Best Corey Hoffstein Podcasts (2025)

1
#48 Corey Hoffstein - Return Stacking, Investor Behaviour, and Structural Innovation 26:28

Play Pause

5d ago26:28

26:28

In this conversation with Corey Hoffstein, CEO and CIO of Newfound Research, portfolio manager for Return Stacked® ETFs, and host of one of my favourite podcasts, “Flirting with Models”, we explore why the structure you choose can determine whether a good idea actually works. We dive into the origins of return stacking, the power of capital efficie…

1
Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots 1:04:58

23h ago1:04:58

1:04:58

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…

1
Antti Ilmanen - Understanding Return Expectations (S7E21) 1:14:25

12h ago1:14:25

1:14:25

In this episode, I speak with Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management. Antti has long been one of the most thoughtful voices in the world of expected returns, having written not one, but two landmark books on the subject. But in his latest paper series, he returns to the topic with fres…

1
Chris Carrano – Designing Practical Factor Models (S7E20) 56:23

7d ago56:23

56:23

In this episode, I speak with Chris Carrano, Vice President of Strategic Research at Venn by Two Sigma. Chris has had a rare vantage point in the world of factors — spanning smart beta, long/short hedge funds, and risk modeling — and that experience has shaped a thoughtful view of what factors really are and how they can be practically used. We div…

1
STACKED UNPACKED: Quarterly Live Q&A 1:09:16

1M ago1:09:16

1:09:16

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…

1
STACKED UNPACKED: Quarterly Live Q&A 1:09:17

24d ago1:09:17

1:09:17

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…

1
Jeff Rosenberg – The Past, Present, and Future of Systematic Fixed Income (S7E19) 1:18:10

1M ago1:18:10

1:18:10

In this episode I speak with Jeffrey Rosenberg, Managing Director at BlackRock where he leads active and factor investments for mutual funds, ETFs, and institutional portfolios for the Systematic Fixed Income team. In the first half of the conversation we discuss the history of quant fixed income. Specifically, its evolution within the halls of sel…

1
E16. From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio 43:16

2M ago43:16

43:16

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 t…

1
Edward Yu – Bringing OTC On-Chain and the VariationalOMNI Perp Dex (S7E18) 50:45

2M ago50:45

50:45

In this episode I speak with Edward Yu, co-founder of Variational. We begin the conversation with Edward’s background in crypto OTC markets. He explains how the space evolved away from Telegram chats, the complexities of pricing derivative structures on the long-tail of alternative crypto currencies, and the sources of natural flow in the space. Th…

1
#47 André Buck - A Front-Row Seat to Structured Products History 25:40

2M ago25:40

25:40

In this conversation with André Buck, one of Switzerland’s most recognised structured product experts, we trace the evolution of an industry shaped by technology, tax policy, and client demand. With stories from UBS to SIX and insights into everything from cold calls to capital protection, André offers both nostalgia and hard-won clarity on where s…

1
Stacking Merger Arbitrage with Corey Hoffstein 16:01

2M ago16:01

16:01

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 port…

1
Mastering Diversified Carry with Adam Butler 25:19

3M ago25:19

25:19

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,…

1
Benjamin Hoff – Commodity Futures Surfaces and the Cash-and-Carry Glue (S7E17) 1:11:04

3M ago1:11:04

1:11:04

My guest this episode is Benjamin Hoff, Global Head of Commodity Strategy and Research at Société Générale. Ben started his career in rates before making the jump to commodities, and that lens—shaped by curve arbitrage, convexity, and carry—colors everything he does. In this conversation, we explore how commodities differ fundamentally from other a…

1
E15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSX 59:52

3M ago59:52

59:52

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 …

1
E14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies 1:02:07

3M ago1:02:07

1:02:07

In this episode hosts Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. T…

1
E13. In Gold We Trust 2025 - The Big Long 1:00:15

3M ago1:00:15

1:00:15

Return Stacked is back with a deep dive into the world of alternative assets, featuring Mike Philbrick—CEO of ReSolve Asset Management and co-founder of Return Stacked ETFs, and Rodrigo Gordillo, President of ReSolve Asset Management and co-founder of Return Stacked ETFs, both of whom are recognized voices in asset management and diversification. I…

1
E12. Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio 1:09:46

4M ago1:09:46

1:09:46

In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topic…

1
E11. Discover RGBM ETF: Diversification That Clients May Actually Stick To 51:22

4M ago51:22

51:22

As financial advisors, we know clients struggle to stay the course with liquid diversifying investments, especially when 60/40 portfolios have been strong. RGBM ETF offers a solution: a 100% global balanced strategy stacked with an additional 100% systematic macro strategy. This 2 for 1 combination is designed to help deliver the diversification yo…

1
#46 Nick Parcharidis - Transforming Access to Alternative Investments 22:54

4M ago22:54

22:54

Nick Parcharidis reflects on his 30-year journey through structured products and private wealth, starting at the American Stock Exchange and later launching global businesses at Citigroup. He shares insights on the growth of alternatives, platform innovation at iCapital, and adapting to client needs across the U.S., LATAM, and Europe, highlighting …

