Resolve Riffs Investment Podcast

ReSolve Asset Management

Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey. *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Fu...

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Resolve Riffs Investment Podcast

Episodes (247)

Dec 18, 2025 Aahan Menon: Systematic Macro in a Shifting Economy: Signals Over Stories
Dec 5, 2025 Mike Green: The Affordability Crisis & Rethinking the American Dream
Nov 14, 2025 Wes Gray: Optimizing for After-Tax Returns

Resolve Riffs Investment Podcast

Dec 18, 2025
1½ hours
74 MB

Mike and Richard are joined by Aahan Menon of Prometheus Macro for a discussion on systematic macro investing. Aahan begins by challenging the utility of long-term macro forecasts, arguing they are largely ineffective for improving portfolio performance and advocating for shorter trading horizons. He then details his investment framework, which involves dynamically tilting portfolio exposure between carry, trend, and mean reversion based on evolving macroeconomic circumstances. The conversation also explores a curious and significant divergence currently observed between labor market data and broader economic output. Topics Discussed • The philosophy of providing macro research for free wh...

Resolve Riffs Investment Podcast

Aahan Menon: Systematic Macro in a Shifting Economy: Signals Over Stories

ReSolve Asset Management

00:00 -01:04:35