In this exciting episode, Rodrigo Gordillo, Meb Faber, Corey Hoffstein, and Wes Gray discuss their investment ideas for 2025 and beyond. Each brings three unique ideas to the table, making for a lively and insightful conversation.

Topics Discussed

• Rodrigo Gordillo discusses the idea of matching the risk of Bitcoin by levering up gold, providing insights on how to achieve an equal risk allocation between Bitcoin and gold

• Meb Faber shares his thoughts on the potential of cannabis as an investment and the risks and rewards of bonds in the current financial climate

• Corey Hoffstein proposes a complex crypto trade that could potentially yield significant returns but also carries a high risk

• Wes Gray suggests a new approach to exchange funds to make them more transparent, easier to manage, and more cost-effective

• The group discusses the potential of GameStop and Bitcoin as investments, with differing opinions on their viability

• Meb Faber proposes a unique investment strategy based on taking the opposite position of the crowd consensus on Twitter

• Wes Gray shares his thoughts on the current state of the energy sector and its potential for future growth

This episode is a must-listen for anyone interested in unique investment ideas and strategies, offering a wealth of knowledge and perspectives from leading financial experts. Tune in to gain valuable insights and prepare for the financial landscape of 2025 and beyond.

In this episode, we delve into the world of behavioral finance and financial planning with Brian Portnoy, one of the co-founders of Shaping Wealth. We discuss the importance of understanding human behavior in financial planning, the concept of 'behavioral finance 2.0', and how financial advisors can better serve their clients by taking a more human-centric approach.

Topics Discussed

• Discussion on normalizing human behavior in financial planning and the emergence of 'behavioral finance 2.0', which focuses on understanding the humanity of clients rather than their flaws

• Exploration of the difference between reflective happiness and life satisfaction, and how these concepts can guide financial planning

• Insights into the role of identity and narrative in financial planning, and how advisors can help clients navigate these complex dimensions

• Discussion on how individuals can engage in self-reflection and maintain honesty in their financial journey despite external influences

• Introduction to the concept of 'funded contentment' and how it relates to wealth and financial planning

• Discussion on the recruitment and training of advisors suited for a human-centric approach to financial planning

• Insights into the sensitive and complex nature of discussing identity and purpose with clients, and the importance of having better coaching skills

• Introduction to Lydia, an AI tool designed to assist financial advisors by providing empathetic and insightful guidance

• Discussion on the potential of Lydia to enhance the financial advising process by providing personalized insights and suggestions based on the advisor's patterns and past conversations

This episode provides valuable insights into the evolving field of financial planning, emphasizing the need for a more human-centric approach. It introduces innovative tools and methodologies that can enhance the advisor-client relationship and ultimately lead to better financial outcomes. A must-listen for anyone interested in the intersection of behavioral finance, financial planning, and AI technology.

In today's complex market environment, finding genuine diversification and consistent returns has become increasingly challenging. What if you could harness two of the least correlated strategies to traditional portfolios available to investors today?

Join us for an exclusive webinar where Rodrigo Gordillo, Portfolio Manager and co-founder of Return Stacked ETFs, reveals how combining trend following and carry strategies as stacks may create a whole that is much greater than the sum of their parts.

In this educational session, we will explore:

• The Fundamental Drivers - behind trend following and carry strategies - understand why these strategies work and how they can enhance your portfolio's performance
• Beyond Traditional Diversification - learn how managed futures can provide true diversification benefits when equity and bond correlations spike
• The Golden Combination - explore why the synergy between trend and carry strategies creates a more resilient portfolio across different market regimes
• Real-World Applications - examine historical analogues and practical implementation strategies for your investment approach

In this riveting episode, we dive deep into the world of fiscal and monetary systems, post the global financial crisis of 2008. We are joined by Jordan MacLeod, an intellectual powerhouse who has been at the forefront of revolutionizing the global monetary system. We discuss the trends identified in 2009, the impact of 2008 on the urgency to rethink monetary frameworks, and the potential for a global rebalancing in economic and monetary frameworks.

