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Resolve's Gestalt University

Jun 28, 2022

This week we welcomed back our good friend Jason Buck (founder and CIO of Mutiny Fund) for the final episode before the summer break. Our conversation included:

  • Recent price action in the commodity space
  • The incredible confidence of the ‘buy the dip’ equity investors
  • An end to the “bad news is good news”...

Jun 21, 2022

This week we had the pleasure of welcoming Jeff Snider (Head of Global Investment Research at Alhambra Investments) and Emil Kalinowski (enterprising investor, author and host of both a talk radio show and a podcast). Together, they co-host Eurodollar University podcast and shed light on the complexities of the...

Jun 17, 2022

For this week’s special episode, Adam, Mike, Rodrigo and Richard gathered to explore the building blocks of an ultimate All Weather portfolio. Our conversation included:

  • The blind spots of the 60/40 stock-bond portfolio
  • Regime dependency and economic shocks
  • Diversifiable versus non-diversifiable risks
  • How to create...

Jun 15, 2022

We had the pleasure this week of speaking with Cem Karsan (the pronunciation can be a bit challenging, bit the hint is in his Twitter handle - @jam_croissant), founder of Kai Volatility Advisors. His deep knowledge of market structures and investment flows took us on a fascinating conversation that included:

  • Joining a...

Jun 6, 2022

This week Adam and Rodrigo of ReSolve Global* had the pleasure of speaking with Jason Josephiac of Meketa Investment Group. Our conversation spanned topics including:

  • His background in the industry and joining Meketa
  • Asset Allocation: label/category diversification vs. risk/functional diversification
  • Risk Parity vs....