GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may already be taking shape. Joining Niels Kaastrup-Larsen and Cem Karsan, she explores how artificial intelligence, advanced energy, shifting diplomacy and technological innovation could reshape the global economy and even reduce the risk of war. From the future of the US dollar and China to nuclear energy, robotics and non human intelligence, this conversation challenges conventional thinking and offers an unusually optimistic perspective on one of the most consequential periods in modern history. ----- 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.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Cem on Twitter . Follow Pippa on X. Episode TimeStamps: 00:00 - Why Pippa believes the future is far more optimistic than most expect 01:05 - Reuniting after four years and revisiting major geopolitical themes 03:11 - Digital finance, transparency and the changing role of the US Treasury 06:40 - Ukraine, foreign policy and the debate over hidden funding networks 12:01 - Why Pippa believes the world is moving toward a superpower rapprochement 22:17 - The US dollar, China and competing visions of global leadership 30:49 - Lessons from history, diplomacy and the search for lasting peace 39:38 - Nuclear energy, AI and the race toward technological abundance 45:48 - Populism, inequality and whether AI will widen or close the wealth gap 55:32 - How societies can prepare for an AI driven future 58:10 - Greenland, the Arctic and the strategic battle for space infrastructure 01:04:20 - Pippa's father, diplomacy and the lessons that shaped her worldview 01:09:28 - Non human intelligence, AI and the profound questions facing humanity Copyright © 2025 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here 2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here Privacy Policy Disclaimer