In this episode, Adam, Rod, Mike and Richard review the topics covered in the ReSolve Masterclass podcast series and offer context and updates in response to the 2022 investment experience. Specifically, they cover:
• Why asset allocation is more important than security selection
• How diversifying globally can help to reduce risk
• How to triangulate on the outcome of asset classes by drawing from multiple perspectives and sources of information
• How to think about long-lived assets and how that changes your mindset when you're thinking about investments
• How to steward long-lived wealth and make decisions based on preparation rather than prediction
• How to balance and rebalance a portfolio
• How to think about alpha and tail protection
• How to put it all together in an investment framework
• How to analyze investment performance over different economic cycles and regimes
• How to use a systematic process to select the group of assets and the weights of those assets and how often to rebalance them in a portfolio
• How to use systematic investing to analyze investment performance over many decades and different economic cycles and regimes
· And much more…
This update of the ReSolve Masterclass series is essential listening for anyone who wondered how the concepts and methods held up in an inflationary environment and is curious about what to expect going forward.
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 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 is a registered person with the Cayman Islands Monetary Authority
