Soundcloud: ⁠⁠⁠⁠⁠https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkdkSC1YTjZpRU1FVHNJQnN1cXllUnY2cVVRd3xBQ3Jtc0ttSm5VRlhBOHhwbmpfMHBvd2FZSW5XaDJqcXNmV1JOZWs1dF80N0xwVk0zMlRrUVB0N0JLRVZCOVp6WFluTF85SjJYYnVuR2ZpNzUwVnZWRS1YZ0dMYXdzQm1TNUZTZHc5dFNNZWtsSDNkZ0tyNUdnSQ&q=https%3A%2F%2Fsoundcloud.com%2Fliqwyd&v=BxvcHu9iAxY⁠⁠⁠⁠⁠- Bandcamp: ⁠⁠⁠⁠⁠https://liqwyd.bandcamp.com⁠⁠⁠⁠⁠Social media:- Instagram: ⁠⁠⁠⁠⁠https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnl1VFpnUTYwWHBMUmIzaHJ3Nm9uWDR4TGJ3d3xBQ3Jtc0tuOHptR1JxNHE2RWpvMXBvSXV3SmFfVGlXcU1NV05uYUZVSU1ibFZmTXNMa2l6MG9nTDVxNzdadFNXZUg2bDl3bEJwcGdNYmZvakJTdnhCSDB4R1JUWnlvQXcyeWliRzVud2lZbzBLTmtwYnFRNFZMVQ&q=https%3A%2F%2Finstagram.com%2Fliqwyd&v=BxvcHu9iAxY⁠⁠⁠⁠⁠- Facebook: ⁠⁠⁠⁠⁠https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkRzTC03cWgzNEZDVk9ETERGTXZqanlGS2hBZ3xBQ3Jtc0trYmxySzlBajVPaE83T254aHRBQ0hiWG5TRWtOanh1cGlZVkRDbWVqOEh5U0RRbmhtTWFmYkpjam1ZYUFzSERWaUZ5Ukh0aV9Od3lxeDg2S09hNkUyNzJUZE5CUUFEOWR2MTBVUnVSOXJiT2wyRUhacw&q=https%3A%2F%2Ffacebook.com%2Fliqwyd%2F&v=BxvcHu9iAxY⁠⁠⁠⁠⁠AirMagique is an independent theme park podcast, made with love, and is not affiliated with the parks and companies we cover.

Fluent Fiction - Danish: Autumn Magic in Nyhavn: A Pastry Chef's Heartwarming Tale Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2025-11-16-23-34-02-da Story Transcript:Da: Nyhavn i efteråret er noget særligt.En: Nyhavn in the autumn is something special.Da: De farvestrålende bygninger lyser op mod den klare himmel, og kanalen spejler de dansende lys fra de små bådrestauranter.En: The colorful buildings light up against the clear sky, and the canal reflects the dancing lights from the small boat-restaurants.Da: Luften er krydret med duften af ristede kastanjer og gløgg.En: The air is spiced with the scent of roasted chestnuts and mulled wine.Da: Soren, en ung konditor, arbejder i sin families bageri ved kanalen.En: Soren, a young pastry chef, works in his family's bakery by the canal.Da: Han elsker at bage, men frygter ofte, at han ikke er god nok.En: He loves baking but often fears he's not good enough.Da: Mens han forbereder sig til den travle sæson, gør Katrine og Niels ham selskab.En: As he prepares for the busy season, Katrine and Niels keep him company.Da: De er på vej forbi for at se på de tidlige julemarkedsdekorationer.En: They are passing by to see the early Christmas market decorations.Da: Katrine er Soren's ældre søster, en sygeplejerske med styr på alt.En: Katrine is Soren's older sister, a nurse who has everything under control.Da: Niels, deres nabo, deler historier fra sin tid som sømand og længes efter en følelse af fællesskab.En: Niels, their neighbor, shares stories from his time as a sailor and longs for a sense of community.Da: "Niels, hvordan går det med livet på landjorden?"En: "Niels, how's life on dry land?"Da: spørger Soren, som altid beundrer sin nabo for hans eventyrhistorier.En: asks Soren, always admiring his neighbor for his adventure stories.Da: "Det er anderledes," svarer Niels med et smil.En: "It's different," replies Niels with a smile.Da: "Men jeg nyder haverne og huset mere end jeg troede."En: "But I enjoy the gardens and the house more than I thought."Da: Soren går tilbage til bageriet for at bage en ny omgang småkager til sæsonen.En: Soren returns to the bakery to bake a new batch of cookies for the season.Da: Han mærker pludselig en kløe i halsen og svimmelhed.En: He suddenly feels an itch in his throat and dizziness.Da: Hans hjerte begynder at hamre hurtigere.En: His heart begins to race.Da: Han forsøger at ignorere det, da han ikke vil forstyrre Katrine eller virke svag.En: He tries to ignore it, as he doesn't want to disturb Katrine or appear weak.Da: Men symptomerne bliver værre.En: But the symptoms worsen.Da: Niels, der stadig er i nærheden, lægger mærke til at Soren ser bleg ud.En: Niels, still nearby, notices that Soren looks pale.Da: "Du ser ikke for godt ud, Soren," siger han.En: "You don't look so good, Soren," he says.Da: "Det er ingenting," svarer Soren, men han har svært ved at trække vejret.En: "It's nothing," replies Soren, but he has trouble breathing.Da: Katrine træder ind, hendes sygeplejeforstand straks vågen.En: Katrine steps in, her nursing instincts immediately alert.Da: "Soren, vi