Best ReSolve Asset Management Podcasts (2023)

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Resolve Riffs Investment Podcast

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Chris Schindler - The Art of Wealth Creation: Insider Tips from Veteran Portfolio Manager 1:15:44

21m ago1:15:44

1:15:44

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 Schi…

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Resolve Riffs Investment Podcast

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Alfonso Peccatiello - Economic Uncertainty Ahead: Fix Your 60/40 Strategy NOW 1:38:14

1h ago1:38:14

1:38:14

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 com…

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Resolve Riffs Investment Podcast

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Secrets of Investment Success: Lessons From 5 Decades of Quant Macro 1:10:21

18h ago1:10:21

1:10:21

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…

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Resolve Riffs Investment Podcast

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Why Your Money is Worthless and What This Expert is Doing About it 1:16:10

25d ago1:16:10

1:16:10

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 …

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Resolve Riffs Investment Podcast

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ReSolve Riffs: Navigate All Market Storms with this Investment Process! 1:03:10

1M ago1:03:10

1:03:10

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 i…

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Resolve Riffs Investment Podcast

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Blueprint Revealed! Attracting & Managing Money for The Wealthiest 0.1% 1:25:42

1M ago1:25:42

1:25:42

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 man…

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Resolve Riffs Investment Podcast

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The Greatest Inflation & Bear Market Hedge Nobody’s Heard of 1:00:46

2M ago1:00:46

1:00:46

In this episode, Rodrigo Gordillo sits down with David Triplo, Senior Associate, Diversifying Alternatives Research at Mercer, to discuss his journey from poker to prop trading and finally to systematic global macro trading. They delve into the intricacies of the trading industry, the impact of market changes, and the future of the CTA space. Topic…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Michael Robbins: Don’t Trust a Quant Unless… 1:28:13

2M ago1:28:13

1:28:13

In this conversation, we delve into the world of quantitative investing, exploring its intricacies, misconceptions, and the common mistakes people make when trying to apply it. The discussion also sheds light on the importance of asking the right questions and setting up the problem correctly in quant investing. Topics Discussed • The common miscon…

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Resolve Riffs Investment Podcast

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ReSolve Riffs: Bob Elliott on the Next Big Macro Move – It Will Surprise You! 1:43:08

2M ago1:43:08

1:43:08

In this conversation, the ReSolve team is joined by Bob Elliott, a prominent figure in the financial industry, to discuss monetary policy, inflation and the role of central banks. They delve into the complexities of the current economic landscape, addressing the impact of fiscal policy, wage growth, and the role of alpha in investment strategies. •…

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Resolve Riffs Investment Podcast

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ReSolve Riffs Season Premiere with PJ Pierre on MMT, Macro and Fiscal Dominance 1:39:28

2M ago1:39:28

1:39:28

In this episode, PJ Pierre, a leading voice in the field of Modern Monetary Theory (MMT), joins the ReSolve team for a deep dive into the complexities and implications of MMT. The conversation explores the role of government in fiscal policy, the impact of deficit spending, and the potential consequences of MMT on the economy. Topics Discussed • Th…

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Resolve Riffs Investment Podcast

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Numera Analytics on the Art and Science of Global Macro Research 1:30:55

4M ago1:30:55

1:30:55

In this episode, we dive deep into the world of financial markets and economic models with our guest, Joaquin Kritz Lara from Numera Analytics. We explore the importance of a probabilistic approach, the role of uncertainty, the dynamics of inflation, and much more. • The importance of a probabilistic approach in financial markets and the disregard …

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Resolve Riffs Investment Podcast

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Eric Basmajian on Cyclical Drivers and Trends of the US Economy 1:15:04

4M ago1:15:04

1:15:04

The ReSolve Team welcomes Eric Basmajian, founder of EPB Research, and Jeff Weniger, a renowned financial analyst. We delve into the current state of the economy, the potential for a recession, and the role of the banking sector in these dynamics. We also discuss the influence of leading, coincidental and lagging indicators in economic cycles. • In…

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Resolve Riffs Investment Podcast

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ReSolve Riffs: Dominique Dwor-Frecaut on the US Economy, the Fed and Implications for Risk Assets 1:10:01

4M ago1:10:01

1:10:01

In this episode, Dominique Dwor-Frecaut shares her journey from working in large organizations such as the IMF and the New York Fed to her current role in a startup called Macro Hive. She discusses the culture of meritocracy, openness to ideas, and learning from mistakes that defines Macro Hive, and how it differs from her previous experiences. Top…

