ReSolve’s Riffs on Cryptocurrencies – Digital Gold or Millennial Bubble

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 – including their designation as a form of currency. From a techno-libertarian experiment, Bitcoin, its peers and particularly the blockchain technology that underpins them, have morphed into a global phenomenon that promises to revolutionize finance itself. Our conversation with our guests Tyrone Voss Jr (401 / Altruist / Human Advisor Podcast) and Shaun Cumby (CIO at 3iQ) included:

  • How cryptocurrencies can be thought of within the context of a portfolio
  • Digital Gold vs Long-dated call option on a store of value
  • The generational factor between believers and detractors
  • Cold vs hot storage
  • Stable coins and crypto’s money market

This was a true learning experience for us, enhanced not only by our guests’ knowledge of the space but also the many questions we received. Special thanks to Shaun and Tyrone for joining us, and to everyone that tuned in and participated in the discussion.

See you next time.

Latest

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend

The Volatility Trader’s Reality Check: Markets Do What Markets Do

For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Newsletter

Don't miss

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend

The Volatility Trader’s Reality Check: Markets Do What Markets Do

For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.
Adam Butler, CFA, CAIA
Adam Butler, CFA, CAIA
Adam Butler is Chief Investment Officer of ReSolve Asset Management, sub-advisor to an alternative allocation strategy at Rational Funds. He manages ETF and futures based strategies including a global risk parity ETF, two Adaptive Asset Allocation funds, and a multi-strategy hedge fund. Adam is also author of the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times and is ranked in the top 1% of authors by paper downloads on SSRN. He has authored over a dozen papers and dozens of articles on asset allocation; factor investing; quantitative methods; and portfolio optimization. Adam holds both CFA and CAIA charters and appears on BNN Bloomberg and CNBC.

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend

The Volatility Trader’s Reality Check: Markets Do What Markets Do

For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.