))
Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast will dig deep to uncover investment truths and life hacks you won't find in the mainstream media, covering topics that appeal to left-brained robots, right-brain poets and everyone in between. In this show, we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence ...
Welcome to ReSolve’s Masterclass podcast channel where we explore, from first principles, timeless investment wisdom that will help you maximize your long-term success. In an expansive sequence of focused lessons from goal setting, through the full investment opportunity set, to universal rules for portfolio construction, and advanced alpha generation, our aim is to offer you a a generalizable and coherent investment framework to revolutionize your approach to wealth-creation and conservatio ...
Developer Tea exists to help driven developers connect to their ultimate purpose and excel at their work so that they can positively impact the people they influence. With over 13 million downloads to date, Developer Tea is a short podcast hosted by Jonathan Cutrell (@jcutrell), co-founder of Spec and Director of Engineering at PBS. We hope you'll take the topics from this podcast and continue the conversation, either online or in person with your peers. Twitter: @developertea :: Email: deve ...
R
Resolve's Gestalt University
1
ReSolve Riffs: Andy Constan on Hard vs. Soft Landing, Fed Reaction Function & Higherer for Longerer
1:34:34
1:34:34
Play later
Play later
Lists
Like
Liked
1:34:34
This week we welcomed back Andy Constan (CEO / CIO of Damped Spring Advisors) and thought-provoking commentator on financial markets. His deep understanding of the global macro landscape and structure of markets, as always, made for a fascinating conversation that covered: A disciple of two completely different and complimentary schools of global m…
D
Developer Tea
1
Demystifying Purpose by Focusing On Your Purpose For Today
9:35
9:35
Play later
Play later
Lists
Like
Liked
9:35
You don't need to overthink purpose. Focus on clarity, and finding your underlying motivation. That clarity can be short-lived; purpose is a dynamic and powerful force, but only if you hold it lightly. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: developertea.com. 📮…
What you are afraid of in your career may be the thing that propels you. It's all about framing, and removing the negative and positive language. Instead, think about how you can best position yourself and that behavior to be valuable instead of a detractor. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that y…
R
Resolve's Gestalt University
1
ReSolve Riffs with David Cervantes of Pinebrook on the Increasing Importance of Political Economy
1:24:26
1:24:26
Play later
Play later
Lists
Like
Liked
1:24:26
Our guest this week was David Cervantes, founder of Pine Brook Capital Management. With a rich and diverse background within the investment industry, in the last few years David has dedicated his time to managing his family office and has been developing a macroeconomic framework that considers the objectives and incentives of policymakers as the p…
D
Developer Tea
1
Management Model of Ability and Will Applied to Self
18:20
18:20
Play later
Play later
Lists
Like
Liked
18:20
If you aren't doing something, you either can't or won't. In today's episode, we explore this very simple starting point for behavior change and habit development, and explore the boundaries of the model. 🙏 Today's Episode is Brought To you by: Split This podcast is powered by Split. The Feature Management & Experimentation Platform that reimagines…
You aren't going to put your foot in your mouth, or reveal some devastating level of ineptitude. Asking questions, especially as a beginner, is much more likely to gain you favor than disdain. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: developertea.com. 📮 Join the…
D
Developer Tea
1
Comparing Cost Curves and Second Order Thinking
14:21
14:21
Play later
Play later
Lists
Like
Liked
14:21
What does a feature cost? Your first answer will probably focus on the time to build, or the features needed... Maybe the amount of hiring necessary to deliver. But what about after that? The cost of our decisions is not limited to the short term - usually, a decision has a long term cost curve. Knowing what the cost curve is for any significant in…
R
Resolve's Gestalt University
1
