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Corey Hoffstein

Co-founder and chief investment officer of Newfound Research and portfolio manager on the Return Stacked suite of ETFs. Expert in systematic macro strategies and portfolio construction.

Top 10 podcasts with Corey Hoffstein

Ranked by the Snipd community
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31 snips
Nov 21, 2024 • 1h 41min

The Concept of Return Stacking with 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.
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9 snips
Jun 10, 2024 • 54min

Timeless Investing Lessons | Breaking Down Corey Hoffstein's 15 Lessons from 15 Years Managing Money

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.
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9 snips
May 2, 2023 • 51min

MI270: How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein

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: Range Rover Airbnb Toyota Public NetSuite 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.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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6 snips
Aug 20, 2024 • 37min

Talk Your Book: Return Stacking [REPLAY]

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.
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6 snips
Nov 3, 2023 • 1h 10min

Corey Hoffstein: A Primer on Return Stacking - [Making Markets, EP.2]

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.
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4 snips
May 6, 2024 • 1h 15min

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

Financial experts Corey Hoffstein, Rodrigo Gordillo, Mike Philbrick, and Adam Butler discuss Return Stacking, market efficiency, and innovative investment strategies. They explore structured diversification, creating excess returns, and portfolio sustainability beyond traditional stock picking. The podcast provides valuable insights for navigating modern markets with confidence.
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Aug 28, 2023 • 1h

Value After Hours S05 E31: Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds

Value After Hours S05 E31: Corey Hoffstein, value investing expert, discusses the performance of the value factor, return stacking, diversification in investment portfolios, regulations surrounding new ETFs, the tragic story of the SS Eastland, unintended consequences in economics, and the implications of yield curve inversion.
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Mar 23, 2024 • 37min

Talk Your Book: Return Stacking

Corey Hoffstein discusses innovative return stacking strategies, leveraging in futures markets, and diversifying portfolios with alternative funds. Insights on PIMCO's historical challenges and the importance of aligning liquid assets. Exploring managed futures, trend following, and market dynamics for optimal investment outcomes.
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Nov 1, 2023 • 1h 34min

Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill | #506

Co-host Corey Hoffstein joins Meb Faber to discuss a range of investing topics including Bitcoin ETF news, the death of the 60/40 portfolio, T-bill and Chill, the Magnificent Seven, and dividend income investing. They also touch on other subjects such as Roaring Kitty and Meb Faber's job application at CalPERS.
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Feb 29, 2024 • 1h 29min

Corey Hoffstein - Get Stacked!

Corey Hoffstein discusses leveraging ETFs for investing, tax efficiency, diversified portfolios, trend-following strategies, capital efficiency with treasury futures, RSSB product combining stocks, bonds, and managed futures, high yield bond complexity, transitioning to diversified investments, and international perspectives on Bitcoin and digital currencies.