
Top Traders Unplugged
by Niels Kaastrup-Larsen
Latest Business Ideas
Active Investment Management Platform
An online platform that facilitates active investment management could cater to a growing market of investors looking for alternatives to passive investing. This platform would allow users to engage with professional asset managers, access unique investment strategies, and utilize advanced analytics tools. Features could include customizable portfolios, social trading elements where users can follow expert trades, and educational resources on active management techniques. The target audience includes retail investors who are frustrated with traditional passive strategies and are seeking higher returns in a volatile market. Launching this platform would require a robust technology stack, marketing to build a user base, and partnerships with financial experts to provide credible investment strategies. Tools like WordPress for the website, APIs for market data, and cloud services for scalability can be essential in this endeavor.
From: SI243: Sell in May and Go Away...Really ft. Cem Karsan
AI-Driven Trend Analysis Tool for Investors
An AI-driven tool that leverages machine learning algorithms to analyze market trends and predict future movements can be a valuable asset for investors. This tool would aggregate large datasets, including historical price data, economic indicators, and social sentiment, to provide actionable insights. The target audience for this service would be retail investors, hedge funds, and financial advisors seeking more accurate and timely market predictions. Implementing this idea would involve developing a user-friendly interface and integrating with existing trading platforms, as well as ensuring compliance with financial regulations. Tools like TensorFlow or PyTorch for machine learning and robust data analytics frameworks like Apache Spark could be utilized in the development process to handle large datasets efficiently.
From: SI243: Sell in May and Go Away...Really ft. Cem Karsan
Develop a SaaS Tool for Copper Market Analytics
With the anticipated growth in copper demand driven by the transition to renewable energy and electric vehicles, a software-as-a-service (SaaS) tool could be developed to provide real-time analytics and forecasting for the copper market. This tool would aggregate data on global supply chains, inventory levels, and price projections, allowing businesses to make informed purchasing decisions. The platform could also include visual analytics and trend analysis to help users understand market movements. Target customers would include manufacturers, investors, and policymakers who require insights into the copper market dynamics as they plan investments or production strategies. Marketing could focus on industries heavily reliant on copper, such as electronics and construction.
From: GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg
Create a Physical Gold Investment Platform
As interest in gold investments rises due to economic uncertainty, a platform could be created that facilitates the purchase and storage of physical gold. This service would provide investors with an easy and secure way to buy gold in various forms (coins, bars, etc.) while ensuring safe storage options. The platform could also include educational resources about gold investment and market trends, catering to both novice and experienced investors. By addressing concerns regarding the security and authenticity of gold purchases, the platform could build trust with its users. Target customers would include individual investors, wealth management firms, and institutional investors looking to diversify their portfolios with tangible assets.
From: GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg
Establish a Marketplace for Rare Earths
Given the increasing demand for rare earth metals and the current market's reliance on China for production, entrepreneurs can create a marketplace to connect buyers and sellers of these metals. This platform could facilitate transactions, provide transparency in pricing, and help identify and promote alternative sources of rare earths. The marketplace could also educate buyers on the importance of sourcing from ethical and sustainable suppliers. By leveraging technology, such a platform can streamline sourcing and logistics for industries reliant on rare earths, such as electronics and renewable energy. Target audiences would include manufacturers, tech companies, and governmental agencies looking to diversify their supply chains away from China.
From: GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg
Zero-DTE Options Education Platform
With the growing popularity of zero-day options (zero DTE), there is a significant need for an educational platform that teaches traders how to effectively use these instruments. Entrepreneurs can create an online community combined with learning resources, webinars, and workshops focused on zero DTE options. This platform could include expert insights, trading strategies, risk management techniques, and discussions about the implications of zero DTE options in different market conditions. The target audience would be retail traders, financial educators, and professional traders looking to enhance their skills in utilizing these options. Tactics could include a subscription model for premium content, partnerships with trading platforms, and offering certification programs.
From: UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom
VIX Decomposition Tool for Market Insights
The VIX decomposition tool is a new product developed by the SIBO Market Intelligence team that breaks down the elements driving the VIX index. This tool analyzes factors such as directional components, demand for downside hedges, and calls to provide deep insights into market volatility. Entrepreneurs can implement this idea by creating a user-friendly platform that integrates the VIX decomposition tool, providing real-time analysis for traders and investors. The target audience includes individual traders, hedge funds, and financial institutions seeking to understand volatility dynamics more effectively. Specific tactics involve offering subscription-based access to the tool, educational resources, and market insights based on the decomposition analysis.
