Get Stacked Investment Podcast

Ani Yildirim
  • 4.7 (13)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. STACKED UNPACKED: Managed Futures Trend: “Don’t Call it a Comeback”

    NOV 10 · BONUS

    STACKED UNPACKED: Managed Futures Trend: “Don’t Call it a Comeback”

    Rodrigo Gordillo, Corey Hoffstein, and Adam Butler review the Q3 2025 performance of their ETF suite, drawing from the latest Return Stacked® ETFs Quarterly Performance Report. The discussion explores the strategies and use cases for each capital-efficient fund, from the core stock/bond RSSB to the newer gold and Bitcoin-focused RSSX. They delve into the underlying mechanics of the stacked strategies, including trend following replication, merger arbitrage, and the concept of portable alpha. This quarterly analysis provides a detailed look at how each fund has performed and is positioned within the broader framework of Return Stacking. Topics Discussed • An overview of the Return Stacking ETF suite's growth to over one billion dollars in assets under management • The capital efficiency and diverse use cases of the RSSB fund, which provides 100/100 exposure to global stocks and bonds • A detailed look at the blended replication approach used to track the trend following managed futures category in RSST and RSBT • The role of the futures yield (carry) strategy as a low-correlation diversifier to trend following • Positioning the RSBA merger arbitrage fund as an alternative to traditional corporate credit, especially with credit spreads at historic lows • Managing exposure to gold and Bitcoin in the RSSX fund through an active inverse volatility weighting strategy • The practical benefits of pre-stacked solutions for advisors, such as simplified implementation and automated rebalancing • A review of recent performance drivers, including the resurgence in trend following and the lifecycle of merger arbitrage deals RSST– https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/ RSBT– https://www.returnstackedetfs.com/rsbt-return-stacked-bonds-managed-futures/ RSSY– https://www.returnstackedetfs.com/rssy-return-stacked-us-stocks-futures-yield/ RSBY– https://www.returnstackedetfs.com/rsby-return-stacked-bonds-futures-yield/ RSBA– https://www.returnstackedetfs.com/rsba-return-stacked-bonds-merger-arbitrage/ RSSB – https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds/ RSSX– https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/ BTGD– https://quantifyfunds.com/stackedbitcoingoldetf/btgd/ Definitions A Basis Point is equal to 0.01% and is commonly used to express changes in interest rates, fees, or investment returns. For example, 50 basis points equals 0.50%. Duration refers to the average life of a debt instrument and serves as a measure of that instrument’s interest rate risk. Standard Deviation is a statistical measure of how much an investment’s returns vary from its average over time, indicating the degree of volatility or...

    1h 6m
  2. Stacking Strategic Gold & Bitcoin on Top of Stocks with RSSX ETF

    OCT 23 · BONUS

    Stacking Strategic Gold & Bitcoin on Top of Stocks with RSSX ETF

    Strategic Diversification with Gold and Bitcoin using Return Stacked U.S. Stocks & Gold/Bitcoin Ticker (RSSX). 00:00 Introduction to Strategic Gold and Bitcoin Stacking 01:32 The Case for Gold and Bitcoin Diversification 02:47 Understanding Return Stacking and Portable Alpha 04:33 Position Sizing for Gold and Bitcoin 05:59 RSSX ETF: Gold and Bitcoin Overlay 08:53 Implementation and Rebalancing Strategies 14:29 Behavioral and Regulatory Perspectives Description: Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please click here (https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/) Read the prospectus or summary prospectus carefully before investing. Investments involve risk. Principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Brokerage commissions may apply and would reduce returns. Toroso Investments, LLC (“Toroso”) serves as investment adviser to the Funds and the Funds’ Subsidiary. Newfound Research LLC (“Newfound”) serves as investment sub-adviser to the Funds. ReSolve Asset Management SEZC (Cayman) (“ReSolve”) serves as futures trading advisor to the Fund and the Funds’ Subsidiary. Foreside Fund Services, LLC is the distributor for the Funds. Foreside is not related to Toroso, Newfound, or ReSolve. Definitions: Alpha: refers to returns above that of a passive market benchmark Tracking error is the variability in the difference between a strategy’s returns and the investor’s benchmark returns.

    19 min
  3. E17. Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots

    OCT 10

    E17. Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots

    In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler from ReSolve Asset Management Global explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the importance of diversification. The conversation also covers the benefits of strategic overlaying in portfolios, the impact of policy shocks, and the potential for managed futures to add value in various market conditions, including inflationary periods.

