Videos & Podcasts

ReSolve’s Riffs on Leverage over Beverages: The Risk/Reward of Vol Targeting

Most pension plans and other institutional investors with long-term liabilities are faced with an enormous mismatch between the return assumptions in their actuarial models and the combination of sky-high equity valuations and rock-bottom bond yields. Some have chosen to address their funding gaps by adding leverage to their portfolios

ReSolve’s Riffs on Gold vs Treasury as Disaster Protection

The recent pandemic-led selloff has once again highlighted the importance of having ballast in portfolios to deal with extreme equity volatility – and ultimately protect investors from disastrous outcomes.

ReSolve’s Riffs Part Two: Crouching Bull, Hidden Bear: Second Chance for Investors?

Joined by good friend Corey Hoffstein (Newfound Research), the team analyzed the aggressive recovery in stocks over the last few weeks and the apparent disconnect from the harsh broader economic reality.

ReSolve’s Riffs Part Two: Crouching Bull, Hidden Bear: Second Chance for Investors?

Joined by good friend Corey Hoffstein (Newfound Research), the team analyzed the aggressive recovery in stocks over the last few weeks and the apparent disconnect from the harsh broader economic reality.

Resolve Riffs on the Great Tail Protection Debate

Join us for our inaugural episode of the “ReSolve’s Riffs” series where the team will go live on Youtube every Friday at 3pm over...

Jay Coulter’s Resilient Advisor Interview with Corey Hoffstein: Rethinking Diversification

In a recent interview with Jay Coulter of Resilient Advisor, Corey articulately lays out his 'What-How-Why' framework for rethinking risk management.

Jay Coulter’s Resilient Advisor Interview with Corey Hoffstein: Rethinking Diversification

In a recent interview with Jay Coulter of Resilient Advisor, Corey articulately lays out his 'What-How-Why' framework for rethinking risk management.

The Pandemic Portfolio Podcast: Risk Parity, Convexity and Multi-Asset Factors in Extreme Markets

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 questions and afraid for their portfolios. Where do we go from here?

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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?