Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts 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-brained 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 the journey. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.
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240 episodes
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Content provided by ReSolve Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ReSolve Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts 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-brained 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 the journey. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.
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240 episodes
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1 Julian Brigden on the Coming Reset and Decline of US Exceptionalism 1:24:45
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LikedReSolve Riffs returns with Julian Brigden, the president and founder of MI2 Partners, who joins the conversation as a seasoned market strategist and global macro expert. In this episode, Julian and his co-hosts Adam Butler and Richard Laterman dissect a broad range of topics—from U.S. exceptionalism and dollar dynamics to treasury market vulnerabilities and the complex interplay of global capital flows. The discussion navigates themes such as fiscal deficits, policy shifts, asset rotations, and geopolitical recalibrations that are reshaping the global financial landscape. Topics Discussed • U.S. exceptionalism and the reflexive cycle of capital inflows, hyper-financialization, and current account imbalances • Policy triggers and market cycles driven by the Trump administration’s tariff measures and shifting economic narratives • Dollar performance and its impact on global purchasing power, equity valuations, and hedging dynamics • Structural challenges in the U.S. Treasury market, fiscal dominance, and the looming implications of elevated deficits • Global capital flows and the divergence in behavior between sovereign investors and private market participants • Comparative dynamics across asset classes, including equity market rotations, emerging market opportunities, and the role of commodities • Geopolitical recalibrations driven by U.S. retrenchment from European defense commitments and the evolving Middle Eastern investments • Divergent monetary policy challenges in key economies, especially Japan’s yield curve control and the risks of fiscal dominance…
1 Discover RGBM ETF: Diversification That Clients May Actually Stick To Tired 50:31
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Play Later Play Later Lists Like LikedTired of Clients Chasing Returns? Learn how Return Stacked® Global Balanced & Macro ETF (RGBM) aims to provide diversification in a way that helps manage client (mis-)behavior. As financial advisors, we know clients struggle to stay the course with liquid diversifying investments, especially when 60/40 portfolios have been strong. RGBM ETF offers a solution: a 100% global balanced strategy stacked with an additional 100% systematic macro strategy. This 2 for 1 combination is designed to help deliver the diversification your clients may need in a solution they can actually stick to. In this podcast, we explore how RGBM’s unique 'return stacking' approach can improve portfolio resilience and client outcomes. Learn how it minimizes the behavioral challenges of owning diversifying assets. How RGBM seeks to provide diversification that can help clients stay invested, even when traditional assets are performing well. The power of 'return stacking': Combining a global balanced allocation & a systematic macro strategy. Why systematic macro may improve portfolio performance during equity drawdowns and inflationary periods. How to use RGBM as an overlay to your strategic portfolio for capital efficiency. This podcast may be suitable for: Investment professionals and financial advisors seeking innovative solutions for client portfolio diversification and behavioral risk management.…
1 Unlock Hidden Portfolio Wealth with Private Life Insurance with Riccardo Gambineri and Frank Seneco 1:12:44
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Play Later Play Later Lists Like LikedIn this episode of ReSolve Riffs, host Rodrigo Gordillo is joined by Riccardo Gambineri, President at Crown Global Life Insurance Group, and Frank Seneco, President at Seneco Global Advisors. The discussion delves into sophisticated wealth planning solutions with a focus on private placement life insurance, comparing U.S., U.K., and offshore products while addressing topics such as asset protection, tax deferral, and strategic estate planning. Topics Discussed • Differences in Private Placement Life Insurance across Jurisdictions and Regulatory Frameworks • Investment Flexibility and Portfolio Diversification within PPLI Structures • Regulatory Compliance and Jurisdictional Challenges in Domestic and Offshore Markets • Mechanics of Policy Borrowing, Interest Rates, and Accessing Cash Value • Asset Protection and Creditor Shielding Advantages of Offshore Policies • Transparent Cost Structures and the Value Proposition of PPLI versus U.K. Bonds • Tax Implications, Deferral Mechanisms, and Estate Planning Strategies • Integrating Comprehensive Family Governance and Customized Advisory Solutions…
In this discussion, Adam Butler, CIO of ReSolve Asset Management Global, a seasoned expert in multi‑asset carry strategies, walks through his latest research comparing two implementations of a carry strategy. He explains the fundamentals of carry in diverse asset classes and explores a wide range of topics including carry fundamentals, market liquidity, simulation analysis, historical cycles, and portfolio strategy, all while putting recent market performance into a broader cyclical context. Topics Discussed • Carry strategy fundamentals and the yield dynamics across various asset classes • Comparison between a small, highly liquid 26‑market universe and an extended universe of up to 80 markets • Detailed statistical analysis using historical simulations and probability cones • Examination of recent performance divergences between liquid and broader market universes • The influential role of soft commodities and other non‑liquid market segments on carry returns • Historical patterns of divergence and subsequent reversion in carry strategy performance • Implications for long‑term investment strategies and tactical portfolio management…
