Rodrigo Gordillo, a seasoned Portfolio Manager and co-founder of Return Stacked ETFs, shares insights on maximizing investment returns. He discusses the synergy of trend following and carry strategies, revealing how their combination can create a resilient portfolio across varying market conditions. The conversation touches on the benefits of true diversification through managed futures and the predictive power of carry in forecasting returns. Gordillo also examines real-world applications and the advantages of finding balance in alternative investment strategies.

In this riveting episode, we dive deep into the world of fiscal and monetary systems, post the global financial crisis of 2008. We are joined by Jordan MacLeod, an intellectual powerhouse who has been at the forefront of revolutionizing the global monetary system. We discuss the trends identified in 2009, the impact of 2008 on the urgency to rethink monetary frameworks, and the potential for a global rebalancing in economic and monetary frameworks.Topics Discussed• The journey of Jordan MacLeod's intellectual background and his work on identifying global trends and the future• The impact of the 2008 financial crisis on the urgency to rethink monetary frameworks• The potential for a global rebalancing in economic and monetary frameworks• The concept of a zero interest economy and its implications• The role of AI, robotics, and automation in changing the nature of labor markets• The possibility of moving from a financialized economy to a real economy• The mechanism to migrate from a speculative economy to a real economy• The potential of a new monetary system and the signs to look for that decision makers are moving in this directionThis episode is a must-listen for anyone interested in understanding the complexities of the global monetary system, the potential for a shift towards a real economy, and the implications of AI and automation on labor markets. Join us as we navigate through these intricate topics, providing valuable insights and strategies to understand the uncertain financial landscape.*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.

Dr. Robert Frank, an esteemed economist from Cornell University, discusses the intricate interplay between luck and meritocracy in success. He critiques the notion that individual choices always lead to proportional rewards, highlighting the societal pressure stemming from affluent lifestyles. The concept of 'smart for one, dumb for all' emphasizes the need for collective benefit over individual gain. He explores the impact of tax structures on economic growth and the importance of effective human coordination in addressing societal challenges.

Kris Abdelmessih, Co-founder of Moontower AI and a former professional options trader, discusses the interplay of education and finance. He shares insights on the role of AI in enhancing children's learning experiences while stressing resilience and curiosity. The conversation veers into the complexities of the options market, particularly the 'shape of returns' and how automated tools can empower investors. The duo also debates the balance between academic rigor and exploration in children's education, making this a thought-provoking listen.

In this engaging discussion, guest Justin Castelli, a financial advisor and life coach, highlights the importance of aligning spirit, mind, and body for genuine financial stability. He shares insights on life design and authenticity, emphasizing how these concepts impact both finances and personal fulfillment. Justin explores the role of intuition in decision-making and the significance of daily reflections for growth. His emphasis on trust and emotional connections redefines client relationships in financial advisory, making this a must-listen for those seeking authentic living.

Doomberg, a renowned analyst in AI, geopolitics, and energy, dives into the emerging multipolar world. He discusses China's advancing tech prowess, particularly in semiconductors and AI, and its implications for global dynamics. The importance of Taiwan's semiconductor production and the associated geopolitics are explored. Doomberg also critiques the effectiveness of sanctions against Russia, while addressing the challenges of misinformation in today's society. His insights provide a captivating view on how these factors shape international relations and our future.

Corey Hoffstein, Co-founder and CIO of Newfound Research, and Rodrigo Gordillo, President of ReSolve Asset Management, dive into the intriguing world of portable alpha and return stacking. They explain how this innovative approach can improve portfolio performance by layering strategies to outpace market returns. The duo also discusses the behavioral advantages of sticking with low-correlation diversifiers and how to manage risks effectively. Insightful methods for adapting to high-interest environments are shared, emphasizing the importance of maximizing excess returns.

In this interview, Adam Butler is in conversation with Mike Harris, a renowned financial market analyst and philosopher. The discussion is sparked by a Twitter exchange about the impact of low interest rates on the working class. The conversation evolves to cover a wide range of topics from the relationship between Quantitative Easing (QE) and technological advancements, to the philosophical underpinnings of Artificial General Intelligence (AGI), and the potential of AGI to uncover lost knowledge.Topics Discussed• The counterintuitive argument that higher interest rates are better for the working class• The relationship between QE and the acceleration in the production of transistors• The role of technology in financing and the arms race around AI• The exploration of the philosophical principles that underpin AGI• The potential of AGI to uncover lost knowledge and its implications• The discussion of the knowledge paradox and its relevance in the era of big data• The historical suppression of knowledge by the church and its impact on the development of technology• The potential of AGI to recreate the lost knowledge and its implications for humanityThis episode is a thought-provoking exploration of the intersection of economics, technology, and philosophy. It provides valuable insights into the potential of AGI and the role it could play in uncovering lost knowledge. It's a must-listen for anyone interested in understanding the broader implications of AI and the future of knowledge.*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.

Eric Balchunas, Senior ETF analyst at Bloomberg Intelligence, dives into the dynamic world of ETFs. He explores the 'hot sauce' approach to investing, where small portions of portfolios go into high-risk assets. The rise of active ETFs and their competitive landscape is discussed, along with the growing impact of Bitcoin on traditional investing. Eric also highlights the psychological factors influencing decisions and shares insights on innovations like buffer ETFs, all while addressing the potential for future market shifts. This conversation is packed with vital strategies for modern investors.

Viktor Shvets, a global strategist and author known for his insights on economic dynamics, shares his thoughts on today's complex landscape. He draws parallels between our times and the 1930s, emphasizing rising societal polarization and government intervention. The conversation dives into China's shifting economic role post-financial crisis, European demographic challenges, and the impact of automation on employment. Shvets also offers advice for investors, advocating for adaptive strategies amid ongoing uncertainties in the global market.