show episodes
 
Artwork

1
Get Stacked Investment Podcast

Rodrigo Gordillo, Corey Hoffstein

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.
  continue reading
 
Artwork

1
Resolve Riffs Investment Podcast

ReSolve Asset Management

icon
Unsubscribe
icon
Unsubscribe
Monthly+
 
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
  continue reading
 
Loading …
show series
 
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 yo…
  continue reading
 
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…
  continue reading
 
In this episode, we're joined once again by Johnny Schute, RSSB's Chief Operating Officer. Together, we'll explore what rail needs to be thinking about in terms of driving cost reduction, some of the complexities around investing today for benefits tomorrow, and how we at RSSB are committed to supporting industry in this challenge. Find out more at…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
In this episode, we're joined once again by Vaibhav Puri, RSSB's Director of Sector Strategy and Transformation. Together, we'll explore some of the issues inherent in the adoption and implementation of new technology, our initiatives in this area, and some of the most promising new technological advancements. Find out more at: https://www.rssb.co.…
  continue reading
 
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…
  continue reading
 
Join us for an engaging live session as Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management Global, Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Asset Management Global, discuss recent macroeconomic events and their impact on managed future strategies, specifically trend f…
  continue reading
 
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…
  continue reading
 
In this episode, we're joined by Andrea Rossi. Andrea is the CEO of DB Cargo UK and a non-executive director on the RSSB Board. Together, we'll explore the current rail freight landscape, what the future might hold for the sector, and how RSSB fosters collaboration and innovation to ensure continued safety and growth in this area. Find out more at:…
  continue reading
 
In today’s ever-evolving investment landscape, finding compelling alternatives to traditional fixed income is critical for building resilient portfolios.Enter RSBA, a first-of-its-kind ETF that combines U.S. Treasuries with a merger arbitrage strategy to offer what we believe is a smarter approach to fixed-income diversification. Investors should c…
  continue reading
 
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…
  continue reading
 
In this episode, we're joined by Rich Godwin. Rich is the Chair of industry's Trespass and Suicide Prevention Working Group. He's also a Suicide Prevention Co-ordinator at Network Rail, North West and Central Region. Optimising safety and satisfaction for passengers is vital for both RSSB and Network Rail. So, today, we're discussing how industry h…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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 podcast where we reveal how capital-efficient ETFs can be used to “port” …
  continue reading
 
Welcome to our first podcast of 2025! With us today is Stacey Head, our Sustainability Manager. She’ll be speaking with us about some of the initiatives the Sustainable Rail Blueprint has prompted in its first year, how RSSB supports members to embed the Blueprint, and what the future holds for it. Find out more at https://www.rssb.co.uk/sustainabi…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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 podcast where Rodrigo Gordillo, Portfolio Manager and co-founder of Return…
  continue reading
 
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…
  continue reading
 
In this episode of ETF Spotlight, host Neena Mishra discusses Return Stacking with Rodrigo Gordillo, President and Portfolio Manager of Resolve Asset Management. The conversation delves into the concept of Return Stacking, also known as Portable Alpha, which uses leverage to enhance returns and diversify portfolios. ... The RSSB performance data qu…
  continue reading
 
In this episode, we delve into the world of portable alpha and risk management with Jon Glidden, a seasoned investor with over a decade of experience. Jon shares his journey from his early days in Newport News, Virginia, to his current role in managing billions of dollars. We explore the intricacies of portable alpha, the role of hedge funds, and t…
  continue reading
 
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…
  continue reading
 
In this episode, we're delighted to be joined by Mike Brown, Chair of the RSSB Board. He's with us for the final episode of 2024 to round up the year the rail industry has had, discuss the changes it might see in 2025 and beyond -- as well as how to navigate them -- and reflect on what the festive season means for many rail workers. Find out more a…
  continue reading
 
