Resolve's Gestalt University

Resolve's Gestalt University

gestaltu.libsyn.com
Digging deep to uncover investment truths and life hacks you won’t find in the mainstream media


ReSolve’s Riffs on Cryptocurrencies - Digital Gold or Millennial Bubble (EP.25)
Jul 2 • 85 min
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate current and most relevant themes in the world of investing. Among hot and contentious topics in investing, cryptocurrencies certainly rank top of the list –…
A hedge fund manager and a sports bettor walk into a bar…. When Sports Betting comes to Wall Street (EP.24)
Jun 27 • 69 min
With the popularity of sports betting personalities entering the investing world we thought it would be timely to bring an expert sports handicapper to discuss the similarities and differences between these highly probabilistic domains. Our guest for…
Breaking the Market (EP.23)
Jun 26 • 66 min
Today’s guest produces the Breakingthemarket blog, which exploded onto the scene in spring of last year, spewing shrapnel at traditional beliefs about investment objectives and portfolio construction. Borrowing key concepts from Ed Thorpe and the…
Andrew Miller: Renaissance Advisor (EP.22)
Jun 24 • 61 min
This week we interview Andrew Miller, CIO of Miller Financial Management. Andrew’s passion is at the intersection of investment management and financial planning, and he has extremely novel perspectives on both domains. We trace Andrew’s…
ReSolve’s Riffs on Leverage over Beverages: The Risk/Reward of Vol Targeting (EP.21)
Jun 23 • 78 min
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. Most pension plans and other institutional investors with long-term liabilities are faced with an enormous mismatch…
ReSolve’s Riffs on Gold vs Treasury as Disaster Protection (EP.20)
Jun 16 • 77 min
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. The recent pandemic-led selloff has once again highlighted the importance of having ballast in portfolios to deal with…
Cat of Nine Tails: How Mutiny Fund Harnesses Ensembles to Hedge Many Tails at Once (EP.19)
Jun 12 • 49 min
Jason Buck is a founding partner of Mutiny Fund, an asset management firm with a vision to make high-quality tail hedging solutions available to a wider community of investors. Their fund aggregates managers with different tail-hedge styles, including…
Risk Parity is the answer: What was the question? (EP.18)
Jun 10 • 87 min
Adam and Pierre focus their discussion on diversification as a combination of “diversity” and “balance”. Diversity is about holding investments that are designed to thrive in very different market environments, and for different reasons. Balance has…
ReSolve’s Riffs – On Value Investing (EP.17)
Jun 8 • 88 min
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. We were joined this week by our friends Wes Gray (Alpha Architect) and Tobias Carlisle (Acquirers Funds) to discuss…
Investing in the Upside Down: Logica’s Michael Green Describes Why Passive Flows Corrupt Market Structure and How to Profit (EP.16)
Jun 5 • 81 min
In this wide-ranging discussion, Logica’s Mike Green describes a mosaic of ways to “seek out a straddle”, and reveals new data and analysis to help flesh-out his thesis on the growing importance of systematic passive flows to U.S. stocks. Mike makes a…
ReSolve’s Riffs on Crouching Bull, Hidden Bear: Second Chance for Investors? (EP.15)
Jun 3 • 84 min
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. On our second episode, we invited our good friend Corey Hoffstein (Newfound Research) to analyze the roller-coaster…
ReSolve Riff’s on The Great Tail Protection Debate (EP.14)
May 26 • 61 min
Join us for our inaugural episode of the “ReSolve Riffs” series where the team will go live on Youtube every Friday at 3pm over cocktails to discuss topics that are in the immediate zeitgeist of the investment world. In this episode we cover the…
The Pandemic Portfolio - Risk Parity, Convexity, and Multi-Asset Factors in Extreme Markets (EP.13)
Apr 22 • 65 min
How long will the recession last? How deep will it be? What are the long-term implications for the economy, markets, and society? The global pandemic has ushered in a period of extreme uncertainty and investors are left with too many unanswered…
Ben Hunt on Gestalt University - The Narrative Machine (EP.12)
Mar 19 • 99 min
The idea that mainstream media could, to some degree, pursue the agenda of powerful groups might have been dismissed as conspiracy theory in the past. But over the years much has changed in how we perceive and interpret the flood of news and data-bits…
Corey Hoffstein- Strategy Construction: Why Simple is Fragile (EP.11)
Mar 7 • 60 min
This episode of Gestalt University could not be timelier, having been recorded two weeks prior to the current market correction that began in late February 2020. The discussion of fragile versus robust approaches is especially important given how…
Chris Schindler: The Alternative to Alternative Risk Premia (EP.10)
Jan 29 • 100 min
Chris Schindler’s journey really took him all the way down the rabbit hole. He joined the Asset Liability Group at Ontario Teacher’s Pension Plan in 2000 and soon became one of the founding members of the newly formed Tactical Asset…
Gregory Zuckerman: The Man Who Solved the Man Who Solved the Market (EP.09)
Dec 23, 2019 • 32 min
For the quant community, it was arguably the most awaited book of 2019. Finally, a peek behind the curtains into the most successful hedge fund manager in history. The +66% average (gross) returns that Jim Simons and his army of data scientists…
Mike Hirthler: Invert, Always Invert (EP.08)
Nov 25, 2019 • 37 min
As fees across the world of financial services have decreased over the last few years, the former quotas and commission-based model under which investment advisors operated sounds like a relic of a bygone era. Back then, advisors were not in the…
Machine Learning in Markets: Silver Bullet? Or Pandora’s “Black” Box? (EP.07)
Oct 2, 2019 • 85 min
In this episode Adam Butler and Rodrigo Gordillo host ReSolve’s Head of Quantitative Research, Andrew Butler to discuss how ReSolve employs tools from the field of machine learning to produce meaningful and practical improvements in investment…
Leverage the Power of Digital Marketing to Supercharge Your Business Growth (EP.06)
Jun 27, 2019 • 67 min
Social media has democratized access to media, providing Wealth and Asset Managers with an unprecedented opportunity to capture investor mindshare via digital marketing. Tune in and listen as Mike Philbrick, ReSolve’s President hosts an epic digital…
Meb Faber: The Road Less Traveled (EP.05)
Jun 27, 2019 • 67 min
Let’s face it – Meb Faber is everywhere, and he’s built an asset management business from scratch with a very unconventional approach. I wanted to take a look back at that journey to get some perspective on the good, the bad, and the ugly along…
Eric Falkenstein: It’s All Relative (EP.04)
Jun 27, 2019 • 52 min
Academics and practitioners are no longer surprised by the existence of the low volatility anomaly. Many papers have been published in credible journals describing the effect and several explanations have been proposed. But most of the explanations…
Rob Carver: Uncertainty Principles (EP.03)
May 9, 2019 • 83 min
You can’t read, watch or listen to Rob Carver for any length of time without recognizing that he has done a lot of thinking about the problem of uncertainty. Traders will connect with Rob’s story of experiencing a large and unexpected loss (is…
Larry Swedroe: Factors for the Long Run (EP.02)
May 9, 2019 • 48 min
When asked about his past, what Larry Swedroe really wanted was to work with the New York Yankees. That dream died when CBS sold the Yankees to George Steinbrenner on January 4th, 1973. But another door opened at the same time that would forever…
Mark Kritzman: The Case for Optimal Portfolios (EP.01)
May 9, 2019 • 62 min
Mark Kritzman graduated with a business degree in a time of intense crisis and change in financial markets, and this experience shaped the arc of his career. He has dedicated his professional life to the study of asset allocation and portfolio…