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Resolve's Gestalt University

Nov 29, 2022

Alfonso – also known as MacroAlf – joined Adam and Mike to discuss his most recent report entitled “Yes, But When Recession?” Our conversation covered:

  • Alf’s experience managing a $20B multi-asset book at a global bank
  • Experience launching an independent macro newsletter for greater freedom of views
  • Benefits...


GestaltU with Alfonso Peccatiello on the Timing and Magnitude of Recession

Nov 29, 2022

Alfonso – also known as MacroAlf – joined Adam and Mike to discuss his most recent report entitled “Yes, But When Recession?” Our conversation covered:

  • Alf’s experience managing a $20B multi-asset book at a global bank
  • Experience launching an independent macro newsletter for greater freedom of views
  • Benefits...


Nov 23, 2022

Our guest this week was Mark Yusko, founder, chief investment officer and managing director of Morgan Creek Capital Management. With deep experience in both digital assets and traditional finance, Mark took us on a rollercoaster as we dissected the recent turmoil affecting the ‘crypto-verse’. Topics included:

  • A...


Nov 14, 2022

It was our great privilege to welcome Mark Rzepczynski this week. Mark has over 25 years of experience in financial markets, is a former finance professor and writes frequently about global markets and quantitative investing. Our conversation covered:

  • His early years, ‘forged in the chaos of the trading...


Nov 7, 2022

We have been eagerly waiting for this one for a while! Our friend Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, returned to the podcast this week. Always thought-provoking, Mike journeyed with us through a wide range of topics that included:

  • Why the enthusiasm for central bank...