ReSolve's Riffs

ReSolve Riffs with Breaking The Market on Ergodicity Economics and Geometric Rebalancing

March 30, 2021
“Drink once every time someone says "rebalancing", twice for "geometric", thrice for "ergodicity". Leverage these amounts by 2.7x for the full Kelly experience”. This was the opening salvo from our guest, the once anonymous author of the popular Breaking the Market Blog, now revealed as Matt Hollerbach (founder of Pronghorn Analytics).

ReSolve Riffs On the Crypto Melting Pot & Energy Consumption with Greg Foss and Magdalena Gronowska

March 23, 2021
Our guests for this episode were Greg Foss and Magdalena Gronowska, early adopters of Bitcoin and part of the team that launched the very first Canadian crypto ETF on the Toronto Stock Exchange.

ReSolve Riffs on Hedging Inflation with Optimal Commodity Portfolios to Maximize Diversity & Growth

March 16, 2021
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.

ReSolve Riffs: Macro with Julian Brigden, on Inflation, Bubbles and the Dollar

March 9, 2021
Our guest this week is Julian Brigden (‎Co-Founder & President: ‎Macro Intelligence 2 Partners), a macro strategist who is particularly focused on secular USD trend and their ramifications across global markets.

ReSolve Riffs with Eric Balchunas: Crypto, Active ETFs, ARK Insanity, and the Beta Vortex

March 2, 2021
Almost three decades since the very first launch, Exchange Traded Funds (ETFs) have grown to a multi-trillion-dollar segment of the market, with more than seven thousand spread across the world. The US market is home to approximately 30 percent of them ...