Resolve Riffs Investment Podcast

• Unlock Hidden Portfolio Wealth with Private Life Insurance with Riccardo Gambineri and Frank Seneco

  In this episode of ReSolve Riffs, host Rodrigo Gordillo is joined by Riccardo Gambineri, President at Crown Global Life Insurance Group, and Frank Seneco, President at Seneco Global Advisors. The discussion delves into sophisticated wealth planning solutions with a focus on private placement life insurance, comparing U.S., U.K., and offshore products while addressing topics such as asset protection, tax deferral, and strategic estate planning.Topics Discussed• Differences in Private Placement Life Insurance across Jurisdictions and Regulatory Frameworks• Investment Flexibility and Portfolio Diversification within PPLI Structures• Regulatory Compliance and Jurisdictional Challenges in Domestic and Offshore Markets• Mechanics of Policy Borrowing, Interest Rates, and Accessing Cash Value• Asset Protection and Creditor Shielding Advantages of Offshore Policies• Transparent Cost Structures and the Value Proposition of PPLI versus U.K. Bonds• Tax Implications, Deferral Mechanisms, and Estate Planning Strategies• Integrating Comprehensive Family Governance and Customized Advisory Solutions

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• Carry Analysis - Small vs Large Universe

  In this discussion, Adam Butler, CIO of ReSolve Asset Management Global, a seasoned expert in multi‑asset carry strategies, walks through his latest research comparing two implementations of a carry strategy. He explains the fundamentals of carry in diverse asset classes and explores a wide range of topics including carry fundamentals, market liquidity, simulation analysis, historical cycles, and portfolio strategy, all while putting recent market performance into a broader cyclical context.Topics Discussed• Carry strategy fundamentals and the yield dynamics across various asset classes• Comparison between a small, highly liquid 26‑market universe and an extended universe of up to 80 markets• Detailed statistical analysis using historical simulations and probability cones• Examination of recent performance divergences between liquid and broader market universes• The influential role of soft commodities and other non‑liquid market segments on carry returns• Historical patterns of divergence and subsequent reversion in carry strategy performance• Implications for long‑term investment strategies and tactical portfolio management

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• Moritz & Moritz from Takahe on the New School of Old School Trend-Following

  In this episode of ReSolve Riffs, host Adam Butler is joined by two special guests from Takahē Capital – founder, CEO, and chief bottle washer Moritz Seibert, and head of quantitative research, Moritz Heiden. They offer an in‐depth look into systematic trading within managed futures, exploring topics such as commodity markets, trend following, risk management, portfolio construction, and the challenges posed by investor and ESG dynamics.Topics Discussed• The emergence of Takahē Capital from restrictive ESG mandates and its unconventional origins• The core trend following strategy, outlier trading, and the “high octane” approach• Rigorous risk management techniques centered on fixed risk unit sizing and drawdown control• Diversification across conventional and peripheral commodity markets• Position sizing dynamics through multiple independent trading systems• Portfolio construction methods and the management of correlated markets• The balance between simplicity and complexity in systematic trading models• The impact of investor demands and ESG standards on volatility, capital efficiency, and returns

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• Live Q&A - Managed Futures Trend & Carry Flash Update

  This in‐depth live Q&A features guests Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Global, alongside host Rodrigo Gordillo, President and Portfolio Manager of ReSolve Global. In this episode, the panel unpacks the current macro market shifts and their impact on managed futures strategies, discussing topics such as policy shocks, systematic trend and carry models, volatility, and historical market precedents.Topics Discussed• Global Macro Market Dynamics and Policy Shifts affecting asset classes across Europe, the U.S., and beyond• The Cumulative Impact on Managed Futures and Systematic Strategies that span multiple asset classes• Multi-Asset Carry Strategy Fundamentals, including yield extraction and financing differentials• Trend Following Strategies under Volatile and Reversal Conditions in rapidly shifting markets• Risk Adjustments and Portfolio Rebalancing Mechanisms as systematic models react to sudden market changes• Historical Precedents: Lessons from events like the 1994 bond massacre and subsequent policy shocks• The Interplay between Policy Announcements and Systematic Strategy Performance amid geopolitical surprises• Advisory Perspectives and Long-Term Risk Management for communicating drawdowns and premiums to clients

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• David Woo: Trump’s Trade War Playbook – How to Profit From It

  In this episode of ReSolve Riffs, renowned economist and strategist David Woo—CEO of David Woo Unbound and a veteran of global finance—dives deep into a multifaceted discussion on current global economic and political trends with Mike Philbrick and Adam Butler. Drawing on decades of experience at institutions like Bank of America and the IMF, Woo unpacks themes ranging from shifting U.S. trade policies and the fallout from the German election to disruptive advances in technology and evolving fiscal strategies.Topics Discussed• U.S. Trade Policy and Shifting Global Alliances: Analysis of the transition from Biden’s approach to Trump’s competitive strategy• German Election and European Economic Adjustments: Examining the impact on manufacturing competitiveness and embedded fiscal constraints• Tariffs and Trade Warfare: Insight into the deployment of steel, aluminum, auto, and reciprocal tariffs across regions• Market Rotation and Investor Flows: The dynamic shift from U.S. retail-driven buying to increased global and emerging market exposure• Fiscal Discipline and Inflation Management: Strategies to curb deficits, rein in spending, and mitigate inflationary pressures• Emerging Markets and Currency Strategies: Evaluating opportunities in emerging market local currency debt amid global real yield shifts• Technology Disruption in Cloud and Semiconductor Industries: The implications of innovations like DeepSeek and evolving AI dynamics• Japanese Economic Outlook and Structural Reforms: Assessing Japan’s monetary policy, automation, and progress in semiconductor manufacturing

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