Gestalt 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.

GestaltU with Alfonso Peccatiello on the Timing and Magnitude of Recession

November 28, 2022
Alfonso – also known as MacroAlf – joined Adam and Mike to discuss his most recent report entitled “Yes, But When Recession?” Our conversation covered ...

GestaltU with Claudia Sahm on Macroeconomics for Individuals and Families

August 8, 2022
Claudia and I discussed the interaction between fiscal and monetary policy, and how the government and the Federal Reserve might more effectively combine forces to use the best tools available to address many of the major challenges that are ongoing in the domestic economy today.

GestaltU with Logan Mohtashani on the “Savagely Unhealthy Housing Market”

July 28, 2022
Logan is one of the foremost experts on the state and health of the U.S. housing market. In his capacity as Lead Analyst for HousingWire, he invokes a comprehensive data-driven framework for understanding the fundamental drivers of housing supply and demand.

GestaltU with Demetri Kofinas on the Politics of MMT, Societal Objectives, & Institutional Trust

July 21, 2022
The conversation was motivated by Demetri’s tweets about MMT and fiscal policy, which stirred up quite a conflagration, and involved several primary exponents of MMT including Warren Mosler and Rohan Gray. Adam and Demetri spent the first 35 or 40 minutes on MMT, mostly overcoming the frustration around the politicization of the concept.

Jason Josephiac on Portable Alpha, Risk Mitigation and the Future of Investing

June 8, 2022
This week Adam and Rodrigo of ReSolve Global* had the pleasure of speaking with Jason Josephiac of Meketa Investment Group. Our conversation spanned topics including ...