Τα καλύτερα Riffs Podcast podcast (2024)

1
12 Days of Trading Christmas 1:10:38

4d ago1:10:38

1:10:38

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 the risk of Bitcoin by levering up gold, providing i…

1
Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy 1:14:54

5d ago1:14:54

1:14:54

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 can better serve their clients by taking a more human…

1
Elevate Your Return Stacks with the Combined Power of Trend & Carry 1:14:20

15d ago1:14:20

1:14:20

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 Rodrigo Gordillo, Portfolio Manager and co-founder of Retur…

1
Reinventing Money: Jordan MacLeod on Demurrage, Wealth Tax, and the Future Economy 1:05:51

18d ago1:05:51

1:05:51

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 in 2009, the impact of 2008 on the urgency to rethin…

1
Dr. Robert Frank on ‘Smart for One But Dumb for All’ 1:19:36

25d ago1:19:36

1:19:36

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 meritocracy, and the dynamics of free markets. They explor…

1
How A.I. is Revolutionizing Learning & Trading with Kris Abdelmessih 1:03:52

1M ago1:03:52

1:03:52

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, including: Topics Discussed • Kris and Adam's differing view…

1
Aligning Spirit, Mind, Body & Money with Justin Castelli 1:04:46

2M ago1:04:46

1:04:46

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 an authentic life. Topics Discussed • Justin's perso…

1
Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World 1:25:11

2M ago1:25:11

1:25:11

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, the implications of AI, and the potential risks and nua…

1
Diversification 2.0: Mastering the Art of Portable Alpha 1:02:28

2M ago1:02:28

1:02:28

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 clients? How can I implement it? At Return Stacked Portfol…

1
Mike Harris: The Price of Progress: AGI, Philosophy, and the Future of Humanity 2:14:16

2M ago2:14:16

2:14:16

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 relationship between Quantitative Easing (QE) and tech…

1
Eric Balchunas: The Hidden Gems of the ETF World You Need to Know! 1:03:52

2M ago1:03:52

1:03:52

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 Discu…

1
Viktor Shvets: Surviving a World on Fire: Lessons from History and the Future 1:51:49

3M ago1:51:49

1:51:49

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 dee…

1
Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor 51:48

5M ago51:48

51:48

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 rese…

1
Communications with Sara and guest host, Hayley Ruch Geiger 8:38

5M ago8:38

8:38

In this episode of the Ruch Riffs podcast, host Hayley Ruch Geiger interviews the inspiring Sara Royf. Now, as a LinkedIn coach based in Tel Aviv, Sara continues to empower professionals to elevate their personal brands and make meaningful connections. Her story is a powerful example of how strategic thinking and passion can drive substantial growt…

1
Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm 54:10

7M ago54:10

54:10

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…

1
Navigating Market Volatility: Mastering Managed Futures and Carry Strategies 1:18:55

7M ago1:18:55

1:18:55

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 inve…

1
Roger King: Building a Franchise Empire: The Story of Supplement King 1:01:13

7M ago1:01:13

1:01:13

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 …

1
Value Investing is BACK - with Tobias Carlisle 1:08:51

7M ago1:08:51

1:08:51

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 insigh…

1
E1: Enter the New World of Return Stacking - Inaugural Episode! 1:14:05

8M ago1:14:05

1:14:05

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, CI…

1
Jared Dillian: The Hidden Dangers in the Global Economy 55:24

8M ago55:24

55:24

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. T…

1
Andy Constan: Are You Ready for Act 3? This is Mission Control: Ready for Takeoff! 1:18:25

8M ago1:18:25

1:18:25

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 com…

1
Jeff Weniger-Pension Wars: Why Everything is About to Change and How to Profit 1:10:26

9M ago1:10:26

1:10:26

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. …

1
Jason Buck: Investing Russian Roulette - An Ergodicity Masterclass 1:25:38

9M ago1:25:38

1:25:38

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.…

1
Doomberg: The Dangerous Game of Modern Economic Warfare 1:02:41

9M ago1:02:41

1:02:41

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 nuclea…

1
Jack Shannon: Unveiling the Future of Active Management and ETFs 58:27

10M ago58:27

58:27

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 o…

1
BTC ETF Impacts and what’s next with 3iQ Founder Fred Pye 59:07

10M ago59:07

59:07

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 tow…

1
ReSolve Crew: Mastering Investment Strategies in an Age of Inflation Volatility 1:13:07

10M ago1:13:07

1:13:07

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 im…

1
Explained! Systematic Options Strategies with David Sun - David Sun 55:27

11M ago55:27

55:27

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 ev…

1
7 minutes of leadership insights from an Olympic skier 7:41

11M ago7:41

7:41

I met Kevin while creating promotional content for several clients. As an Olympian and US Ski Team winner, he shared insights about how leaders must put communication, results, and teamwork. The more I saw Kevin do work for clients Kwik Trip and Minocqua Winter Park, the more he helped me understand how to be better at what I do.…

1
Chris Schindler: Hedge Fund Sorcerer Schindler Shares Secrets from his Spellbook 1:33:39

11M ago1:33:39

1:33:39

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…

1
Julian Brigden - A Massively, Massively, Massively Overvalued Market 57:33

11M ago57:33

57:33

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.…

1
Jim Bianco: Inflation is Dead - Long Live Inflation! How YOU Can Profit NOW 1:10:56

11M ago1:10:56

1:10:56

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 …

1
Chris Kennedy: Decoding the Evolution of Managed Futures Hedge Funds 1:04:34

12M ago1:04:34

1:04:34

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 re…

1
Mark Yaxley- Inside the Vault (Literally!): Mining the Wisdom of Gold 51:46

1y ago51:46

51:46

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 arou…

1
Meb Faber-Unlocking the Secrets of Systematic Investing: Maximizing Your Wealth 1:07:20

1y ago1:07:20

1:07:20

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, maki…

1
William Santor: Investment Opportunities in Film Financing, Content Streaming & Augmented Reality 1:33:34

1y ago1:33:34

1:33:34

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 …

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

1y 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…

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

1y 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…

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

1y 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…

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

1y 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 …

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

1y 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…

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

1y 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…

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

1y 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…

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

1y 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…

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

1y 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. •…

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

1+ y 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…

1
Break Free of the Leadership Straitjacket 5:52

1+ y ago5:52

5:52

Want to be a more resilient leader? Ruch Riffs is pleased to announce our podcast featuring Tatyana St. Germaine, Executive Coach and Talent Assessment Expert. Resilience is all about coping with stress, maintaining emotional well-being, and overcoming setbacks – learned skills that successful leaders need. Listen in as Tatyana and I discuss manage…

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

1+ y 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 …

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

1+ y 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…

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

1+ y 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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