1
Roxton McNeal and Siddharth Sethi – Building Multi-Strategy QIS Portfolios (S7E16) 56:22

5M ago56:22

56:22

My guests today are Roxton McNeal, Managing Director and Head PM of QIS Investments and Siddharth Sethi, portfolio manager and Head of QIS structuring. Together, they’re spearheading the development of QIS-driven solutions at Simplify. In this conversation, we explore what it takes to build and manage a multi-strategy QIS portfolio—from infrastruct…

1
E10. Live Q&A - Managed Futures Trend & Carry Flash Update 59:57

6M ago59:57

59:57

Join us for an engaging live session as Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management Global, Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Asset Management Global, discuss recent macroeconomic events and their impact on managed future strategies, specifically trend f…

1
Scott Phillips - Finding Ugly Edges in Crypto Markets (S7E15) 1:08:43

7M ago1:08:43

1:08:43

Scott Phillips is just the second independent trader I’ve interviewed for this show. Like many independent traders, Scott found that his constraints – including the size of their capital pool, the ability to execute trades efficiently, and a lack of supporting infrastructure – made trading anything but loose-pants trend following almost impossible …

1
E9. Discover the Return Stacked® Bonds & Merger Arbitrage ETF (RSBA) 57:54

7M ago57:54

57:54

In today’s ever-evolving investment landscape, finding compelling alternatives to traditional fixed income is critical for building resilient portfolios.Enter RSBA, a first-of-its-kind ETF that combines U.S. Treasuries with a merger arbitrage strategy to offer what we believe is a smarter approach to fixed-income diversification. Investors should c…

1
#45 Andrew Glantz - Opportunities in Bankruptcy Claims 23:40

8M ago23:40

23:40

In this episode of Nalu Finance, we sit down with Andrew Glantz, at Xclaim, to explore the $40-50 billion market of bankruptcy claims trading. Andrew dives deep into the risks and rewards of investing in bankruptcy claims, including why this asset class remains largely uncorrelated to traditional markets, the four key risks investors must assess, a…

1
Thao Tran – Market Making Illiquid, Non-Fungible Assets (S7E14) 55:33

8M ago55:33

55:33

Today I’m talking to Thao Tran, Co-founding Partner at Vamient Capital. This episode was born from a question I had watching the NFT market place: how do you make markets in illiquid, non-fungible assets? Clearly people were doing it and I wanted to know how it differed from traditional market making. Several people recommended I speak with Thao, a…

Corey Hoffstein Podcasts

1
Flirting with Models

Corey Hoffstein

51
Get Stacked Investment Podcast

Rodrigo Gordillo

1
Nalu Finance

Nalu Finance

1
The Advisor Of Tomorrow

Justin Castelli, CFP®

1
#48 Corey Hoffstein - Return Stacking, Investor Behaviour, and Structural Innovation 26:28

1
Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots 1:04:58

1
Antti Ilmanen - Understanding Return Expectations (S7E21) 1:14:25

1
Chris Carrano – Designing Practical Factor Models (S7E20) 56:23

1
STACKED UNPACKED: Quarterly Live Q&A 1:09:16

1
STACKED UNPACKED: Quarterly Live Q&A 1:09:17

1
Jeff Rosenberg – The Past, Present, and Future of Systematic Fixed Income (S7E19) 1:18:10

1
E16. From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio 43:16

1
Edward Yu – Bringing OTC On-Chain and the VariationalOMNI Perp Dex (S7E18) 50:45

1
#47 André Buck - A Front-Row Seat to Structured Products History 25:40

1
Stacking Merger Arbitrage with Corey Hoffstein 16:01

1
Mastering Diversified Carry with Adam Butler 25:19

1
Benjamin Hoff – Commodity Futures Surfaces and the Cash-and-Carry Glue (S7E17) 1:11:04

1
E15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSX 59:52

1
E14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies 1:02:07

1
E13. In Gold We Trust 2025 - The Big Long 1:00:15

1
E12. Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio 1:09:46

1
E11. Discover RGBM ETF: Diversification That Clients May Actually Stick To 51:22

1
#46 Nick Parcharidis - Transforming Access to Alternative Investments 22:54

1
Roxton McNeal and Siddharth Sethi – Building Multi-Strategy QIS Portfolios (S7E16) 56:22

1
E10. Live Q&A - Managed Futures Trend & Carry Flash Update 59:57

1
Scott Phillips - Finding Ugly Edges in Crypto Markets (S7E15) 1:08:43

1
E9. Discover the Return Stacked® Bonds & Merger Arbitrage ETF (RSBA) 57:54

1
#45 Andrew Glantz - Opportunities in Bankruptcy Claims 23:40

1
Thao Tran – Market Making Illiquid, Non-Fungible Assets (S7E14) 55:33