Shows
Get Stacked Investment PodcastSTACKED UNPACKED: Managed Futures Trend: “Don’t Call it a Comeback”Rodrigo Gordillo, Corey Hoffstein, and Adam Butler review the Q3 2025 performance of their ETF suite, drawing from the latest Return Stacked® ETFs Quarterly Performance Report. The discussion explores the strategies and use cases for each capital-efficient fund, from the core stock/bond RSSB to the newer gold and Bitcoin-focused RSSX. They delve into the underlying mechanics of the stacked strategies, including trend following replication, merger arbitrage, and the concept of portable alpha. This quarterly analysis provides a detailed look at how each fund has performed and is positioned within the broader framework of Return Stacking.Topics Discussed
2025-11-101h 05
Get Stacked Investment PodcastSTACKED UNPACKED: Managed Futures Trend: “Don’t Call it a Comeback”Rodrigo Gordillo, Corey Hoffstein, and Adam Butler review the Q3 2025 performance of their ETF suite, drawing from the latest Return Stacked® ETFs Quarterly Performance Report. The discussion explores the strategies and use cases for each capital-efficient fund, from the core stock/bond RSSB to the newer gold and Bitcoin-focused RSSX. They delve into the underlying mechanics of the stacked strategies, including trend following replication, merger arbitrage, and the concept of portable alpha. This quarterly analysis provides a detailed look at how each fund has performed and is positioned within the broader framework of Return Stacking.Topics Discussed
2025-10-271h 06
Get Stacked Investment PodcastStacking Strategic Gold & Bitcoin on Top of Stocks with RSSX ETFStrategic Diversification with Gold and Bitcoin using Return Stacked U.S. Stocks & Gold/Bitcoin Ticker (RSSX).00:00 Introduction to Strategic Gold and Bitcoin Stacking01:32 The Case for Gold and Bitcoin Diversification02:47 Understanding Return Stacking and Portable Alpha04:33 Position Sizing for Gold and Bitcoin05:59 RSSX ETF: Gold and Bitcoin Overlay08:53 Implementation and Rebalancing Strategies14:29 Behavioral and Regulatory PerspectivesDescription: Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information...
2025-10-2319 min
Get Stacked Investment PodcastE17. Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind SpotsIn this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler from ReSolve Asset Management Global explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the importance of diversification. The conversation also covers the benefits of strategic overlaying in portfolios, the impact of policy shocks, and the potential for managed futures to add value in various market conditions, including inflationary periods.
2025-10-101h 04
Get Stacked Investment PodcastE17. Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind SpotsIn this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler from ReSolve Asset Management Global explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the importance of diversification. The conversation also covers the benefits of strategic overlaying in portfolios, the impact of policy shocks, and the potential for managed futures to add value in various market conditions, including inflationary periods.
2025-09-171h 04
Get Stacked Investment PodcastSTACKED UNPACKED: Quarterly Live Q&AIn this episode, Corey Hoffstein and Adam Butler take you inside the latest Q2 commentary on the Return Stacked® ETF suite. They break down key strategies behind ETFs like RSSX, RSSB, RSBT, and RSST—covering everything from performance differentials in trend strategies to the mechanics of trend model replication.
You’ll hear sharp analysis of return stack carry funds, year-to-date performance, and how they behave in multi-asset portfolios. The hosts also explore fixed income sector positioning, the role of energy exposure, and why merger arbitrage deserves a closer look as a diversifier. The episode wraps with the new RSSX ETF, blend...
2025-08-181h 09Get Stacked Investment PodcastSTACKED UNPACKED: Quarterly Live Q&AIn this episode, Corey Hoffstein and Adam Butler take you inside the latest Q2 commentary on the Return Stacked® ETF suite. They break down key strategies behind ETFs like RSSX, RSSB, RSBT, and RSST—covering everything from performance differentials in trend strategies to the mechanics of trend model replication.You’ll hear sharp analysis of return stack carry funds, year-to-date performance, and how they behave in multi-asset portfolios. The hosts also explore fixed income sector positioning, the role of energy exposure, and why merger arbitrage deserves a closer look as a diversifier. The episode wraps with the new R...
