ReSolve's Riffs

ReSolve’s Riffs on Cryptocurrencies – Digital Gold or Millennial Bubble
June 30, 2020
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate current and most relevant themes in the world of investing. Among hot and contentious topics in investing, cryptocurrencies certainly rank top of the list – including their designation as a form of currency.
ReSolve’s Riffs on Leverage over Beverages: The Risk/Reward of Vol Targeting
June 22, 2020
Most pension plans and other institutional investors with long-term liabilities are faced with an enormous mismatch between the return assumptions in their actuarial models and the combination of sky-high equity valuations and rock-bottom bond yields. Some have chosen to address their funding gaps by adding leverage to their portfolios.
ReSolve Riffs on Gold vs Treasury as Disaster Protection
June 15, 2020
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. The recent pandemic-led selloff has once again highlighted the importance of having ballast in portfolios to deal with extreme equity volatility – and ultimately protect investors from disastrous outcomes.
ReSolve’s Riffs – On Value Investing
June 5, 2020
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. We were joined this week by our friends Wes Gray (Alpha Architect) and Tobias Carlisle (Acquirers Funds) to discuss value investing, its prolonged winter and how it has fared in the current environment.
ReSolve’s Riffs on Crouching Bull, Hidden Bear: Second Chance for Investors?
June 2, 2020
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. On our second episode, we invited our good friend Corey Hoffstein (Newfound Research) to analyze the roller-coaster experienced by equity investors in the past 3 months.