[PREVIEW] Enter the New World of Return Stacking | Get Stacked Podcast

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.

[PREVIEW] Enter the New World of Return Stacking | Get Stacked Podcast

Trailer • May 6, 2024 • 75 mins

The episode features a crossover with Resolve Asset Management, exploring topics like market efficiency, alternatives to stock picking, and the challenges of active management. Discussions cover AI's impact, reallocating risk, and behavioral vs. statistical time. It introduces all-terrain investing, risk parity with carry strategies, and reimagining retirement portfolios.

Key Points

Investors should reconsider the traditional constraints of long-only portfolios and explore return stacking for enhanced diversification and potential excess returns.
Active stock picking has historically underperformed compared to diversified alternative strategies like trend following and carry, especially when integrated through return stacking.
Advisors and investors can benefit from a more thoughtful and adaptive approach to portfolio construction that includes risk parity and trend following to better navigate varying market regimes and improve long-term outcomes.

Welcome to the inaugural episode of the Get Stacked Investment Podcast. This episode brings together Corey Hoffstein, Rodrigo Gordillo, Mike Philbrick, and Adam Butler to dive deep into the concepts of Return Stacking, market efficiency, and investment strategies beyond traditional stock picking. Providing insights into Return Stacking's relevance in today's investment landscape, the importance of structured diversification to enhance portfolio sustainability and its potential to create excess returns with more confidence than traditional stock picking.

This podcast episode serves as a comprehensive introduction to Return Stacking and provides valuable insights for investors looking to navigate the complexities of modern markets with innovative strategies.

Speakers

Corey Hoffstein

Host • 28%

Rodrigo Gordillo

Guest • 40%

Adam Butler

Guest • 21%

Mike Philbrick

Guest • 10%

Chapters

0:00	Introduction to crossover episode with Resolve Asset Management
0:41	Market efficiency and alternatives to stock picking
2:03	Disclaimer and industry regulations
3:30	Transition in return stacking discussions
4:14	Active management challenges and market weighting evolution
7:18	Market exposure analysis and active management limitations
13:07	AI impact on market and active management long-only constraints
17:52	Reallocating risk budget and macro inefficiencies
24:32	Behavioral vs statistical time in asset management
30:05	Introduction to all terrain investing and model portfolios
44:33	Risk parity complemented with carry strategies
55:18	Reimagining the glide path in retirement portfolios
1:03:32	Structural challenges and education for financial advisors
1:12:16	Episode wrap-up and contact information

Transcript

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