In Gold We Trust 2025 - The Big Long

ReSolve Riffs returns with a deep dive into the world of alternative assets, featuring Mike Philbrick—CEO of ReSolve Asset Management and co-founder of Return Stacked® ETFs, and Rodrigo Gordillo, President of ReSolve Asset Management and co-founder of Return Stacked® ETFs, both of whom are recognized voices in asset management and diversification. In this engaging episode, Mike and Rodrigo explore a broad range of topics, including gold’s structural fundamentals, bitcoin’s emerging role, portfolio diversification techniques, behavioral biases, and the macro trends shaping global investment strategies.

Topics Discussed

Structural fundamentals and the historical role of gold as a monetary assetInstitutional shifts and the public adoption phase in gold investingComparative analysis of gold versus bitcoin in today’s marketPortfolio diversification through equal risk contribution and return stackingBehavioral influences and challenges in market timing and allocationThe impact of central banks, emerging markets, and global macro trends on gold demandLeveraged products, futures, and the risks associated with volatility dragStrategic portfolio construction using non-correlated assets for enhanced returns