Episode 80

full
Published on:

26th May 2021

ReSolve Riffs on its One Year Anniversary - The Good, The Better and What's Next

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global*.

And in the blink of an eye, a year went by.

In the early days of the coronavirus pandemic, we recorded a conversation on the global investment landscape in the wake of competing narratives and heightened uncertainty. The Pandemic Portfolio episode paved the way for what would become ReSolve Riffs, our ‘happy hour’ conversation on investment (and sometimes other) topics. Forty-seven episodes later, we looked back at this first year, the lessons we learned and what we might expect going forward:

  • Global Macro – the all-encompassing theme and ‘elemental soup’ of investment decisions
  • Inflation, reflation and the commodities boom
  • The role of the US dollar
  • Guardians of the narrative
  • Equities – ‘beta vortex’, gamification and continued FOMO markets
  • Volatility, convexity and tail-protection
  • Major trends on the horizon – ESG, VR and the awesome power of blockchain technology

We also revisited worthy episodes that might have been overlooked, including those that explored behavioral biases, market psychology or were just downright entertaining. Towards the end, reminiscing gave way to forecasting, as we speculated on the evolving fields of AI and gene-editing and how they might impact the world in the coming years.

 

Thank you for being a part of this incredible first year. We hope it’s the first of many. See you next week.

 

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

Listen for free

Show artwork for Resolve Riffs Investment Podcast

About the Podcast

Resolve Riffs Investment Podcast
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence.
These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.