ReSolve's Riffs

ReSolve Riffs on ‘Bubbles, Manias & Fraud’ with Jamie Catherwood

December 23, 2020
2020 has been a year like no other in living memory. Though the global pandemic has obviously been the most important story of the year (and quite possibly of a generation), stocks have rallied to new all-time highs, companies have raised record amounts of capital and the technology sector has minted a handful of TRILLION-dollar firms...

ReSolve Riffs with Brian Moriarty – With Yields So Low, Where Do You Go?

December 15, 2020
Brian is the Associate Director, Fixed-Income Strategies, Manager Research at Morningstar so we focused on the fixed income sleeve of portfolios. Specifically, we wanted to know how investors can generate the returns they need in a near-zirp world. Brian offered great color on the flawed construction of credit indices, and why this opens the door for outperformance by active credit managers.

ReSolve Riffs on “Everything You Need To Know About Saving For Retirement” with Ben Carlson

December 7, 2020
As life expectancy increased throughout much of the past century, so did the importance of saving and growing one’s nest egg for retirement. Though most who retired during the last 40 years enjoyed a massive tailwind from stocks and bonds, those that switched from accumulating to drawing down their savings between 2000 and 2002 suffered a rude awakening.

ReSolve Riffs with Meb Faber on Free Money, Unrealistic Expectations & the Short View

November 30, 2020
Our guest this week was none other than Meb Faber (co-counder and CIO of Cambria Investment Management), a well-known quant and prominent member of the FinTwit community. In addition to being an asset manager, he is an entrepreneur and venture capitalist, not to mention host of a popular podcast – and therefore an entertainer at heart.

ReSolve Riffs with Logica’s Wayne Himelsein on “Skew Baby”

November 24, 2020
he year that saw the fastest decline, followed by the steepest recovery in market history has left one topic top of mind for most investors – volatility. Though down from its eye-watering spike in the first quarter, the VIX (CBOE Volatility Index) has remained significantly higher than in previous years, and not without good reason.