må tage det alvorligt.En: "Soren, we must take this seriously.Da: Du kan have en allergisk reaktion."En: You might be having an allergic reaction."Da: Hun beder Niels om at ringe efter hjælp, mens hun selv finder antihistaminer i sin taske.En: She asks Niels to call for help while she finds antihistamines in her bag.Da: Med rolige hænder giver hun Soren medicinen, og gradvist begynder han at få det bedre.En: With steady hands, she gives Soren the medication, and gradually he begins to feel better.Da: Imens overtaler Niels butiksejeren i bageriet ved siden af til at hjælpe med deres juleforberedelser.En: Meanwhile, Niels persuades the shop owner in the bakery next door to help with their Christmas preparations.Da: Det, der kunne have været en katastrofe, bliver i stedet til en påmindelse om, at selv de stærkeste kan have brug for hjælp.En: What could have been a disaster instead becomes a reminder that even the strongest need help sometimes.Da: Katrine's hurtige indgriben redder dagen, og Soren indser, at det ikke er en skam at række ud efter hjælp.En: Katrine's quick intervention saves the day, and Soren realizes that there's no shame in reaching out for assistance.Da: Med Niels' hjælp får de stablet bageriets pynt og varer an til det kommende marked.En: With Niels' help, they set up the bakery's decorations and goods for the upcoming market.Da: Soren smiler til sine venner.En: Soren smiles at his friends.Da: "Jeg havde aldrig klaret det uden jer.En: "I would never have managed without you.Da: Tak."En: Thank you."Da: Med varmen fra fællesskabet og Niels' gamle flyder fyldt med juledekorationer, flyder en ny forståelse ind over det unge liv.En: With the warmth of community and Niels' old barge filled with Christmas decorations, a new understanding washes over the young life.Da: At spørge om hjælp er ikke et tegn på svaghed, men en styrke.En: Asking for help is not a sign of weakness but a strength.Da: Dette efterår i Nyhavn, ved kanten af kanalen, bliver til mere end bare en travl sæson.En: This autumn in Nyhavn, by the edge of the canal, becomes more than just a busy season.Da: Det bliver en tid til at lægge frygten bag sig og anerkende de bånd og relationer, der virkelig betyder noget.En: It becomes a time to leave fear behind and recognize the bonds and relationships that truly matter. Vocabulary Words:autumn: efteråretcolorful: farvestrålendereflects: spejlerroasted: ristedechestnuts: kastanjermulled wine: gløggpastry chef: konditordizziness: svimmelhedantihistamines: antihistaminerbargains: flyderitch: kløethroat: halsdecorations: dekorationersymptoms: symptomerallergic: allergiskintervention: indgribensteady: roligeadmiring: beundrerneighbor: naboadventure: eventyrbonds: båndrelationships: relationerpale: blegsailor: sømandcommunity: fællesskabinstincts: sygeplejeforstandurgent: stærktdisaster: katastrofeperseverance: vedholdenhedupcoming: kommende

What happens when the data goes dark, yet markets barely flinch? In this episode, Niels and Katy unpack the month of October defined by missing economic releases, relentless equity strength and three extraordinary days of Liberation Day turbulence. They explore why price often tells the truest story, how total portfolio thinking could rewrite the role of trend, and why short term strategies faltered while precious metals surged. The conversation then shifts to the coming wave of alternatives in private wealth and the silent risk inside target date funds, asking how managed futures can reshape retirement outcomes when timing paths go wrong.-----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 info@toptradersunplugged.comAnd 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 Katy on LinkedIn.Episode TimeStamps:00:00 - Introduction and catching up from Boston02:00 - Life without economic data and what markets really need04:20 - Price as the only truth and the limits of official data05:45 - CalPERS, total portfolio thinking and what it means for trend08:20 - AI, data centers and the inflation story hiding in electricity10:30 - Inflation regimes, unstable prices and why trend cares about change12:40 - Year to date trend review across equities, metals, FX and bonds15:10 - Why short term traders struggled in a headline driven year20:00 - Picking “the best strategy” and why robustness matters more than Sharpe24:10 - Parameters, speed of response and treating markets differently26:20

