Resolve Riffs Investment Podcast

ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. In an upside-down market it’s hard to know which way is up. Many investors rely on Kevin Muir, otherwise known as the Macro Tourist, to help them navigate these uncharted waters. Kevin is a pragmatic macro analyst and trader who is focused on trading markets as they are, rat...

This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. Even the term used to describe this asset-class is loaded with controversy. Some say cryptocurrency is a misnomer, since Bitcoin and its lesser known brethren can neither be considered a medium of exchange nor a store of value. Rob Furse (co-founder & president of Echelon We...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. Before you begin, we highly recommend that you first watch this short video , which serves as a  foreword and sets the table for this episode. After enjoying many years of immense popularity, factor investing (also known as alternative risk premia or smart beta) is suffering...

This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. It is said that creating a job for yourself is always better than getting one. Whoever said that probably never lived through the trials and tribulations of being an entrepreneur. But some people just can’t help themselves. Phil Bak is one of these serial entrepreneurs . He...

Today’s conversation is with Marat Molyboga, Chief Risk Officer and Director of Research at Efficient Capital Management. Marat is a soviet trained mathematician who achieved his Masters in Applied Mathematics in Moscow, and holds an MBA in Finance from University of Chicago, a CFA, and a PhD in Finance from EDHEC business school. He has authored or co-authored 20 published papers. Efficient speci...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. Ever lower interest rates and debt-fueled growth have been the major driving force for asset price appreciation over the last four decades. Many have now come to believe that the system is close to a breaking point, teetering at the edge due to a virtually unpayable debt ove...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. It is, without a doubt, the most logical starting point for any portfolio that seeks both global diversity and risk balance. Preparation before prediction . First, do no harm. Yet there is a wide range of ways to structure and deploy Risk Parity – as always, the devil is in...

Today’s conversation is with David Berns, an emerging thought leader in asset allocation and behavioral finance, who is pushing the boundaries on how to best measure real-world behavioral preferences and build optimal portfolios that actively incorporate this extra information. We open the conversation with a discussion of his involvement in the design and launch of three new ETFs, which seek to d...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. Every time equity markets experience a major selloff, investors’ attentions are drawn to the handful of strategies that actually benefitted from the event. So-called crisis alpha comes in many flavors and iterations, which further complicates the allocation decision. Our fri...

Many traditional value or factor based investors have been scratching their heads for the past few years, wondering whether a shift in fundamental dynamics may have permanently altered the way markets behave. Corey Hoffstein has been wondering the same thing, which prompted him to spend the last several months speaking to experts in options trading, market microstructure, and the hidden effects of...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. The advent of Exchange Traded Funds (ETFs) brought about one of the largest and most transformative trends in the investment landscape. With legions of enthusiasts and no shortage of detractors, ETFs also ignited the so-called passive investing revolution, upending the indus...

Brian is the founder of Shaping Wealth and author of two books, The Investor's Paradox and The Geometry of Wealth. We spoke about the connections between wealth and happiness, and the myriad complications that distract people from what really matters. On our journey we touched on the importance of setting constructive expectations, how to navigate the relative nature of happiness, how the human br...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. In the digital age, we are all suffering from varying degrees of information overload and must lean on trusted guardians of the narrative to make sense of it all. Our good friend Ben Hunt (Epsilon Theory), one of the most reliable guardians , joined us this week for a though...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. Behavioral finance has been at the forefront of investing for many years now, yet it is still largely misunderstood and rarely applied to investors’ actual habits. Our good friend Dan Egan has been pushing this frontier, and in this conversation we covered: The fallacy of tr...

This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. His hypothesis on the adverse effects of passive investments in market behavior has catapulted him into the spotlight, but that’s just the tip of the iceberg. Earlier this year he became one of our most popular podcast guests; this time Mike Green (Logica Capital) returned w...

Although technology has revolutionized many aspects of our lives, there are still some industries that resist change and professionals who are certain that the old way is the right way . Some believe this applies to investment advisors. They most likely have never met Shiraz Ahmed. He is the quintessential modern advisor, with whom we had the pleasure of riffing on topics such as: Building and imp...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. While the theme was the Chinese investment landscape, this episode can also be described as the Bobby Schwarz show. From his early days as a floor trader in Chicago, through his experience making movies in Hollywood, then finally founding RCM Alternatives, Bobby recounts cou...

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. For the last 12 years, the Fed and other major central banks have exerted overwhelming influence and power over investors’ behavior and capital markets. Since the pandemic began, governments have been forced to step up and unleash a fiscal tsunami to help ailing economies du...

Today we interview Lars Kestner, a Managing Director at a European investment bank. Over his 20+ year career on Wall Street, he has led teams that have managed derivative risk across a vast range of market environments. He is the author of  Quantitative Trading Strategies , a cutting edge text on systematic trading. Lars designed and employed his first systematic trading system to trade 30yr bond...

This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. Despite the common understanding – and ubiquitous disclaimers – that past performance is not indicative of future returns, it is well documented that performance chasing can be almost considered a fundamental law of capital allocation among institutional and retail investors...

Dan Egan is the Directory of Behavior Science and Investing at the online advisor, Betterment. In launching this rather unique career, Dan levered a Masters degree in Decision Science at the London School of Economics into a role as Behavioral Finance Specialist at Barclays Wealth in London before moving on to Betterment. With 15 years operating at the cross-section between human behavior and mark...

This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. To help us make sense of this market we invited Chris Schindler back to discuss: Why the next 10 years are likely to be very challenging and different from the past 10 years Why investors should set very low return expectations for virtually every major asset-class The power...

This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate current and most relevant themes in the world of investing. Among hot and contentious topics in investing, cryptocurrencies certainly rank top of the list – including their designation as a form of currency . From a techno-libertarian experiment, Bitcoin, its peers and particularly the blockchain technology that underpins...

With the popularity of sports betting personalities entering the investing world we thought it would be timely to bring an expert sports handicapper to discuss the similarities and differences between these highly probabilistic domains. Our guest for this conversation is Steve Merril of ProSportsInfo.com. Steve has been a professional sports handicapper and betting analyst for over 24 years and ca...