Best ReSolve Asset Management Podcasts (2026)

1
Aahan Menon: Systematic Macro in a Shifting Economy: Signals Over Stories 1:04:35

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17d ago1:04:35

1:04:35

Mike and Richard are joined by Aahan Menon of Prometheus Macro for a discussion on systematic macro investing. Aahan begins by challenging the utility of long-term macro forecasts, arguing they are largely ineffective for improving portfolio performance and advocating for shorter trading horizons. He then details his investment framework, which inv…

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Mike Green: The Affordability Crisis & Rethinking the American Dream 1:22:50

20d ago1:22:50

1:22:50

In this episode, Adam Butler is joined by guest Mike Green to discuss his viral Substack articles on the American affordability crisis. The conversation explores the significant gap between official economic statistics, like CPI, and the lived financial reality for the middle class, a phenomenon Green argues is often dismissed by an expert "mockery…

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Wes Gray: Optimizing for After-Tax Returns 1:02:17

1M ago1:02:17

1:02:17

On this episode, Adam Butler is joined by Wes Gray for a deep dive into advanced tax-efficient investing strategies. The discussion explores the mechanics of Section 351 contributions for creating tax-deferred ETFs, a powerful tool for investors with already diversified portfolios. They contrast this approach with solutions for managing highly conc…

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Convexity Maven Harley Bassman: How To Survive The Next Rate Cycle 1:02:11

3M ago1:02:11

1:02:11

In this episode, Adam Butler is joined by Harley Bassman, Managing Partner at Simplify Asset Management, for a wide-ranging discussion on interest rate volatility, portfolio construction, and public policy. Bassman explains his creation of the MOVE Index before diving into strategies using long-dated options to create asymmetric payoffs. They also …

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Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots 1:04:08

4M ago1:04:08

1:04:08

In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the importance of diversification. The c…

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From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio 42:27

5M ago42:27

42:27

In this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a foundational one, discuss its role alongside gold, and examine t…

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Mark Valek: Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies 1:01:17

6M ago1:01:17

1:01:17

In this episode of ReSolve Riffs, host Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of go…

1
In Gold We Trust 2025 - The Big Long 59:25

7M ago59:25

59:25

ReSolve Riffs returns with a deep dive into the world of alternative assets, featuring Mike Philbrick—CEO of ReSolve Asset Management and co-founder of Return Stacked® ETFs, and Rodrigo Gordillo, President of ReSolve Asset Management and co-founder of Return Stacked® ETFs, both of whom are recognized voices in asset management and diversification. …

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Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio 1:08:52

7M ago1:08:52

1:08:52

In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topic…

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Julian Brigden on the Coming Reset and Decline of US Exceptionalism 1:24:45

7M ago1:24:45

1:24:45

ReSolve Riffs returns with Julian Brigden, the president and founder of MI2 Partners, who joins the conversation as a seasoned market strategist and global macro expert. In this episode, Julian and his co-hosts Adam Butler and Richard Laterman dissect a broad range of topics—from U.S. exceptionalism and dollar dynamics to treasury market vulnerabil…

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Discover RGBM ETF: Diversification That Clients May Actually Stick To Tired 50:31

8M ago50:31

50:31

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…

1
Unlock Hidden Portfolio Wealth with Private Life Insurance with Riccardo Gambineri and Frank Seneco 1:12:44

8M ago1:12:44

1:12:44

In this episode of ReSolve Riffs, host Rodrigo Gordillo is joined by Riccardo Gambineri, President at Crown Global Life Insurance Group, and Frank Seneco, President at Seneco Global Advisors. The discussion delves into sophisticated wealth planning solutions with a focus on private placement life insurance, comparing U.S., U.K., and offshore produc…

1
Carry Analysis - Small vs Large Universe 14:25

9M ago14:25

14:25

In this discussion, Adam Butler, CIO of ReSolve Asset Management Global, a seasoned expert in multi‑asset carry strategies, walks through his latest research comparing two implementations of a carry strategy. He explains the fundamentals of carry in diverse asset classes and explores a wide range of topics including carry fundamentals, market liqui…

1
Moritz & Moritz from Takahe on the New School of Old School Trend-Following 1:11:49

9M ago1:11:49

1:11:49

In this episode of ReSolve Riffs, host Adam Butler is joined by two special guests from Takahē Capital – founder, CEO, and chief bottle washer Moritz Seibert, and head of quantitative research, Moritz Heiden. They offer an in‐depth look into systematic trading within managed futures, exploring topics such as commodity markets, trend following, risk…

