Best Modern Portfolio Theory Podcasts (2025)

1
Unlock Hidden Portfolio Wealth with Private Life Insurance with Riccardo Gambineri and Frank Seneco 1:12:44

9h ago1:12:44

1:12:44

In this episode of ReSolve Riffs, host Rodrigo Gordillo is joined by Riccardo Gambineri, President at Crown Global Life Insurance Group, and Frank Seneco, President at Seneco Global Advisors. The discussion delves into sophisticated wealth planning solutions with a focus on private placement life insurance, comparing U.S., U.K., and offshore produc…

1
E34: Revisit Episode 1: Intro to Alternative Assets - Deep Dive into the Regulatory Framework 34:04

21h ago34:04

34:04

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the regulatory framework governing securities, focusing on the Securities Act of 1933 and its implications for private offerings. They discuss the importance of Regulation D, the role of accredited investors, and the concept of materiality in disclo…

1
E33: Invest in Private Equity with Mark Flickinger of BIP Capital 6:20

10d ago6:20

6:20

Summary In this episode of Alt Investing Made Easy, Roland and Sarah interview Mark Flickinger, General Partner and COO of BIP Ventures. Mark discusses the launch of their new investment product, BIP Ventures Evergreen BDC, which aims to provide accredited investors with easier access to private equity markets. He elaborates on their investment phi…

1
E32: Meet Mark Flickinger and the BIP Ventures Evergreen Funds 45:22

9d ago45:22

45:22

Summary Today in this Episode of Alt Investing Made Easy hosts Sarah Florer and Roland Wiederaenders welcome Mark Flickinger from BIP Ventures to discuss investing in operating business through private equity, one of the classes of alternative investments. Mark is highly experienced and shares special insights developed from his background in compe…

1
E31: Everything You Need to Know About the Capital Stack 39:54

17d ago39:54

39:54

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common equity, discussing the risks and returns associated …

1
E30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth Management 40:59

24d ago40:59

40:59

Summary In this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of unders…

1
Carry Analysis - Small vs Large Universe 14:25

1M ago14:25

14:25

In this discussion, Adam Butler, CIO of ReSolve Asset Management Global, a seasoned expert in multi‑asset carry strategies, walks through his latest research comparing two implementations of a carry strategy. He explains the fundamentals of carry in diverse asset classes and explores a wide range of topics including carry fundamentals, market liqui…

1
E29: Invest in Private Equity with Corn Board Manufacturing, Inc. 39:53

1M ago39:53

39:53

Summary In this episode of Alt Investing Made Easy, Lane Segerstrom, CEO of Corn Board Manufacturing, shares his journey as an inventor and entrepreneur. He discusses the innovative process of creating corn board from agricultural byproducts, the environmental benefits of this sustainable material, and the unique business model of leasing pallets. …

1
Moritz & Moritz from Takahe on the New School of Old School Trend-Following 1:11:49

1M ago1:11:49

1:11:49

In this episode of ReSolve Riffs, host Adam Butler is joined by two special guests from Takahē Capital – founder, CEO, and chief bottle washer Moritz Seibert, and head of quantitative research, Moritz Heiden. They offer an in‐depth look into systematic trading within managed futures, exploring topics such as commodity markets, trend following, risk…

1
E28: Invest in Retail Commercial Real Estate - Interview with Dr. Ruchir Patel and Dr. Rahul Damani 41:37

1M ago41:37

41:37

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Dr. Rahul Damani and Dr. Ruchir Patel, both practicing physicians who have ventured into real estate investing through their company, Eureka Investing. They discuss their backgrounds, the journey that led them to invest in real estate, and th…

1
E27: Invest in Sound Curves, led by NASA Apollo Engineer, Jim Skaggs 36:36

2M ago36:36

36:36

Summary In this episode, Jim Skaggs shares his extensive experience in leadership and entrepreneurship, discussing key lessons learned from his time on NASA’s Apollo Space program and his successful turnaround of various companies. He emphasizes the importance of decision-making, mentorship, and teamwork in leadership. Additionally, Jim introduces …

1
Live Q&A - Managed Futures Trend & Carry Flash Update 59:50

2M ago59:50

59:50

This in‐depth live Q&A features guests Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Global, alongside host Rodrigo Gordillo, President and Portfolio Manager of ReSolve Global. In this episode, the panel unpacks the current macro market shifts and their impact on managed futures strategies, discussi…

1
E26: Revisit E1 Intro to Alternative Assets - Deep Dive into Due Diligence Basics 40:00

2M ago40:00

40:00

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the essentials of due diligence for alternative assets. They discuss the significance of the Private Placement Memorandum (PPM), the Operating Agreement, and the Subscription Agreement, emphasizing the importance of understanding the terms and condi…

