This episode of the podcast piles on the knowledge about "return stacking" - the investment approach that lets you layer alternative assets and strategies on top of your traditional portfolio, like a perfect investment sandwich.
Jeff Malec has stacked the deck with FOUR financial heavyweights - Mike Philbrick, Rodrigo Gordillo, Adam Butler, and Corey Hoffstein - each showcasing a "return stacking" ETF. We’ve brought together this team of experts to give you the blueprint for this innovative investment method.
So, what’s the deal with return stacking? Think of it as the ultimate portfolio hack—layering alternative asset classes and strategies on top of your traditional stock and bond holdings. No need to shuffle things around or ditch your core positions—just stack those extra return streams like the ultimate investing sandwich.
We’ll dig into the risk/return profiles and how these stacked strategies can take your portfolio to new heights. But wait, there’s more! To keep things light, we’re making our guests put their friendships on the line in a spirited round of "Choose Your Fighter"—because who doesn’t love a little friendly fire?
Stack up, tune in, and SEND IT!
Chapters:
00:00–01:11 = Intro
01:12- 20:00 = Return Stacking: Upgrading Portfolios Without Disrupting Core Holdings
20:01- 41:47 = Stacking Stocks and Managed Futures for Diversification
41:48- 01:03:10 = Capturing Futures Yield Through Return Stacking
01:03:11- 01:31:00 = Stacking Bonds and Merger Arbitrage for Enhanced ReturnsAll things Return Stacking: Stacks on Stacks
Return Stacking: From Theory to Practice - A 2024 Perspective - Blog post
Researching the Risks of return stacking with Corey Hoffstein & Rodrigo Gordillo – The Derivative episode - Podcast
What is Return Stacking? - Blog post
Don't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-up for our blog digest.
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visitwww.rcmalternatives.com/disclaimer