ReSolve Riffs with Bob Elliott on Hedge Fund Replication and Strategies for a Complicated Decade
1:44:01
1:44:01
Play later
Play later
Lists
Like
Liked
1:44:01
This week we had the pleasure of speaking with Bob Elliot (who can be found on Twitter @BobEUnlimited), CIO at Unlimited, a new investment firm that launched a hedge fund replication strategy in ETF format. Our conversation included: Bob’s career and especially his years at Bridgewater Associates The synergies between macro research and systematic …
There is a spectrum of buy-in for behavior change. In today's episode, I'll give you a thinking model for considering different types of buy-in along this spectrum, and when one might help you make better systems for behavior change in your organization. 🙏 Today's Episode is Brought To you by: Split This podcast is powered by Split. The Feature Man…
R
Resolve's Gestalt University
1
ReSolve Riffs with Prometheus Research on Navigating a Potential 2023 Global Recession
1:30:43
1:30:43
Play later
Play later
Lists
Like
Liked
1:30:43
For the opening episode of the new year we had the pleasure of speaking with Aahan Menon, founder and CEO of Prometheus Research, which seeks to democratize access to elite financial research to the general public. This great conversation covered several topics, including: A macro framework focused on the interplay between the real and financial ec…
What is your learning strategy? If you don't have one, you are implicitly saying that all learning is equal. Learning is an investment of time. Choose what you invest in carefully. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: developertea.com. 📮 Join the Discord If …
D
Developer Tea
1
Celebrating 8 Years - Plus, What it Feels Like to Be Wrong
8:09
8:09
Play later
Play later
Lists
Like
Liked
8:09
Developer Tea has been around for 8 years. Thank you so much for your incredible support over these years! In today's episode we discuss how it feels to be wrong. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: developertea.com. 📮 Join the Discord If you want to be a p…
D
Developer Tea
1
Using Strategy, Tactics, and Operations to Achieve Intentions
13:47
13:47
Play later
Play later
Lists
Like
Liked
13:47
Most resolutions aren't as simple as saying something and then doing it. Instead, focus on breaking apart your resolution by looking at intent, strategy, tactics, and operations. 🙏 Today's Episode is Brought To you by: Split This podcast is powered by Split. The Feature Management & Experimentation Platform that reimagines software delivery. By att…
R
Resolve's Gestalt University
1
ReSolve Riffs with ReSolve’s own Dr Andrew Butler on Integrating Prediction with Optimization
2:09:19
2:09:19
Play later
Play later
Lists
Like
Liked
2:09:19
Our guest this week was Dr. Andrew Butler, Chief Investment Officer here at ReSolve. He has an Honors B.Sc. in Applied Mathematics & Physics from Memorial University, an M.A. in Applied Mathematics & Statistics, Financial Engineering from York University, and a PhD from the University of Toronto, Department of Mechanical & Industrial Engineering. O…
D
Developer Tea
1
Resolve To Make Important Asks In The New Year
4:50
4:50
Play later
Play later
Lists
Like
Liked
4:50
Make a commitment to determine three requests that could change your life for the better, and the people you need to give those requests. Then, in the new year, make that a part of your resolutions. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: developertea.com. 📮 Jo…
Complexity is an asset, but often it depreciates in value over time. Simplification strategies should evaluate what kind of value complexity is providing, and whether that could be replaced or if it doesn't provide sufficient exponential value versus the cost over time. 🙏 Today's Episode is Brought To you by: Square Square has APIs for almost every…
D
Developer Tea
1
Your Biggest Opportunity is In Your Daily Influence
10:39
10:39
Play later
Play later
Lists
Like
Liked
10:39
Opportunity is in front of you every day. But, you may not recognize it at first, because you by default will likely imagine yourself to be an external observer. If you change that mental model, and view yourself as an active participant with the power to influence others, your perception of opportunity will follow. 📮 Ask a Question If you enjoyed …
R
Resolve's Gestalt University
1
ReSolve Riffs with Vincent Deluard on Sources of Persistent Inflation and Higher for Longer.