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Resolve Riffs Investment Podcast

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ReSolve Riffs: Parsing Powell with Danielle DiMartino Booth 56:55

5M ago56:55

56:55

In this comprehensive episode, Danielle DiMartino Booth, CEO & Chief Strategist for QI Research, joins the discussion to tackle various topics surrounding the Federal Reserve's leadership, monetary policy and the current economic challenges. Key themes covered include: • Jay Powell's leadership and controversies within the Federal Reserve Board • T…

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Resolve Riffs Investment Podcast

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Podcast: Risk Mitigating Strategies - A Deep Dive with Jason Josephiac and Ryan Lobdell 1:23:47

6M ago1:23:47

1:23:47

Meketa’s Jason J. Josephiac, Senior Vice President / Research Consultant, and Ryan Lobdell, Managing Principal / Consultant, joined Adam and Rod to discuss their new white paper. They discuss key strategies and insights for managing risk and allocating assets in today's challenging investment environment, covering a wide range of topics, such as: •…

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Resolve Riffs Investment Podcast

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Darius Dale Riffs on Market Dynamics, Economic Cycles & Investment Strategies 57:20

6M ago57:20

57:20

In this episode, the ReSolve team is joined by Darius Dale, Founder and CEO of 42 Macro, to discuss the importance of macro indicators and strategies for navigating uncertain times in the financial markets. He covers a vast array of topics, including: • The role of macro indicators in understanding market cycles and making informed investment decis…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Alfonso Peccatiello (aka MacroAlf): Liquidity and the Global Macro Landscape 1:46:39

6M ago1:46:39

1:46:39

In this episode, the ReSolve team is joined by Alfonso Peccatiello, a macro strategist and the creator of the popular Twitter account @MacroAlf, to discuss liquidity, the global macro landscape, and the implications for investors. We delve into various topics, including • The impact of demographics and debt on economic growth and the challenges fac…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Doomberg on Peeling the Layers and Unpacking the Facts Behind Headlines 1:21:17

6M ago1:21:17

1:21:17

In this episode, the Doomberg team explores the complexities of energy policy, market dynamics, and innovative solutions for a decarbonized and sustainable future. The discussion covers a range of topics, including: • Balancing passion, authenticity, and market strategies in business, writing, and investing • The pros and cons of various energy sol…

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Resolve Riffs Investment Podcast

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ReSolveRiffs with Michael Howell on Liquidity & its Multi-Dimensional Impacts on Markets and the Economy 1:25:40

6M ago1:25:40

1:25:40

In this comprehensive exploration of global liquidity, Michael Howell shares his expertise and insights on a range of critical topics affecting financial markets, economies, and investment opportunities. Throughout the discussion, the following themes are explored: •Central bank policies, inflation, and market liquidity: Global perspectives and cha…

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Resolve Riffs Investment Podcast

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RSBT – Return Stacked™ Bonds & Managed Futures ETF 1:15:31

7M ago1:15:31

1:15:31

In this episode, Corey Hoffstein, CIO of Newfound Research, Rodrigo Gordillo, President of ReSolve Global* and Adam Butler, CIO of ReSolve Global, delve into the concept of return stacking and introduce the innovative RSBT Return Stacked™ Bonds & Managed Futures ETF. This podcast is essential for investors, financial advisors, and anyone interested…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Julian Brigden on Peak Dollar, Slowing Inflation and Economic Landing 1:29:16

7M ago1:29:16

1:29:16

In this episode, the ReSolve team is joined by Julian Brigden, Co-Founder & President of Macro Intelligence 2 Partners, to discuss his outlook on the current macroeconomic landscape, focusing on the secular USD trend and its impact on global markets. We cover a wide range of topics, including: • The ongoing debate between inflation and deflation, a…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Roni Israelov on Advanced Portfolio Strategies for Tax Efficiency, Credit Exposure, and Cash Flow Goals 1:33:17

7M ago1:33:17

1:33:17

In this episode, the ReSolve team welcomes Roni Israelov, Chief Investment Officer and President of NDVR, to discuss advanced portfolio strategies for optimizing tax efficiency, credit exposure, and cash flow objectives. We explore a wide range of topics, including: Roni's background and experience in asset management, including his time at AQR Cap…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Vlad Aldea & Ross Fortune on Arbing the Electricity Markets 1:30:26

