ReSolve's Riffs

ReSolve Riffs on Maximizing the Rebalancing Premium

November 17, 2020
Readers of our research (as well as any student of history) will know that stocks and bonds can go through prolonged periods of synchronized underperformance, while Risk Parity can navigate virtually any form of inflationary or growth shock. But when executed properly, with periodic rebalancing, Risk Parity can benefit from a substantial tailwind, as we showed in our recent paper – Maximizing the Rebalancing Premium.

ReSolve Riffs on Coaching, Longevity and Investing in Yourself with Dr. Kevin Jardine

November 10, 2020
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. The conversation then turns to coaching, where Kevin describes how the best coaching relationships arise when coaches and trainees share the same goals with candor and humility. We discuss the utility of psychological profiling to ensure compatible personality types and how incompatible personalities can lead to trouble down the line.

ReSolve Riffs on the Global Landscape with The Macro Tourist (Kevin Muir)

November 2, 2020
In an upside-down market it’s hard to know which way is up. Many investors rely on Kevin Muir, otherwise known as the Macro Tourist, to help them navigate these uncharted waters. Kevin is a pragmatic macro analyst and trader who is focused on trading markets as they are, rather than how you might wish they were. Modern Monetary Theory (MMT) was the center of gravity for the conversation.

ReSolve Riffs on Bitcoin and the Evolving Blockchain Landscape with Matthew Edwards and Rob Furse

October 27, 2020
Some say cryptocurrency is a misnomer, since Bitcoin and its lesser known brethren can neither be considered a medium of exchange nor a store of value. Rob Furse (co-founder & president of Echelon Wealth Partners) and Matthew Edwards (CEO & CIO of Dalpha Capital Management) would certainly disagree with the latter.

ReSolve Riffs on a Post-Factor World

October 19, 2020
While some factors have fared worse than others, there’s no doubt that the space as a whole is enduring an intense and prolonged winter. The team at ReSolve has been thinking deeply about this theme for the past two years, and this episode expands on the framework we have developed to understand the current environment for factors...