ReSolve Asset Management
249 episodes listed below
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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 Fu...
Based on 6 episodes we listened to · June 2026
Resolve Riffs gives serious investors a macro lens on policy, geopolitics, technology, and portfolio risk.
Resolve Riffs Investment Podcast sits at the professional allocator end of Business & Finance. Its long form conversations connect markets with policy, technology, geopolitics, and portfolio risk.
You want the yield curve, China, and AI arguing on the same whiteboard.
Press play if you want
Short reviews from the PlayNext desk, based on the episodes we processed.
A clear explanation of forgetting, reinforcement, and spaced repetition within an investing focused discussion.
The episode treats forgetting as a pattern shaped by reinforcement and reuse, not a simple loss of memory. It keeps the focus on how ideas that get revisited tend to stick, while unused ones fade, and it uses spaced repetition to show why a reminder can land best just before…
Ortega argues for a diversified, all-weather portfolio tuned to the volatility investors actually want.
Ortega makes a solid case for diversification across assets and strategies, with the portfolio tuned to the level of volatility an investor can actually live with.
A plain look at how trend following turns discipline, sizing, and trade selection into a repeatable system.
The episode treats trend following as a set of rules rather than a hunch. It keeps coming back to the same basics: cut losses early, set a stop at the start, size the trade properly, and then give the position room to work.
A careful case for turning money conversations into a discussion of meaning and values.
The conversation treats financial planning as a way to support a meaningful life, not just a portfolio. It works best when it gives plain language to ideas like true wealth and keeps circling back to the stress clients bring into the room.
A clear look at how status spending reshapes what people take for normal.
Robert Frank's idea of expenditure cascades gives the episode a useful spine: status spending starts at the top, then slowly resets what feels ordinary for everyone else.
AI valuations, energy politics, and geopolitics are treated as one linked market risk.
This segment ties AI pricing to industrial rivalry and geopolitics without trying to tidy it up. Doomberg argues that open-source AI is moving fast, has fewer guardrails, and is already pressing ahead of OpenAI, while 40-times-revenue valuations look expensive.
A disciplined macro conversation about dollar risk, global purchasing power, and possible portfolio responses including hedging, gold, and crypto.
The piece takes up a basic but high-stakes question: whether returns should be measured in local currency or by global purchasing power. Using a pension fund as the example, it shows how a strong S&P run can still leave a weak result if the dollar slips, then widens into U.S.
A technical look at duration, convexity, and long-bond pricing under pressure.
It centers on a large bid for duration, the repeated panic around QT and long bonds, and the way those fears can turn into a rally instead of a selloff.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Resolve Rifts Investment Podcast brings Ricardo Gambinetti of Crown Global Life Insurance Group and Frank Seneco of Seneco Global Advisors onto a discussion of private placement life insurance, private placement variable annuities, and UK bonds for high-net-worth families.
Portable alpha starts as a workaround for a funding problem.
Resolve Riffs Investment Podcast episode “Return Stack Anything: Portable Alpha with RSSB” centers on Rodrigo Gordillo, president of Resolve Asset Management Global, and Corey Hofstein, CIO of Newfound Research, walking through return stacking and Portable Alpha.
Rafael Ortega says he first found Harry Browne’s permanent portfolio after a family business crisis in Spain, then spent years trying to adapt that idea for clients at Anbank Wealth Management.
Resolve Riffs Investment Podcast's 'In Gold We Trust 2025 - The Big Long' centers on gold's transition from accumulation to public participation, with the hosts citing Incrementum AG's 19th annual report and its 400-page, 40-page, and video formats.
The guest starts with a straightforward mechanism.
Julian Brigden joins Resolve Rifts to make the case that U.S.
The episode opens with a plain but sturdy claim: financial planning is really about underwriting a meaningful life.
Adam Butler opens by asking why anyone would claim higher rates help working people.
John Skrentny, a UC San Diego sociology professor, discusses his book Wasted Education and argues that only about a third of STEM graduates are in STEM jobs.
In-depth interview with Warren Mosler, originator of Modern Monetary Theory, discussing how the shift from fixed to floating exchange rate systems fundamentally changes economic theory.
Doomberg argues that the core story is the end of American empire and a shift into multipolarity, with China emerging as a peer or superpower on some dimensions.
Sanctioning Russia's reserves proved U.S. Treasury isn't riskless - now central banks buy gold instead.
Economist and author Jordan MacLeod discusses how money functions as leverage point for systemic economic change.
Valuation comes first.
Corey Hofstein of Newfound Research and Rodrigo Gordillo of Resolve Asset Management Global frame the episode around two systematic macro strategies: trend following and carry.
Resolve Riffs Investment Podcast frames Bitcoin as a portfolio asset rather than a trade, using Rick Edelman’s paper, the BlackRock discussion, and a Bitwise allocation example.
Harley Bassman explains why he created the MOVE index, describing it as a one-month blend of Treasury option volatility across the 2-year, 5-year, 10-year, and 30-year maturities.
Rodrigo Gordillo, Adam Butler, and Corey Hofstein use this live Q&A to unpack how March 2025 policy shocks hit managed futures strategies.
Resolve Riffs opens with Moritz Siebert from Tahake Capital and frames trend-following as a way to handle uncertainty.
Resolve Rifts brings Mike into a conversation about precarity, the American Dream, and why old models need revising when they stop matching lived experience.
Expenditure cascades show how spending at the top of the income ladder can reset what everyone else sees as normal.
Justin Castelli makes the case that clarity changes everything.
Daniel Waldenström joins Resolve Riffs to unpack wealth and economic progress.
Wes Gray, founder of Alpha Architect, discusses advanced tax optimization strategies for investors, including section 351 contributions, exchange funds, and market neutral tax loss harvesting.
The episode frames Trump’s approach as a way to keep China in check while pushing the United States ahead.