Topics Discussed

• The journey of Jordan MacLeod's intellectual background and his work on identifying global trends and the future

• The impact of the 2008 financial crisis on the urgency to rethink monetary frameworks

• The potential for a global rebalancing in economic and monetary frameworks

• The concept of a zero interest economy and its implications

• The role of AI, robotics, and automation in changing the nature of labor markets

• The possibility of moving from a financialized economy to a real economy

• The mechanism to migrate from a speculative economy to a real economy

• The potential of a new monetary system and the signs to look for that decision makers are moving in this direction

This episode is a must-listen for anyone interested in understanding the complexities of the global monetary system, the potential for a shift towards a real economy, and the implications of AI and automation on labor markets. Join us as we navigate through these intricate topics, providing valuable insights and strategies to understand the uncertain financial landscape.

*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.

In this episode, the ReSolve team is joined by Dr. Robert Frank, the Henrietta Johnson Lewis Professor of Management Emeritus and Professor of Economics at the Samuel Curtis Johnson Graduate School of Management at Cornell University. They delve into the role of luck in success, the myth of meritocracy, and the dynamics of free markets. They explore various topics, including:

Topics Discussed

• The approach to both microeconomics and macroeconomics in the textbooks co-authored with Dr. Ben Bernanke

• The impact of behavioral economics on the understanding of microeconomics and macroeconomics

• The role of luck and meritocracy in success and how policy is informed by this understanding

• The concept of 'smart for one, dumb for all' in the context of competition

• The implications of the Darwin Economy and the interplay between individual self-interest and societal outcomes

• The effects of tax structures on entrepreneurial initiative and economic growth

• The need for effective human coordination to solve major problems and improve the future

This episode is a must-listen for anyone interested in understanding the complex dynamics of economics, the role of luck in success, and the impact of policy decisions on societal outcomes. It provides valuable insights into the intricacies of economic theories and their practical implications.

*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.

In this episode, Kris Abdelmessih, Co-Founder of Moontower AI, and Adam Butler, CEO of ReSolve Asset Management, join the ReSolve team to discuss the challenges and rewards of parenting, the role of education, and the intricacies of the options market. They delve into a variety of topics, including:

Topics Discussed

• Kris and Adam's differing views on the importance of academic excellence versus exploration in children's education

• The role of AI tools in helping kids complete their homework faster and encouraging them to be resourceful

• The importance of resilience, self-directed curiosity, and critical thinking in children's development

• The concept of 'shape of returns' in the options market and how it differs from hard outcomes in options contracts

• The idea of using ETFs as a toolset to execute investment ideas based on volatility

• The progression of Moontower AI and how it helps investors understand and navigate the options market

This episode is a must-listen for anyone interested in the intersection of parenting, education, and finance. It provides valuable insights into the role of exploration in children's development, the potential of AI tools in education, and the complexities of the options market.

*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.

In this episode, the ReSolve team delves into a profound conversation with Justin Caselli, a financial advisor and life coach, who shares his journey of self-discovery and alignment of spirit, mind, and body. He discusses how this alignment influences financial stability and the concept of living an authentic life.

Topics Discussed

• Justin's personal journey of self-discovery and the importance of aligning spirit, mind, and body for overall happiness and financial stability

• The concept of life design and the pursuit of an authentic life

• The role of introspection in understanding one's authentic self and how it impacts financial decisions

• The impact of consciousness levels on the effectiveness of financial advisors and the quality of their advice

• The concept of Life Design Planning and its role in helping clients live their best life

• How aligning personal values with financial planning can lead to a more fulfilling and financially secure life

• The concept of the 'authentic life' and how it influences financial decisions and overall life satisfaction

• The importance of living an authentic life and its impact on client relationships and business growth

• Justin's daily notes as a part of his process and his vision for them

This episode is a must-listen for anyone seeking to understand the connection between personal fulfillment and financial stability. Justin's insights provide a fresh perspective on financial advising, emphasizing the importance of living an authentic life and aligning one's spirit, mind, and body.

*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.

In this episode, the ReSolve team is joined by Doomberg, a popular regular on the show, to discuss a wide range of topics including AI, geopolitics, energy, and the financial markets. They delve into the complexities of the emerging multipolar world, the rise of China in the technology sector, the implications of AI, and the potential risks and nuances within different levels of the capital structure.