    1h 4m

  4. AUG 18 · BONUS

    STACKED UNPACKED: Quarterly Live Q&A

    In this episode, Corey Hoffstein and Adam Butler take you inside the latest Q2 commentary on the Return Stacked® ETF suite. They break down key strategies behind ETFs like RSSX, RSSB, RSBT, and RSST—covering everything from performance differentials in trend strategies to the mechanics of trend model replication. You’ll hear sharp analysis of return stack carry funds, year-to-date performance, and how they behave in multi-asset portfolios. The hosts also explore fixed income sector positioning, the role of energy exposure, and why merger arbitrage deserves a closer look as a diversifier. The episode wraps with the new RSSX ETF, blending U.S. stocks, gold, and Bitcoin to meet evolving market demands. *The performance data quoted above represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than their original cost, and current performance may be lower or higher than the performance quoted above. RSSX does not invest directly in Bitcoin or Gold. For prospectus, performance and risks visit the fund pages. RSST – https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/ RSBT – https://www.returnstackedetfs.com/rsbt-return-stacked-bonds-managed-futures/ RSSY – https://www.returnstackedetfs.com/rssy-return-stacked-us-stocks-futures-yield/ RSBY – https://www.returnstackedetfs.com/rsby-return-stacked-bonds-futures-yield/ RSBA – https://www.returnstackedetfs.com/rsba-return-stacked-bonds-merger-arbitrage/ RSSX – https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/ BTGD – https://quantifyfunds.com/stackedbitcoingoldetf/btgd/ Forside Fund Services, LLC Distributor. (0:00) Introduction to the Get Stacked Investment Podcast and symposium announcement (5:49) Overview of new ETFs: RSSX, RSSB, RSBT, and RSST (10:29) Performance differentials in RSSB and trend strategies (18:00) Performance tracking and replication strategy of trend models (23:42) Analysis of performance drivers in trend strategy (29:22) Year-to-date return of the trend model and currency trends (31:17) Introduction to return stack carry funds and strategy primer (36:12) Performance and correlation of carry strategy since inception (39:15) Energy potential in portfolio and fixed income sector analysis (44:43) Combining trend and carry strategies in portfolio construction (48:59) Comparison with GSAM cross asset carry index (52:25) Bonds and merger arbitrage strategy introduction and explanation (56:37) Merger arbitrage as a diversifier and comparison with corporate bonds (59:53) Introduction and rationale behind RSSX: US stocks, gold, and Bitcoin ETF (1:07:37) Closing remarks and symposium reminder

    1h 8m
  5. E16. From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio

    JUL 31

    E16. From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio

    In this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a foundational one, discuss its role alongside gold, and examine the structural shifts—from regulatory clarity to ETF innovation—that are driving institutional adoption. If you're rethinking diversification in a changing economic landscape, this conversation delivers the key insights. (0:00) Introduction to the Get Stacked Investment Podcast (2:45) Introduction of podcast hosts and disclaimers (3:33) Bitcoin as a digital hard currency compared to gold (7:22) Regulatory clarity and adoption of Bitcoin in portfolios (10:01) Evolving landscape for Bitcoin in traditional finance (13:11) Risk premium of non-cashflow assets (20:05) Benefits and methods of return stacking with Bitcoin (24:34) Behavioral biases in long-term Bitcoin allocation (26:28) Portfolio construction and the Bitwise paper on Bitcoin (31:16) Adjusting portfolios for inflation expectations (33:15) Risk budgeting with alternative assets like gold and Bitcoin (37:10) Using volatility as a heuristic for allocation (39:06) Global adoption and diversification with real assets (41:13) Research resources and concluding remarks

    43 min
  6. Stacking Merger Arbitrage with Corey Hoffstein

    JUL 10 · BONUS

    Stacking Merger Arbitrage with Corey Hoffstein

    In this special interview, Corey Hoffstein sits down with Advisor Analyst to discuss merger arbitrage and its role in portfolio diversification. Corey breaks down how investors can capture the residual spread in merger deals, comparing the strategy to traditional credit markets, and explaining how return stacking and portable alpha can enhance portfolio efficiency. Originally recorded for Advisor Analyst (advisoranalyst.com), this conversation offers valuable insights for investors exploring alternative risk premia and advanced portfolio construction techniques. (0:00) Introduction and mission statement (2:14) Merger arbitrage: Explanation, diversification benefits, and risk premium (9:44) Merger arbitrage in financial advisory (12:15) The return stacking approach and democratizing institutional strategies (15:34) Call to action and closing remarks

