PODCAST · business
Resolve Riffs Investment Podcast
by ReSolve Asset Management
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.
Episodes
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The Four Piston Portfolio: Building an All-Terrain Investment Engine
What does it take to build a portfolio that can survive inflation shocks, growth booms, credit crises, and lost decades—without sacrificing long-term return potential? In this episode, Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management, joins Pierre Daillie to break…
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Aahan Menon: Systematic Macro in a Shifting Economy: Signals Over Stories
Mike and Richard are joined by Aahan Menon of Prometheus Macro for a discussion on systematic macro investing. Aahan begins by challenging the utility of long-term macro forecasts, arguing they are largely ineffective for improving portfolio performance and advocating for shorter trading…
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Mike Green: The Affordability Crisis & Rethinking the American Dream
In this episode, Adam Butler is joined by guest Mike Green to discuss his viral Substack articles on the American affordability crisis. The conversation explores the significant gap between official economic statistics, like CPI, and the lived financial reality for the middle class, a phenomenon...
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Wes Gray: Optimizing for After-Tax Returns
On this episode, Adam Butler is joined by Wes Gray for a deep dive into advanced tax-efficient investing strategies. The discussion explores the mechanics of Section 351 contributions for creating tax-deferred ETFs, a powerful tool for investors with already diversified portfolios. They contrast...
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Convexity Maven Harley Bassman: How To Survive The Next Rate Cycle
In this episode, Adam Butler is joined by Harley Bassman, Managing Partner at Simplify Asset Management, for a wide-ranging discussion on interest rate volatility, portfolio construction, and public policy. Bassman explains his creation of the MOVE Index before diving into strategies using...
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Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots
In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry...
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From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio
In this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a…
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Mark Valek: Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies
In this episode of ReSolve Riffs, host Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic…
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In Gold We Trust 2025 - The Big Long
ReSolve Riffs returns with a deep dive into the world of alternative assets, featuring Mike Philbrick—CEO of ReSolve Asset Management and co-founder of Return Stacked® ETFs, and Rodrigo Gordillo, President of ReSolve Asset Management and co-founder of Return Stacked® ETFs, both of whom are...
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Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio
In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and...
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Julian Brigden on the Coming Reset and Decline of US Exceptionalism
ReSolve 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....
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Discover RGBM ETF: Diversification That Clients May Actually Stick To Tired
Tired 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...
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Unlock Hidden Portfolio Wealth with Private Life Insurance with Riccardo Gambineri and Frank Seneco
In 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...
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Carry Analysis - Small vs Large Universe
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...
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Moritz & Moritz from Takahe on the New School of Old School Trend-Following
In 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...
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Live Q&A - Managed Futures Trend & Carry Flash Update
This 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...
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David Woo: Trump’s Trade War Playbook – How to Profit From It
In 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...
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Daniel Waldenström-Lifting the Bottom: A Fresh Look at Wealth and Economic Progress with
In 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,...
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Warren Mosler: Unraveling the Mysteries of Modern Monetary Theory
In 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…
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Return Stack Anything: Portable Alpha with RSSB
Finding 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...
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John Skrentny: STEM Burnout and the Future of US Scientific Innovation
In 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 •…
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12 Days of Trading Christmas
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...
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Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy
In 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...
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Elevate Your Return Stacks with the Combined Power of Trend & Carry
In 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…
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Reinventing Money: Jordan MacLeod on Demurrage, Wealth Tax, and the Future Economy
In 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...
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Dr. Robert Frank on ‘Smart for One But Dumb for All’
In 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...
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How A.I. is Revolutionizing Learning & Trading with Kris Abdelmessih
In 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,...
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Aligning Spirit, Mind, Body & Money with Justin Castelli
In 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...
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Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World
In 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…
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Diversification 2.0: Mastering the Art of Portable Alpha
Portable 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...
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Mike Harris: The Price of Progress: AGI, Philosophy, and the Future of Humanity
In 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...
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Eric Balchunas: The Hidden Gems of the ETF World You Need to Know!
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...
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Viktor Shvets: Surviving a World on Fire: Lessons from History and the Future
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...
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Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor
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...
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Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm
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...
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Navigating Market Volatility: Mastering Managed Futures and Carry Strategies
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…
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Roger King: Building a Franchise Empire: The Story of Supplement King
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…
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Value Investing is BACK - with Tobias Carlisle
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...
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E1: Enter the New World of Return Stacking - Inaugural Episode!
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...
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Jared Dillian: The Hidden Dangers in the Global Economy
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,...
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Andy Constan: Are You Ready for Act 3? This is Mission Control: Ready for Takeoff!
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...
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Jeff Weniger-Pension Wars: Why Everything is About to Change and How to Profit
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...
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Jason Buck: Investing Russian Roulette - An Ergodicity Masterclass
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…
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Doomberg: The Dangerous Game of Modern Economic Warfare
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...
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Jack Shannon: Unveiling the Future of Active Management and ETFs
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...
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BTC ETF Impacts and what’s next with 3iQ Founder Fred Pye
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...
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ReSolve Crew: Mastering Investment Strategies in an Age of Inflation Volatility
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 •...
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Explained! Systematic Options Strategies with David Sun - David Sun
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...
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Chris Schindler: Hedge Fund Sorcerer Schindler Shares Secrets from his Spellbook
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…
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Julian Brigden - A Massively, Massively, Massively Overvalued Market
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…
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ABOUT THIS SHOW
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.
HOSTED BY
ReSolve Asset Management
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Frequently Asked Questions
How many episodes does Resolve Riffs Investment Podcast have?
Resolve Riffs Investment Podcast currently has 248 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Resolve Riffs Investment Podcast about?
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...
How often does Resolve Riffs Investment Podcast release new episodes?
Resolve Riffs Investment Podcast publishes regularly with 248 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Resolve Riffs Investment Podcast?
You can listen to Resolve Riffs Investment Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Resolve Riffs Investment Podcast?
Resolve Riffs Investment Podcast is created and hosted by ReSolve Asset Management.
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