1:22:59
1:22:59
Play later
Play later
Lists
Like
Liked
1:22:59
Our guest this week was Vincent Deluard, Director of Global Macro Strategy at Stonex. StoneX (formerly known as INTL FCStone) is an institutional-grade financial services network that connects companies, organizations, traders and investors to the global markets ecosystem through a unique blend of digital platforms, end-to-end clearing and executio…
What will hold you back from achieving what you want to achieve in your future? How do you imagine your future, and what do you assume will keep you from going further? In today's episode, we'll do a visualization exercise to help understand the assumptions we make about our own problems and flaws, and why avoidance isn't helping us grow. 📮 Ask a Q…
D
Developer Tea
1
How Ordering Your Events in A Day Can Matter
12:43
12:43
Play later
Play later
Lists
Like
Liked
12:43
Practical application of psychology can help us understand how to order our days more consciously. In this episode, we talk about priming and regression to the mean, and how they could impact our work as engineers and managers. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it ov…
R
Resolve's Gestalt University
1
ReSolve Riffs with Bradley Barrie on Embracing Alts and Adapting to a New Market Regime
1:28:51
1:28:51
Play later
Play later
Lists
Like
Liked
1:28:51
Our guest this week was Bradley Barrie, president and CEO of Dynamic Alpha Solution, a firm that is reshaping the way US advisors think about asset allocation through their multi-dimensional framework. Our conversation covered: His early career and almost becoming a math teacher Embracing difference and uniqueness from the very beginning The barren…
D
Developer Tea
1
Don't Fear AI Taking the Coding Jobs (Fixed Audio)
5:24
5:24
Play later
Play later
Lists
Like
Liked
5:24
AI will change your work... But it's time for us to find the path forward. 🙏 Today's Episode is Brought To you by: Square Square has APIs for almost every aspect of running a business from employee management, to order creation and tracking, to inventory synchronization. Square’s APIs also integrate with software business owners already use like ta…
AI will change your work... But it's time for us to find the path forward. 🙏 Today's Episode is Brought To you by: Square Square has APIs for almost every aspect of running a business from employee management, to order creation and tracking, to inventory synchronization. Square’s APIs also integrate with software business owners already use like ta…
D
Developer Tea
1
Focus On Activities With Asymmetrical Upside
14:59
14:59
Play later
Play later
Lists
Like
Liked
14:59
Focus on things that provide asymmetrical upside. This is a personalized ROI evaluation. This is how you invest your time wisely. 🙏 Today's Episode is Brought To you by: Split This podcast is powered by Split. The Feature Management & Experimentation Platform that reimagines software delivery. By attaching insightful data to feature flags, Split fr…
R
Resolve's Gestalt University
1
GestaltU with Alfonso Peccatiello on the Timing and Magnitude of Recession
54:14
54:14
Play later
Play later
Lists
Like
Liked
54:14
Alfonso – also known as MacroAlf – joined Adam and Mike to discuss his most recent report entitled “Yes, But When Recession?” Our conversation covered: Alf’s experience managing a $20B multi-asset book at a global bank Experience launching an independent macro newsletter for greater freedom of views Benefits of interacting with central bankers, reg…
We imagine others are more interested in our mistakes or self-conscious areas than they are. We also imagine they pay little to no attention to us at most other times. Both of these are errors in judgment. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: developertea.co…
We adapt to our circumstances. This dampens our capacity for gratitude, as we become less aware of what we are experiencing the longer we have the same experiences. In today's episode, we use a version of an exercise from Julia Galef's excellent book, The Scout Mindset, to help us break out of our status quo thinking and recognize what is in front …
R
Resolve's Gestalt University
1
ReSolve Riffs with Mark Yusko on FTX, Responsible Crypto Innovation and the Future of Finance
1:34:19
1:34:19
Play later
Play later
Lists
Like
Liked
1:34:19
Our guest this week was Mark Yusko, founder, chief investment officer and managing director of Morgan Creek Capital Management. With deep experience in both digital assets and traditional finance, Mark took us on a rollercoaster as we dissected the recent turmoil affecting the ‘crypto-verse’. Topics included: A post-mortem of the FTX debacle – an e…
D
Developer Tea
1