1
Live Q&A - Managed Futures Trend & Carry Flash Update 59:50

10M ago59:50

59:50

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, discussi…

1
David Woo: Trump’s Trade War Playbook – How to Profit From It 1:20:37

10M ago1:20:37

1:20:37

In this episode of ReSolve Riffs, renowned economist and strategist David Woo—CEO of David Woo Unbound and a veteran of global finance—dives deep into a multifaceted discussion on current global economic and political trends with Mike Philbrick and Adam Butler. Drawing on decades of experience at institutions like Bank of America and the IMF, Woo u…

1
Daniel Waldenström-Lifting the Bottom: A Fresh Look at Wealth and Economic Progress with 1:37:08

11M ago1:37:08

1:37:08

In this episode, the ReSolve team sits down with Daniel Waldenström, a professor of economics with a focus on growth and distribution. Waldenström shares his insights on a range of topics, from the impact of economic crises on societal structures, to the role of policy makers in fostering growth, and the shifting landscape of wealth inequality. Top…

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Warren Mosler: Unraveling the Mysteries of Modern Monetary Theory 1:25:19

12M ago1:25:19

1:25:19

In this riveting episode, the ReSolve team converses with Warren Mosler, a prominent economist and theorist in the field of Modern Monetary Theory (MMT). The conversation is enriched by the presence of Richard Latterman, a portfolio manager at Resolve, who is keen on gaining insights on policy and economics. The discussion dives deep into the evolu…

1
Return Stack Anything: Portable Alpha with RSSB 37:23

12M ago37:23

37:23

Finding alpha is notoriously difficult. Instead of trying to pick stocks better, what if you simply added the return of high-conviction, alternative strategies on top of your asset allocation? That’s the opportunity portable alpha unlocks for allocators. Join us for an exclusive webinar where we reveal how capital-efficient ETFs can be used to “por…

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John Skrentny: STEM Burnout and the Future of US Scientific Innovation 1:05:21

1y ago1:05:21

1:05:21

In this episode, we delve into the world of STEM education with John Skrentny, a professor of sociology at UC San Diego. We discuss the current state of STEM education, its implications for the future workforce, and the intersection of technology, policy, and societal needs. Topics Discussed • The importance of STEM education and the common misconc…

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12 Days of Trading Christmas 1:10:38

1y ago1:10:38

1:10:38

In this exciting episode, Rodrigo Gordillo, Meb Faber, Corey Hoffstein, and Wes Gray discuss their investment ideas for 2025 and beyond. Each brings three unique ideas to the table, making for a lively and insightful conversation. Topics Discussed • Rodrigo Gordillo discusses the idea of matching the risk of Bitcoin by levering up gold, providing i…

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Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy 1:14:54

1y ago1:14:54

1:14:54

In this episode, we delve into the world of behavioral finance and financial planning with Brian Portnoy, one of the co-founders of Shaping Wealth. We discuss the importance of understanding human behavior in financial planning, the concept of 'behavioral finance 2.0', and how financial advisors can better serve their clients by taking a more human…

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Elevate Your Return Stacks with the Combined Power of Trend & Carry 1:14:20

1y ago1:14:20

1:14:20

In today's complex market environment, finding genuine diversification and consistent returns has become increasingly challenging. What if you could harness two of the least correlated strategies to traditional portfolios available to investors today? Join us for an exclusive webinar where Rodrigo Gordillo, Portfolio Manager and co-founder of Retur…

1
Reinventing Money: Jordan MacLeod on Demurrage, Wealth Tax, and the Future Economy 1:05:51

1y ago1:05:51

1:05:51

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 rethin…

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Dr. Robert Frank on ‘Smart for One But Dumb for All’ 1:19:36

1y ago1:19:36

1:19:36

In this episode, the ReSolve team is joined by Dr. Robert Frank, the Henrietta Johnson Lewis Professor of Management Emeritus and Professor of Economics at the Samuel Curtis Johnson Graduate School of Management at Cornell University. They delve into the role of luck in success, the myth of meritocracy, and the dynamics of free markets. They explor…

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How A.I. is Revolutionizing Learning & Trading with Kris Abdelmessih 1:03:52

1y ago1:03:52

1:03:52

In this episode, Kris Abdelmessih, Co-Founder of Moontower AI, and Adam Butler, CEO of ReSolve Asset Management, join the ReSolve team to discuss the challenges and rewards of parenting, the role of education, and the intricacies of the options market. They delve into a variety of topics, including: Topics Discussed • Kris and Adam's differing view…

