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Get Stacked Investment Podcast
Hello, and welcome to the get stacked investment podcast, where we delve into the exciting new world of return stacking. Join us as we break down complex financial concepts into accessible insights. Speak with leading experts in the space and analyze real world applications for return stacking. Get stacked is here to help you break out of the traditional portfolio construction mold. And get you to start thinking differently about the path to successful investing. Corey Hoffstein is the co founder and chief investment officer of Newfound Research and Rodrigo Gordillo is the President and Portfolio Manager of Resolve Asset Management Global. Due to industry regulations, we will not discuss any funds managed or sub-advised by these firms on the podcast. All opinions expressed by podcast participants are solely their own opinion and do not reflect the opinion of neither Newfound Research or Resolve Asset Management Global. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of these firms may maintain positions and securities discussed in this podcast. For more information, visit www.returnstacked.com Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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E1: Enter the New World of Return Stacking - Inaugural Episode!
Wednesday, 1 May, 2024
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.Topics Discussed• The difficulties of beating the large cap U.S. equities market and the need for diversification• The shift in conversations about return stacking from risk management to creating excess returns• The potential of diversification in generating consistent positive excess returns• The idea of dictum in the markets and the difference between behavioral time and statistical time• The concept of risk parity and the importance of maintaining balance in portfolio risk• The role of trend following in risk management and return stacking• The potential of stacking strategies in enhancing portfolio returns• The structural challenges in implementing return stacked strategies in portfolios• The importance of diversification in ensuring investment successThis episode provides valuable insights into the concept of return stacking and its potential in enhancing portfolio returns. It is a must-listen for investors interested in diversification strategies and the future of investment management.
