Resolve Riffs Investment Podcast

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 I...

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 p...

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-notc...

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 f...

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 t...

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 aroun...

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 Discuss...

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...

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 econo...

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 al...

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...

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. Topics Discussed • David Triplo's transition fro...

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 misconception that a single tool or program can solve al...

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. • Discussion on the impact of monetary policy on in...

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 • The discussion begins with an examination of the con...

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 around uncertainty • The role of economists and th...

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. • Introduction to Eric Basmajian and Jeff Weniger, dis...

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. Topics Discussed • Insight into the culture of merito...

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 • The impact of monetary policies on Wall Street,...

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: • The importance of comprehensive risk manage...

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 decisions • The Weather model as a risk management tool...

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 faced by countries in maintaining living standards •T...

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 solutions, such as solar, nuclear, and alternative...

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 challenges • Monetary policy, government spending and...

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 in learning more about return stacking, the RSBT...