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…
  continue reading
 
This is the third and final episode in our Rail Industry Road Safety Week miniseries. This episode, we're joined by Rik Wenham, an investigator in the Commercial Vehicle Unit of the Metropolitan Police. Rik discusses the important processes of responding to and investigating road traffic accidents, covers how the police work with the parties involv…
  continue reading
 
This is the second episode in our Rail Industry Road Safety Week miniseries. This episode, we're joined by Jamie Mills, a Section Manager at Network Rail. He speaks with us about his experiences of managing an employee who experienced a road traffic accident in the line of work. Jamie discusses what he did in the immediate aftermath to support the …
  continue reading
 
This is the first episode in our 2024 Rail Industry Road Safety Week miniseries. In this episode, we're joined by Dave Whelan, a train manager at GB Railfreight and someone who experienced a work-related road traffic accident. Dave speaks with our host, RSSB's Principal Health and Wellbeing Specialist Joana Faustino, about what led to the accident,…
  continue reading
 
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…
  continue reading
 
This month, we're speaking with Helen Costello, RSSB's Director of Business Management and Performance. She’ll be speaking with us about the biggest hurdles rail is facing at the moment, some of the solutions that RSSB has developed to help overcome these, and the value they’re generating for industry. Find out more at https://www.rssb.co.uk/strate…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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 Portfoli…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
This month we're joined by Vaibhav Puri, RSSB's Director of Sector Strategy and Transformation, to speak about the value of industry-wide collaboration for the rail sector. As well as the benefits, Vaibhav touches on how RSSB facilitates this collaboration, what 'good' looks like, and some challenges and misconceptions. He also discusses the role t…
  continue reading
 
We're joined this month by Johnny Schute, our Chief Operating Officer. Johnny speaks with us about RSSB's unique whole-system perspective and what that means for the GB rail industry. He touches on the value it generates, the efficiencies it enables, and how it helps us strive for safety while also ensuring cost reduction, revenue growth, and impro…
  continue reading
 
Join Corey Hoffstein, Rodrigo Gordillo, and Mike Philbrick for a special live episode of the Get Stacked podcast, aired on August 6, 2024. This episode dives deep into recent significant market events, discussing the Nikkei's historic 12.5% drop, the yen's trend reversals, and market volatility.AGENDA: - Global Macro Update- Broad expectations of R…
  continue reading
 
In this episode, the Get Stacked team, consisting of Rodrigo Gordillo, Corey Hoffstein, Adam Butler and Mike Philbrick delve into the intricacies of Return Stacking, market trends, and the impact of taxes on investment strategies. They provide detailed insights into their research and findings, discussing the implications of their work for the inve…
  continue reading
 
This month we're joined by Marcus Dacre, RSSB’s Head of Risk and Safety Intelligence. He talks with us about the importance of having good quality health and safety data in the rail industry. Marcus also covers the work that got us to this point, what the future holds, and the improvements we're making to SMIS to aid better data capture. He finishe…
  continue reading
 
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…
  continue reading
 
Welcome to another episode of the RSSB podcast! This month we're joined by Dougie Hill, who is Chair of the National Freight Safety Group. He talks about the freight landscape in 2024, what it'll take to safely meet the government's rail freight growth target, and what RSSB is working on to make this happen. Find out more about the NFSG here: www.r…
  continue reading
 
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…
  continue reading
 
Corey Hoffstein, Adam Butler, and Michael Philbrick join Rodrigo Gordillo to discuss trend replication, private equity's role in modern portfolios, and the impact of large AUM on trend following. They explore balancing alpha generation with risk management, optimal allocation, and leveraging through treasury futures.(0:00) Introduction to private e…
  continue reading
 
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…
  continue reading
 
Welcome to another episode of the RSSB podcast! This month we're joined by Tracy Orlandi, who is Head of Wellbeing and Occupational Health at East Midlands Railway. She talks about the progress being made in rail employee health and wellbeing, areas where gaps remain, and what it'll take to elevate health to the same level as safety in the rail ind…
  continue reading
 
Loading …

Quick Reference Guide

Listen to this show while you explore
Play