1
Aligning Spirit, Mind, Body & Money with Justin Castelli 1:04:46

1y ago1:04:46

1:04:46

In this episode, the ReSolve team delves into a profound conversation with Justin Caselli, a financial advisor and life coach, who shares his journey of self-discovery and alignment of spirit, mind, and body. He discusses how this alignment influences financial stability and the concept of living an authentic life. Topics Discussed • Justin's perso…

1
Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World 1:25:11

1y ago1:25:11

1:25:11

In this episode, the ReSolve team is joined by Doomberg, a popular regular on the show, to discuss a wide range of topics including AI, geopolitics, energy, and the financial markets. They delve into the complexities of the emerging multipolar world, the rise of China in the technology sector, the implications of AI, and the potential risks and nua…

1
Diversification 2.0: Mastering the Art of Portable Alpha 1:02:28

1y ago1:02:28

1:02:28

Portable alpha (or as we like to call it: Return Stacking) has become increasingly popular in the financial media (including recent notes from industry giants like BlackRock, Russell Investments, and AQR) but many advisors are left asking: What does portable alpha mean? How might it benefit clients? How can I implement it? At Return Stacked Portfol…

1
Mike Harris: The Price of Progress: AGI, Philosophy, and the Future of Humanity 2:14:16

1y ago2:14:16

2:14:16

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 tech…

1
Eric Balchunas: The Hidden Gems of the ETF World You Need to Know! 1:03:52

1y ago1:03:52

1:03:52

In this episode, the ReSolve team is joined by Eric Balchunas to discuss the current state of the ETF industry, the rise of active ETFs, and the impact of Bitcoin and crypto on the market. Eric shares his insights on the 'hot sauce' approach to investing, the role of psychology in investment decisions, and the future of the ETF market. Topics Discu…

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Viktor Shvets: Surviving a World on Fire: Lessons from History and the Future 1:51:49

1+ y ago1:51:49

1:51:49

In this episode, the ReSolve team engages in a thought-provoking discussion with Viktor Shvets, a renowned global strategist and author. They delve into the complexities of the current global economic landscape, exploring topics like societal polarization, monetary policy, and the role of demographics in shaping the future. Topics Discussed • A dee…

1
Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor 51:48

1+ y ago51:48

51:48

In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation rese…

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Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm 54:10

1+ y ago54:10

54:10

In this episode, Alfonso Peccatiello, a renowned macro investor, joins the ReSolve team to delve into the macro end game, the impact of leverage on the financial system, and the potential paths forward. They also discuss the role of politicians in managing fiscal interventions and the increasing volatility in the macro environment. Topics Discussed…

1
Navigating Market Volatility: Mastering Managed Futures and Carry Strategies 1:18:55

1+ y ago1:18:55

1:18:55

In this episode, ReSolve team members Adam Butler and Rodrigo Gordillo discuss the concept of market volatility and its implications for investment strategies. They delve into the intricacies of Carry strategies, their impact on portfolio returns, and how to navigate market volatility effectively. Topics Discussed • The concept of Carry in the inve…

1
Roger King: Building a Franchise Empire: The Story of Supplement King 1:01:13

1+ y ago1:01:13

1:01:13

In this episode, we have an engaging conversation with Roger King, the mastermind behind the successful Supplement King franchise. Roger shares his journey from starting as a local supplement provider to becoming a renowned name in the industry. He discusses his business strategies, the importance of understanding the market, and the challenges he …

1
Value Investing is BACK - with Tobias Carlisle 1:08:51

1+ y ago1:08:51

1:08:51

In this episode, we delve into the world of value investing with Tobias Carlisle, the founder of The Acquirer's Multiple and author of the book 'The Acquirer's Multiple'. From his journey from a lawyer in Australia to a value funds manager in California, to his unique approach towards value investing, this conversation is a treasure trove of insigh…

1
E1: Enter the New World of Return Stacking - Inaugural Episode! 1:14:05

1+ y ago1:14:05

1:14:05

In today’s ReSolve Riffs we’re taking the opportunity to introduce the inaugural episode of a brand new podcast channel called the Get Stacked Investment Podcast. In this series, we dive deep into the world of Return Stacking, exploring the latest projects, content, and insights from the www.returnstacked.com website. Co-hosted by Corey Hosteen, CI…

