Rodrigo Gordillo

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.

Rodrigo Gordillo, a seasoned Portfolio Manager and co-founder of Return Stacked ETFs, shares insights on maximizing investment returns. He discusses the synergy of trend following and carry strategies, revealing how their combination can create a resilient portfolio across varying market conditions. The conversation touches on the benefits of true diversification through managed futures and the predictive power of carry in forecasting returns. Gordillo also examines real-world applications and the advantages of finding balance in alternative investment strategies.

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, Co-founder and CIO of Newfound Research, and Rodrigo Gordillo, President of ReSolve Asset Management, dive into the intriguing world of portable alpha and return stacking. They explain how this innovative approach can improve portfolio performance by layering strategies to outpace market returns. The duo also discusses the behavioral advantages of sticking with low-correlation diversifiers and how to manage risks effectively. Insightful methods for adapting to high-interest environments are shared, emphasizing the importance of maximizing excess returns.

Investment experts Adam Butler and Rodrigo Gordillo from ReSolve team talk about market volatility and Carry strategies. They discuss building Carry strategies, economic risks, real trade frictions, diversification benefits, and enhancing portfolio returns. The podcast provides valuable insights into navigating market dynamics and effective investment decision-making.