ReSolve's Riffs

ReSolve Riffs with Eric Balchunas on the Bogle Effect

March 23, 2022
Our good friend Eric Balchunas (Senior ETF Analyst at Bloomberg Intelligence) joined us once again, this time to discuss his new book “The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions”.

ReSolve Riffs with Preet Banerjee on Aligning Incentives and Finding the Right Advisor

March 16, 2022
We were joined this week by Preet Banerjee, host of the Mostly Money podcast, management consultant focused on commercial applications of behavioral finance, and founder of MoneyGaps’: “Light Financial Planning” software for advisors.

ReSolve Riffs with Macro Legend Alex Gurevich on Inflation and Navigating Markets in Crisis

March 7, 2022
We were joined this week by none other than Alex Gurevich, founder and CIO of HonTe Investments, author of The Next Perfect Trade, and more recently The Trades of March 2020 – A Shield Against Uncertainty, and a legend in the macro hedge fund industry.

ReSolve Riffs with Marcos Bueno of Ascent Systematic on a Multi-Disciplinary Approach to Quant Equity

March 1, 2022
This week we had the pleasure of speaking with Marcos Bueno, CIO at Ascent Systematic Advisors. Marcos has a diverse and well-rounded backgrounded in finance, and our conversation covered topics that included ...

ReSolve Crew Riffs on Inflation Volatility and Smarter Portfolio Allocations

February 22, 2022
After a multi-decade slumber, inflation has been dominating the economic and financial zeitgeist over the last twelve months. The sustained sell-off in both US stocks and bonds at the start of 2022 was an unfamiliar sight to investors that grew accustomed to the negative correlation that created the once mighty 60/40 portfolio. Are we entering a new paradigm where inflation has both higher mean and variance?