1
Jared Dillian: The Hidden Dangers in the Global Economy 55:24

1+ y ago55:24

55:24

In this episode, the ReSolve team is joined by Jared Dillian, the editor of The Daily Dirtnap and author of the book No Worries: How to Live a Stress-Free Financial Life. They delve into a variety of topics, including the power of diversification, the importance of understanding financial stress, and the current state of global financial markets. T…

1
Andy Constan: Are You Ready for Act 3? This is Mission Control: Ready for Takeoff! 1:18:25

1+ y ago1:18:25

1:18:25

In this episode, Andy Constan, a veteran Wall Street professional, joins the ReSolve team to discuss the intricacies of the Federal Reserve's interest rate policies, the impact of long-term borrowing rates on the economy, and the role of financial advisors in the investment industry. They delve into a wide array of topics, shedding light on the com…

1
Jeff Weniger-Pension Wars: Why Everything is About to Change and How to Profit 1:10:26

1+ y ago1:10:26

1:10:26

Introduction In this episode, we are thrilled to have Jeff Weniger, the Chief U.S. Strategist for WisdomTree ETFs, back on the show. Jeff shares his insights on a range of topics, including the 'pension wars' concept, the potential for a domino effect in global equity markets, and the role of financial engineering in shaping investment strategies. …

1
Jason Buck: Investing Russian Roulette - An Ergodicity Masterclass 1:25:38

2y ago1:25:38

1:25:38

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.…

1
Doomberg: The Dangerous Game of Modern Economic Warfare 1:02:41

2y ago1:02:41

1:02:41

In this episode, the team riffs with Doomberg, a renowned energy analyst, to discuss a range of issues from the global energy landscape to geopolitical tensions and the changing nature of warfare. The conversation also delves into the intricacies of the global natural gas market, the impact of sanctions on Russia, and the potential future of nuclea…

1
Jack Shannon: Unveiling the Future of Active Management and ETFs 58:27

2y ago58:27

58:27

In this episode, we are joined by Jack Shannon, Senior Analyst at Morningstar, to discuss the dynamics of active equity management, portfolio construction, and the importance of downside protection in long-term investment success. Jack shares his insights on various topics, including: Topics Discussed • The asymmetry of returns and the importance o…

1
BTC ETF Impacts and what’s next with 3iQ Founder Fred Pye 59:07

2y ago59:07

59:07

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 tow…

1
ReSolve Crew: Mastering Investment Strategies in an Age of Inflation Volatility 1:13:07

2y ago1:13:07

1:13:07

In this episode, the RAM Crew dives deep into the intricacies of monetary policy, inflation, and the impact of these factors on the global economy. They discuss the complexities of inflation, the role of the Federal Reserve, and the potential future of the financial landscape. Topics Discussed • Discussion on the shift in monetary policy and its im…

1
Explained! Systematic Options Strategies with David Sun - David Sun 55:27

2y ago55:27

55:27

In this discussion, the ReSolve team is joined by David Sun, a retail investor turned hedge fund manager with a background in engineering. David shares his journey from options trading during grad school to launching two private options-based hedge funds. He discusses the intricacies of options trading, the importance of risk management, and the ev…

1
Chris Schindler: Hedge Fund Sorcerer Schindler Shares Secrets from his Spellbook 1:33:39

2y ago1:33:39

1:33:39

In this episode, Adam Butler and Mike Philbrick of ReSolve Asset Management have an in-depth conversation with Chris Schindler, a seasoned investment professional. They delve into a range of topics, from the intricacies of investing in tech and the dynamics of the credit market, to the complexities of portfolio construction and the impact of market…

1
Julian Brigden - A Massively, Massively, Massively Overvalued Market 57:33

2y ago57:33

57:33

In this episode, we delve into a comprehensive discussion with Julian Brigden, a renowned global macro strategist. Brigden shares his insights on the current state of the US equity market, the economic implications of the Goldilocks narrative, the potential risks of the bond market, and the future of global economies like the UK, Europe, and Japan.…

1
Jim Bianco: Inflation is Dead - Long Live Inflation! How YOU Can Profit NOW 1:10:56

2y ago1:10:56

1:10:56

In this episode, we have the pleasure of hosting James A. Bianco, Founder of Bianco Research Advisors. Bianco shares his insights on a wide range of topics, from his macroeconomic framework to the impact of inflation on the global economy. This conversation also delves into the implications of the current political and military climate outside the …