8M ago1:30:26

1:30:26

In this episode, the ReSolve team is joined by Vlad Aldea and Ross Fortune from ATNV Energy LP for an insightful conversation exploring the intricacies of the electricity markets, and how their careers led to the creation of ATNV Energy. During the episode, Vlad and Ross cover a wide range of topics related to electricity markets, including: • The …

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Resolve Riffs Investment Podcast

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ReSolve Riffs: Oliver Rust of Truflation on Real-time Inflation Forecasting with Blockchain & Oracles 1:25:59

8M ago1:25:59

1:25:59

In this episode, the ReSolve team talks with Oliver Rust, Head of Product at Truflation, a blockchain-based project that aims to provide real-time inflation forecasting. We discuss a range of topics, including: The current challenges in measuring inflation and the potential benefits of utilizing blockchain technology in inflation forecasting An int…

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Resolve Riffs Investment Podcast

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ReSolve Riffs on Swiss Banking and Capital Structure Debacle with Brian Moriarty and Dave Nadig 1:20:25

8M ago1:20:25

1:20:25

In this episode, the ReSolve team is joined by Brian Moriarty, Associate Director of Fixed Income at Morningstar Research Services, and Dave Nadig, Chief Futurist at VettaFi Financial, to discuss the recent demise of Credit Suisse and the complexities of capital structure in banks. They explore various topics, including: • The persistent overweight…

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Resolve Riffs Investment Podcast

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ReSolve Riffs on the Emotional Rollercoaster of Trend Following 1:08:40

8M ago1:08:40

1:08:40

In this episode, the ReSolve team delves deep into the challenges and emotional rollercoaster associated with trend following amid an uncertain market environment. They discuss an array of topics, including: • The impact of Jerome Powell's recent statement on interest rates and its implications for market participants • The role of central bank pol…

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Resolve Riffs Investment Podcast

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ReSolve Riffs on How to Replicate Trend Following Managed Futures 1:26:24

9M ago1:26:24

1:26:24

In this episode, Adam, Rod and Mike review a new whitepaper called Peering Around Corners: How to Replicate Trend Following Managed Futures. They cover the motivation, methods, analysis and conclusions including: · why managed futures produce strong returns · the role of managed futures in a stock / bond portfolio · why every strategy is vulnerable…

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Resolve Riffs Investment Podcast

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ReSolve Riffs on Timeless Investment Wisdom and 2022 1:27:59

9M ago1:27:59

1:27:59

In this episode, Adam, Rod, Mike and Richard review the topics covered in the ReSolve Masterclass podcast series and offer context and updates in response to the 2022 investment experience. Specifically, they cover: • Why asset allocation is more important than security selection • How diversifying globally can help to reduce risk • How to triangul…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Jerry Parker on Diversification, Outlier Hunting, and Loose Pants 1:18:22

9M ago1:18:22

1:18:22

In this episode, our guest Jerry Parker, founder and CEO of Chesapeake Capital, a global systematic trend-following investment manager, shares his insights on: His journey from being a student of legendary trader Richard Dennis to running his own trend-following fund The importance of sticking to a disciplined process despite market noise Why trend…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Jeremy Schwartz on Inflation, Fed Policy & Factor Positioning for the Current Environment 1:06:38

9M ago1:06:38

1:06:38

Our guest this week was Jeremy Schwartz, Global CIO of WisdomTree ETFs, a global ETF manager with over $70 billion in AUM. Our conversation covered: Why it is important to consider refinancing your house at a lower interest rate and to move your excess cash to higher-yielding accounts How managing your savings has become more crucial in the current…

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Resolve Riffs Investment Podcast

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Alonso Gonzalez on Abundance: Unlocking Humanity's Unlimited Energy Potential 2:25:45

10M ago2:25:45

2:25:45

Adam and Rodrigo had the opportunity to chat with engineer and business owner Alonso Gonzalez about his upcoming book, and in particular his research on the transition from a dirty, inefficient fossil fuel economy predicated on scarce energy to a new energy economy founded on effectively infinite, distributed clean energy from the sun. Alonso share…

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Resolve Riffs Investment Podcast

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ReSolve Riffs: Andy Constan on Hard vs. Soft Landing, Fed Reaction Function & Higherer for Longerer 1:34:34

