In 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 as...
Oct 11, 2024•1 hr 4 min•Ep. 208
In 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 o...
Oct 04, 2024•1 hr 52 min•Ep. 207
In 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 i...
Jul 19, 2024•52 min•Ep. 206
In 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 structura...
Jun 07, 2024•54 min•Ep. 205
In 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 ...
May 31, 2024•1 hr 19 min•Ep. 204
In 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...
May 24, 2024•1 hr 1 min•Ep. 203
In 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 C...
May 17, 2024•1 hr 9 min•Ep. 202
In 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 in...
May 02, 2024•1 hr 14 min•Ep. 201
In 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...
Apr 26, 2024•55 min•Ep. 200
In this episode, Andy Constan, a veteran Wall Street professional, joins the ReSolve team to discuss the intricacies of the Federal Reserve's interest rate policies, the impact of long-term borrowing rates on the economy, and the role of financial advisors in the investment industry. They delve into a wide array of topics, shedding light on the complexities of asset allocation, the influence of policy makers on market dynamics, and the future prospects of bonds and equities. Topics Discussed • A...
Apr 19, 2024•1 hr 18 min•Ep. 199
Introduction In this episode, we are thrilled to have Jeff Weniger, the Chief U.S. Strategist for WisdomTree ETFs, back on the show. Jeff shares his insights on a range of topics, including the 'pension wars' concept, the potential for a domino effect in global equity markets, and the role of financial engineering in shaping investment strategies. Topics Discussed • Discussion on the 'pension wars' concept and its potential impact on asset flows over the next several years • Exploration of the p...
Apr 12, 2024•1 hr 10 min•Ep. 198
In this episode, the ReSolve team is joined by Jason Buck, co-founder and CIO of Mutiny Funds, to delve into a range of topics, from the concept of ergodicity, portfolio construction, and the importance of diversification in investing. They also discuss the intricacies of the capital efficiency and tax implications of various investment strategies. Topics Discussed • Jason Buck's explanation of ergodic and non-ergodic concepts using the analogy of Russian Roulette • The importance of understandi...
Mar 22, 2024•1 hr 26 min•Ep. 197
In this episode, the team riffs with Doomberg, a renowned energy analyst, to discuss a range of issues from the global energy landscape to geopolitical tensions and the changing nature of warfare. The conversation also delves into the intricacies of the global natural gas market, the impact of sanctions on Russia, and the potential future of nuclear energy. Topics Discussed • Discussion on the global energy landscape, with a focus on natural gas and its role in the U.S. economy • Insights into t...
Mar 15, 2024•1 hr 3 min•Ep. 195
In this episode, we are joined by Jack Shannon, Senior Analyst at Morningstar, to discuss the dynamics of active equity management, portfolio construction, and the importance of downside protection in long-term investment success. Jack shares his insights on various topics, including: Topics Discussed • The asymmetry of returns and the importance of preserving capital on the downside •The role of active equity managers and the challenges they face in deviating from benchmarks •The impact of fund...
Mar 08, 2024•58 min•Ep. 194
In this episode, the ReSolve team is joined by Fred Pye, Founder of 3iQ Digital Assets, to discuss the rapidly evolving landscape of digital assets and blockchain technology. They delve into various topics, including the rise of Bitcoin, Ethereum, and the future of the digital asset space. Topics Discussed •The transition of the financial world towards digital assets and the implications of blockchain technology •The role and impact of intermediaries such as Coinbase and FTX in the digital asset...
Mar 01, 2024•59 min•Ep. 193
In this episode, the RAM Crew dives deep into the intricacies of monetary policy, inflation, and the impact of these factors on the global economy. They discuss the complexities of inflation, the role of the Federal Reserve, and the potential future of the financial landscape. Topics Discussed • Discussion on the shift in monetary policy and its implications • Insight into the misunderstanding of inflation and its workings • Examination of the impact of inflation on asset classes and financial m...
Feb 16, 2024•1 hr 13 min•Ep. 192
In this discussion, the ReSolve team is joined by David Sun, a retail investor turned hedge fund manager with a background in engineering. David shares his journey from options trading during grad school to launching two private options-based hedge funds. He discusses the intricacies of options trading, the importance of risk management, and the evolution of his investment strategies. Topics Discussed •David Sun's background in engineering and his transition into options trading and hedge fund m...
Feb 09, 2024•55 min•Ep. 191
In this episode, Adam Butler and Mike Philbrick of ReSolve Asset Management have an in-depth conversation with Chris Schindler, a seasoned investment professional. They delve into a range of topics, from the intricacies of investing in tech and the dynamics of the credit market, to the complexities of portfolio construction and the impact of market forces on investment strategies. Topics Discussed •The challenges of investing in tech and the role of analysts in creating crowding effects •The imp...
Feb 02, 2024•1 hr 34 min•Ep. 190
In this episode, we delve into a comprehensive discussion with Julian Brigden, a renowned global macro strategist. Brigden shares his insights on the current state of the US equity market, the economic implications of the Goldilocks narrative, the potential risks of the bond market, and the future of global economies like the UK, Europe, and Japan. This episode offers a deep-dive into the complexities of global economics and financial markets. Topics Discussed • Brigden's perspective on the US e...