1
David Woo: Trump’s Trade War Playbook – How to Profit From It 1:20:37

2M ago1:20:37

1:20:37

In this episode of ReSolve Riffs, renowned economist and strategist David Woo—CEO of David Woo Unbound and a veteran of global finance—dives deep into a multifaceted discussion on current global economic and political trends with Mike Philbrick and Adam Butler. Drawing on decades of experience at institutions like Bank of America and the IMF, Woo u…

1
E25: Invest in Motorsports Racing with Ryan Shehan Racing 49:58

2M ago49:58

49:58

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Ryan and Doug Sheehan of RBS Motorsports. They discuss Ryan's journey in racing, the dynamics of family involvement in business, and the investment opportunities available in motorsports. The conversation covers Ryan's growth as a driver, the i…

1
E24: The Long Story Part 2 - Interview with Larry Powell of LP Institutional, Inc. 44:19

2M ago44:19

44:19

Summary In this conversation, Larry Powell shares his insights on evaluating investment managers, emphasizing the importance of maintaining control over assets, understanding the differences between managed accounts and commingled funds, and the necessity of thorough due diligence. He discusses the evolution of investment platforms, the significanc…

1
E 23: Revisit Intro to Alternative Assets - Deep Dive into Investment Structures 34:03

3M ago34:03

34:03

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders provide a comprehensive overview of alternative assets, focusing on various business entities and their implications for investors. They discuss the importance of understanding investment structures, including corporations, limited liability companies, limited…

1
E22: Revisit Intro to Alternative Assets - Deep Dive into Securities 32:30

3M ago32:30

32:30

Summary In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders revist the topic from episode 1, and delve into the world of alternative assets, focusing on the definitions and types of securities, the distinctions between public and private securities, and the various categories of private investments. They emphas…

1
Daniel Waldenström-Lifting the Bottom: A Fresh Look at Wealth and Economic Progress with 1:37:08

3M ago1:37:08

1:37:08

In this episode, the ReSolve team sits down with Daniel Waldenström, a professor of economics with a focus on growth and distribution. Waldenström shares his insights on a range of topics, from the impact of economic crises on societal structures, to the role of policy makers in fostering growth, and the shifting landscape of wealth inequality. Top…

1
E21: "The Long Story" Part 1 - Interview with Larry Powell of LP Institutional, Inc. 1:13:51

3M ago1:13:51

1:13:51

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Larry Powell of LP Institutional, Inc., a seasoned investment management professional. The conversation delves into Larry's extensive background in the investment industry, his experiences with alternative assets, and the evolution of investment …

1
E20: Reflections and Aspirations for 2025 1:09:02

3M ago1:09:02

1:09:02

In this episode, Sarah Florer and Roland Wiederaenders reflect on their journey with the podcast 'Alt Investing Made Easy,' discussing their achievements, future goals, and the importance of building relationships in the realm of alternative investments. They explore the philosophy of wealth, emphasizing the significance of holistic wealth that enc…

1
E19: Real Property and 1031 Exchange with Jason Gorman, Attorney 51:04

4M ago51:04

51:04

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders are joined by attorney Jason Gorman from Grable Martin PLLC. They discuss Jason's extensive background in real estate law, the intricacies of title insurance, and the importance of understanding 1031 exchanges in real estate transactions. The conversation delves…

1
Warren Mosler: Unraveling the Mysteries of Modern Monetary Theory 1:25:19

4M ago1:25:19

1:25:19

In this riveting episode, the ReSolve team converses with Warren Mosler, a prominent economist and theorist in the field of Modern Monetary Theory (MMT). The conversation is enriched by the presence of Richard Latterman, a portfolio manager at Resolve, who is keen on gaining insights on policy and economics. The discussion dives deep into the evolu…

1
Return Stack Anything: Portable Alpha with RSSB 37:23

4M ago37:23

37:23

Finding alpha is notoriously difficult. Instead of trying to pick stocks better, what if you simply added the return of high-conviction, alternative strategies on top of your asset allocation? That’s the opportunity portable alpha unlocks for allocators. Join us for an exclusive webinar where we reveal how capital-efficient ETFs can be used to “por…

1
E18: Chattanooga Multifamily Investment with Chad King, CEO, Titan Capital 54:19

4M ago54:19

54:19

In this episode of Alt Investing Made Easy, Chad King of Titan Capital shares his journey in real estate, emphasizing the importance of partnerships, effective marketing strategies, and the significance of selecting the right deals. He discusses his current investment opportunity in Chattanooga, Tennessee, and introduces the Deal Flow Creator softw…

1
E17: Oil and Gas Alternative Investments with Jace Graham, CEO, Rising Phoenix Capital 59:11

4M ago59:11

59:11

In this conversation, the hosts discuss the intricacies of oil and gas investments with Jace Graham from Rising Phoenix Capital. They explore the evolution of drilling technology, the geographic scope of oil and gas investments, and the tax advantages associated with these investments. Jace shares insights on diversifying portfolios with energy inv…

