Adam Butler, CIO of Resolve Asset Management, dives into the aftermath of the 2008 financial crisis, discussing its impact on market accountability and monetary policy. He highlights how AI is reshaping industries and poses risks to economic stability. The conversation also touches on the evolution of investment strategies, the importance of diverse forecasting methods, and the intersection of financial systems with political dynamics. Butler provides insights into the current inflation landscape and the transformative potential of AI on future economies.

My guest in this episode is Adam Butler, Chief Investment Officer at ReSolve Asset Management. Adam's story is the near quintessential example of my belief that every investor's approach is colored by their experience. From nearly blowing up his firm's omnibus account at his first job, experiencing the tech wreck first hand, and going all in on the commodity and emerging market super cycle narrative, it took "three frying pans to the face" – his words, not mine – to finally rebuild his mental framework from the bottom up. The evolution of his thinking ultimately lead him to embrace what he believes is the ultimate gift: embracing uncertainty in strategy specifications as a means of exploiting the benefits of diversification.

Financial experts Corey Hoffstein, Rodrigo Gordillo, Mike Philbrick, and Adam Butler discuss Return Stacking, market efficiency, and innovative investment strategies. They explore structured diversification, creating excess returns, and portfolio sustainability beyond traditional stock picking. The podcast provides valuable insights for navigating modern markets with confidence.

Adam Butler, ReSolve Asset Management CIO, joins the podcast to discuss generative AI and its impact on investing. Topics include large language models' functioning, including their ability to process data and generate responses, the constraints and potential of GPT-4, using generative AI in investing for prototyping and data integration, the benefits of a tool for Python code translation and data exposure, building investment strategies using AI, and embracing generative AI technology.

Andrew Beer from DBi and Adam Butler from ReSolve Asset Management discuss the replication of managed futures strategies. They explore return-based and process-based replication, selecting markets for diversification, and the challenges of derisking and top-down investing. They also discuss the implementation process for replicating an index and achieving broad-based exposure to the hedge fund industry. Overall, they highlight the potential benefits and cost-effectiveness of replication in investment portfolios.

In this engaging discussion, Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management, shares his insights on the complex world of investing. He addresses how to differentiate investment edge from market noise and delves into the innovative concept of return stacking for portfolio diversification. Adam explores the implications of passive investing flows and shares his thoughts on AI's role in enhancing productivity. With his extensive background in quantitative investing, he provides a fresh perspective on navigating today's challenging market dynamics.

Investment experts Adam Butler and Rodrigo Gordillo from ReSolve team talk about market volatility and Carry strategies. They discuss building Carry strategies, economic risks, real trade frictions, diversification benefits, and enhancing portfolio returns. The podcast provides valuable insights into navigating market dynamics and effective investment decision-making.

Corey Hoffstein, Rodrigo Gordillo, and Adam Butler discuss the challenges of beating the U.S. equities market, diversification for generating excess returns, risk parity, trend following, and the potential of stacking strategies in portfolios. The importance of diversification in ensuring investment success and the structural challenges in implementing return stacked strategies are also highlighted.

"Mind Escape" welcomes Adam Butler, author and psychonaut, to discuss his book "Butler's DMT Field Guide" and his personal transformation with DMT. They explore topics such as psychedelics for mental health, altered states of consciousness without substances, taste and smell perceptions, and the power of intention with psychedelic use. They also discuss the intriguing world of DMT and its effects on perception and encounters with entities. The podcast concludes with reflections on the journey of self-discovery and the importance of self-love.

Adam Butler, Chief Investment Officer of ReSolve Asset Management, talks about the importance of diversification as the best protection against ignorance. He shares his worst investment experience that led to self-doubt but taught him valuable lessons on investing theses, super cycles, and the value of diversification in investment strategy.