New secrets come to light as Major Wolf and his troops face off against the citizens of Olympus Dale. Niels and the 1952s prepare themselves for an upcoming fight. | Olympus Dale was created, written, and directed by Tom Durham. CAST: Madeline Jayne as Valkyrie Smith, Jefferson Hunter as Niels Newton Smith, Mia Bagley as Reina Galadriel Gomez, K-ets Yah Khai as Alastair "Skinny" Bones, Eric Villasmil as Chesterton "Chess" Wardle, Ali Durham as Martha Smith, Crystal Buras as Bonnet "Bonzy" Smith, Aria Love Jackson as Doctor Credence Brown, Sila Agavale as Major John Howling Wolf, Isaac Akers as Corporal Clayton Coldpepper, Kaylin Jones as Olympia, Joel Bishop as Pastor Dan Anders, Luiz Laffey as Dr. Hector Gomez, and Mitch Hall as Deputy Mayor Dorian Rees. | The sound team was led by Trent Reimschussel, Cayson Renshaw, and Dan Carlisle, with music editing by Kiplin Merrill and Gracie Davis, dialogue editing by DJ Cromarty, sound design by DJ Cromarty, Ashtyn Parkinson, and Charles Clarke, with mixing by Charles Clarke. The Olympus Dale theme is by Daniel Davis. | Olympus Dale is produced by Brian Tanner, Sam Payne, Wendy Folsom, and Heather Bigley, with production coordination by Trent Hortin, Evie Hendrix, and Hannah Harlan. | For more exciting audio adventures for the whole family, subscribe to Kaboom: An Audio Adventure Podcast wherever you're listening to this podcast. Olympus Dale comes from the Kaboom: An Audio Adventure Podcast team, and is a production of BYUradio.

Fluent Fiction - Danish: Søren's Wooden Legacy: Crafting Dreams in Nyhavn Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2025-11-11-08-38-20-da Story Transcript:Da: Søren stod i sin lille værksted i Nyhavn, mens efterårsblæsten dansede udenfor.En: Søren stood in his small workshop in Nyhavn, while the autumn wind danced outside.Da: Nyhavn var fyldt med folk, der nød den friske luft og så på de farverige bygninger.En: Nyhavn was filled with people enjoying the fresh air and looking at the colorful buildings.Da: De begyndte at hænge lys op langs havnen, da vinterfesten nærmede sig.En: They began to hang lights along the harbor as the winter festival approached.Da: Men Søren var bekymret.En: But Søren was worried.Da: Han sad bøjet over sit arbejdsbord og stirrede på de træstykker, han havde tilbage.En: He sat bent over his workbench, staring at the wood pieces he had left.Da: Han manglede inspiration til at lave et unikt legetøj til vinterfesten.En: He lacked inspiration to make a unique toy for the winter festival.Da: Hans bedstefar, der lærte ham at lave legetøj, ville have haft det helt perfekte forslag, men han var her ikke længere.En: His grandfather, who taught him to make toys, would have had the perfect suggestion, but he was no longer there.Da: Dagene gik, og Søren kunne stadig ikke finde den rigtige idé.En: The days passed, and Søren still couldn't find the right idea.Da: Desuden var han ved at løbe tør for det gode træ, han plejede at bruge.En: Besides, he was running out of the good wood he used to use.Da: "Jeg må finde noget bedre træ," tænkte han.En: "I must find some better wood," he thought.Da: Han besluttede at tage til udkanten af byen, hvor der var flere savværker.En: He decided to go to the outskirts of the city, where there were several sawmills.Da: På sin rejse mødte Søren en gammel ven af familien, Niels.En: On his journey, Søren met an old family friend, Niels.Da: Niels var en venlig mand, der også elskede at arbejde med træ, ligesom Søren og hans bedstefar.En: Niels was a kind man who also loved working with wood, just like Søren and his grandfather.Da: De satte sig ned med en kop kaffe, mens Søren forklarede sin situation.En: They sat down with a cup of coffee while Søren explained his situation.Da: Niels smilte og begyndte at fortælle historier om Sørens bedstefar.En: Niels smiled and began to tell stories about Søren's grandfather.Da: "Han havde altid et smil på læben, når han lavede legetøj," sagde Niels.En: "He always had a smile on his face when he made toys," said Niels.Da: "Han fandt altid skønheden i de små detaljer."En: "He always found beauty in the small details."Da: Deres