1 Moritz & Moritz from Takahe on the New School of Old School Trend-Following 1:11:49
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Play Later Play Later Lists Like LikedIn this episode of ReSolve Riffs, host Adam Butler is joined by two special guests from Takahē Capital – founder, CEO, and chief bottle washer Moritz Seibert, and head of quantitative research, Moritz Heiden. They offer an in‐depth look into systematic trading within managed futures, exploring topics such as commodity markets, trend following, risk management, portfolio construction, and the challenges posed by investor and ESG dynamics. Topics Discussed • The emergence of Takahē Capital from restrictive ESG mandates and its unconventional origins • The core trend following strategy, outlier trading, and the “high octane” approach • Rigorous risk management techniques centered on fixed risk unit sizing and drawdown control • Diversification across conventional and peripheral commodity markets • Position sizing dynamics through multiple independent trading systems • Portfolio construction methods and the management of correlated markets • The balance between simplicity and complexity in systematic trading models • The impact of investor demands and ESG standards on volatility, capital efficiency, and returns…
1 Live Q&A - Managed Futures Trend & Carry Flash Update 59:50
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Play Later Play Later Lists Like LikedThis in‐depth live Q&A features guests Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Global, alongside host Rodrigo Gordillo, President and Portfolio Manager of ReSolve Global. In this episode, the panel unpacks the current macro market shifts and their impact on managed futures strategies, discussing topics such as policy shocks, systematic trend and carry models, volatility, and historical market precedents. Topics Discussed • Global Macro Market Dynamics and Policy Shifts affecting asset classes across Europe, the U.S., and beyond • The Cumulative Impact on Managed Futures and Systematic Strategies that span multiple asset classes • Multi-Asset Carry Strategy Fundamentals, including yield extraction and financing differentials • Trend Following Strategies under Volatile and Reversal Conditions in rapidly shifting markets • Risk Adjustments and Portfolio Rebalancing Mechanisms as systematic models react to sudden market changes • Historical Precedents: Lessons from events like the 1994 bond massacre and subsequent policy shocks • The Interplay between Policy Announcements and Systematic Strategy Performance amid geopolitical surprises • Advisory Perspectives and Long-Term Risk Management for communicating drawdowns and premiums to clients…
1 David Woo: Trump’s Trade War Playbook – How to Profit From It 1:20:37
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Play Later Play Later Lists Like LikedIn this episode of ReSolve Riffs, renowned economist and strategist David Woo—CEO of David Woo Unbound and a veteran of global finance—dives deep into a multifaceted discussion on current global economic and political trends with Mike Philbrick and Adam Butler. Drawing on decades of experience at institutions like Bank of America and the IMF, Woo unpacks themes ranging from shifting U.S. trade policies and the fallout from the German election to disruptive advances in technology and evolving fiscal strategies. Topics Discussed • U.S. Trade Policy and Shifting Global Alliances: Analysis of the transition from Biden’s approach to Trump’s competitive strategy • German Election and European Economic Adjustments: Examining the impact on manufacturing competitiveness and embedded fiscal constraints • Tariffs and Trade Warfare: Insight into the deployment of steel, aluminum, auto, and reciprocal tariffs across regions • Market Rotation and Investor Flows: The dynamic shift from U.S. retail-driven buying to increased global and emerging market exposure • Fiscal Discipline and Inflation Management: Strategies to curb deficits, rein in spending, and mitigate inflationary pressures • Emerging Markets and Currency Strategies: Evaluating opportunities in emerging market local currency debt amid global real yield shifts • Technology Disruption in Cloud and Semiconductor Industries: The implications of innovations like DeepSeek and evolving AI dynamics • Japanese Economic Outlook and Structural Reforms: Assessing Japan’s monetary policy, automation, and progress in semiconductor manufacturing…
1 Daniel Waldenström-Lifting the Bottom: A Fresh Look at Wealth and Economic Progress with 1:37:08
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Play Later Play Later Lists Like LikedIn this episode, the ReSolve team sits down with Daniel Waldenström, a professor of economics with a focus on growth and distribution. Waldenström shares his insights on a range of topics, from the impact of economic crises on societal structures, to the role of policy makers in fostering growth, and the shifting landscape of wealth inequality. Topics Discussed • Waldenström's journey into economics, spurred by an interest in societal issues and historical events, particularly the economic crisis Sweden faced in the early 90s • The importance of understanding both the size of the economic pie and its division, and how this realization shaped Waldenström's book, 'So Richer and More Equal' • The role of policy makers in fostering growth and the common pitfalls they face, particularly in Europe • The impact of the Swedish economic crisis in the late 80s and early 90s, centered around real estate and loose lending standards by Swedish banks • The evolution of wealth distribution over time, with a focus on the shift from a wealth concentration in the hands of a few to a broader dispersion • The unique case of wealth inequality in the U.S., and how it differs from trends in other Western economies • The role of educational systems, labor laws, and trade unions in raising people's productivity and income levels • The impact of asset price appreciation on wealth inequality, and how this has played out differently in the U.S. and Europe • The role of income and income distribution in wealth inequality, and the implications of capitalization of income • Waldenström's policy prescriptions based on his research, offering a positive view of capitalism and human ingenuity This episode is a must-listen for anyone interested in understanding the dynamics of economic growth, wealth distribution, and the role of policy in shaping these outcomes. Waldenström's insights provide a nuanced perspective on these complex issues, offering valuable strategies for navigating the ever-changing economic landscape.…
