Sign up to save your podcasts
Or
Share The Harsh Truth About Investing Edge with Adam Butler
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Harsh Truth About Investing Edge with Adam Butler
In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management.
We cover a lot of ground, including:
The challenge of distinguishing investment edge from noise over typical investing lifetimes
The concept of return stacking and how it allows investors to increase portfolio diversification
The process of determining sources of return to stack on top of stock and bond portfolios
The impact of passive investing flows on market dynamics and fundamentals
Perspectives on whether AI will significantly boost economic productivity and GDP growth
As always, Adam offers thoughtful and sometimes contrarian views on these complex subjects, drawing on his extensive experience in quantitative investing and portfolio management.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
View all episodes
By Excess Returns
4.8
7474 ratings
In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management.
We cover a lot of ground, including:
The challenge of distinguishing investment edge from noise over typical investing lifetimes
The concept of return stacking and how it allows investors to increase portfolio diversification
The process of determining sources of return to stack on top of stock and bond portfolios
The impact of passive investing flows on market dynamics and fundamentals
Perspectives on whether AI will significantly boost economic productivity and GDP growth
As always, Adam offers thoughtful and sometimes contrarian views on these complex subjects, drawing on his extensive experience in quantitative investing and portfolio management.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
More shows like Excess Returns
View all
Macro Voices
3,072 Listeners
Top Traders Unplugged
594 Listeners
The Meb Faber Show - Better Investing
948 Listeners
Hedgeye Podcasts
201 Listeners
Capital Allocators – Inside the Institutional Investment Industry
797 Listeners
The Market Huddle
362 Listeners
The Acquirers Podcast
297 Listeners
The Compound and Friends
2,160 Listeners
Value Investing with Legends
205 Listeners
Value Hive Podcast
93 Listeners
The Memo by Howard Marks
443 Listeners
Yet Another Value Podcast
106 Listeners
Forward Guidance
277 Listeners
Thoughtful Money with Adam Taggart
418 Listeners
Monetary Matters with Jack Farley
154 Listeners