samtale fyldte Søren med nye idéer.En: Their conversation filled Søren with new ideas.Da: Med Niels' hjælp fandt han også en smuk stykke træ, som var helt perfekt.En: With Niels' help, he also found a beautiful piece of wood that was just perfect.Da: Det var som om, hans bedstefar havde sendt ham en gave fra fortiden.En: It was as if his grandfather had sent him a gift from the past.Da: Med det nye træ og en fornyet energi vendte Søren tilbage til sit værksted.En: With the new wood and renewed energy, Søren returned to his workshop.Da: Han arbejdede i timevis og glemte tid og sted.En: He worked for hours, forgetting time and place.Da: Til slut skabte han en lille træ-and med rullende hjul.En: Eventually, he created a small wooden duck with rolling wheels.Da: Det var simpelt, men elegant, præcis som hans bedstefar ville have gjort.En: It was simple but elegant, just as his grandfather would have done.Da: Festivalen kom hurtigt, og Søren udstillede sin legetøj i en bod langs kanalen.En: The festival came quickly, and Søren displayed his toy at a booth along the canal.Da: Folk stoppede op for at beundre hans håndværk.En: People stopped to admire his craftsmanship.Da: "Hvor smukt," sagde en mor til sin lille dreng, da de gik forbi.En: "How beautiful," said a mother to her little boy, as they walked by.Da: Søren smilede, fuld af stolthed.En: Søren smiled, full of pride.Da: Han havde fundet både inspiration og selvtillid.En: He had found both inspiration and confidence.Da: Han vidste nu, at hans bedstefars ånd levede videre gennem ham.En: He now knew that his grandfather's spirit lived on through him.Da: I det øjeblik indså han, at hans kreativitet var den ægte arv fra hans bedstefar.En: In that moment, he realized that his creativity was the true legacy from his grandfather. Vocabulary Words:workshop: værkstedautumn: efterårinspiration: inspirationunique: uniksuggestion: forslagoutskirts: udkantensawmills: savværkercraftsmanship: håndværkconfidence: selvtillidlegacy: arvbeautiful: smukdetails: detaljerelegant: elegantspirit: åndjourney: rejsefestival: festivalenreturned: vendte tilbageconversation: samtalesmiled: smiltestruggled: manglederenewed: fornyetcreation: skabteharbor: havnengrandfather: bedstefaradmire: beundreapproached: nærmede sigwheels: hjulsmile: smilcreativity: kreativitetpride: stolthed

Fluent Fiction - Danish: Finding Festive Magic: A Cozy Winter Book Launch Discovery Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2025-11-09-08-38-19-da Story Transcript:Da: Niels trådte forsigtigt hen ad Nyhavns brosten, mens han strammede sit halstørklæde.En: Niels stepped carefully along Nyhavn's cobblestones as he tightened his scarf.Da: Vinden var skarp og kølig.En: The wind was sharp and cool.Da: Ved siden af ham gik Sophie, der lod sig rive med af den glitrende udsmykning, der begyndte at pryde den gamle havns farverige huse.En: Beside him walked Sophie, who was caught up in the glittering decorations beginning to adorn the colorful houses of the old harbor.Da: Julen nærmede sig med hastige skridt.En: Christmas was approaching rapidly.Da: De arbejdede begge på et lille forlag og var blevet sat på en vigtig opgave: At finde det perfekte sted til en vinter-tema boglancering.En: They both worked at a small publishing house and had been tasked with an important mission: to find the perfect place for a winter-themed book launch.Da: Et event, der skulle ose af hygge og festlig stemning.En: An event that should exude coziness and festive atmosphere.Da: Niels var bekymret.En: Niels was concerned.Da: Han havde en detaljeret liste over mulige steder, alle omhyggeligt udvalgt for at sikre succes.En: He had a detailed list of possible venues, all carefully selected to ensure success.Da: Sophie, derimod, var mere spontan.En: Sophie, on the other hand, was more spontaneous.Da: Hun foretrak at lade sig føre af sin intuition.En: She preferred to be guided by her intuition.Da: Denne forskel skabte ofte gnidninger mellem dem.En: This difference often created friction between them.Da: "Hvad med den her?"En: "What about this one?"Da: Sophie pegede på et lille sted, halvt skjult bag en række julegraner.En: Sophie pointed to a small venue, half-hidden behind a row of Christmas trees.Da: Niels rystede på hovedet.En: Niels