1 Warren Mosler: Unraveling the Mysteries of Modern Monetary Theory 1:25:19
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Play Later Play Later Lists Like LikedIn this riveting episode, the ReSolve team converses with Warren Mosler, a prominent economist and theorist in the field of Modern Monetary Theory (MMT). The conversation is enriched by the presence of Richard Latterman, a portfolio manager at Resolve, who is keen on gaining insights on policy and economics. The discussion dives deep into the evolution of economics, the departure of MMT from classical economics, the impact of interest rates on inflation, and the intricacies of the banking system. Topics Discussed • Warren Mosler provides an introduction to Modern Monetary Theory and how it deviates from classical economics • The discussion delves into the order of operations in economics, with a focus on the concept of 'spend before taxing and borrowing' • Exploration of the role of the U.S. government in the creation of dollars and the implications of this process • Discussion on the fear of removing the scarcity constraint or the scarcity mindset in economics • Analysis of the impact of interest rates on inflation, challenging conventional economic wisdom • Understanding the concept of continuous change in the price level under floating exchange rates • The conversation delves into the complexities of the banking system and the role of regulations and compliance • Warren Mosler shares his views on the potential impact of certain policy suggestions on the current economic system. • The discussion concludes with Warren Mosler sharing his non-consensus views on investment and asset allocation. This episode is a treasure trove of insights for anyone interested in understanding the nuances of Modern Monetary Theory, the impact of interest rates on inflation, and the intricacies of the banking system. Warren Mosler's insightful views challenge conventional economic wisdom and provide a fresh perspective on the evolution of economics and economic policy.…
1 Return Stack Anything: Portable Alpha with RSSB 37:23
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Play Later Play Later Lists Like LikedFinding alpha is notoriously difficult. Instead of trying to pick stocks better, what if you simply added the return of high-conviction, alternative strategies on top of your asset allocation? That’s the opportunity portable alpha unlocks for allocators. Join us for an exclusive webinar where we reveal how capital-efficient ETFs can be used to “port” the returns of any alternative investment on top of your asset allocation. In this educational session, we will: Explain what portable alpha is, where it came from, and what problems it solves for allocators Demonstrate how the Return Stacked® Global Stocks & Bonds ETF (RSSB) enables anyone to implement portable alpha Discuss key considerations in running a portable alpha approach Provide a live demonstration of how investors can evaluate different portable alpha ideas Perfect For: Investment professionals seeking to enhance their portfolio construction toolkit. Advisors looking to provide better diversification solutions for their clients. Advisors looking to introduce unique sources of alpha for their clients.…
1 John Skrentny: STEM Burnout and the Future of US Scientific Innovation 1:05:21
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Play Later Play Later Lists Like LikedIn this episode, we delve into the world of STEM education with John Skrentny, a professor of sociology at UC San Diego. We discuss the current state of STEM education, its implications for the future workforce, and the intersection of technology, policy, and societal needs. Topics Discussed • The importance of STEM education and the common misconception that more STEM graduates equate to more innovation • The comparison of STEM job opportunities in different countries, with a focus on the United States and Japan • The exploration of the reasons why many STEM graduates choose to pursue careers outside of their field of study • The discussion on the perceived shortage of STEM graduates in the job market and the behaviors of employers • The impact of technological advancements, particularly AI, on the demand for STEM skills • The importance of developing a wide range of skills for career longevity and adaptability in the rapidly changing job market • The exploration of the role of universities in providing continuous education and training for a diverse range of careers • The discussion on the value of humanities in the context of technological advancement and societal needs This episode provides valuable insights into the complexities of STEM education and its role in shaping the future workforce. It is a must-listen for anyone interested in education, technology, and the future of work.…
In this exciting episode, Rodrigo Gordillo, Meb Faber, Corey Hoffstein, and Wes Gray discuss their investment ideas for 2025 and beyond. Each brings three unique ideas to the table, making for a lively and insightful conversation. Topics Discussed • Rodrigo Gordillo discusses the idea of matching the risk of Bitcoin by levering up gold, providing insights on how to achieve an equal risk allocation between Bitcoin and gold • Meb Faber shares his thoughts on the potential of cannabis as an investment and the risks and rewards of bonds in the current financial climate • Corey Hoffstein proposes a complex crypto trade that could potentially yield significant returns but also carries a high risk • Wes Gray suggests a new approach to exchange funds to make them more transparent, easier to manage, and more cost-effective • The group discusses the potential of GameStop and Bitcoin as investments, with differing opinions on their viability • Meb Faber proposes a unique investment strategy based on taking the opposite position of the crowd consensus on Twitter • Wes Gray shares his thoughts on the current state of the energy sector and its potential for future growth This episode is a must-listen for anyone interested in unique investment ideas and strategies, offering a wealth of knowledge and perspectives from leading financial experts. Tune in to gain valuable insights and prepare for the financial landscape of 2025 and beyond.…
