Resolve Riffs Investment Podcast

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.

Ben Reeves, a seasoned financial professional, discusses his journey from Bridgewater to Wealthsimple, emphasizing the essence of long-term investing and the challenges of portfolio design. Topics include diversification strategies, behavioral advantages of private assets, the supercycle concept, challenges in active management, and solutions in investment management such as leveraging portfolios and including alternatives like gold and commodities.

Renowned macro investor Alfonso Peccatiello discusses the macro end game, impact of leverage on the financial system, and potential paths forward. Topics include the unsustainability of the current financial system, role of leverage in global economy, impact of central banks' decisions, wealth illusion effect, and strategies to navigate increasing macro volatility.

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.

Roger King, the mastermind behind Supplement King franchise, shares his journey from local provider to industry success. He discusses market understanding, business strategies, challenges, and the franchise model. Topics also include social media marketing, future of supplement industry, and personal life balance.