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.
Get Stacked Investment Podcast
Claim This Podcastby Ani Yildirim
31 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
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.
Language
🇺🇲
Publishing Since
5/2/2024
1 verified contact email on file for Get Stacked Investment Podcast
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
May 8, 2026
E23. STACKED UNPACKED: Trend, Carry, and a Narrative-Busting Quarter
<p>Based on our Q1 2026 commentary for the Return Stacked ETF suite, Corey Hoffstein and Adam Butler provide a detailed analysis of the strong quarter for trend following and carry, with a particular focus on the energy complex's impact. The conversation also explores the unique diversification benefits of merger arbitrage and provides a three-year retrospective on the efficacy of their trend replication models.</p><p><strong>Topics Discussed</strong></p><ul><li>Overview of the Return Stacked ETF suite's growth and the core concept of capital efficiency</li><li>In-depth look at the trend following strategy, highlighting its three-year success in replicating the managed futures category beta</li><li>Analysis of the Carry strategy's strong Q1 performance, primarily driven by geopolitical events affecting the energy markets</li><li>Discussion of the Merger Arbitrage strategy as a unique diversifier against traditional credit risk</li><li>Examination of the <strong>RSSX ETF</strong>, which stacks a risk-balanced overlay of gold and Bitcoin on U.S. equities</li><li>Demonstration of the new Portfolio Visualizer tool for modeling and understanding Return Stacking concepts</li><li>Explanation of why broad market diversification, not just shorting equities, provides crisis alpha in trend strategies</li><li>Discussion on the complementary relationship between Trend and Carry strategies in different market environments</li></ul><br/><p>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.</p><p></p><p><strong>For prospectus and performance and risks visit the fund pages.</strong></p><p><strong><a href="https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/" rel="noopener noreferrer" target="_blank">RSST</a></strong><a href="https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/" rel="noopener noreferrer" target="_blank"> –</a> <a href="https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/" rel="noopener noreferrer" target="_blank">https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/</a></p><p><strong><a href="about:blank" rel="noopener noreferrer" target="_blank">RSIT </a></strong><a href="about:blank" rel="noopener noreferrer" target="_blank">- https://www.returnstackedetfs.com/rsit-international-stocks-managed-futures/</a></p><p><strong><a href="https://www.returnstackedetfs.com/rsbt-return-stacked-bonds-managed-futures/" rel="noopener noreferrer" target="_blank">RSBT –</a></strong> <a href="https://www.returnstackedetfs.com/rsbt-return-stacked-bonds-managed-futures/" rel="noopener noreferrer" target="_blank">https://www.returnstackedetfs.com/rsbt-return-stacked-bonds-managed-futures/</a></p><p><strong><a href="https://www.returnstackedetfs.com/rssy-return-stacked-us-stocks-futures-yield/" rel="noopener noreferrer" target="_blank">RSSY –</a></strong> <a href="https://www.returnstackedetfs.com/rssy-return-stacked-us-stocks-futures-yield/" rel="noopener noreferrer" target="_blank">https://www.returnstackedetfs.com/rssy-return-stacked-us-stocks-futures-yield/</a></p><p><strong><a href="https://www.returnstackedetfs.com/rsby-return-stacked-bonds-futures-yield/" rel="noopener noreferrer" target="_blank">RSBY –</a></strong> <a href="https://www.returnstackedetfs.com/rsby-return-stacked-bonds-futures-yield/" rel="noopener noreferrer" target="_blank">https://www.returnstackedetfs.com/rsby-return-stacked-bonds-futures-yield/</a></p><p><strong><a href="https://www.returnstackedetfs.com/rsba-return-stacked-bonds-merger-arbitrage/" rel="noopener noreferrer" target="_blank">RSBA –</a></strong> <a href="https://www.returnstackedetfs.com/rsba-return-stacked-bonds-merger-arbitrage/" rel="noopener noreferrer" target="_blank">https://www.returnstackedetfs.com/rsba-return-stacked-bonds-merger-arbitrage/</a></p><p><strong><a href="https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds/" rel="noopener noreferrer" target="_blank">RSSB –</a></strong> <a href="https://www.returnstackedetfs.com/rsba-return-stacked-bonds-merger-arbitrage/" rel="noopener noreferrer" target="_blank">https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds/</a></p><p><strong><a href="https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/" rel="noopener noreferrer" target="_blank">RSSX –</a></strong> <a href="https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/" rel="noopener noreferrer" target="_blank">https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/</a></p><p><strong><a href="https://quantifyfunds.com/stackedbitcoingoldetf/btgd/" rel="noopener noreferrer" target="_blank">BTGD –</a> </strong><a href="https://quantifyfunds.com/stackedbitcoingoldetf/btgd/" rel="noopener noreferrer" target="_blank">https://quantifyfunds.com/stackedbitcoingoldetf/btgd/</a></p><p></p><p><strong>RSSX does not invest directly in Bitcoin or Gold.