1 Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy 1:14:54
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Play Later Play Later Lists Like LikedIn this episode, we delve into the world of behavioral finance and financial planning with Brian Portnoy, one of the co-founders of Shaping Wealth. We discuss the importance of understanding human behavior in financial planning, the concept of 'behavioral finance 2.0', and how financial advisors can better serve their clients by taking a more human-centric approach. Topics Discussed • Discussion on normalizing human behavior in financial planning and the emergence of 'behavioral finance 2.0', which focuses on understanding the humanity of clients rather than their flaws • Exploration of the difference between reflective happiness and life satisfaction, and how these concepts can guide financial planning • Insights into the role of identity and narrative in financial planning, and how advisors can help clients navigate these complex dimensions • Discussion on how individuals can engage in self-reflection and maintain honesty in their financial journey despite external influences • Introduction to the concept of 'funded contentment' and how it relates to wealth and financial planning • Discussion on the recruitment and training of advisors suited for a human-centric approach to financial planning • Insights into the sensitive and complex nature of discussing identity and purpose with clients, and the importance of having better coaching skills • Introduction to Lydia, an AI tool designed to assist financial advisors by providing empathetic and insightful guidance • Discussion on the potential of Lydia to enhance the financial advising process by providing personalized insights and suggestions based on the advisor's patterns and past conversations This episode provides valuable insights into the evolving field of financial planning, emphasizing the need for a more human-centric approach. It introduces innovative tools and methodologies that can enhance the advisor-client relationship and ultimately lead to better financial outcomes. A must-listen for anyone interested in the intersection of behavioral finance, financial planning, and AI technology.…
1 Elevate Your Return Stacks with the Combined Power of Trend & Carry 1:14:20
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Play Later Play Later Lists Like LikedIn today's complex market environment, finding genuine diversification and consistent returns has become increasingly challenging. What if you could harness two of the least correlated strategies to traditional portfolios available to investors today? Join us for an exclusive webinar where Rodrigo Gordillo, Portfolio Manager and co-founder of Return Stacked ETFs, reveals how combining trend following and carry strategies as stacks may create a whole that is much greater than the sum of their parts. In this educational session, we will explore: The Fundamental Drivers - behind trend following and carry strategies - understand why these strategies work and how they can enhance your portfolio's performance Beyond Traditional Diversification - learn how managed futures can provide true diversification benefits when equity and bond correlations spike The Golden Combination - explore why the synergy between trend and carry strategies creates a more resilient portfolio across different market regimes Real-World Applications - examine historical analogues and practical implementation strategies for your investment approach…
1 Reinventing Money: Jordan MacLeod on Demurrage, Wealth Tax, and the Future Economy 1:05:51
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Play Later Play Later Lists Like LikedIn this riveting episode, we dive deep into the world of fiscal and monetary systems, post the global financial crisis of 2008. We are joined by Jordan MacLeod, an intellectual powerhouse who has been at the forefront of revolutionizing the global monetary system. We discuss the trends identified in 2009, the impact of 2008 on the urgency to rethink monetary frameworks, and the potential for a global rebalancing in economic and monetary frameworks. Topics Discussed • The journey of Jordan MacLeod's intellectual background and his work on identifying global trends and the future • The impact of the 2008 financial crisis on the urgency to rethink monetary frameworks • The potential for a global rebalancing in economic and monetary frameworks • The concept of a zero interest economy and its implications • The role of AI, robotics, and automation in changing the nature of labor markets • The possibility of moving from a financialized economy to a real economy • The mechanism to migrate from a speculative economy to a real economy • The potential of a new monetary system and the signs to look for that decision makers are moving in this direction This episode is a must-listen for anyone interested in understanding the complexities of the global monetary system, the potential for a shift towards a real economy, and the implications of AI and automation on labor markets. Join us as we navigate through these intricate topics, providing valuable insights and strategies to understand the uncertain financial landscape. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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1 Dr. Robert Frank on ‘Smart for One But Dumb for All’ 1:19:36
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Play Later Play Later Lists Like LikedIn this episode, the ReSolve team is joined by Dr. Robert Frank, the Henrietta Johnson Lewis Professor of Management Emeritus and Professor of Economics at the Samuel Curtis Johnson Graduate School of Management at Cornell University. They delve into the role of luck in success, the myth of meritocracy, and the dynamics of free markets. They explore various topics, including: Topics Discussed • The approach to both microeconomics and macroeconomics in the textbooks co-authored with Dr. Ben Bernanke • The impact of behavioral economics on the understanding of microeconomics and macroeconomics • The role of luck and meritocracy in success and how policy is informed by this understanding • The concept of 'smart for one, dumb for all' in the context of competition • The implications of the Darwin Economy and the interplay between individual self-interest and societal outcomes • The effects of tax structures on entrepreneurial initiative and economic growth • The need for effective human coordination to solve major problems and improve the future This episode is a must-listen for anyone interested in understanding the complex dynamics of economics, the role of luck in success, and the impact of policy decisions on societal outcomes. It provides valuable insights into the intricacies of economic theories and their practical implications. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 How A.I. is Revolutionizing Learning & Trading with Kris Abdelmessih 1:03:52