shook his head.Da: "Den ser for lille ud."En: "It looks too small."Da: "Kom nu, lad os bare kigge," sagde Sophie med et selvsikkert glimt i øjet.En: "Come on, let's just take a look," said Sophie with a confident glint in her eye.Da: Selvom han tøvede, besluttede Niels at stole på sin kollegas mavefornemmelse, bare denne ene gang.En: Although he hesitated, Niels decided to trust his colleague's gut feeling, just this once.Da: De gik indenfor.En: They went inside.Da: Rummet var en lille oase af varme og lys.En: The room was a small oasis of warmth and light.Da: Kronelys blinkede på rustikke borde og en pejs knitrede blødt i hjørnet.En: Candles flickered on rustic tables, and a fireplace crackled softly in the corner.Da: Dekorationerne var en perfekt blanding af traditionelt og moderne, og stedet udstrålede præcis den atmosfære, de havde håbet på.En: The decorations were a perfect blend of traditional and modern, and the place exuded exactly the atmosphere they had hoped for.Da: Niels var overrasket.En: Niels was surprised.Da: Han kunne mærke en tung vægt løfte sig fra sine skuldre.En: He could feel a heavy weight lifting from his shoulders.Da: "Jeg indrømmer, det her er perfekt," sagde han og kiggede på Sophie.En: "I admit, this is perfect," he said, looking at Sophie.Da: Hun smilede bredt.En: She smiled broadly.Da: "Nogle gange skal man bare følge sin mavefornemmelse."En: "Sometimes you just have to follow your gut feeling."Da: Fra det øjeblik lærte Niels at give slip på sin perfektionisme, i det mindste af og til.En: From that moment, Niels learned to let go of his perfectionism, at least now and then.Da: Sammen gik de ud i den kølige eftermiddagsluft, tilfredse med deres opdagelse og lettere om hjertet.En: Together they stepped out into the cool afternoon air, satisfied with their discovery and light-hearted.Da: Nyhavns liv og lyde omfavnede dem, og Niels vidste nu, at den bedste plan nogle gange er den, der ikke er planlagt.En: Nyhavn's life and sounds embraced them, and Niels now knew that the best plan is sometimes the one that isn't planned.Da: Det var en ny begyndelse, hvor samarbejde og tillid blev nøgleordene.En: It was a new beginning, where collaboration and trust became the keywords. Vocabulary Words:cobblestones: brostenscarf: halstørklædeglittering: glitrendeadorn: prydepublishing house: forlagmission: opgaveexude: osecoziness: hyggeconcerned: bekymretdetailed: detaljeretvenues: stederspontaneous: spontanintuition: intuitionfriction: gnidningerglint: glimtoasis: oaserustic: rustikkeblend: blandingmodern: moderneadmit: indrømmerbroadly: bredtperfectionism: perfektionismecollaboration: samarbejdetrust: tillidbeginning: begyndelseembraced: omfavnedesatisfied: tilfredsediscovery: opdagelselifting: løftegut feeling: mavefornemmelse

The citizens of Olympus Dale are fed up with the lack of answers. Niels comes to his mom's aid. | Olympus Dale was created, written, and directed by Tom Durham. CAST: Madeline Jayne as Valkyrie Smith, Jefferson Hunter as Niels Newton Smith, Mia Bagley as Reina Galadriel Gomez, K-ets Yah Khai as Alastair "Skinny" Bones, Ali Durham as Martha Smith, Crystal Buras as Bonnet "Bonzy" Smith, Aria Love Jackson as Doctor Credence Brown, Sila Agavale as Major John Howling Wolf, Isaac Akers as Corporal Clayton Coldpepper, Ali Durham as Annie Lee, Kaylin Jones as Olympia, Joel Bishop as Pastor Dan Anders, Luiz Laffey as Dr. Hector Gomez, Ana Yslas as Dr. Ana Gomez, Mitch Hall as Deputy Mayor Dorian Rees, Emily Tucker Latham as Trooper Alice Bones and Joe Rising as Trooper David Bones. | The sound team was led by Trent Reimschussel, Cayson Renshaw, and Dan Carlisle, with dialogue editing by Hannah Evans, sound design by Ashtyn Parkinson and Hannah Evans, music editing by Gracie Davis, and mixing by Jim Cassler and Hannah Evans. The Olympus Dale theme is by Daniel Davis. | Olympus Dale is produced by Brian Tanner, Sam Payne, Wendy Folsom, and Heather Bigley, with production coordination by Trent Hortin, Evie Hendrix, and Hannah Harlan. | For more exciting audio adventures for the whole family, subscribe to Kaboom: An Audio Adventure Podcast wherever you're listening to this podcast. Olympus Dale comes from the Kaboom: An Audio Adventure Podcast team, and is a production of BYUradio.