2025-08-181h 08
Get Stacked Investment PodcastE16. From Fringe to Foundational: The Case for Bitcoin in the Modern PortfolioIn this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a foundational one, discuss its role alongside gold, and examine the structural shifts—from regulatory clarity to ETF innovation—that are driving institutional adoption. If you're rethinking diversification in a changing economic landscape, this conversation delivers the key insights.
(0:00) Introduction to the Get Stacked Investment Podcast
(2:45) Introduction of podcast hosts and disclaimers
(3:33) Bitcoin as a digital hard cur...
2025-07-3143 min
Get Stacked Investment PodcastE16. From Fringe to Foundational: The Case for Bitcoin in the Modern PortfolioIn this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a foundational one, discuss its role alongside gold, and examine the structural shifts—from regulatory clarity to ETF innovation—that are driving institutional adoption. If you're rethinking diversification in a changing economic landscape, this conversation delivers the key insights.(0:00) Introduction to the Get Stacked Investment Podcast(2:45) Introduction of podcast hosts and disclaim...
2025-07-3142 min
Get Stacked Investment PodcastStacking Merger Arbitrage with Corey HoffsteinIn this special interview, Corey Hoffstein sits down with Advisor Analyst to discuss merger arbitrage and its role in portfolio diversification. Corey breaks down how investors can capture the residual spread in merger deals, comparing the strategy to traditional credit markets, and explaining how return stacking and portable alpha can enhance portfolio efficiency. Originally recorded for Advisor Analyst (advisoranalyst.com), this conversation offers valuable insights for investors exploring alternative risk premia and advanced portfolio construction techniques.
(0:00) Introduction and mission statement
(2:14) Merger arbitrage: Explanation, diversification benefits, and risk premium
(9:44) Merger arbitrage in financial advisory
(12:15) The return stacking approach and democratizing institutional...
2025-07-1016 min
Get Stacked Investment PodcastMastering Diversified Carry with Adam ButlerIn this exclusive interview hosted by Advisor Analyst (advisoranalyst.com), Adam Butler dives deep into the mechanics of diversified carry strategies, cross-asset risk management, and return stacking.
Adam unpacks the technical and practical definitions of carry, explains how the strategy operates across currencies, bonds, equities, and commodities, and explores how combining carry with trend following and managed futures can provide stable, risk-adjusted returns across economic cycles.
(0:00) Event and registration details for the Return Stacking Symposium
(0:46) Introduction and disclaimers
(2:03) Overview of carry trade and its role in various asset classes
(6:57) Diversification and risk management in carry strategies
(10:00) Exploring the risk-reward balance...
2025-07-0225 min
Get Stacked Investment PodcastE15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSXInvestors seeking exposure to alternatives like gold and Bitcoin face a tough tradeoff: diversify or stay fully invested in stocks and bonds. What if you didn’t have to choose?
In this episode, we unveil Return Stacked® U.S. Stocks & Gold/Bitcoin (RSSX) - an ETF designed to deliver long-term capital appreciation by stacking diversified exposures on top of traditional equity allocations.
Discover how RSSX leverages capital-efficient strategies to provide $1 of exposure to U.S. large-cap stocks plus $1 of exposure to a Gold/Bitcoin mix - all for every $1 invested. We’ll walk through the mechanics, behavioral advantages, and real-world applic...
2025-06-2859 min
Get Stacked Investment PodcastE15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSXInvestors seeking exposure to alternatives like gold and Bitcoin face a tough tradeoff: diversify or stay fully invested in stocks and bonds. What if you didn’t have to choose?In this episode, we unveil Return Stacked® U.S. Stocks & Gold/Bitcoin (RSSX) - an ETF designed to deliver long-term capital appreciation by stacking diversified exposures on top of traditional equity allocations.Discover how RSSX leverages capital-efficient strategies to provide $1 of exposure to U.S. large-cap stocks plus $1 of exposure to a Gold/Bitcoin mix - all for every $1 invested. We’ll walk t...
