The Importance of Return Stacking

The term return stacking has obviously had a lot of attention since Cori and Rodrigo and and those great guys over at Resolve have kind of made it popular again. I think people forget as you rightly point out when it comes to bonds plus trend falling that's actually what you get more or less just buying a fund of a trend follower. And then on top of that you have the trend falling return so you don't really need to do anything other than just buy a well-run trend falling fund, he says. He also brings another very different topic along something about Minsky moments which we haven't recently but they do occur and maybe they will occur soon again who knowsYeah exactly it was

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app