Resolve Riffs Investment Podcast

Dive into the fascinating world of gold as Mike Philbrick and Rodrigo Gordillo explore its resurgence as a powerful asset for diversification and stability. They compare gold and bitcoin, highlighting behavioral biases and the evolving role of both in modern portfolios. Discover strategies for managing volatility, leveraging assets, and navigating market trends. The duo discusses how emerging markets are reshaping gold demand and the importance of constructing balanced portfolios designed to withstand economic fluctuations.

In this engaging discussion, Rafael Ortega, a Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management, shares his groundbreaking insights on return stacking and developing all-terrain portfolios. He delves into the evolution of investment strategies, emphasizing the need for adaptability and risk balance. Rafael highlights the importance of clear communication for investors, customized portfolio strategies, and the integration of non-traditional diversifiers. He also explores the future of portable alpha in a changing market landscape.

Julian Brigden, president and founder of MI2 Partners, joins to share his insights as a market strategist. He discusses the decline of U.S. exceptionalism and the implications for the dollar's strength amid rising global competition. The conversation navigates vulnerabilities in the treasury market and how fiscal policies under the Trump administration have reshaped capital flows. Additionally, Brigden highlights the shift of global investors towards alternative assets and the geopolitical recalibration affecting U.S. foreign policy.

Tired of Clients Chasing Returns?Learn how Return Stacked® Global Balanced & Macro ETF (RGBM) aims to provide diversification in a way that helps manage client (mis-)behavior.As financial advisors, we know clients struggle to stay the course with liquid diversifying investments, especially when 60/40 portfolios have been strong.RGBM ETF offers a solution: a 100% global balanced strategy stacked with an additional 100% systematic macro strategy. This 2 for 1 combination is designed to help deliver the diversification your clients may need in a solution they can actually stick to.In this podcast, we explore how RGBM’s unique 'return stacking' approach can improve portfolio resilience and client outcomes. Learn how it minimizes the behavioral challenges of owning diversifying assets.How RGBM seeks to provide diversification that can help clients stay invested, even when traditional assets are performing well.The power of 'return stacking': Combining a global balanced allocation & a systematic macro strategy.Why systematic macro may improve portfolio performance during equity drawdowns and inflationary periods.How to use RGBM as an overlay to your strategic portfolio for capital efficiency.This podcast may be suitable for: Investment professionals and financial advisors seeking innovative solutions for client portfolio diversification and behavioral risk management.Mentioned in this episode:The Return Stacking SymposiumOctober 8, 2025 | Chicago A full day of curated portable alpha / return stacking education. Register Here: https://www.returnstacked.com/return-stacking-symposium-2025/

Riccardo Gambineri, President of Crown Global Life, and Frank Seneco, President of Seneco Global Advisors, dive into advanced wealth planning through private placement life insurance (PPLI). They discuss the diverse regulatory frameworks between the U.S. and U.K., revealing strategies for asset protection and tax deferral. The guests explore the benefits of investment flexibility within PPLI, emphasizing its potential for high-net-worth families. They also compare cost structures, highlighting PPLI's advantages over traditional options for diverse portfolio management.

Dive into the fascinating world of carry strategies as an expert unravels the dynamics of yields across diverse asset classes. Discover the stark differences between highly liquid markets and a broader selection, revealing intriguing performance divergences. With detailed statistical analyses and historical patterns, the discussion sheds light on how soft commodities impact returns. Tune in for insights into long-term investment strategies and the potential for market reversals amid current challenges.

Join Moritz Seibert, founder and CEO of Takahē Capital, and Moritz Heiden, head of quantitative research, as they dive into the dynamic world of systematic trading. They discuss how Takahē evolved amidst ESG challenges, offering a fresh perspective on trend-following strategies. The duo emphasizes rigorous risk management and the balance between simplicity and complexity in trading models. They navigate the intricacies of trading in liquid and illiquid markets while advocating for high-octane approaches, all while maintaining a long-term investment perspective.

This in‐depth live Q&A features guests Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Global, alongside host Rodrigo Gordillo, President and Portfolio Manager of ReSolve Global. In this episode, the panel unpacks the current macro market shifts and their impact on managed futures strategies, discussing topics such as policy shocks, systematic trend and carry models, volatility, and historical market precedents.Topics Discussed• Global Macro Market Dynamics and Policy Shifts affecting asset classes across Europe, the U.S., and beyond• The Cumulative Impact on Managed Futures and Systematic Strategies that span multiple asset classes• Multi-Asset Carry Strategy Fundamentals, including yield extraction and financing differentials• Trend Following Strategies under Volatile and Reversal Conditions in rapidly shifting markets• Risk Adjustments and Portfolio Rebalancing Mechanisms as systematic models react to sudden market changes• Historical Precedents: Lessons from events like the 1994 bond massacre and subsequent policy shocks• The Interplay between Policy Announcements and Systematic Strategy Performance amid geopolitical surprises• Advisory Perspectives and Long-Term Risk Management for communicating drawdowns and premiums to clientsMentioned in this episode:The Return Stacking SymposiumOctober 8, 2025 | Chicago A full day of curated portable alpha / return stacking education. Register Here: https://www.returnstacked.com/return-stacking-symposium-2025/

David Woo, CEO of David Woo Unbound and former strategist at Bank of America, shares his insights on global economic shifts. He discusses the impact of U.S. trade policies on Europe, particularly following Germany's elections. Woo delves into tariffs and their effects on industries like automotive, and explores emerging market opportunities amid changing investor flows. He also analyzes technology disruptions in cloud and semiconductors, while emphasizing necessary fiscal discipline to manage inflation and bolster economic stability.

Daniel Waldenström, a professor of economics renowned for his analysis on growth and distribution, shares his insights on wealth inequality and economic crises. He delves into the lessons from Sweden's economic turmoil in the 90s, emphasizing the role of policy makers. The discussion contrasts wealth dynamics in the U.S. with other Western nations and highlights the importance of education, labor laws, and asset price appreciation in shaping economic outcomes. Waldenström also explores the impact of AI and financialization on the future of labor and wealth distribution.