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Resolve's Gestalt University

Sep 20, 2022

Our friend Jeff Weniger, Head of Equity Strategy at Wisdom Tree, returned as this week’s guest. Our wide-ranging conversation covered topics including:

  • How sticky has inflation really become
  • Many ways to measure inflation
  • Leading and lagging indicators
  • The recent drop in US home prices and the health of the real-estate market
  • How the recent rise in interest rates affects mortgages and affordability
  • US money supply and the reversal of the TINA trade
  • Japan – demographics, debt burden and a collapsing Yen
  • Reverse currency wars
  • What makes a country (and its currency) a safe haven
  • The apparent disconnect between financial markets and the economy
  • How investors should prepare and protect their portfolios for the next few years
  • And much more

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 Inc.


*ReSolve Global Inc. refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global Inc. is a registered person with the Cayman Islands Monetary Authority.