</strong></p><p><strong>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 <a href="tel:18447373001" rel="noopener noreferrer" target="_blank">1-844-737-3001</a> or clicking <a href="https://www.returnstackedetfs.com/" rel="noopener noreferrer" target="_blank">here</a>. The prospectus should be read carefully before investing.</strong></p><p>The Return Stacked® U.S. Stocks & Gold/Bitcoin ETF is distributed by Foreside Fund Services, LLC, Member FINRA/SIPC. Foreside is not related to Tidal, Newfound, or ReSolve.</p><p><strong>Definitions:</strong></p><p><strong>Duration:</strong> refers to the average life of a debt instrument and serves as a measure of that instrument’s interest rate risk. <strong>Beta</strong>: how much an investment moves vs. a benchmark (like the market). <strong>Alpha</strong>: refers to returns above that of a passive market benchmark <strong>SocGen</strong>: is a common abbreviation for Société Générale S.A. <strong>Trend Index:</strong> tracks returns from trend-following strategies, aiming to capture gains from sustained market price movements across assets. <strong>FTSE 100 Index</strong>: Financial Times Stock Exchange 100 Index <strong>DAX index</strong>: Deutscher Aktienindex is the benchmark stock market index of the Frankfurt Stock Exchange <strong>Nikkei 225</strong> or Nikkei Stock Average is the leading stock market index for the Tokyo Stock Exchange (TSE) <strong>Alpha merger Index</strong>: tracks returns from merger arbitrage strategies, aiming to capture deal-related profits independent of the broader market.</p><p>A fund’s NAV is the sum of all its assets less any liabilities, divided by the number of shares outstanding. The market price is the most recent price at which the fund was traded.</p><p><strong>Investments involve risk.</strong> 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. <strong>Bitcoin Investment Risk:</strong> The Fund’s indirect investment in bitcoin, through futures contracts and Underlying Funds, exposes it to the unique risks of this emerging innovation. Bitcoin’s price is highly volatile, and its market is influenced by the changing bitcoin network, fluctuating acceptance levels, and unpredictable usage trends. Not being a legal tender and operating outside central authority systems like banks, bitcoin faces potential government restrictions. The value of bitcoin has historically been subject to significant speculation, making trading and investing in bitcoin reliant on market sentiment rather than traditional fundamental analysis. <strong>Blockchain Technology Risk:</strong> Blockchain technology, which underpins bitcoin and other digital assets, is relatively new, and many of its applications are untested. The adoption of blockchain and the development of competing platforms or technologies could affect its usage. <strong>Cayman Subsidiary Risk:</strong> By investing in the Fund’s Cayman Subsidiary, the Fund is indirectly exposed to the risks associated with the Subsidiary’s investments. The futures contracts and other investments held by the Subsidiary are subject to the same economic risks that apply to similar investments if held directly by the Fund. The Subsidiary is not registered under the 1940 Act, and, unless otherwise noted in the Fund’s Prospectus, is not subject to all the investor protections of the 1940 Act. <strong>Commodity Risk:</strong> Investing in physical commodities is speculative and can be extremely volatile. <strong>Commodity-Linked Derivatives Tax Risk:</strong> The tax treatment of commodity-linked derivative instruments may be adversely affected by changes in legislation, regulations, or other legally binding authority. As a registered investment company (RIC), the Fund must derive at least 90% of its gross income each taxable year from certain qualifying sources of income under the Internal Revenue Code. If, as a result of any adverse future legislation, U.S. Treasury regulations, and/or guidance issued by the Internal Revenue Service, the income of the Fund from certain commodity-linked derivatives, including income from the Fund’s investments in the Subsidiary, were treated as non-qualifying income, the Fund may fail to qualify as RIC and/or be subject to federal income tax at the Fund level. The uncertainty surrounding the treatment of certain derivative...