10M ago1:34:34

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with David Cervantes of Pinebrook on the Increasing Importance of Political Economy 1:24:25

10M ago1:24:25

1:24:25

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Bob Elliott on Hedge Fund Replication and Strategies for a Complicated Decade 1:44:01

11M ago1:44:01

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 …

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Prometheus Research on Navigating a Potential 2023 Global Recession 1:30:42

11M ago1:30:42

1:30:42

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with ReSolve’s own Dr Andrew Butler on Integrating Prediction with Optimization 2:09:18

11M ago2:09:18

2:09:18

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Vincent Deluard on Sources of Persistent Inflation and Higher for Longer. 1:22:59

12M ago1:22:59

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Bradley Barrie on Embracing Alts and Adapting to a New Market Regime 1:28:50

12M ago1:28:50

1:28:50

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…

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Resolve Riffs Investment Podcast

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GestaltU with Alfonso Peccatiello on the Timing and Magnitude of Recession 54:13

1y ago54:13

54:13

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Mark Yusko on FTX, Responsible Crypto Innovation and the Future of Finance 1:34:18

1y ago1:34:18

1:34:18

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Mark Rzepczynski on Trend, Alternative Diversifiers, and Manager Selection 1:52:11

1y ago1:52:11

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Mike Green on the Visible Hand, a Passive Singularity, and Pivoting to Optimism 2:12:48

1y ago2:12:48

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Cem Karsan on Regime Change and Strategies to Navigate an Inflationary Decade 1:44:23

1y ago1:44:23

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Darius Dale @42Macro - Catching up with Global Assets and Economic Conditions 1:10:47

1y ago1:10:47

1:10:47

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…

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Wade Pfau on Optimal Retirement Strategies 1:18:40

1y ago1:18:40

1:18:40

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 …

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Resolve Riffs Investment Podcast

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ReSolve Riffs with Jeff Weniger on the Housing Recession, Perky Consumers, and Where to Invest Now 1:51:44

1y ago1:51:44

1:51:44

Our friend Jeff Weniger, Head of Equity Strategy at Wisdom Tree, returned as this week’s guest. Our wide-ranging conversation covered topics including: How sticky has inflation really become Many ways to measure inflation Leading and lagging indicators The recent drop in US home prices and the health of the real-estate market How the recent rise in…

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Resolve Riffs Investment Podcast

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ReSolve Riffs Returns! The ReSolve Crew Offers a Galaxy Brain Perspective on CTAs! 1:46:34

1y ago1:46:34

1:46:34

As we returned from the summer break, the season’s opening episode brought the ReSolve crew together for a deep dive into Commodity Trading Advisor (CTA) strategies, often referred to as Managed Futures, covering topics that included: The path we all took to become CTA fund managers The role these strategies can and should play in portfolios How to…

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Resolve Riffs Investment Podcast

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GestaltU with Claudia Sahm on Macroeconomics for Individuals and Families 1:22:32

1+ y ago1:22:32

1:22:32

Today’s guest is Claudia Sahm, who is the founder of Stay-At-Home Macro Consulting. She also writes a Substack of the same name, stayathomemacro.substack.com. She is a former Federal Reserve analyst, and also a former White House economic adviser. Claudia and I discussed the interaction between fiscal and monetary policy, and how the government and…

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Resolve Riffs Investment Podcast

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GestaltU with Logan Mohtashani on the “Savagely Unhealthy Housing Market” 1:08:58

1+ y ago1:08:58

1:08:58

Logan is one of the foremost experts on the state and health of the U.S. housing market. In his capacity as Lead Analyst for HousingWire, he invokes a comprehensive data-driven framework for understanding the fundamental drivers of housing supply and demand. Logan demonstrated his expertise on the subject, bringing to bear data and analysis from a …

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Resolve Riffs Investment Podcast

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GestaltU with Demetri Kofinas on the Politics of MMT, Societal Objectives, & Institutional Trust 1:31:49

1+ y ago1:31:49

1:31:49

The conversation was motivated by Demetri’s tweets about MMT and fiscal policy, which stirred up quite a conflagration, and involved several primary exponents of MMT including Warren Mosler and Rohan Gray. Adam and Demetri spent the first 35 or 40 minutes on MMT, mostly overcoming the frustration around the politicization of the concept. They discu…

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