Andy Constan, a veteran Wall Street professional, shares insights on Federal Reserve's interest rate policies, asset allocation complexities, and future prospects of bonds and equities. Topics include impact of long-term borrowing rates, role of financial advisors, market dynamics influenced by policy makers, and predictions on market performance.

Jeff Weniger, Chief U.S. Strategist for WisdomTree ETFs, discusses 'pension wars', global equity market implications, financial engineering, rising natural gas prices, and the future of work. Insights on navigating the financial landscape and investment strategies.

In this episode, the ReSolve team is joined by Jason Buck, co-founder and CIO of Mutiny Funds, to delve into a range of topics, from the concept of ergodicity, portfolio construction, and the importance of diversification in investing. They also discuss the intricacies of the capital efficiency and tax implications of various investment strategies.Topics Discussed• Jason Buck's explanation of ergodic and non-ergodic concepts using the analogy of Russian Roulette• The importance of understanding expected value in portfolio construction• The role of offense plus defense in winning investing championships• The concept of capital efficiency in using leverage and its implications for investment strategies• The tax implications of Return Stacking and how to navigate them• The significance of broad diversification in investment strategies• The impact of different market conditions on the performance of long volatility managers• The importance of maintaining line items in the portfolio for risk protectionThis episode provides valuable insights into the complexities of investment strategies, portfolio construction, and the importance of diversification, and is a must-listen for anyone interested in understanding the nuances of investing and portfolio management.This is "ReSolve's Riffs" – published 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.

The podcast delves into the global energy landscape, natural gas market, and geopolitical tensions with insights on war in Ukraine, impact of sanctions on Russia, and future of nuclear energy. It explores complexities of modern warfare, US economic advantages, market volatility, and threats to liberty in Canada and the US. The conversation provides valuable insights for understanding current global dynamics.

A discussion with Jack Shannon from Morningstar on active equity management, downside protection, and challenges faced by managers in deviating from benchmarks. Topics include fund flows, risk management, growth vs value investing dynamics, and the importance of understanding market history for successful investing.

In this episode, the ReSolve team is joined by Fred Pye, Founder of 3iQ Digital Assets, to discuss the rapidly evolving landscape of digital assets and blockchain technology. They delve into various topics, including the rise of Bitcoin, Ethereum, and the future of the digital asset space.Topics Discussed•The transition of the financial world towards digital assets and theimplications of blockchain technology•The role and impact of intermediaries such as Coinbase and FTX in the digitalasset space•The journey and development of 3iQ Digital Assets over the past nine years•The potential of blockchain technology in tracking global trade and reducingtransaction costs•The future of bond and equity trading on the blockchain•The regulatory challenges and developments in the digital asset space•The difference between Bitcoin, Ethereum, and other digital assets•The potential growth and opportunities in the digital asset space for investors•The importance of understanding and navigating the risks in the digital assetspaceThis episode is a must-listen for anyone interested in the future of digital assets,blockchain technology, and the potential opportunities and challenges in thisrapidly evolving space. Fred Pye provides valuable insights and strategies tonavigate the digital asset landscape, offering a glimpse into the future offinance and investment.This is “ReSolve Riffs” – published 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.*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.

The podcast explores the intricacies of monetary policy, inflation, and their impact on the global economy. It discusses the shift in monetary policy, the potential increase in volatility across assets, the impact of AI on the service economy, and the potential benefits of trend following managed futures strategies. The speakers also discuss risk management techniques, potential wealth altering events in the financial markets, and the potential for higher volatility in the financial markets. Additionally, they explore the concept of carry and its impact on portfolios, the benefits and risks of investing in concentrated value ETFs, and the potential for a hotter than expected economy over the next year.

Retail investor turned hedge fund manager, David Sun, discusses his background in engineering, the launch of his options-based hedge funds, the importance of risk management, return stacking portfolios, diversification in enhancing portfolio performance, long volatility strategies, impact of market changes on strategy backtesting, and his views on the future of his funds.

In this episode, Chris Schindler, a seasoned investment professional, discusses various topics including investing in tech, dynamics of the credit market, portfolio construction, market forces on investment strategies, volatility market evolution, netting in multi-strategy portfolios, challenges of attribution, and potential pitfalls of short-term investment strategies. This episode provides valuable insights into the complexities of the investment landscape.

Renowned global macro strategist Julian Brigden discusses the massively overvalued US equity market compared to the rest of the world, the implications of the Goldilocks narrative, risks of bond market, and the future of global economies like UK, Europe, and Japan. Insights on potential trades and market trends to watch out for.