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Resolve's Gestalt University

Business & Economics Podcasts

Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast 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-brain 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.

Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast 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-brain 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.

Location:

United States

Description:

Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast 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-brain 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.

Language:

English


Episodes

ReSolve Riffs with Rob Van Wielingen on Systematic All Weather Investing

5/24/2022
Our guest this week was Rob Van Wielingen, President & CEO of Viewpoint Investment Partners, a boutique investment management firm offering systematic strategies to private and institutional investors. Our conversation included: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management...

Duration:01:02:43

ReSolve Riffs with Andy Constan about Successful Macro Trading on Liquidity, Flows & Sentiment

5/18/2022
This week we had the pleasure of speaking with Andy Constan (CEO / CIO at Damped Spring Advisors) and prolific member of the FinTwit community under the @dampedspring penname. Our conversation spanned topics including: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global...

Duration:01:20:00

ReSolve Riffs with Vincent Deluard on the Historical Trajectory of Inflation and Market Implications

5/11/2022
Vincent Deluard is the Global Macro Strategist for StoneX, where he advises institutional investors on asset allocation and risk management. He joined us for an awesome conversation that covered topics including: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to...

Duration:01:33:52

ReSolve Riffs with Meb Faber - The Dude Abides

5/2/2022
It had been a while since we riffed with our good friend Meb Faber (co-founder and the Chief Investment Officer of Cambria Investment Management), and as always, he didn’t disappoint. Our thought-provoking conversation covered topics such as: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset...

Duration:01:43:18

ReSolve Riffs with Kris Abdelmessih on Exploring Life Under the (Option) Surface

4/26/2022
We were joined this week by Kris Abdelmessih, who spent most of his career as an options trader and now writes about the relationship between money, work and creativity in the Moontower blog and weekly newsletter. Our conversation covered topics that included: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of...

Duration:01:51:56

ReSolve Riffs with Rohan Grey on #Inflation, #MMT, #MintTheCoin and #CBDCs

4/15/2022
Our guest this week was Rohan Grey, assistant professor at Willamette University College of Law where he teaches Contracts, Business Associations and Securities Regulation. Rohan is also a prominent advocate of Modern Monetary Theory (MMT) and has also recently been involved in drafting regulations in the digital asset and currency space. Our wide ranging conversation took us through historical periods, current policy debates, and included: This is “ReSolve’s Riffs” – live on YouTube every...

Duration:02:14:38

Antti Ilmanen on his new book “Investing Amid Low Expected Returns”

4/13/2022
Dr. Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management joins ReSolve Global CIO Adam Butler to discuss the core themes from Antti’s new book, “Investing Amid Low Expected Returns.” In this 100 minute conversation we explore the following themes at length: There is not one wasted moment in this conversation, and it is chock-full of practical take-aways for investors of every type. If you listen to one podcast this week, and are motivated...

Duration:01:28:51

ReSolve Riffs with Stuart Barton on Structuring Volatility ETPs

4/4/2022
Our guest this week was Stuart Barton, co-founder and Chief Investment Officer at Volatility Shares. Our conversation ranged across topics that included: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is...

Duration:01:15:33

ReSolve Riffs with Bilal Hafeez of Macro Hive on the Paradigm Shift in Global Markets

3/29/2022
This week we had the pleasure of welcoming Bilal Hafeez, founder, CEO and Head of Research at Macro Hive, and the host of the Macro Hive Conversations podcast. We had a broad global macro conversation that included: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers...

Duration:01:41:06

ReSolve Riffs with Eric Balchunas on The Bogle Effect

3/23/2022
Our good friend Eric Balchunas (Senior ETF Analyst at Bloomberg Intelligence) joined us once again, this time to discuss his new book “The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions”. We covered topics that included: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard...

Duration:01:24:25

ReSolve Riffs with Preet Banerjee on Aligning Incentives and Finding the Right Advisor

3/16/2022
We were joined this week by Preet Banerjee, host of the Mostly Money podcast, management consultant focused on commercial applications of behavioral finance, and founder of MoneyGaps’: "Light Financial Planning" software for advisors. Our conversation included topics such as: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard...

