Resonanz Spotlight
This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
Podcasting since 2024 • 30 episodes
Resonanz Spotlight
Latest Episodes
Total Portfolio Approach: Upgrade or Risk?
What happens when investors stop managing portfolios in silos and start looking at the whole system instead?In this episode, Vincent and Saâd unpack the Total Portfolio Approach — a framework that challenges traditional asset allocation ...
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Season 3
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Episode 4
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19:52
Hedging in the Age of Creeping Risk
Vincent and Saâd unpack hedging for today’s “creeping risk” markets—where danger builds quietly before it hits prices. They break down how to define the risk you’re actually hedging, how to make the cost sustainable, and why governance and exec...
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Season 3
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Episode 3
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6:03
Cat Bonds: Diversification from Nature, Not Markets
Cat bonds sit in a strange place: they’re capital markets instruments, but the risk driver is nature — not rates, not credit spreads, not equities.In this episode of Resonanz Spotlight: Strategy Notes, Vincent and Saâd break dow...
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Season 3
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Episode 2
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5:37
Capital Structure Arbitrage: When Markets Disagree
Vincent and Saâd unpack a strategy that sits right between equity and credit — capital structure arbitrage.Why do stocks and credit spreads sometimes tell completely different stories about the same company? And how do professional inves...
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Season 3
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Episode 1
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6:49
The Great Quant Convergence: When Prop Shops Meet Pod Shops
High-frequency trading firms and quantitative hedge funds once operated in completely different worlds. Now they're competing head-to-head for the same alpha.Vincent and Saâd explore why ultra-high-frequency strategies hit a hard capacit...
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Season 2
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Episode 13
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11:38
Fan Mail
this was a great episode— please have more episodes on NAV financing. Thanks. Elham
Bronx, New York