    16 min
  7. Mastering Diversified Carry with Adam Butler

    JUL 2 · BONUS

    Mastering Diversified Carry with Adam Butler

    In this exclusive interview hosted by Advisor Analyst (advisoranalyst.com), Adam Butler dives deep into the mechanics of diversified carry strategies, cross-asset risk management, and return stacking. Adam unpacks the technical and practical definitions of carry, explains how the strategy operates across currencies, bonds, equities, and commodities, and explores how combining carry with trend following and managed futures can provide stable, risk-adjusted returns across economic cycles. (0:00) Event and registration details for the Return Stacking Symposium (0:46) Introduction and disclaimers (2:03) Overview of carry trade and its role in various asset classes (6:57) Diversification and risk management in carry strategies (10:00) Exploring the risk-reward balance in carry trade (12:08) Implementing global diversified carry strategies (15:06) Hedging and examples in carry strategy applications (17:54) Carry strategies for retail investors and market opportunities (21:42) Stock picking vs. carry and macro strategies (24:10) Closing remarks and call to action

    25 min
  8. E15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSX

    JUN 27

    E15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSX

    Investors seeking exposure to alternatives like gold and Bitcoin face a tough tradeoff: diversify or stay fully invested in stocks and bonds. What if you didn’t have to choose? In this episode, we unveil Return Stacked® U.S. Stocks & Gold/Bitcoin (RSSX) - an ETF designed to deliver long-term capital appreciation by stacking diversified exposures on top of traditional equity allocations. Discover how RSSX leverages capital-efficient strategies to provide $1 of exposure to U.S. large-cap stocks plus $1 of exposure to a Gold/Bitcoin mix - all for every $1 invested. We’ll walk through the mechanics, behavioral advantages, and real-world application of the latest return-stacking innovation. Whether you're an advisor looking to optimize client portfolios or an investor seeking smarter diversification, this session is a must-listen. *For the RSSX prospectus and risk disclosures, visit: https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/ **Exposures to gold and bitcoin will be done via exchange-traded funds and futures contracts, hence the fund does not invest directly in bitcoin or any other digital asset, and does not invest directly in gold or gold bullion. ***Standard deviation measures the volatility of an investment's returns, indicating how much they typically vary from the average. ****Investors should carefully consider the investment objectives, risks, charges, and expenses of the Return Stacked® U.S. Stocks & Gold/Bitcoin ETF. This and other important information about the ETF is contained in the prospectus, which can be obtained by calling 1-844-737-3001 or clicking here. The prospectus should be read carefully before investing. *****Quantify Chaos Advisors, LLC ("Quantify") has entered into a brand licensing agreement with Newfound Research LLC ("Newfound") and ReSolve Asset Management SEZC (Cayman) ("ReSolve"), granting the Quantify the right use the "STKd" brand, a derivative of Return Stacked®. Neither the fund trust nor the investment adviser is a party to this agreement. In exchange for the branding rights, Quantify will pay Newfound and ReSolve a fee based on a percentage of the fund's unitary management fee. Distributed by Foreside Fund Services, LLC. (0:00) Introduction to Return Stacking Symposium and Podcast (2:02) Introduction of hosts and guest speaker with overview of ReturnsTac Suite of Funds (3:29) Discussion on US Stocks and Gold Bitcoin ETF (RSSX) and diversification strategies (7:11) Explanation and practical implementation of return stacking (11:34) Strategy design for gold and Bitcoin allocation (24:12) Portfolio implementation with RSSX, strategy overview, and rebalancing (26:23) Q&A introduction, sponsor message, and rebalancing frequency (27:28) Borrowing costs, allocation structure, and risk weighting (34:22) Comparison between RSSX and BTGD, and impact of borrowing costs (39:25) Risk premium expectations for gold and Bitcoin (45:50) Tax efficiency, ETF liquidity, and fee structure (49:11) Portfolio sizing, volatility, and currency hedging (52:15) Hedged ETF costs, drawdowns, and portfolio impact (55:30) Upcoming resources and gold investment skepticism (57:51) Portfolio construction, hedging benefits, and closing remarks

    59 min
See All (23)

4.7
out of 5
13 Ratings

About

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.

Information

  • Creator
    Ani Yildirim
  • Years Active
    2024 - 2025
  • Episodes
    23
  • Rating
    Clean
  • Copyright
    © Newfound Research LLC. 2025 All rights reserved.
  • Show Website
    Get Stacked Investment Podcast

You Might Also Like