In Gold We Trust 2025 - The Big Long

About this episode

Mike Philbrick and Rodrigo Gordillo discuss gold, bitcoin, and investment strategies in the context of alternative assets.

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 asset Institutional shifts and the public adoption phase in gold investing Comparative analysis of gold versus bitcoin in today’s market Portfolio diversification through equal risk contribution and return stacking Behavioral influences and challenges in market timing and allocation The impact of central banks, emerging markets, and global macro trends on gold demand Leveraged products, futures, and the risks associated with volatility drag Strategic portfolio construction using non-correlated…

People in this episode

Guests: Mike Philbrick, Rodrigo Gordillo

Topics covered

• gold fundamentals
• bitcoin role
• portfolio diversification
• behavioral biases
• macro trends
• investment strategies

Keywords

• gold
• bitcoin
• portfolio diversification
• behavioral biases
• macro trends
• investment strategies
• Return Stacked ETFs

Mentioned in this episode

Organizations: ReSolve Asset Management

Products: Return Stacked® ETFs

Places: gold, bitcoin, central banks, emerging markets

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