Get Stacked Investment Podcast

Rodrigo Gordillo, Corey Hoffstein

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INVESTISSEMENT
CHAQUE SEMAINE

Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.

18 OCT.

E5: Diversification 2.0: Mastering the Art of Portable Alpha

Portable alpha (or as we like to call it: Return Stacking) has become increasingly popular in the financial media (including recent notes from industry giants like BlackRock, Russell Investments, and AQR) but many advisors are left asking: What does portable alpha mean? How might it benefit clients? How can I implement it? At Return Stacked Portfolio Solutions we have made it our mission to thoughtfully and transparently help allocate into a portable alpha framework for client portfolios. Join us for this deep dive podcast with Corey Hoffstein, CIO of Newfound Research, and Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management Global.

1 h 2 min
18 AOÛT

E4: Live Q&A – Return Stacking During Market Corrections

Join Corey Hoffstein, Rodrigo Gordillo, and Mike Philbrick for a special live episode of the Get Stacked podcast, aired on August 6, 2024. This episode dives deep into recent significant market events, discussing the Nikkei's historic 12.5% drop, the yen's trend reversals, and market volatility. AGENDA: - Global Macro Update - Broad expectations of Return Stacking during abrupt market selloffs - Brief discussion on how different stacks are responding in this environment - Q&A from the Audience

1 h 8 min
1 AOÛT

E3: Stacking In Higher Rate Environment, Taxes, Trend Replication Update

In this episode, the Get Stacked team, consisting of Rodrigo Gordillo, Corey Hoffstein, Adam Butler and Mike Philbrick delve into the intricacies of Return Stacking, market trends, and the impact of taxes on investment strategies. They provide detailed insights into their research and findings, discussing the implications of their work for the investment landscape.

1 h 34 min
6 JUIN

E2. Secrets of Private Equity, Cocoa Trends & Optimal CTA Portfolio Weights

Corey Hoffstein, Adam Butler, and Michael Philbrick join Rodrigo Gordillo to discuss trend replication, private equity's role in modern portfolios, and the impact of large AUM on trend following. They explore balancing alpha generation with risk management, optimal allocation, and leveraging through treasury futures.

55 min
1 MAI

E1. Enter the New World of Return Stacking - Inaugural Episode!

In this episode, Corey Hoffstein from Newfound Research, and Rodrigo Gordillo and Adam Butler of Resolve Asset Management Global, discuss the concept of return stacking and its implications for investors. They delve into the challenges of beating the large cap U.S. equities market, the shift in conversations about return stacking from risk management to creating excess returns, and the potential of diversification in generating consistent positive excess returns.

1 h 14 min

5 épisodes

Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.

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Rodrigo Gordillo, Corey Hoffstein
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2 k
Épisodes

5
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Get Stacked Investment Podcast

Épisodes

E5: Diversification 2.0: Mastering the Art of Portable Alpha

E4: Live Q&A – Return Stacking During Market Corrections

E3: Stacking In Higher Rate Environment, Taxes, Trend Replication Update

E2. Secrets of Private Equity, Cocoa Trends & Optimal CTA Portfolio Weights

E1. Enter the New World of Return Stacking - Inaugural Episode!

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