You Know The Right Decision, Now Reduce The Friction
9:35
9:35
Play later
Play later
Lists
Like
Liked
9:35
You know how to determine what would be a good decision. You have the tools and the reasoning; if you find yourself still not making the right decision, you may be tempted to focus on the "left side" - increasing the energy, gumption, reasoning, or motivation. Instead, focus on the barriers - the friction. ## 📮 Ask a Question If you enjoyed this ep…
D
Developer Tea
1
Using Observational Techniques to Find Your Personal Values
18:50
18:50
Play later
Play later
Lists
Like
Liked
18:50
Determining your values isn't just about fluff. This is what you personally care about. In this episode, we talk about two ways to use direct observation as a tool for determining your values, and why those values are not just buzzwords. ## 🙏 Today's Episode is Brought To you by: [Split](https://split.io/DeveloperTea) This podcast is powered by Spl…
R
Resolve's Gestalt University
1
ReSolve Riffs with Mark Rzepczynski on Trend, Alternative Diversifiers, and Manager Selection
1:52:11
1:52:11
Play later
Play later
Lists
Like
Liked
1:52:11
It was our great privilege to welcome Mark Rzepczynski this week. Mark has over 25 years of experience in financial markets, is a former finance professor and writes frequently about global markets and quantitative investing. Our conversation covered: His early years, ‘forged in the chaos of the trading pits’ Pursuing a PhD and recognizing a career…
D
Developer Tea
1
Avoid Defining Success Outside Your Locus of Control
12:48
12:48
Play later
Play later
Lists
Like
Liked
12:48
Focus on what you can control. Create incentives and language and internal narrative that produces the right actions within your locus of control. Avoid attaching your definition of success to things outside of your control. 🙏 Today's Episode is Brought To you by: Square Square has APIs for almost every aspect of running a business from employee ma…
Don't buy in to the lie that you have to overwork to succeed. Not only is it not true, it's also dangerous - and the opposite is more accurate. ## 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: [developertea.com.](https://www.developertea.com/contact) ## 📮 Join the [D…
R
Resolve's Gestalt University
1
ReSolve Riffs with Mike Green on the Visible Hand, a Passive Singularity, and Pivoting to Optimism
2:12:48
2:12:48
Play later
Play later
Lists
Like
Liked
2:12:48
We have been eagerly waiting for this one for a while! Our friend Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, returned to the podcast this week. Always thought-provoking, Mike journeyed with us through a wide range of topics that included: Why the enthusiasm for central bank intervention is so asymmetric Options…
In today's episode, I provide a simple coaching tip on improved communication for software engineers. It's simple: always make precision explicit, and layer context. Start with precision, then create meaning on top. ## 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: [d…
We don't think about the unexpected as a category of possible outcomes. This leads us to assign overestimated probabilities to things that are front of mind, and discount the likelihood of things we don't expect. This may lead us to prepare for expected events without consideration for what we'll do in the face of the unexpected. 🙏 Today's Episode …
R
Resolve's Gestalt University
1
ReSolve Riffs with Cem Karsan on Regime Change and Strategies to Navigate an Inflationary Decade
1:44:23
1:44:23
Play later
Play later
Lists
Like
Liked
1:44:23
It was our great pleasure to welcome back Cem Karsan (also known as @jam_croissant on Twitter), Founder and Sr. Managing Partner at Kai Volatility Advisors. This deeply insightful conversation included topics such as: A recap of the last few months in equity markets Volume-weighted time and why seasonality matters more than most people know The acc…
Look closer at the things that don't happen. Evaluate the options you never considered. When you are looking back, don't just judge based on actions and outcomes - look at the quality of decisions through the lens of information, and wonder: was there a better decision? Was there an option that was nearly as good, but this one was better? ## 🙏 Toda…
You can't wait for luck to strike, but you also won't always get what you deserve. Both of these are true - so, go make luck happen for you! ## 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: [developertea.com.](https://www.developertea.com/contact) ## 📮 Join the [Disc…
R
Resolve's Gestalt University
1
ReSolve Riffs with Darius Dale @42Macro - Catching up with Global Assets and Economic Conditions
1:10:48
1:10:48
Play later
Play later
Lists
Like
Liked