Duration:01:08:08

ReSolve Riffs with Macro Legend Alex Gurevich on Inflation and Navigating Markets in Crisis

3/8/2022
We were joined this week by none other than Alex Gurevich, founder and CIO of HonTe Investments, author of The Next Perfect Trade, and more recently The Trades of March 2020 – A Shield Against Uncertainty, and a legend in the macro hedge fund industry. Our conversation included topics such as: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve...

Duration:01:36:58

ReSolve Riffs w/ Marcos Bueno of Ascent Systematic on a Multi-Disciplinary Approach to Quant Equity

3/7/2022
This week we had the pleasure of speaking with Marcos Bueno, CIO at Ascent Systematic Advisors. Marcos has a diverse and well-rounded backgrounded in finance, and our conversation covered topics that included: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve Global refers to...

Duration:01:35:09

ReSolve Crew Riffs on Inflation Volatility and Smarter Portfolio Allocations

2/22/2022
After a multi-decade slumber, inflation has been dominating the economic and financial zeitgeist over the last twelve months. The sustained sell-off in both US stocks and bonds at the start of 2022 was an unfamiliar sight to investors that grew accustomed to the negative correlation that created the once mighty 60/40 portfolio. Are we entering a new paradigm where inflation has both higher mean and variance? Adam, Mike and Rodrigo lay out their views for navigating inflationary times,...

Duration:01:30:12

ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly

2/15/2022
Our guest this week was Cullen Roche, CIO of Disciplined Funds, founder of Orcam Financial Group and author of Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance. We discussed topics that included: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management. *ReSolve...

Duration:01:36:22

ReSolve Riffs with Viktor Shvets: The Great Rupture, Freedom vs Prosperity & the Future of Humanity

2/8/2022
This week we had the privilege of hosting Viktor Shvets, Managing Director at Macquarie Securities and author of ‘The Great Rupture - Three Empires, Four Turning Points and the Future of Humanity - Do we need to be free?’. This deeply insightful conversation touched on topics that included: Thank you for watching and listening. See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam...

Duration:02:08:09

ReSolve Riffs with Rafael Resendes on Fundamental Flaws with Quantitative Value

1/31/2022
The prospect of normalizing monetary policy has been the main catalyst for a major equity rotation that has favored value stocks. Could this be the long-awaited reawakening of value investing? We had the pleasure of speaking to Rafael “Rafa” Resendes, co-founder of Applied Finance and prominent value investor. Our conversation covered: Thank you for watching and listening. See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant...

Duration:01:40:25

ReSolve Riffs with Jeff Weniger on Macro Themes and Surprises in 2022

1/25/2022
To kick off the new year, our 2022 inaugural episode welcomed back Jeff Weniger, Head of Equity Strategy at WisdomTree Asset Management. Sharp-witted and pulling no punches, Jeff and the team covered topics that included: Thank you for watching and listening. See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and...

Duration:01:29:23

ReSolve Riffs Digs into Physical Precious Metals with Mark Yaxley

12/22/2021
This week we had the pleasure of hosting Mark Yaxley, founding partner of Strategic Wealth Preservation, which specializes in the acquisition and storage of precious metals for investors around the world. He also brought his team member Philip Zappacosta to the conversation, which covered topics that included: Thank you for watching and listening. Happy holidays, see you in January. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant...

Duration:01:21:53

ReSolve Riffs with Glen Burella of Abbey Capital on Research and Sales for Systematic Strategies

12/16/2021
This week we spoke with Glen Burella, PhD, Vice President, Business Development at Abbey Capital (US). Glen previously worked on the investment research side of Abbey Capital having a background in quantum computing and a theoretical physics PHD. Our conversation with Glen covered the following themes: Thank you for watching and listening. See you next week. This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day,...

Duration:01:37:16