In this episode, Corey Hoffstein, CIO of Newfound Research, Rodrigo Gordillo, President of ReSolve Global* and Adam Butler, CIO of ReSolve Global, delve into the concept of return stacking and introduce the innovative RSBT Return Stacked™ Bonds & Managed Futures ETF.
This podcast is essential for investors, financial advisors, and anyone interested in learning more about return stacking, the RSBT ETF, and the potential benefits of combining bonds and managed futures for portfolio diversification and risk management. Don't miss out on this insightful conversation to deepen your understanding of these innovative investment strategies and their potential impact on today's complex financial markets.
They cover a wide range of topics, including:
• The motivation behind the return stacking concept and its relevance in today's market environment
• The history of institutional leverage and diversification in retail portfolios
• The advantages of using return stacked strategies for portfolio construction and risk management
• The role of bonds and managed futures in building a robust, diversified investment portfolio
• The importance of low correlation between asset classes for effective diversification
• The mechanics of combining bond exposure with a managed futures overlay in the RSBT ETF, including the use of cash collateral and Treasury Futures
• The benefits of using ETFs as capital-efficient building blocks for return stacking
• The potential for a family of return stacked ETF products to address various investor needs and preferences
• The significance of managed futures as a "third leg of the stool" for managing inflation and mitigating market risks
• The challenges and opportunities related to implementing managed futures strategies and managing leverage in retail portfolios
• The goal of matching the RSBT ETF's bond strategy to core US fixed income, such as the Bloomberg US Core Aggregate Bond Index, and adjusting duration accordingly
Nicolas Mirjolet - Multivariate Trend Following (S7E8)
[PREVIEW] Enter the New World of Return Stacking | Get Stacked Podcast
Markku Kurtti – Diversification is a Negatively Priced Lunch (S7E7)
Otto van Hemert - Seasonality Everywhere (S7E6)
Clayton Gillespie - A Fundamental View of Quant Equity (S7E5)
Hari Krishnan – Hedging a Commodity Bull Market (S7E4)
Nick Baltas - Multi-Asset, Multi-Strategy Portfolios (S7E3)
Bin Ren – text2quant (S7E2)
Charles McGarraugh - "Change in the Market is Accelerating" (S7E1)
Andrew Beer & Adam Butler - Attack of the Managed Futures Clones
Dean Curnutt - The Reflexivity of Equity Volatility (S6E16)
Gerald Rushton - Commodity Strategies (Trend; Carry; Congestion; and Volatility Carry) (S6E15)
15 Ideas, Frameworks, and Lessons from 15 Years
Devin Anderson – Strategy versus Structure in Tail Hedging (S6E14)
Martin Tarlie - Bridging the Gap Between Financial Planning and Portfolio Management (S6E13)
Grug Capital – Grug (Finally) Teaches Us MEV (S6E12)
Doug Greenig - At the Frontier of Trend Following
Pim van Vliet – A Detailed Dive into Low Volatility Investing (S6E10)
Asif Noor – Modern Systematic Macro (S6E9)
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