Fluent Fiction - Danish: Uniting Hearts: Niels and Freja's Forest Conservation Quest Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2025-11-06-23-34-02-da Story Transcript:Da: I Brændeskov Skoven, en efterårsdag med klar, kølig luft og et tæppe af gyldne blade på jorden, gik Niels og Freja i gang med deres daglige arbejdsopgaver.En: In Brændeskov Skoven, on an autumn day with clear, cool air and a carpet of golden leaves on the ground, Niels and Freja set out on their daily tasks.Da: Luften var fyldt med lyden af småfugle og den svage knitring fra skovens indbyggere.En: The air was filled with the sound of small birds and the faint rustling of the forest's inhabitants.Da: Solens stråler brød igennem trætoppene og kastede dansende skygger på stierne.En: Sunlight broke through the treetops, casting dancing shadows on the paths.Da: Niels, med lidt tøven i stemmen, sagde: "Vi må stadig fokusere på at samle præcise data.En: Niels, with a little hesitation in his voice, said, "We must still focus on collecting precise data.Da: Nye overvågningsteknikker vil hjælpe os."En: New monitoring techniques will help us."Da: Han ønskede så meget, at deres forskning kunne blive fundamentet for et stort bevaringsinitiativ.En: He wished so much that their research could become the foundation of a large conservation initiative.Da: Det var hans drøm.En: It was his dream.Da: Freja derimod, med sin smittende energi, kiggede ud over skoven og sagde: "Vi bør involvere lokalsamfundet.En: Freja, on the other hand, with her infectious energy, looked over the forest and said, "We should involve the local community.Da: Jo mere de forstår, jo bedre kan vi beskytte dette område."En: The more they understand, the better we can protect this area."Da: Hun troede på, at med fællesskabets opmærksomhed kunne deres arbejde få varig betydning.En: She believed that with the community's awareness, their work could gain lasting significance.Da: Dagene gik, med Niels optaget af sine data og Freja travlt med at planlægge en begivenhed for at engagere skovens naboer.En: The days passed, with Niels engrossed in his data and Freja busy planning an event to engage the forest's neighbors.Da: En dag, da solen stod lavt, samledes de lokale for at høre om projektets fremskridt.En: One day, as the sun hung low, the locals gathered to hear about the project's progress.Da: Freja havde arrangeret et møde midt i skoven, hvor alle duftene og lydene skabte den perfekte stemning.En: Freja had arranged a meeting in the middle of the forest, where all the scents and sounds created the perfect atmosphere.Da: Niels fik nu mulighed for at vise data og grafer.En: Niels now had the chance to show data and graphs.Da: Men pludselig indså han, mens han betragtede de interesserede ansigter, at uden deres støtte kunne alt hans hårde arbejde være forgæves.En: But suddenly he realized, while observing the interested faces, that without their support, all his hard work could be in vain.Da: "Vi kan ikke gøre dette alene," sagde han, nu med forståelse i stemmen.En: "We can't do this alone," he said, now with understanding in his voice.Da: Niels og Freja præsenterede sammen deres forskning.En: Together, Niels and Freja presented their research.Da: Freja talte om vigtigheden af at bevare skoven, mens Niels forklarede den tekniske side af deres opdagelser.En: Freja spoke about the importance of preserving the forest, while Niels explained the technical side of their discoveries.Da: Lokalsamfundet lyttede opmærksomt og