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Play Later Play Later Lists Like LikedIn this episode, Kris Abdelmessih, Co-Founder of Moontower AI, and Adam Butler, CEO of ReSolve Asset Management, join the ReSolve team to discuss the challenges and rewards of parenting, the role of education, and the intricacies of the options market. They delve into a variety of topics, including: Topics Discussed • Kris and Adam's differing views on the importance of academic excellence versus exploration in children's education • The role of AI tools in helping kids complete their homework faster and encouraging them to be resourceful • The importance of resilience, self-directed curiosity, and critical thinking in children's development • The concept of 'shape of returns' in the options market and how it differs from hard outcomes in options contracts • The idea of using ETFs as a toolset to execute investment ideas based on volatility • The progression of Moontower AI and how it helps investors understand and navigate the options market This episode is a must-listen for anyone interested in the intersection of parenting, education, and finance. It provides valuable insights into the role of exploration in children's development, the potential of AI tools in education, and the complexities of the options market. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Aligning Spirit, Mind, Body & Money with Justin Castelli 1:04:46
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Play Later Play Later Lists Like LikedIn this episode, the ReSolve team delves into a profound conversation with Justin Caselli, a financial advisor and life coach, who shares his journey of self-discovery and alignment of spirit, mind, and body. He discusses how this alignment influences financial stability and the concept of living an authentic life. Topics Discussed • Justin's personal journey of self-discovery and the importance of aligning spirit, mind, and body for overall happiness and financial stability • The concept of life design and the pursuit of an authentic life • The role of introspection in understanding one's authentic self and how it impacts financial decisions • The impact of consciousness levels on the effectiveness of financial advisors and the quality of their advice • The concept of Life Design Planning and its role in helping clients live their best life • How aligning personal values with financial planning can lead to a more fulfilling and financially secure life • The concept of the 'authentic life' and how it influences financial decisions and overall life satisfaction • The importance of living an authentic life and its impact on client relationships and business growth • Justin's daily notes as a part of his process and his vision for them This episode is a must-listen for anyone seeking to understand the connection between personal fulfillment and financial stability. Justin's insights provide a fresh perspective on financial advising, emphasizing the importance of living an authentic life and aligning one's spirit, mind, and body. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World 1:25:11
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Play Later Play Later Lists Like LikedIn this episode, the ReSolve team is joined by Doomberg, a popular regular on the show, to discuss a wide range of topics including AI, geopolitics, energy, and the financial markets. They delve into the complexities of the emerging multipolar world, the rise of China in the technology sector, the implications of AI, and the potential risks and nuances within different levels of the capital structure. Topics Discussed • The rise of China and its implications for the Western world in terms of semiconductors, high computing, and Quantum computing • The potential of AI and its transformative impact on professional lives and the world at large • The geopolitical risks, specifically the Chinese intent on dominating the business landscape • The unique situation of Taiwan as a major producer of semiconductors and its implications for global supply chains • The challenges of predicting the decisions of nonlinear systems and the impact of major perturbations on politics, energy, society, and culture • The role of social media in amplifying voices from the edge of the network and the challenges this presents for lay people and experts alike • The potential for a breakdown in trust between the population and the government-media-medical nexus • The impact of the changing energy landscape on the U.S.'s geopolitical world view This episode is a must-listen for anyone interested in understanding the complexities of the emerging multipolar world, the role of AI, and the geopolitical shifts in the global landscape. It provides valuable insights into the intricacies of these topics and strategies to navigate the uncertain future. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Diversification 2.0: Mastering the Art of Portable Alpha 1:02:28
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Play Later Play Later Lists Like LikedPortable alpha (or as we like to call it: Return Stacking) has become increasingly popular in the financial media (including recent notes from industry giants like BlackRock, Russell Investments, and AQR) but many advisors are left asking: What does portable alpha mean? How might it benefit clients? How can I implement it? At Return Stacked Portfolio Solutions we have made it our mission to thoughtfully and transparently help allocate into a portable alpha framework for client portfolios. Join us for this deep dive podcast with Corey Hoffstein, CIO of Newfound Research, and Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management Global, as we explore: What 'Portable Alpha' is: Review of the history and theory of the concept. Outperformance Potential: Portable alpha/return stacking allows allocators to stack asset classes/strategies with positive expected returns on top of core assets which can help improve the likelihood of outperforming the market. Diversification Benefits: Using return stacking to stack low correlation strategies on top of the core portfolio can help reduce portfolio drawdowns, thus influencing likelihood of achieving financial plan goals. Behavioral Benefits: Sticking with low-correlation diversifiers can be difficult for clients. Return stacking can improve the likelihood clients stick with diversifiers long enough for them to realize the benefits. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Mike Harris: The Price of Progress: AGI, Philosophy, and the Future of Humanity 2:14:16