1
John Skrentny: STEM Burnout and the Future of US Scientific Innovation 1:05:21

4M ago1:05:21

1:05:21

In this episode, we delve into the world of STEM education with John Skrentny, a professor of sociology at UC San Diego. We discuss the current state of STEM education, its implications for the future workforce, and the intersection of technology, policy, and societal needs. Topics Discussed • The importance of STEM education and the common misconc…

1
12 Days of Trading Christmas 1:10:38

5M ago1:10:38

1:10:38

In this exciting episode, Rodrigo Gordillo, Meb Faber, Corey Hoffstein, and Wes Gray discuss their investment ideas for 2025 and beyond. Each brings three unique ideas to the table, making for a lively and insightful conversation. Topics Discussed • Rodrigo Gordillo discusses the idea of matching the risk of Bitcoin by levering up gold, providing i…

1
Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy 1:14:54

5M ago1:14:54

1:14:54

In this episode, we delve into the world of behavioral finance and financial planning with Brian Portnoy, one of the co-founders of Shaping Wealth. We discuss the importance of understanding human behavior in financial planning, the concept of 'behavioral finance 2.0', and how financial advisors can better serve their clients by taking a more human…

1
E16: Qualitative Estate Planning - Interview with David Claflin, Attorney 1:07:39

5M ago1:07:39

1:07:39

In this conversation, Sarah Florer, David Claflin, and Roland Wiederaenders delve into the intricacies of estate planning, focusing on the qualitative aspects that often get overshadowed by quantitative measures. David shares his unique journey into estate planning, emphasizing the importance of understanding the 'why' behind wealth transfer. The d…

1
E15: Charitable Giving - Interview with Julia Helgeson of the Joyful Child Foundation 5:57

5M ago5:57

5:57

In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders discuss the importance of charitable giving, particularly during the holiday season, with Julia Helgeson from the Joyful Child Foundation. Julia shares her journey into nonprofit work, the foundation's mission to protect children, and the various programs they offer. …

1
E14: AIME Management Entity FAQ - Organizing an Asset Management Company 10:25

5M ago10:25

10:25

In this episode of Alt Investing Made Easy, hosts Roland and Sarah discuss the complexities of alternative investing, particularly in commercial real estate. They delve into the importance of selecting the right structure for the manager of the investment company, the implications of state tax laws, and the necessity of clear governance in manageme…

1
Elevate Your Return Stacks with the Combined Power of Trend & Carry 1:14:20

5M ago1:14:20

1:14:20

In today's complex market environment, finding genuine diversification and consistent returns has become increasingly challenging. What if you could harness two of the least correlated strategies to traditional portfolios available to investors today? Join us for an exclusive webinar where Rodrigo Gordillo, Portfolio Manager and co-founder of Retur…

1
Reinventing Money: Jordan MacLeod on Demurrage, Wealth Tax, and the Future Economy 1:05:51

5M ago1:05:51

1:05:51

In this riveting episode, we dive deep into the world of fiscal and monetary systems, post the global financial crisis of 2008. We are joined by Jordan MacLeod, an intellectual powerhouse who has been at the forefront of revolutionizing the global monetary system. We discuss the trends identified in 2009, the impact of 2008 on the urgency to rethin…

1
Dr. Robert Frank on ‘Smart for One But Dumb for All’ 1:19:36

5M ago1:19:36

1:19:36

In this episode, the ReSolve team is joined by Dr. Robert Frank, the Henrietta Johnson Lewis Professor of Management Emeritus and Professor of Economics at the Samuel Curtis Johnson Graduate School of Management at Cornell University. They delve into the role of luck in success, the myth of meritocracy, and the dynamics of free markets. They explor…

1
E13: AIME Fund FAQs - Single Asset Syndication vs. Open-Ended Funds 32:56

5M ago32:56

32:56

In this episode of Alt Investing Made Easy, hosts Roland and Sarah delve into the differences between open-ended funds and single asset funds, particularly in the context of commercial real estate. They discuss the advantages of open-ended funds, such as flexibility and diversification, while also addressing the importance of cash management, inves…

1
E12: Mixed Use Investment Opportunity with Trevor Thompson of Massive Capital 52:31

6M ago52:31

52:31

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Trevor Thompson, Vice President of Investor Engagement at Massive Capital. The conversation explores Trevor's journey into real estate investing, the unique approach of Massive Capital in offering investment opportunities, and a new development project o…

1
How A.I. is Revolutionizing Learning & Trading with Kris Abdelmessih 1:03:52

6M ago1:03:52

1:03:52

In this episode, Kris Abdelmessih, Co-Founder of Moontower AI, and Adam Butler, CEO of ReSolve Asset Management, join the ReSolve team to discuss the challenges and rewards of parenting, the role of education, and the intricacies of the options market. They delve into a variety of topics, including: Topics Discussed • Kris and Adam's differing view…

