Talk Your Book: Return Stacking [REPLAY]
Flirting with Models
Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies.
Corey Hoffstein
PodcastAI
PodcastAI

Talk Your Book: Return Stacking [REPLAY]

Bonus • Aug 20, 2024 • 37 mins

Corey Hoffstein shares insights on rebalancing luck, diversification strategies, and return stacking. The episode explores leveraging financial futures, managed futures performance, and the risks of leveraged ETFs. New ETF products and diversification trends are also discussed.

Key Points

  • Return stacking allows investors to maintain traditional asset class exposure while adding alternative returns on top, enhancing diversification without sacrificing core holdings.
  • Managed futures strategies can act as effective diversifiers, particularly in volatile macroeconomic environments, though they may underperform during periods of low market trends.
  • Successful asset management requires not only innovative investment strategies but also robust distribution plans and effective communication to ensure market adoption and client understanding.

On this episode, Ben Carlson and Michael Batnick are joined by Corey Hoffstein of Newfound Research to discuss: managed futures, return stacking, using leverage effectively, and much more!

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