2:14:16 Play Later Play Later Lists Like Liked2:14:16
Play Later Play Later Lists Like LikedIn this interview, Adam Butler is in conversation with Mike Harris, a renowned financial market analyst and philosopher. The discussion is sparked by a Twitter exchange about the impact of low interest rates on the working class. The conversation evolves to cover a wide range of topics from the relationship between Quantitative Easing (QE) and technological advancements, to the philosophical underpinnings of Artificial General Intelligence (AGI), and the potential of AGI to uncover lost knowledge. Topics Discussed • The counterintuitive argument that higher interest rates are better for the working class • The relationship between QE and the acceleration in the production of transistors • The role of technology in financing and the arms race around AI • The exploration of the philosophical principles that underpin AGI • The potential of AGI to uncover lost knowledge and its implications • The discussion of the knowledge paradox and its relevance in the era of big data • The historical suppression of knowledge by the church and its impact on the development of technology • The potential of AGI to recreate the lost knowledge and its implications for humanity This episode is a thought-provoking exploration of the intersection of economics, technology, and philosophy. It provides valuable insights into the potential of AGI and the role it could play in uncovering lost knowledge. It's a must-listen for anyone interested in understanding the broader implications of AI and the future of knowledge. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Eric Balchunas: The Hidden Gems of the ETF World You Need to Know! 1:03:52
1:03:52 Play Later Play Later Lists Like Liked1:03:52
Play Later Play Later Lists Like LikedIn this episode, the ReSolve team is joined by Eric Balchunas to discuss the current state of the ETF industry, the rise of active ETFs, and the impact of Bitcoin and crypto on the market. Eric shares his insights on the 'hot sauce' approach to investing, the role of psychology in investment decisions, and the future of the ETF market. Topics Discussed • Discussion on the concept of 'hot sauce' in investing, where investors allocate a small portion of their portfolio to high-risk, high-reward assets • Insights into the psychology of investing and how it can sometimes overpower logical investment decisions • Analysis of the rise of active ETFs and the factors contributing to their success • Discussion on the role of traditional active managers in the ETF market • Examination of the impact of Bitcoin and crypto on the ETF industry and the potential future of this market segment • Insights into the concept of 'conversational alpha' and its role in investment decisions • Discussion on the role of the Federal Reserve and its impact on the market • Insights into the phenomenon of single stock ETFs and their place in the market • Discussion on the potential for a bear market in the future and the factors that could contribute to this • Insights into the concept of 'buffer ETFs' and their role in providing stability for investors This episode is a must-listen for anyone interested in the ETF industry, active investing strategies, and the impact of Bitcoin and crypto on the market. Eric's insights provide valuable perspectives on the current state of the market and potential future trends. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Viktor Shvets: Surviving a World on Fire: Lessons from History and the Future 1:51:49
1:51:49 Play Later Play Later Lists Like Liked1:51:49
Play Later Play Later Lists Like LikedIn this episode, the ReSolve team engages in a thought-provoking discussion with Viktor Shvets, a renowned global strategist and author. They delve into the complexities of the current global economic landscape, exploring topics like societal polarization, monetary policy, and the role of demographics in shaping the future. Topics Discussed • A deep dive into the societal polarization occurring on a local level across various countries and its implications on economic policies • The comparison of current times to the 1930s, rather than the 1970s, and the reasons behind this perspective • A discussion on the changing perception of China's role in the global economy and its shift in government policy post the global financial crisis • An exploration of the role of demographics in Europe's economic scenario and the challenges posed by the aging population • Insights into the shift from labor-driven productivity to intangible capital-driven productivity • A detailed analysis of the parallels between the current period and the 1930s, with a focus on the increasing role of the government • The exploration of the potential models to replace the current capitalist system • A discussion on the future of China's economy, the challenges it faces, and the potential policies it could introduce to absorb excess capacity • An examination of the potential reshuffling of the global order due to the ambiguity of the right kinds of economic policies • Advice for investors on how to navigate the uncertain financial landscape and build resilience considering the potential economic whiplashes This episode is a must-listen for anyone interested in understanding the complexities of the global economy, the potential future of capitalism, and the role of demographics and government policies in shaping our future. Viktor Shvets provides invaluable insights and predictions, making this a compelling conversation for investors and anyone interested in global economic trends. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor 51:48
51:48 Play Later Play Later Lists Like Liked51:48