2025-06-2759 min
Get Stacked Investment PodcastE14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation StrategiesIn this episode hosts Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. The discussion covers a diverse range of topics including macro investing, fiscal dominance, central bank gold accumulation, innovative portfolio allocations, and the emergence of Bitcoin as digital gold.(0:00) Introduction and Event Announcement(3:04) Introduction of Guest Mark Valek(3:50) "...
2025-06-261h 02
Get Stacked Investment PodcastE14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation StrategiesIn this episode hosts Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. The discussion covers a diverse range of topics including macro investing, fiscal dominance, central bank gold accumulation, innovative portfolio allocations, and the emergence of Bitcoin as digital gold.(0:00) Introduction and Event Announcement(3:04) Introduction of Guest Mark Valek(3:50) "...
2025-06-261h 01
Get Stacked Investment PodcastE13. In Gold We Trust 2025 - The Big LongReturn Stacked is back with a deep dive into the world of alternative assets, featuring Mike Philbrick—CEO of ReSolve Asset Management and co-founder of Return Stacked ETFs, and Rodrigo Gordillo, President of ReSolve Asset Management and co-founder of Return Stacked ETFs, both of whom are recognized voices in asset management and diversification. In this engaging episode, Mike and Rodrigo explore a broad range of topics, including gold’s structural fundamentals, bitcoin’s emerging role, portfolio diversification techniques, behavioral biases, and the macro trends shaping global investment strategies.(0:00) Event invitation and podcast introduction(2:30) Episode focus: Gold...
2025-06-061h 00
Get Stacked Investment PodcastE13. In Gold We Trust 2025 - The Big LongReturn Stacked is back with a deep dive into the world of alternative assets, featuring Mike Philbrick—CEO of ReSolve Asset Management and co-founder of Return Stacked ETFs, and Rodrigo Gordillo, President of ReSolve Asset Management and co-founder of Return Stacked ETFs, both of whom are recognized voices in asset management and diversification. In this engaging episode, Mike and Rodrigo explore a broad range of topics, including gold’s structural fundamentals, bitcoin’s emerging role, portfolio diversification techniques, behavioral biases, and the macro trends shaping global investment strategies.(0:00) Event invitation and podcast introduction(2:30) Episode focus: Gold...
2025-06-0659 min
Get Stacked Investment PodcastE12. Rafael Ortega: Using Return Stacking To Build an All-Terrain PortfolioIn this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk balancing, leveraging, regulatory hurdles, and the future of portable alpha in today’s dynamic markets.(0:00) Event announcement: Return Stacking Symposium at Cboe Global Markets(0:44) Introduction to the Get Stacked Investment Podcast and Guest Rafael Ortega(3:40) Discussion on return stacking and ba...
2025-05-301h 09
Get Stacked Investment PodcastE12. Rafael Ortega: Using Return Stacking To Build an All-Terrain PortfolioIn this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk balancing, leveraging, regulatory hurdles, and the future of portable alpha in today’s dynamic markets.(0:00) Event announcement: Return Stacking Symposium at Cboe Global Markets(0:44) Introduction to the Get Stacked Investment Podcast and Guest Rafael Ortega(3:40) Discussion on return stacking and ba...
2025-05-301h 09
Get Stacked Investment PodcastE11. Discover RGBM ETF: Diversification That Clients May Actually Stick ToAs financial advisors, we know clients struggle to stay the course with liquid diversifying investments, especially when 60/40 portfolios have been strong. RGBM ETF offers a solution: a 100% global balanced strategy stacked with an additional 100% systematic macro strategy. This 2 for 1 combination is designed to help deliver the diversification your clients may need in a solution they can actually stick to. In this podcast, we explore how RGBM’s unique 'return stacking' approach can improve portfolio resilience and client outcomes. Learn how it minimizes the behavioral challenges of owning diversifying assets.(0:00) Event invitation, speaker announcements, an...
