Apr 27, 2021
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.
This week we were joined by Lawrence Hamtil, founder and principal at Fortune Financial Advisors, author of their popular blog, as well as an active member of the FinTwit community. His power lifting hobby and contrarian nature permeate his writing and investment philosophy, which made for a great conversation that included:
We also delved into his barbell approach for equities, sector allocations and their cyclical natural, ESG, regulatory moats, and how to avoid value traps.
Thank you for watching and listening. See you next week.