Play Later Play Later Lists Like LikedIn this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation research, portfolio design, and the challenges and opportunities in the private investment space. Topics Discussed • Ben's transition from institutional investors to portfolio construction and his learnings from Bridgewater • The impact of a health crisis on Ben's career and his shift to Wealthsimple • The essence of long-term investing and the importance of putting money at risk in a reasonable way • The exploration of privates as a first step in diversifying investment portfolios • The challenge of tracking error constraints in portfolio design and how Wealthsimple navigates this • The behavioral advantage of privates and the fear of giving up liquidity • The difficulty for active managers to reliably outperform without overweighting certain sectors • The role of gold and commodities in diversifying portfolios and mitigating risk • The importance of putting money at risk in a reasonable way and avoiding performance chasing • The potential of leverage as a diversifying tool or a risk-reducing tool • The constraints and considerations in adding leverage to portfolios • The personalization of portfolio construction and the shift towards risk parity This episode provides a deep dive into the world of portfolio construction, the role of privates in diversifying portfolios, and the challenges of tracking error constraints. Ben Reeves offers valuable insights from his experience at Wealthsimple and Bridgewater, making this a must-listen for anyone interested in investment strategies and portfolio design. This is “ReSolve’s Riffs” – published on YouTube Friday afternoons to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm 54:10
54:10 Play Later Play Later Lists Like Liked54:10
Play Later Play Later Lists Like LikedIn this episode, Alfonso Peccatiello, a renowned macro investor, joins the ReSolve team to delve into the macro end game, the impact of leverage on the financial system, and the potential paths forward. They also discuss the role of politicians in managing fiscal interventions and the increasing volatility in the macro environment. Topics Discussed • The concept of the macro end game and the unsustainability of the current financial system • The role of leverage in offsetting dwindling structural growth and its implications for the global economy • The impact of central banks' decisions to stimulate economic growth by lowering interest rates • The wealth illusion effect and its implications on the U.S. economy • The potential paths forward considering the high levels of debt and low interest rates • The shift from anti-cyclical to pro-cyclical use of fiscal policy by politicians • The need for a global macro framework in asset allocation considering the current high-leverage, high-interest rate environment • The launch of Alfonso's global macro hedge fund and its strategy to navigate the increasing macro volatility This episode is a must-listen for anyone looking to understand the complexities of the global financial system, the role of leverage and fiscal policy, and strategies to navigate the increasing macro volatility. Alfonso's insights provide valuable strategies for navigating the uncertain financial landscape and understanding the potential paths forward. This is “ReSolve’s Riffs” – published on YouTube Friday afternoons to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Navigating Market Volatility: Mastering Managed Futures and Carry Strategies 1:18:55
1:18:55 Play Later Play Later Lists Like Liked1:18:55
Play Later Play Later Lists Like LikedIn this episode, ReSolve team members Adam Butler and Rodrigo Gordillo discuss the concept of market volatility and its implications for investment strategies. They delve into the intricacies of Carry strategies, their impact on portfolio returns, and how to navigate market volatility effectively. Topics Discussed • The concept of Carry in the investment world and its potential applications • The role of Trend and Yield in creating a fund • The importance of understanding the Carry strategy and approach • The impact of economic risk on Carry signals and expected future returns • Building Carry strategies using time spreads or calendar spreads • The influence of Absolute Carry and Relative Value Carry on performance • The effect of estimated real trade frictions on returns • The correlation between Carry and other assets in a portfolio • The performance of Carry in different market regimes • The benefits of diversification and the role of Carry in enhancing portfolio returns This episode provides valuable insights into the world of market volatility and Carry strategies. It highlights the importance of understanding these concepts for effective investment decision-making and portfolio management. A must-listen for anyone interested in deepening their understanding of market dynamics and investment strategies. This is “ReSolve’s Riffs” – published on YouTube Friday afternoons to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Roger King: Building a Franchise Empire: The Story of Supplement King 1:01:13
1:01:13 Play Later Play Later Lists Like Liked1:01:13
Play Later Play Later Lists Like LikedIn this episode, we have an engaging conversation with Roger King, the mastermind behind the successful Supplement King franchise. Roger shares his journey from starting as a local supplement provider to becoming a renowned name in the industry. He discusses his business strategies, the importance of understanding the market, and the challenges he faced along the way. Topics Discussed • Roger King's early journey into the world of supplements and how he identified an underserviced opportunity in the natural health products market. • The challenges and lessons learned from transitioning from a single store to multiple retail locations and eventually moving to online sales. • The importance of understanding the market and adjusting business strategies accordingly, including the shift from being a brand-building retailer to focusing on being the best retailer. • Insights into the franchise model of Supplement King, and how they ensure the success of their franchisees. • The strategy behind their social media marketing and the role of influencers in promoting their products. • A look at the future of the supplement industry and the potential for innovation in the face of regulatory restrictions. • Roger King's personal life and hobbies, and how he balances them with running a successful business. This episode is a goldmine for anyone interested in understanding the dynamics of the supplement industry, franchising, and online retail. Roger King's insights and experiences provide a unique perspective on navigating the challenges of the business world and achieving success. This is “ReSolve’s Riffs” – published on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Value Investing is BACK - with Tobias Carlisle 1:08:51
