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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