April 1, 2026
E22. Alpha Unchained: What the Data Says About Portable Alpha's Institutional Moment - Descript
<p>Return stacking and portable alpha are no longer niche strategies — they're going mainstream.</p><p>In this episode, we cut through the noise and unpack the latest institutional survey data to separate hype from reality.</p><p>Corey Hoffstein, CEO & CIO of Newfound Research and Co-Founder & Portfolio Manager of the Return Stacked® ETF Suite, sits down with special guest Shane McCarthy, CFA, Global Head of the Client & Partner Group at LAB Quantitative Strategies, to go beyond the theory and into what the latest institutional survey data actually reveals about where portable alpha stands right now — and where it's headed.</p><p>What You Will Learn:</p><ul><li>Why portable alpha has expanded well beyond pensions — into endowments, OCIOs, family offices, and wealth channels — and what the latest survey data reveals about AUM growth in the space</li><li>What allocators are actually optimizing for, and how survey data breaks down their primary objectives</li><li>Which alpha sources are winning, how much overlay exposure institutions are taking, and why a single alpha source may not be enough</li><li>The three implementation structures in use today, how fee and liquidity terms compare, and what beta instrument trade-offs matter most in practice</li></ul><br/><p>Don't miss the extended Q&A, where Corey and Shane go deep on instrument selection, alpha durability, illiquidity tolerance, and the nuances of overlay sizing.</p>
February 9, 2026
E21. STACKED UNPACKED: When Diversification Works Unevenly – Lessons from 2025
<p>Drawing from quarterly commentary, Rodrigo Gordillo and Corey Hoffstein review the performance and positioning of the Return Stacked® suite of ETFs. They explore the drivers behind their trend following strategies, explaining the whipsaw experienced in certain markets and the strong performance in others like metals and equities. The discussion also provides a detailed case study on the challenges faced by multi-asset carry (futures yield) strategies, the opportunistic nature of their merger arbitrage approach, and the mechanics of the gold and Bitcoin overlay. This episode offers a comprehensive look at how these distinct strategies navigated the recent market environment.</p><p><strong>Topics Discussed</strong></p><ol><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span>An overview of the Return Stacked® ETF suite's growth, having surpassed $1 billion in assets</li><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span>The utility of the RSSB global stocks and bonds ETF as a versatile tool for capital efficiency and creating portfolio overlays</li><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span>A detailed breakdown of the trend-following replication strategy, which combines top-down and bottom-up models to track a managed futures index</li><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span>Analysis of the challenging market environment for trend following, marked by policy-driven whipsaws and unexpected economic news</li><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span>An in-depth case study on the multi-asset carry strategy's underperformance, using crude oil to explain the impact of rapid shifts in market expectations</li><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span>Positioning the merger arbitrage strategy (RSBA) as an attractive, uncorrelated alternative to traditional credit investments</li><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span>The dynamic, risk-parity approach to the gold and Bitcoin overlay in the RSSX ETF for hedging against inflation and currency debasement risk</li><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span>Discussion on the nature of diversification, emphasizing that it implies zero correlation, not necessarily negative correlation, between assets</li></ol><br/><p><strong>RSSX does not invest directly in Bitcoin or Gold.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.</strong></p><p><strong>For prospectus and performance and risks visit the fund pages.</strong></p><ol><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span><strong><a href="RSST –" rel="noopener noreferrer" target="_blank">RSST </a></strong><a href="RSST –" rel="noopener noreferrer" target="_blank">–</a> <a href="https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/" rel="noopener noreferrer" target="_blank">https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/</a></li><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span><strong><a href="RSBT%20–" rel="noopener noreferrer" target="_blank">RSBT –</a></strong> <a href="https://www.returnstackedetfs.com/rsbt-return-stacked-bonds-managed-futures/" rel="noopener noreferrer" target="_blank">https://www.returnstackedetfs.com/rsbt-return-stacked-bonds-managed-futures/</a></li><li data-list="bullet"><span class="ql-ui" contenteditable="false"></span><strong><a href="RSSY%20–" rel="noopener noreferrer" target="_blank">RSSY</a></strong><a href="RSSY%20–" rel="noopener noreferrer" target="_blank"> –</a> <a href="https://www.returnstackedetfs.com/rssy-return-stacked-us-stocks-futures-yield/" rel="noopener noreferrer"
31 total episodes available
Similar Podcasts
Discover related shows you might enjoy
Deep-dive analytics for Get Stacked Investment Podcast
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Get Stacked Investment Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.