Resonanz Spotlight
This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
Resonanz Spotlight
Latest Episodes
The Museum Exhibit
Most track records handed to you in a manager meeting were built in a world that no longer exists — falling rates, suppressed volatility, bonds that actually hedged equities. Does that history tell you anything useful about 2026? Or is it a mus...
Quant Isn’t One Strategy: A 2026 Due Diligence Playbook
Quant is not a strategy — it’s a production method. And that’s exactly why so many allocators still get it wrong.In this episode of Resonanz Spotlight: Strategy Notes, Vincent and Saâd break down how to think about quant hedge f...
Chloi Karyda — The Implementation Edge
In this episode of Resonanz Spotlight, Vincent speaks with Chloi Karyda, Managing Director and Global Head of QIS Solutions at J.P. Morgan, about the evolution of QIS and its role in modern portfolio construction. The conversation explores how ...
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 ...
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...
Fan Mail
this was a great episode— please have more episodes on NAV financing. Thanks. Elham
Bronx, New York