Jan 26, 2024•58 min•Ep. 189
In this episode, we have the pleasure of hosting James A. Bianco, Founder of Bianco Research Advisors. Bianco shares his insights on a wide range of topics, from his macroeconomic framework to the impact of inflation on the global economy. This conversation also delves into the implications of the current political and military climate outside the U.S. and the workings of the Bianco Total Return Index. Topics Discussed • A brief introduction to James A. Bianco's career trajectory and the establi...
Jan 19, 2024•1 hr 11 min•Ep. 188
In this informative episode, we dive deep into a conversation with Chris Kennedy from Bridge Alternatives about his career, investment strategies, and perspectives on managed futures. We take a detailed look at model complexity, the necessity of balance in trading, the impact of trend intimacy, and the challenges of creating efficient investment reporting methods. We also talk about the exciting possibilities of artificial intelligence in trading and the unique attributes of the commodity space....
Jan 12, 2024•1 hr 5 min•Ep. 187
Join the ReSolve Crew on an exciting tour inside the Strategic Wealth Preservation Vault in the Cayman Islands. With SWP's Mark Yaxley as their host, they discuss the unique properties of gold as a wealth insurance and its long history as a trusted asset across cultures and borders, and why it should be a part of a diversified portfolio. Built around the precious metal, the vault embodies top-notch security and gold-centric design. The conversation touches on how gold's characteristics - longevi...
Dec 21, 2023•52 min•Ep. 186
In this episode, the ReSolve team is joined by Meb Faber, Co-founder and CIO of Cambria Investment Management, to discuss a range of topics from the Leuthold report, international diversification, T-bills, shareholder yield, to forecasting returns and diversification. This episode provides valuable insights into different aspects of investing, making it a must-listen for anyone interested in the financial markets. Topics Discussed • Insights from the Leuthold report and its importance for quant ...
Dec 15, 2023•1 hr 7 min•Ep. 185
In this episode, the ReSolve team sits down with William Santor, a seasoned financier and producer. They delve into a variety of topics, from Santor's unexpected journey from ballroom dancing to finance, to his innovative approach to the film industry, and the role of AI in content discovery. Topics Discussed • William Santor's unique journey from professional ballroom dancing to finance and how this shaped his approach to finding 'the inches' in financial services • The exploration of the film ...
Dec 08, 2023•1 hr 34 min•Ep. 184
Investment Mastery: Risk Parity, Portfolio Construction, and Systematic Investment Strategies for the everyday investor. In this video, Rodrigo Gordillo, President & Portfolio Manager of ReSolve Asset Management Global does a review of a 2020 interview with veteran portfolio manager and ex Toronto Teachers Pension Plan Managing Director, Chris Schindler, to add important commentary around the discussion on the principles of asset management, exploring risk parity, portfolio construction and ...
Dec 01, 2023•1 hr 16 min•Ep. 183
In this discussion, the ReSolve team is joined by Alfonso Peccatiello, financial analyst, to discuss the current state of the economy, the impact of Biden's stimulus, and the intricacies of investing in the current financial landscape. They delve into a wide range of topics, providing valuable insights for anyone interested in understanding the complexities of the financial markets. Topics Discussed • The impact of Biden's stimulus on the economy and how it has helped the economic indicators pic...
Nov 30, 2023•1 hr 38 min•Ep. 182
In this conversation, the ReSolve team is joined by Joe Kelly from Campbell and Company to delve into the world of quantitative investing, managed futures, and derivatives trading. They explore a wide range of topics, including: Topics Discussed • The history and evolution of the hedge fund industry and the growth of systematic investing • The role of derivatives traders in providing liquidity to executives and the creation of a startup to provide liquidity for tech employees • The dynamics of q...
Nov 28, 2023•1 hr 10 min•Ep. 181
In this riveting discussion, we delve into the complexities of the global financial landscape and the potential pitfalls of traditional monetary systems with Lyn Alden, Founder of Lyn Alden Investment Strategy . We explore the implications of structural inflation, the rise of new monetary technologies like Bitcoin and stablecoins, and the potential future scenarios for developed and emerging economies. Topics Discussed • Discussion on the structural inflation in countries like Egypt and Argentin...
Nov 06, 2023•1 hr 16 min•Ep. 180
With Bradley Barrie (Co-founder and Chief Investment Officer, Dynamic Wealth Group) and Matt O’Bryon (Investment Analyst, Dynamic Wealth Group) In this episode, our team dives deep into the intricacies of asset classes, correlations, and the importance of diversification in investment portfolios. We discuss the challenges of the traditional 60/40 investment strategy and explore the potential of alternative investment approaches. Topics Discussed • The limitations of diversifying only at the asse...
Oct 26, 2023•1 hr 3 min•Ep. 179
In this episode, we delve into the secrets of success and wealth management with our guest Homer Smith, Private Wealth Advisor, Konvergent Wealth Partners . We explore the decisions successful people make, the concept of a virtual family office, and the importance of making good decisions about wealth and taxes. We also discuss the challenges of managing wealth and the benefits of a comprehensive approach to wealth management. Topics Discussed • The mindset and decision-making process of success...
Oct 18, 2023•1 hr 26 min•Ep. 178