stillede spørgsmål.En: The local community listened attentively and asked questions.Da: Flere rakte hånden op for at spørge, hvordan de kunne hjælpe.En: Several raised their hands to inquire how they could help.Da: Da dagen gik på hæld, gik Niels og Freja tilbage gennem skoven, deres stemmer fyldte med håb.En: As the day drew to a close, Niels and Freja walked back through the forest, their voices filled with hope.Da: Niels smilte og indrømmede: "Jeg forstår nu, hvor vigtigt det er at inddrage de lokale.En: Niels smiled and admitted, "I now understand how important it is to involve the locals.Da: Samarbejde giver styrke."En: Cooperation brings strength."Da: Sammen sikrede de, at projektet ikke kun blev en succes på papiret, men også i hjertene hos dem, der boede tæt på skoven.En: Together they ensured the project was not only a success on paper but also in the hearts of those living near the forest.Da: Skovens fremtid virkede lysere, bindet sammen af forskning og fællesskab – takket være Niels og Frejas forenede indsats.En: The forest's future seemed brighter, bound together by research and community—thanks to Niels and Freja's unified efforts. Vocabulary Words:carpet: tæpperustling: knitringinhabitants: indbyggerehesitation: tøvencollecting: samleprecise: præcisemonitoring: overvågningfoundation: fundamentetinfectious: smittendecommunity: lokalsamfundetawareness: opmærksomhedengrossed: optagetengage: engageregathered: samledesprogress: fremskridtarranged: arrangeretinquire: spørgeobserve: betragtedepresentation: præsentationpreserving: bevaresignificance: betydningattentively: opmærksomtadmitted: indrømmedecooperation: samarbejdesuccess: succeshearts: hjerteneunified: forenedeefforts: indsatstogether: sammenbound: bindet

The moment that stayed with him began at a marketplace where sales dashboards showed 40% gross margin—yet finance closed the books at 20%, Boon tells us. The gap, he discovered, lived in the shadows: rebates, discounts, and “free” services that never touched operational metrics. He manually traced economics to the client level and found margins many considered healthy were thin—or nonexistent. One customer representing roughly 30% of revenue delivered 0% gross margin, Boon tells us.That scene explains his broader path. He started in London investment banking “working on deals 24/7,” then spent five years at McKinsey across Europe on corporate finance and strategy. At Zalando he founded Strategic Finance to ready the company for IPO—tightening the P&L and working capital. Hypergrowth taught him that unchecked hiring breeds overlap and data drift, so ownership and reporting must evolve with scale, Boon tells us.He gravitates to complexity. At his current company—public since 2021 and combined with a U.S. competitor bought for “about a billion USD”—systems sprawl and legacy platforms made accuracy difficult while two-thirds of revenue came from the U.S., across 130 countries with people in 14, Boon tells us. He cut legal entities from 28 to 14, moved to one ERP, and shortened the monthly close from “15 days” to “five or six days,” Boon tells us. Two efficiency programs, a 120 million refinancing, and a rights issue 60% oversubscribed rebuilt credibility.Back at the marketplace, he installed a pricing director reporting to finance, killed blanket rebates, and tied commissions to net revenue. Within 12 months, margin rose from 20% to 40%, Boon tells us—proof that disciplined economics, not dashboards, drive durable turnarounds.

