What do you think of when you hear the term “carry trade”? We start thinking of the infamous Mr. John Devaney, who had to sell his 142-foot yacht named (wait for it…) “Positive Carry” during the financial crisis because of losses in his hedge fund due to the unwinding of, you guessed it — the carry trade.But a recent whitepaper by Adam and Andrew Butler of ReSolve Asset Management is making us think of the infamous Carry Trade in a new way. While the carry trade is best known f...| RCM Alternatives
We’re talking with the purveyors of one of the best performing mutual funds thus far in 2022, the dynamically shifting asset allocator, RDMIX (past performance is not necessarily indicative of future results). It hasn’t all been rainbows and lollipops, however, for the ReSolve Asset Management Global team of Rodrigo Gordillo @RodGordilloP and Mike Philbrick @MikePhilbrick99, […]| RCM Alternatives
Jeff is “stacking” two guests in this episode, welcoming 1. Corey Hoffstein, CIO and co-founder of Newfound Research, host of Flirting with Models Podcast, and co-conspirator on the Pirates of Finance YouTube channel; and 2. Rodrigo Gordillo, President and Portfolio Manager of Resolve Asset Management and host of the Resolve Riffs Friday live stream. They’re […]| RCM Alternatives
Is now the time to ditch stocks and buy bonds? Gold? Should you just go to cash? These types of asset allocation decisions are hard enough in the calmest of times – and downright impossible when overwhelmed with fear and panic in times like the past few weeks as stocks have given back a good […]| RCM Alternatives
The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis [Lee] on Amazon.com. *FREE* shipping on qualifying offers. The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis| www.amazon.com
