Adam Butler, CFA, CAIA
Adam Butler, CFA, CAIA

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

Investment Strategy Insights

Watch the second episode of the “ReSolve’s Riffs” series where the team will go live on Youtube every Friday afternoon over cocktails to discuss topics that are in the immediate zeitgeist of the investment world.

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. While the pandemic and March selloff drove many investors into cash and a bearish stance, some are now ready to throw in the towel and jump back into equities. Would they be wasting their mulligan?

We hope you enjoy the episode and that you’ll join us to riff live with the team!

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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.

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