1:10:48
Our guest this week was Darius Dale, founder and CEO of 42 Macro, an investment research firm focused on macroeconomics. Our conversation covered topics including: How higher inflation leads to higher inflation volatility and increased risk premia The core drivers of inflation and where the data currently points Complacency followed by overshooting…
Habits aren't built on their own. They are the result of environments. Reduce friction and create a positive reinforcement loop, and the habits will follow. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: developertea.com. 📮 Join the Discord If you want to be a part of…
D
Developer Tea
1
Design Your Low Stakes Environment As A Mirror of Your High Stakes Environment
11:59
11:59
Play later
Play later
Lists
Like
Liked
11:59
What happens in high-stakes environments? Is the learning you do in your low-stakes environment actually helping you when you have skin in the game? ## 🙏 Today's Episode is Brought To you by: [Split](https://split.io/DeveloperTea) This podcast is powered by Split. The Feature Management & Experimentation Platform that reimagines software delivery. …
D
Developer Tea
1
Better Goals - Deriving Values from Personal Investment and Risk Tolerance
10:38
10:38
Play later
Play later
Lists
Like
Liked
10:38
Having trouble setting goals? Take a look at a different angle with the guided exercise in today's episode. 🙏 Today's Episode is Brought To you by: Square Square has APIs for almost every aspect of running a business from employee management, to order creation and tracking, to inventory synchronization. Square’s APIs also integrate with software bu…
D
Developer Tea
1
Better Goals - Finding Cohesion Between Your Long and Short Term Goals
12:26
12:26
Play later
Play later
Lists
Like
Liked
12:26
Our goals usually take two forms: what we want to accomplish, and who we want to be. When we can align these things, we find cohesion in our goals, giving us more clarity and purpose. 🙏 Today's Episode is Brought To you by: Square Square has APIs for almost every aspect of running a business from employee management, to order creation and tracking,…
D
Developer Tea
1
Better Goals - Two Guidelines for Better Outcomes
10:41
10:41
Play later
Play later
Lists
Like
Liked
10:41
Two guidelines for better goal setting. First, goals don't stand alone. Second, ranges often beat arbitrary points. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: developertea.com. 📮 Join the Discord If you want to be a part of a supportive community of engineers (non…
D
Developer Tea
1
5 Powerful Questions To Design Your Time More Effectively
11:27
11:27
Play later
Play later
Lists
Like
Liked
11:27
Stop and think about how you are spending your time. Time is constantly moving, whether we stop to recognize it or not. How will you spend it? These five powerful questions will help you reconfigure your time today. 🙏 Today's Episode is Brought To you by: Split This podcast is powered by Split. The Feature Management & Experimentation Platform that…
A short term mindset will focus on different things than a long term mindset. Neither is right or wrong, but what are you optimizing for? Once you answer this question, you can start to work towards finding a solution that balances both. 🙏 Today's Episode is Brought To you by: Square Square has APIs for almost every aspect of running a business fro…
D
Developer Tea
1
Revolutionize Your Most Important Meetings with Powerful Questions
12:03
12:03
Play later
Play later
Lists
Like
Liked
12:03
Your best tool is your next question. 🙏 Today's Episode is Brought To you by: Square Square has APIs for almost every aspect of running a business from employee management, to order creation and tracking, to inventory synchronization. Square’s APIs also integrate with software business owners already use like tax and bookings. so business owners ca…
R
Resolve's Gestalt University
1
ReSolve Riffs with Wade Pfau on Optimal Retirement Strategies
1:18:33
1:18:33
Play later
Play later
Lists
Like
Liked
1:18:33
Wade Pfau is Professor of Retirement Income at The American College and has published several books on retirement, most recently The Retirement Planning Guidebook: Navigating The Important Decisions For Retirement Success. He joined us for an awesome discussion that included: The drawbacks of privatized retirement plans Why longevity pooling is so …
Diffuse thinking produces options and draws connections. Focused thinking narrows things down to a specific path. Use them both, and watch for when they collide. 📮 Ask a Question If you enjoyed this episode and would like me to discuss a question that you have on the show, drop it over at: developertea.com. 📮 Join the Discord If you want to be a pa…
