This week ReSolve’s own Portfolio Managers, Mike, Rodrigo, Richard and Adam, wrestle with the underlying macro dynamics that might pave the way for inflation, and discuss how to position portfolios to manage these risks.
Listen NowGestalt University Podcasts
Welcome to Gestalt University, 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 excellence. Welcome to the journey.
Episode Ten – Where the rubber meets the road
How we can prepare for every investment scenario.
Listen NowEpisode Nine – Liquidity Crashes
How can we manage for scenarios when Liquidity evaporates?
Listen NowEpisode Eight – Extracting Benefits From Anomalies
How can we move from Factor Beta to Alpha?
Listen NowEpisode Seven – Adding More Bets
What additional Sleeves can we add to maximize diversity?
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