{"id":1323,"date":"2025-08-13T15:10:00","date_gmt":"2025-08-13T15:10:00","guid":{"rendered":"http:\/\/7da380dc-e851-4d18-bb83-2886255e7ea9"},"modified":"2025-08-13T15:10:00","modified_gmt":"2025-08-13T15:10:00","slug":"stacking-strategic-gold-and-bitcoin-with-rssx-with-resolves-mike-philbrick","status":"publish","type":"episode","link":"https:\/\/advisoranalyst.com\/podcast\/episode\/stacking-strategic-gold-and-bitcoin-with-rssx-with-resolves-mike-philbrick\/","title":{"rendered":"Stacking Strategic Gold and Bitcoin with RSSX with ReSolve&#039;s Mike Philbrick"},"content":{"rendered":"<p>In a world where inflation, currency debasement, and geopolitical shocks threaten portfolios, what if you could keep your core equity exposure <em>and<\/em> add the asymmetric upside of Bitcoin and the timeless stability of gold\u2014without triggering investor panic or selling winners?In this episode, host <strong>Pierre Daillie<\/strong> sits down with <strong>Mike Philbrick<\/strong>, CEO at <strong>ReSolve Asset Management<\/strong>, co-founders, along with Newfound Research, of the Return Stacked ETFs Suite, to unpack a strategy that\u2019s been in the institutional playbook for decades but is now accessible to everyday investors: <strong>return stacking<\/strong>. Against today\u2019s backdrop of persistent inflation, volatile markets, and shifting perceptions of alternative assets, Philbrick explains why gold and Bitcoin are moving from \u201cfringe\u201d to \u201cfoundational\u201d in modern portfolios\u2014and how the <em>RSSX ETF<\/em> offers a disciplined, behaviorally resilient way to integrate them without sacrificing the stocks and bonds investors know and trust.From the behavioral traps that cause investors to abandon diversifiers at the worst moments, to the portfolio math that shows how modest allocations can improve returns and reduce risk, this conversation delivers both the \u201cwhy\u201d and the \u201chow\u201d of strategic diversification. Philbrick also addresses the shifting reputational risk for advisors\u2014from owning Bitcoin to <em>not<\/em> owning it\u2014and the growing regulatory clarity that\u2019s opening the floodgates for institutional adoption.Whether you\u2019re an advisor, allocator, or investor who wants to strengthen a core portfolio without selling winners, this episode offers a blueprint for adding crisis alpha before the next crisis hits.<strong>4 Key Takeaways<\/strong>:<\/p>\n<p>\u2022&nbsp;From Fringe to Foundational: Gold\u2019s centuries-old role as a store of value and Bitcoin\u2019s fixed-supply, asymmetric upside make them compelling diversifiers in today\u2019s inflationary, volatile environment.<\/p>\n<p>\u2022&nbsp;Behavioral Risk Management: Return stacking helps avoid the tracking error and emotional selling that often plague diversifier allocations.<\/p>\n<p>\u2022&nbsp;RSSX Structure: The ETF delivers 100% S&amp;P 500 exposure plus an 80\/20 gold-Bitcoin overlay, equal risk-weighted to manage volatility and rebalanced for efficiency.<\/p>\n<p>\u2022 Shifting Reputational Risk: Advisors now face greater professional risk in not understanding or allocating to Bitcoin and gold than in owning them\u2014especially as regulatory clarity improves.<\/p>\n<p><strong>Timestamps:<\/strong><\/p>\n<p>00:00 \u2013 Why uncorrelated assets matter now<\/p>\n<p>02:00 \u2013 Gold and Bitcoin as strategic, not just tactical, diversifiers<\/p>\n<p>04:30 \u2013 Behavioral challenges of sticking with diversifiers<\/p>\n<p>06:00 \u2013 Return stacking explained: adding without selling<\/p>\n<p>08:00 \u2013 Volatility context: stocks, gold, Bitcoin<\/p>\n<p>10:00 \u2013 Inside the RSSX ETF structure and allocation<\/p>\n<p>12:00 \u2013 Implementation examples for advisors and investors<\/p>\n<p>14:00 \u2013 Rebalancing mechanics and volatility adjustments<\/p>\n<p>15:30 \u2013 Diversifying before the crisis, not after<\/p>\n<p>17:00 \u2013 Small starts and building from a position of strength<\/p>\n<p>19:00 \u2013 Institutional adoption trends and parallels<\/p>\n<p>21:00 \u2013 Reducing tracking error and client friction<\/p>\n<p>22:00 \u2013 The reputational risk shift for advisors<\/p>\n<p>23:30 \u2013 Regulatory clarity and institutional green lights<\/p>\n<p>24:30 \u2013 The mission: improve outcomes without sacrificing core equity engines<\/p>\n<p><strong>More&#8230;<\/strong><\/p>\n<p>\ud83e\udde0 Learn more at: https:\/\/returnstacked.com<\/p>\n<p>\ud83d\udcd8 Read more at: https:\/\/investresolve.com<\/p>\n<p>\ud83d\udcca ETFs: RSSX (Stocks + Gold &amp; Bitcoin)<\/p>\n<p> #PortfolioDiversification #ReturnStacking #GoldInvestment #BitcoinStrategy #InflationHedge #AsymmetricUpside #ETFInvesting #BehavioralFinance #WealthManagement #InvestmentStrategies #MikePhilbrick #ReSolveAssetManagement #RSSXETF<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In a world where inflation, currency debasement, and geopolitical shocks threaten portfolios, what if you could keep your core equity exposure <em>and<\/em> add the asymmetric upside of Bitcoin and the timeless stability of gold\u2014without triggering investor panic or selling winners?nnIn this episode, host <strong>Pierre Daillie<\/strong> sits down with <strong>Mike Philbrick<\/strong>, CEO at <strong>ReSolve Asset Management<\/strong>, co-founders, along with Newfound Research, of the Return Stacked ETFs Suite, to unpack a strategy that\u2019s been in the institutional playbook for decades but is now accessible to everyday investors: <strong>return stacking<\/strong>. Against today\u2019s backdrop of persistent inflation, volatile markets, and shifting perceptions of alternative assets, Philbrick explains why gold and Bitcoin are moving from \u201cfringe\u201d to \u201cfoundational\u201d in modern portfolios\u2014and how the <em>RSSX ETF<\/em> offers a disciplined, behaviorally resilient way to integrate them without sacrificing the stocks and bonds investors know and trust.nnnFrom the behavioral traps that cause investors to abandon diversifiers at the worst moments, to the portfolio math that shows how modest allocations can improve returns and reduce risk, this conversation delivers both the \u201cwhy\u201d and the \u201chow\u201d of strategic diversification. Philbrick also addresses the shifting reputational risk for advisors\u2014from owning Bitcoin to <em>not<\/em> owning it\u2014and the growing regulatory clarity that\u2019s opening the floodgates for institutional adoption.nnnWhether you\u2019re an advisor, allocator, or investor who wants to strengthen a core portfolio without selling winners, this episode offers a blueprint for adding crisis alpha before the next crisis hits.nn<strong>4 Key Takeaways<\/strong>:<\/p>\n<p>\u2022&nbsp;From Fringe to Foundational: Gold\u2019s centuries-old role as a store of value and Bitcoin\u2019s fixed-supply, asymmetric upside make them compelling diversifiers in today\u2019s inflationary, volatile environment.<\/p>\n<p>\u2022&nbsp;Behavioral Risk Management: Return stacking helps avoid the tracking error and emotional selling that often plague diversifier allocations.<\/p>\n<p>\u2022&nbsp;RSSX Structure: The ETF delivers 100% S&amp;P 500 exposure plus an 80\/20 gold-Bitcoin overlay, equal risk-weighted to manage volatility and rebalanced for efficiency.<\/p>\n<p>\u2022 Shifting Reputational Risk: Advisors now face greater professional risk in not understanding or allocating to Bitcoin and gold than in owning them\u2014especially as regulatory clarity improves.<\/p>\n<p><strong>Timestamps:<\/strong><\/p>\n<p>00:00 \u2013 Why uncorrelated assets matter now<\/p>\n<p>02:00 \u2013 Gold and Bitcoin as strategic, not just tactical, diversifiers<\/p>\n<p>04:30 \u2013 Behavioral challenges of sticking with diversifiers<\/p>\n<p>06:00 \u2013 Return stacking explained: adding without selling<\/p>\n<p>08:00 \u2013 Volatility context: stocks, gold, Bitcoin<\/p>\n<p>10:00 \u2013 Inside the RSSX ETF structure and allocation<\/p>\n<p>12:00 \u2013 Implementation examples for advisors and investors<\/p>\n<p>14:00 \u2013 Rebalancing mechanics and volatility adjustments<\/p>\n<p>15:30 \u2013 Diversifying before the crisis, not after<\/p>\n<p>17:00 \u2013 Small starts and building from a position of strength<\/p>\n<p>19:00 \u2013 Institutional adoption trends and parallels<\/p>\n<p>21:00 \u2013 Reducing tracking error and client friction<\/p>\n<p>22:00 \u2013 The reputational risk shift for advisors<\/p>\n<p>23:30 \u2013 Regulatory clarity and institutional green lights<\/p>\n<p>24:30 \u2013 The mission: improve outcomes without sacrificing core equity engines<\/p>\n<p><strong>More&#8230;<\/strong><\/p>\n<p>\ud83e\udde0 Learn more at: https:\/\/returnstacked.com<\/p>\n<p>\ud83d\udcd8 Read more at: https:\/\/investresolve.com<\/p>\n<p>\ud83d\udcca ETFs: RSSX (Stocks + Gold &amp; Bitcoin)<\/p>\n<p> #PortfolioDiversification #ReturnStacking #GoldInvestment #BitcoinStrategy #InflationHedge #AsymmetricUpside #ETFInvesting #BehavioralFinance #WealthManagement #InvestmentStrategies #MikePhilbrick #ReSolveAssetManagement #RSSXETF<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1323"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1323"}],"version-history":[{"count":0,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1323\/revisions"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}