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…
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What does it take to build a portfolio that can survive inflation shocks, growth booms, credit crises, and lost decades—without sacrificing long-term return potential? In this episode, Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management, joins Pierre Daillie to break down the Four Piston Portfolio: an All-Terrain investing framework designed to perform across a wide range…
Mike and Richard are joined by Aahan Menon of Prometheus Macro for a discussion on systematic macro investing. Aahan begins by challenging the utility of long-term macro forecasts, arguing they are largely ineffective for improving portfolio performance and advocating for shorter trading horizons. He then details his investment framework, which involves dynamically tilting portfolio exposure…
In this episode, Adam Butler is joined by guest Mike Green to discuss his viral Substack articles on the American affordability crisis. The conversation explores the significant gap between official economic statistics, like CPI, and the lived financial reality for the middle class, a phenomenon Green argues is often dismissed by an expert "mockery machine." They also discuss the use of LLMs in…
On this episode, Adam Butler is joined by Wes Gray for a deep dive into advanced tax-efficient investing strategies. The discussion explores the mechanics of Section 351 contributions for creating tax-deferred ETFs, a powerful tool for investors with already diversified portfolios. They contrast this approach with solutions for managing highly concentrated stock positions, such as exchange funds…
In this episode, Adam Butler is joined by Harley Bassman, Managing Partner at Simplify Asset Management, for a wide-ranging discussion on interest rate volatility, portfolio construction, and public policy. Bassman explains his creation of the MOVE Index before diving into strategies using long-dated options to create asymmetric payoffs. They also explore the systematic risks that challenge…
In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the importance of diversification. The conversation also covers the benefits of strategic…
In this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a foundational one, discuss its role alongside gold, and examine the structural shifts—from regulatory clarity to…
In this episode of ReSolve Riffs, host Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. The discussion covers a diverse…
ReSolve Riffs returns with a deep dive into the world of alternative assets, featuring Mike Philbrick—CEO of ReSolve Asset Management and co-founder of Return Stacked® ETFs, and Rodrigo Gordillo, President of ReSolve Asset Management and co-founder of Return Stacked® ETFs, both of whom are recognized voices in asset management and diversification. In this engaging episode, Mike and Rodrigo explore…
In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk…
