Corey Hoffstein

Corey Hofstein, a quantitative investor and CEO of Newfound Research, shares his fascinating journey from video game development to finance, driven by passion and pivotal life moments. He discusses investing strategies like return stacking and highlights the transformation of risk management in today's markets. The conversation also tackles the evolution from mutual funds to ETFs, focusing on investor psychology and preferences. Additionally, Hofstein reflects on the explosive growth of crypto trading during the pandemic, offering insights on its impact on the financial landscape.

Corey Hoffstein, co-founder of Return Stack Portfolio Solutions and a pioneer in quantitative investment strategies, and Adam Butler, Chief Investment Officer at Resolve Asset Management, dive into the mechanics of return stacking in ETFs. They reveal how blending top-down and bottom-up strategies can enhance diversification and performance. The duo discusses the pitfalls of mutual funds compared to ETFs, liquidity challenges, and the intricate dynamics of trend-following strategies, unpacking what it truly means to package active strategies for public investment.

Corey Hoffstein, CEO and CIO of Newfound Research and co-founder of Return Stacked ETFs, delves into the evolving landscape of investment management. He argues that merely beating the market is not enough—managers must address client needs more holistically. Corey shares insights on the importance of distribution, the role of educational materials, and how quantitative research can enhance brand visibility. He also emphasizes adapting strategies to changing market conditions and the value of understanding client utility in product design.

Corey Hoffstein, CEO and CIO of Newfound Research, shares insights from his journey in investment management. He argues that simply beating the market is no longer enough for success. Instead, he emphasizes the importance of addressing clients' needs and the crucial role of distribution. Corey delves into the differences between quantitative and systematic investing, the impact of market bubbles, and how new strategies like Return Stacked ETFs can enhance client utility. He also highlights the significance of educational content in building advisor relationships.

Corey Hoffstein, Co-Founder and CIO of Newfound Research, is revolutionizing investment strategies for high-net-worth clients. He discusses the challenges of diversifying beyond traditional stocks and bonds, introducing innovative concepts like return stacking through ETFs. Corey compares risk characteristics of corporate bonds with merger arbitrage, revealing lower correlations with equities. He also shares insights on trend-following strategies and their defensive qualities during market downturns, shedding light on persistent risk premiums for savvy investors.

Rebecca Hotsko chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more!Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, which is a quantitative investment and research firm managing strategies that implement Return Stacking concepts. IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro.06:08 - The different types of funds that are available to investors to implement return stacking. 06:19 - What return stacking is and how this strategy works? 10:36 - The different ways this strategy can be implemented and the portfolio solutions it provides. 22:31 - How to decide how much leverage to take, and how much return stacking strategies should make up of the total portfolio allocation?40:03 - The factors that contributed to the poor performance of certain return stacking ETFs since 2021. 42:55 - The common mistakes investors make when implementing this strategy. 46:01- What factors impact the effectiveness of this strategy? 52:49 - How to mitigate risk when this strategy breaks down?*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out: Newfound Research.  Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORSSupport our free podcast by supporting our sponsors: ⁠CFI Education⁠ ⁠Airbnb⁠ Connect with Rebecca: Twitter | InstagramEmail: Rebecca@theinvestorspodcast.comConnect with Corey: Website | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Finance expert Corey Hoffstein shares 15 timeless investing lessons, discussing risk transformation, diversification in portfolios and relationships, 'havzies' concept, barbell portfolios, and the limitations of past performance. The hosts explore practical applications of these lessons in investing and financial planning.

Corey Hoffstein, known for his insightful research on return stacking, joins financial wizards Adam Butler and Rodrigo Gordillo, along with Mike Philbrick, to explore innovative investment strategies. They discuss enhancing portfolios without disrupting core holdings through layering alternative assets. The group examines sophisticated strategies like managed futures and merger arbitrage, highlighting their potential for diversification. Plus, they engage in a playful round of 'Choose Your Fighter,' revealing their unique strengths and camaraderie.

Corey Hoffstein, a specialist in managed futures from Newfound Research, joins the discussion on innovative investment strategies. He dives into return stacking, revealing how it enhances capital efficiency in portfolios. The conversation touches on the complexities of diversifying beyond traditional methods, the impact of high-interest rates, and leveraging alternative assets. Hoffstein also navigates the evolution of investment strategies post-2008 and shares insights on the role of personality in successful asset management.

Eric Golden interviews Corey Hoffstein, Founder and Chief Investment Officer of Newfound Research, discussing topics like portfolio allocation, diversification, and the innovative approach known as Return Stacking. They also touch upon lessons learned from running an Asset Management firm for 15 years.