Videos & Podcasts

What is Moving the VIX?

With a deadline looming for congress, it will get worse before it gets better for the debt ceiling. Expect a rocky road.  The markets have seen this movie before and the closer to the deadline the higher the VIX.

ReSolve Riffs with Laurence Siegel on “Fewer, Richer, Greener” and the Age of Abundance

Human beings evolved to pay closer attention to negative vs positive information. For our ancestors, the cost of seeing danger where there was none was a cortisol spike and an unnecessary sprint, but dismissing a real threat might have led them to be a predator’s next meal.

ReSolve Riffs with Michael Finke and David Blanchett on New Approaches to Optimizing Retirement

A casual observer of modern economies might be forgiven for feeling that life is pretty good. And they might reasonably credit neoclassical economic principles for facilitating what appears to have been a great leap forward in global prosperity.

ReSolve Riffs on MMT, Limits to Growth, and Climate Accounting

A casual observer of modern economies might be forgiven for feeling that life is pretty good. And they might reasonably credit neoclassical economic principles for facilitating what appears to have been a great leap forward in global prosperity.

ReSolve Riffs: The Digital Assets Index Revolution

With our good friend Dave Nadig (CIO and Director of Research at ETF Trends) as co-host, we had the pleasure of speaking with Matt Hougan, CIO of Bitwise Investment, which manages the world’s largest crypto index fund.

ReSolve Riffs: The Digital Assets Index Revolution

With our good friend Dave Nadig (CIO and Director of Research at ETF Trends) as co-host, we had the pleasure of speaking with Matt Hougan, CIO of Bitwise Investment, which manages the world’s largest crypto index fund.

ReSolve Riffs: Special Situation Investing in Crypto and Beyond

Following our first conversation with David Fauchier (Portfolio Manager at Nickel Digital Asset Management), he insisted that we had to speak with Thomas Braziel, Founder and CIO of 507 Capital, who he claimed was one of the most interesting and independently-minded investors he had met in the digital asset space.

ReSolve Riffs: Special Situation Investing in Crypto and Beyond

Following our first conversation with David Fauchier (Portfolio Manager at Nickel Digital Asset Management), he insisted that we had to speak with Thomas Braziel, Founder and CIO of 507 Capital, who he claimed was one of the most interesting and independently-minded investors he had met in the digital asset space.

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Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.

Chart of the Week: is the Stock Market Getting Ahead of Itself?

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

What’s the Real Value of Active Management?

In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.