Topics Discussed

• The rise of China and its implications for the Western world in terms of semiconductors, high computing, and Quantum computing

• The potential of AI and its transformative impact on professional lives and the world at large

• The geopolitical risks, specifically the Chinese intent on dominating the business landscape

• The unique situation of Taiwan as a major producer of semiconductors and its implications for global supply chains

• The challenges of predicting the decisions of nonlinear systems and the impact of major perturbations on politics, energy, society, and culture

• The role of social media in amplifying voices from the edge of the network and the challenges this presents for lay people and experts alike

• The potential for a breakdown in trust between the population and the government-media-medical nexus

• The impact of the changing energy landscape on the U.S.'s geopolitical world view

This episode is a must-listen for anyone interested in understanding the complexities of the emerging multipolar world, the role of AI, and the geopolitical shifts in the global landscape. It provides valuable insights into the intricacies of these topics and strategies to navigate the uncertain future.

*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.

Portable alpha (or as we like to call it: Return Stacking) has become increasingly popular in the financial media (including recent notes from industry giants like BlackRock, Russell Investments, and AQR) but many advisors are left asking: What does portable alpha mean? How might it benefit clients? How can I implement it?

At Return Stacked Portfolio Solutions we have made it our mission to thoughtfully and transparently help allocate into a portable alpha framework for client portfolios.

Join us for this deep dive podcast with Corey Hoffstein, CIO of Newfound Research, and Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management Global, as we explore:

• What 'Portable Alpha' is: Review of the history and theory of the concept.
• Outperformance Potential: Portable alpha/return stacking allows allocators to stack asset classes/strategies with positive expected returns on top of core assets which can help improve the likelihood of outperforming the market.
• Diversification Benefits: Using return stacking to stack low correlation strategies on top of the core portfolio can help reduce portfolio drawdowns, thus influencing likelihood of achieving financial plan goals.
• Behavioral Benefits: Sticking with low-correlation diversifiers can be difficult for clients. Return stacking can improve the likelihood clients stick with diversifiers long enough for them to realize the benefits.

*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.

In this interview, Adam Butler is in conversation with Mike Harris, a renowned financial market analyst and philosopher. The discussion is sparked by a Twitter exchange about the impact of low interest rates on the working class. The conversation evolves to cover a wide range of topics from the relationship between Quantitative Easing (QE) and technological advancements, to the philosophical underpinnings of Artificial General Intelligence (AGI), and the potential of AGI to uncover lost knowledge.

Topics Discussed

• The counterintuitive argument that higher interest rates are better for the working class

• The relationship between QE and the acceleration in the production of transistors

• The role of technology in financing and the arms race around AI

• The exploration of the philosophical principles that underpin AGI

• The potential of AGI to uncover lost knowledge and its implications

• The discussion of the knowledge paradox and its relevance in the era of big data

• The historical suppression of knowledge by the church and its impact on the development of technology

• The potential of AGI to recreate the lost knowledge and its implications for humanity

This episode is a thought-provoking exploration of the intersection of economics, technology, and philosophy. It provides valuable insights into the potential of AGI and the role it could play in uncovering lost knowledge. It's a must-listen for anyone interested in understanding the broader implications of AI and the future of knowledge.

*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.

In this episode, the ReSolve team is joined by Eric Balchunas to discuss the current state of the ETF industry, the rise of active ETFs, and the impact of Bitcoin and crypto on the market. Eric shares his insights on the 'hot sauce' approach to investing, the role of psychology in investment decisions, and the future of the ETF market.

Topics Discussed

• Discussion on the concept of 'hot sauce' in investing, where investors allocate a small portion of their portfolio to high-risk, high-reward assets

• Insights into the psychology of investing and how it can sometimes overpower logical investment decisions

• Analysis of the rise of active ETFs and the factors contributing to their success

• Discussion on the role of traditional active managers in the ETF market

• Examination of the impact of Bitcoin and crypto on the ETF industry and the potential future of this market segment

• Insights into the concept of 'conversational alpha' and its role in investment decisions

• Discussion on the role of the Federal Reserve and its impact on the market

• Insights into the phenomenon of single stock ETFs and their place in the market

• Discussion on the potential for a bear market in the future and the factors that could contribute to this

• Insights into the concept of 'buffer ETFs' and their role in providing stability for investors

This episode is a must-listen for anyone interested in the ETF industry, active investing strategies, and the impact of Bitcoin and crypto on the market. Eric's insights provide valuable perspectives on the current state of the market and potential future trends.

*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.