The Derivative Uncovering the Known Unknowns of the Pandemic with Chief Economist Blu Putnam, ReSolve's Rodrigo Gordillo, and Teza's Dan Deering
In today’s episode, we have a little different structure and three unique guests to bring a fresh twist on The Derivative podcast. Blu Putnam of the CME Group, Rodrigo Gordillo of ReSolve Asset Management, and Dan Deering of Teza Technologies join us to discuss the economic & strategy impacts of the COVID-19 pandemic. Listening today you’ll hear some of the craziest economic stats since the Great Depression, how markets and physics share phase shifts, oil going negative, rallying gold now vs 2007/08, ski shops selling bicycles, AI in the investment process, asset allocation & pricing, quant vs human advantages, and strategy pivots in the world of COIVD-19.
Follow along with our guests:
- Blu Putnam on LinkedIn & Twitter.
- Dan Deering on LinkedIn and the Teza Technologies website.
- Rodrigo Gordillo on LinkedIn & Twitter and the ReSolve Asset Management website, along with some docs mentioned in the pod: ReSolve Pandemic Portfolio, Adaptive Asset Allocation Global Risk Parity with Macro Factors.pdf, The Pandemic Portfolio Podcast, & 12 Days of Wisdom Podcast.
And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, or LinkedIn, and Facebook, and sign-up for our blog digest.
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