1:08:51 Play Later Play Later Lists Like Liked1:08:51
Play Later Play Later Lists Like LikedIn this episode, we delve into the world of value investing with Tobias Carlisle, the founder of The Acquirer's Multiple and author of the book 'The Acquirer's Multiple'. From his journey from a lawyer in Australia to a value funds manager in California, to his unique approach towards value investing, this conversation is a treasure trove of insights for anyone interested in the financial markets. Topics Discussed Tobias Carlisle's journey from a lawyer in Australia to a value funds manager in California A discussion on the performance of Carlisle's ETF ZIG and its outperformance of S&P over the last three years The challenges and rewards of being a value investor in a market dominated by growth investing Insights into Carlisle's investment strategy, including his emphasis on fundamental performance over price action The role of patience and behavioral fortitude in value investing Carlisle's views on the future opportunities for value investing, particularly in the context of sector diversification Reflections on the recent Berkshire Hathaway annual meeting and the lessons learned from Warren Buffett and Charlie Munger Carlisle's personal investment mantra and his advice for navigating the ups and downs of the investing world This episode is a must-listen for anyone interested in value investing. Tobias Carlisle's insights, drawn from his extensive experience and unique approach to investing, provide valuable strategies to navigate the financial markets. Whether you're a seasoned investor or just starting out, this conversation is sure to provide you with plenty of food for thought. This is “ReSolve’s Riffs” – published on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 E1: Enter the New World of Return Stacking - Inaugural Episode! 1:14:05
1:14:05 Play Later Play Later Lists Like Liked1:14:05
Play Later Play Later Lists Like LikedIn today’s ReSolve Riffs we’re taking the opportunity to introduce the inaugural episode of a brand new podcast channel called the Get Stacked Investment Podcast. In this series, we dive deep into the world of Return Stacking, exploring the latest projects, content, and insights from the www.returnstacked.com website. Co-hosted by Corey Hosteen, CIO of Newfound Research, along with the support of our own Mike Philbrick and Adam Butler this promises to be an insightful and valuable too in your investment arsenal. Subscribe to the Get Stacked feed using the link in the description to stay up-to-date with the latest episodes and never miss a beat in the exciting new world of Return Stacking. In this episode, Corey Hoffstein from Newfound Research, and Rodrigo Gordillo and Adam Butler of Resolve Asset Management Global, discuss the concept of return stacking and its implications for investors. They delve into the challenges of beating the large-cap U.S. equities market, the shift in conversations about return stacking from risk management to creating excess returns, and the potential of diversification in generating consistent positive excess returns. Topics Discussed • The difficulties of beating the large cap U.S. equities market and the need for diversification • The shift in conversations about return stacking from risk management to creating excess returns • The potential of diversification in generating consistent positive excess returns • The idea of dictum in the markets and the difference between behavioral time and statistical time • The concept of risk parity and the importance of maintaining balance in portfolio risk • The role of trend following in risk management and return stacking • The potential of stacking strategies in enhancing portfolio returns • The structural challenges in implementing return stacked strategies in portfolios • The importance of diversification in ensuring investment success This episode provides valuable insights into the concept of return stacking and its potential in enhancing portfolio returns. It is a must-listen for investors interested in diversification strategies and the future of investment management. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.…
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Resolve Riffs Investment Podcast
1 Jared Dillian: The Hidden Dangers in the Global Economy 55:24
55:24 Play Later Play Later Lists Like Liked55:24
Play Later Play Later Lists Like LikedIn this episode, the ReSolve team is joined by Jared Dillian, the editor of The Daily Dirtnap and author of the book No Worries: How to Live a Stress-Free Financial Life. They delve into a variety of topics, including the power of diversification, the importance of understanding financial stress, and the current state of global financial markets. Topics Discussed • Jared Dillian's perspective on the current macro views on monetary policy, hard assets, and other financial matters • The concept of financial stress and how to minimize it, focusing on debt and risk • The importance of time and rational decision-making in buying a house • A discussion on the current state of advice in the financial industry • The 'Awesome Portfolio' - a diversification strategy that includes stocks, bonds, cash, gold, and real estate • The role of gold in a diversified portfolio and its comparison to Dennis Rodman's role in a basketball team • The potential future of inflation and its impact on the global economy • An exploration of emerging markets, with a focus on India and Argentina • A discussion on potential future challenges in the financial market, including the possibility of high interest rates This episode offers valuable insights into financial stress, diversification strategies, and the future of global financial markets. It's a must-listen for anyone interested in understanding the complexities of the financial world and gaining strategies to navigate the uncertain financial landscape.…
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