From: UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom
Economic Data Revision & Anomaly Tracker
This is a data transparency product that ingests vintage releases of official economic statistics (CPI, payrolls, GDP vintages, employment surveys), tracks every revision, and automatically flags anomalous or politically-sensitive changes. The episode explicitly raises the problem of large revisions, growing imputation rates, and concerns that data could be 'tampered' with — and asks whether one can precisely track where and why revisions occur. That discussion frames a practical product: a dashboard + API that shows historical vintages, revision magnitudes, imputation rates, response-rate metadata, and automated anomaly scoring (e.g., sudden upward/downward bias in revisions, spikes in CPI imputations). Implementation: build a SaaS pipeline that pulls published vintage datasets from agencies (BLS, BEA, Census, Eurostat, national statistical offices), stores each vintage, computes revision deltas, and overlays market-sensitive instruments (e.g., TIPS breakevens) to produce risk/credibility alerts. Provide user-facing dashboards, automated email/slack alerts, an API for quant funds and journalists, and downloadable revision reports. Use standard tech stack (Python ETL, time-series DB, cloud hosting, simple ML rules for anomaly detection). Revenue can be subscription tiers: retail investors / journalists / allocators / institutional (higher-frequency API). Problem solved / audience: solves the lack of transparency about data revisions, helps asset managers, quant funds, macro traders, journalists and policy analysts detect suspicious or structurally large revisions early and adapt positioning. Specific tactics mentioned in the episode that support this: tracking annual benchmarking revisions, monitoring imputation share in CPI, and comparing market prices (TIPS) to official prints.
From: SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne
Trend Barometer & Signals Platform for Allocators
The hosts repeatedly reference a 'Trend Barometer', trend indices (SocGen / SG trend, SokGen, CTA indices) and performance/decomposition commentary — creating a clear, practical idea: a subscription analytics platform that computes and publishes a transparent Trend Barometer, per-market trend scores, volatility-adjusted exposure signals, and portfolio-level allocation recommendations aimed at institutional allocators and family offices. Implementation: aggregate live market data (futures, FX, rates, commodities, equities), apply configurable trend-following signal engines (multi-horizon moving averages, volatility scaling, breakout rules), produce normalized per-market trend scores and a composite Trend Barometer. Offer backtests, stress scenario reports (e.g., how a 10% allocation to trend would have affected portfolio payouts historically), white-label dashboards for CIOs, and webhook/broker integrations for execution or overlays. Include explainability features that map losses to specific reversals/noise events (helping boards justify allocations during drawdowns). Problem solved / audience: many allocators lack transparent, comparable trend metrics (the episode highlights confusion over multiple indices and how trend behaves across sectors). This product helps allocators, multi-asset PMs, and CTAs evaluate trend exposure, manage sizing, and communicate rationale to committees. Specific tactics referenced in the episode that should be built in: volatility adjustment, multi-horizon aggregation, per-market attribution (gold, live cattle, grains highlighted), and publicly comparable index benchmarks.
From: SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne
Paid Research Newsletter + Accredited Investor Content
Alan explicitly refers to a LinkedIn article/newsletter ('the highs and lows of allocating to trend following') and the episode description advertises a paid book + behind-the-scenes video for accredited investors. This matches a very implementable content-monetization idea: build a paid research newsletter and premium digital product bundle targeted to allocators, family offices and accredited investors that explains how to use liquid diversifiers (trend-following) and provides actionable allocation playbooks. Implementation: use the free LinkedIn newsletter as top-of-funnel, then convert engaged readers to a paid tier (hosted on Substack/Memberful or a custom site) that includes: in-depth monthly research reports, downloadable strategy briefings, an exclusive video series (behind-the-scenes book content), periodic webinars/Q&A, and credentialed access workflows for accredited investor verification. Monetize via subscriptions and higher-priced one-off bundles (e.g., '50 Years of Trend Following' book + private video). Marketing tactics referenced in the episode: use episode references, repurpose podcast clips, provide free lead magnets (e.g., 'Ten Reasons to Add Trend Following to Your Portfolio') and promote via LinkedIn and podcast show notes. Problem solved / audience: many allocators are uncertain about how to interpret drawdowns and communicate allocations to trend strategies. This product provides education, evidence-backed arguments (AQR paper discussion in-episode is a clear model), and sales collateral to help CIOs and advisors stay invested through cyclical noise.
From: SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne
Recent Episodes
SI243: Sell in May and Go Away...Really ft. Cem Karsan
Host: Niels Kaastrup-Larsen
GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg
Host: Niels Kaastrup-Larsen
3 ideas found
UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom
Host: Niels Kaastrup-Larsen
SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne
Host: Niels Kaastrup-Larsen
3 ideas found
SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan
Host: Niels Kaastrup-Larsen
TTU144: Turtle Trading 2.0? ft. Brian Proctor, Managing Director at EMC Capital Advisors
Host: Niels Kaastrup-Larsen
IL40: Why the Economy Feels Broken... Even When It’s Growing ft. Diane Coyle
Host: Niels Kostrup Larsen
1 idea found
SI359: Trend Following in a World That Loves Bubbles ft. Mark Rzepczynski
Host: Niels Kaastrup-Larsen
1 idea found
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