On this episode of The Business of Watches Podcast we drop in on Niels Eggerding, the CEO of Frederique Constant (and sister marque Alpina), at the brand's headquarters in Plan-les-Ouates, Switzerland near Geneva. Eggerding has been in the corner office since 2018 and has steered FC through a series of challenges and triumphs during his time leading the company. The Dutchman has brought more high horology and cool collaborations to the value and volume-driven brand, including perpetual calendars and tourbillons as well as more precious-metal cases. But it's a delicate balance for Frederique Constant as value-priced watches still account for more than 90% of its production volumes. Amid rising input costs and a strong Swiss franc, not to mention the challenge of U.S. tariffs, Eggerding's biggest challenge is maintaining FC's value proposition while burnishing its reputation as a serious watchmaker able to produce high-end timepieces. At the same time, he has to keep delivering sales and profit for the brand's owner, Citizen of Japan.  On this episode of The Business of Watches Podcast, we drop in on Niels Eggerding, the CEO of Frederique Constant (and sister marque Alpina), at the brand's headquarters in Plan-les-Ouates, Switzerland, near Geneva.We hope you enjoy our conversation with Niels Eggerding. Be sure to leave any thoughts or questions in the comments section, and we'll do our best to respond. Want to subscribe so you never miss an episode? This new show is being published to the original Hodinkee Podcasts feed, so you can subscribe wherever you find your podcasts, including Apple Podcasts, Spotify, or TuneIn.Show Notes:4:10 Frederique Constant Worldtimer 5:00 FC Classic Perpetual Calendar 5:31 Company history and milestones6:00 Vacheron Constantin7:30 Citizen8:30 La Joux-Perret 10:15 LJP solar quartz movement in Tag Heuer 12:30 Manufacture collection 12:45 Highlife collection16:00 New manufacture QP in 40mm case22:00 FC Women's collection23:23 FC Manchette 28:00 U.S. tariffs and watch prices43:00 FC YouTube channel 

Richard Brennan returns this week to explore how markets truly move - not through randomness or rationality, but through impact, feedback, and memory. What begins with a single trade builds into structure, not pattern; alignment, not noise. Drawing from neuroscience and fractal geometry, Rich challenges the idea that markets can be understood without understanding interaction. The episode builds toward a pointed exchange on position sizing - closed equity versus dynamic exposure - not as a technical footnote, but as a reflection of first principles. In a system where the path shapes the outcome, how you define risk... often reveals how you think the world works.-----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 info@toptradersunplugged.comAnd 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 Rich on Twitter.Episode TimeStamps:00:00:00 – Welcome to the Systematic Investor Series00:00:23 – Niels' intro, show setup, and warm welcome to Rich00:00:57 – Heatwave down under: context and small talk00:02:10 – Rich: divided brain, AI vs embodiment, and markets needing rules00:07:50 – AI's edge shrinks prediction windows; why that helps trend following00:10:35 – Gold's violent selloff; electricity vs oil as the new macro lens00:14:51 – “Trend heaven”: why the backdrop now looks robust00:18:12 – Post-GFC compression vs today's decoupling and trends00:22:43 – Impact and reflexivity: trades reshape the next trade00:28:23 – Non-ergodic markets: path dependence beats Gaussian assumptions00:35:48 – Volatility ≠...

Nigol Koulajian, founder of AlphaQuest rejoins Niels and Alan for a conversation about markets shaped less by fundamentals than by perception. As political influence deepens and volatility is managed rather than discovered, traditional risk signals lose meaning. Sharpe ratios climb not through edge, but through exposure to hidden fragilities. Diversification is narrowing. And while systematic strategies continue to hold their line, the forces around them are shifting - slowly, structurally, and with consequences. This episode is about recognizing imbalance in real time, resisting the comfort of consensus, and asking whether today's apparent stability is masking tomorrow's risk.-----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 info@toptradersunplugged.comAnd 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 Alan on Twitter.Episode TimeStamps:00:32 - Introduction to our special guest01:57 - How did the economy end up the way it is today?09:15 - Is it just a cycle?19:46 - What is the end game?23:47 - A short masterclass on skew and convexity31:45 - How trend following has changed over time39:18 - Should you optimize your portfolio from a short or long term perspective?45:19 - How Nigol navigates the strong headwinds for CTAs53:04 - Turning the risk of pod shops into opportunities56:06 - When will we revert to a more "normal" environment?Copyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment...

Gold is ripping, but it's not about inflation. It's about trust - or the slow erosion of it. Mark Rzepczynski returns to map out the shifting terrain as central banks quietly step away from sovereign debt and build reserves in metal, not paper. Niels presses on what this says about safe assets, liquidity, and the narratives we've long taken for granted. They unpack the rise of short-term options, the distortive power of retail flow, and the fragility buried inside modern plumbing. And as trend followers chase edge in crowded markets, Mark offers a glimpse into what comes next: networks, feedback loops, and systems that learn - until they break.-----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 info@toptradersunplugged.comAnd 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 Mark on Twitter.Episode TimeStamps:01:34 - What has been on our radar recently?05:43 - Is this time different for gold?14:13 - Just a gold story?16:38 - Should we redefine the definition of safe assets?19:45 - The Fed has to change26:08 - An overbearing uncertainty30:25 - Our thoughts on meme stocks35:30 - Not every innovations are good39:02 - How narratives impact how products are sold46:21 - Industry performance update49:39 - Alternative vs traditional assets01:00:43 - Every CTA is a short term trader01:05:59 - The power of seeing the connection between markets01:14:32 - What is up for next week?Copyright © 2025 – CMC AG – All Rights...

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