1
E11: Alternate Investing: Interview with Mitch Flax, CAIA 55:28

6M ago55:28

55:28

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Mitch Flax,CAIA, Founder and Chief Investment Officer of Net Equity Capital, to explore the world of alternative investments. Mitch shares his extensive background in wealth management, the significance of the CHartered Alternative Investment Analyst…

1
E10: Marina Investing with South Silver Group 57:04

6M ago57:04

57:04

In this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investmen…

1
Aligning Spirit, Mind, Body & Money with Justin Castelli 1:04:46

6M ago1:04:46

1:04:46

In this episode, the ReSolve team delves into a profound conversation with Justin Caselli, a financial advisor and life coach, who shares his journey of self-discovery and alignment of spirit, mind, and body. He discusses how this alignment influences financial stability and the concept of living an authentic life. Topics Discussed • Justin's perso…

1
E9: Who Can Promote Alternative Assets? 57:02

6M ago57:02

57:02

In this episode of 'Alt Investing Made Easy', hosts Roland and Sarah discuss the complexities of alternative investments, focusing on private securities and the regulations surrounding who can offer and sell them. They explore the roles of broker dealers and other parties who can promote investments. They discuss the concept of democratization of c…

1
Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World 1:25:11

7M ago1:25:11

1:25:11

In this episode, the ReSolve team is joined by Doomberg, a popular regular on the show, to discuss a wide range of topics including AI, geopolitics, energy, and the financial markets. They delve into the complexities of the emerging multipolar world, the rise of China in the technology sector, the implications of AI, and the potential risks and nua…

1
E8: Distressed Assets with Mary Elizabeth Heard, Esq. and Eddie Martin, Esq. 57:19

7M ago57:19

57:19

In this episode of Alt Investing Made Easy, hosts Roland and Sarah, along with guests Mary Elizabeth Heard and Eddie Martin, delve into the world of distressed assets. They explore the definition of distressed assets, particularly in real estate, and discuss the current market cycle, highlighting the opportunities and challenges investors face. The…

1
Planning for the Future: Embracing Happiness, Stewardship, and Our Calling 37:11

7M ago37:11

37:11

In this episode, Trent Benedetti explores Chapter 10: Planning for the Future and Chapter 11: Happiness, Stewardship, and Our Calling, offering insights on estate planning, tax strategies, and the spiritual dimensions of financial decisions. He explains tools like revocable living trusts for protecting assets and dives into the purpose of wealth, e…

1
Diversification 2.0: Mastering the Art of Portable Alpha 1:02:28

7M ago1:02:28

1:02:28

Portable alpha (or as we like to call it: Return Stacking) has become increasingly popular in the financial media (including recent notes from industry giants like BlackRock, Russell Investments, and AQR) but many advisors are left asking: What does portable alpha mean? How might it benefit clients? How can I implement it? At Return Stacked Portfol…

1
Mike Harris: The Price of Progress: AGI, Philosophy, and the Future of Humanity 2:14:16

7M ago2:14:16

2:14:16

In this interview, Adam Butler is in conversation with Mike Harris, a renowned financial market analyst and philosopher. The discussion is sparked by a Twitter exchange about the impact of low interest rates on the working class. The conversation evolves to cover a wide range of topics from the relationship between Quantitative Easing (QE) and tech…

1
E7: Bankruptcy and Restructuring (Part 2) featuring Mary Elizabeth Heard, Esq. 33:23

7M ago33:23

33:23

In this conversation, Mary Elizabeth Heard discusses the intricacies of bankruptcy law, focusing on pre-packaged bankruptcies, the broader concept of restructuring, and the impact of the Great Recession on these processes. She emphasizes the importance of a sound bankruptcy system in facilitating economic vibrancy and innovation. The discussion als…

1
Financial Freedom through Learning and Giving 25:31

7M ago25:31

25:31

In this episode, Trent Benedetti dives into Chapter 8: Pursuing Wisdom and Education, and Chapter 9: Growing a Generous Spirit. Trent explores the importance of a growth mindset and lifelong learning, emphasizing how continuous education can shape financial and personal success. He shares practical advice on integrating a mindset of growth into dai…

1
Eric Balchunas: The Hidden Gems of the ETF World You Need to Know! 1:03:52

7M ago1:03:52

1:03:52

In this episode, the ReSolve team is joined by Eric Balchunas to discuss the current state of the ETF industry, the rise of active ETFs, and the impact of Bitcoin and crypto on the market. Eric shares his insights on the 'hot sauce' approach to investing, the role of psychology in investment decisions, and the future of the ETF market. Topics Discu…

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Modern Portfolio Theory Podcasts

Podcasts Worth a Listen