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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.
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FIND OUT MORE ABOUT VALIDEA
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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
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Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
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By Excess Returns
4.8
5858 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
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