2025-05-1451 min
Get Stacked Investment PodcastE11. Discover RGBM ETF: Diversification That Clients May Actually Stick ToAs financial advisors, we know clients struggle to stay the course with liquid diversifying investments, especially when 60/40 portfolios have been strong. RGBM ETF offers a solution: a 100% global balanced strategy stacked with an additional 100% systematic macro strategy. This 2 for 1 combination is designed to help deliver the diversification your clients may need in a solution they can actually stick to. In this podcast, we explore how RGBM’s unique 'return stacking' approach can improve portfolio resilience and client outcomes. Learn how it minimizes the behavioral challenges of owning diversifying assets.(0:00) Event invitation, speaker announcements, an...
2025-05-1450 min
Get Stacked Investment PodcastE10. Live Q&A - Managed Futures Trend & Carry Flash UpdateJoin us for an engaging live session as Rodrigo Gordillo, President and Portfolio Manager at ReSolve Asset Management Global, Corey Hoffstein, Chief Investment Officer of Newfound Research, and Adam Butler, CIO of ReSolve Asset Management Global, discuss recent macroeconomic events and their impact on managed future strategies, specifically trend following and multi-asset carry models. In this video, the panel analyzes key market-moving stories from the past few weeks, including European regulatory reforms, German fiscal stimulus, and international tariff battles. They also explore the recent performance and adjustments in their systematic strategies, providing valuable insights for advisors and investors navigating...
2025-03-2159 min
Get Stacked Investment PodcastE9. Discover the Return Stacked® Bonds & Merger Arbitrage ETF (RSBA)In today’s ever-evolving investment landscape, finding compelling alternatives to traditional fixed income is critical for building resilient portfolios.Enter RSBA, a first-of-its-kind ETF that combines U.S. Treasuries with a merger arbitrage strategy to offer what we believe is a smarter approach to fixed-income diversification.Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please visit https://www.returnstackedetfs.com/rsba-return-stacked-bonds-merger-arbitrage. Read the prospectus or summary prospectus carefully before investing.Leverage Risk. As part of...
2025-02-1957 min
Get Stacked Investment PodcastE8. Return Stack Anything: Portable Alpha with RSSBFinding alpha is notoriously difficult.Instead of trying to pick stocks better, what if you simply added the return of high-conviction, alternative strategies on top of your asset allocation?That’s the opportunity portable alpha unlocks for allocators.Join us for an exclusive podcast where we reveal how capital-efficient ETFs can be used to “port” the returns of any alternative investment on top of your asset allocation. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about...
2025-01-1659 min
Get Stacked Investment PodcastE7. Elevate Your Return Stacks with the Combined Power of Trend and CarryIn today's complex market environment, finding genuine diversification and consistent returns has become increasingly challenging. What if you could harness two of the least correlated strategies to traditional portfolios available to investors today?Join us for an exclusive podcast where Rodrigo Gordillo, Portfolio Manager and co-founder of Return Stacked ETFs, reveals how combining trend following and carry strategies as stacks may create a whole that is much greater than the sum of their parts.(0:00) Introduction and systematic macro strategies overview(1:44) Intuitive understanding of trend, carry, and futures markets(7:35) Combining trend and...
2024-12-091h 15
Get Stacked Investment PodcastBonus Interview-Return Stacked ETFs: What You Need To KnowIn this episode of ETF Spotlight, host Neena Mishra discusses Return Stacking with Rodrigo Gordillo, President and Portfolio Manager of Resolve Asset Management. The conversation delves into the concept of Return Stacking, also known as Portable Alpha, which uses leverage to enhance returns and diversify portfolios....The RSSB performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher...
2024-12-0632 min
Get Stacked Investment PodcastE6. Saving Delta’s Pension with Portable Alpha - Jonathan GliddenIn this episode, we delve into the world of portable alpha and risk management with Jon Glidden, a seasoned investor with over a decade of experience. Jon shares his journey from his early days in Newport News, Virginia, to his current role in managing billions of dollars. We explore the intricacies of portable alpha, the role of hedge funds, and the importance of governance buy-in.(0:00) Introduction of Jonathan Glidden and his background in portable alpha strategies(1:35) Podcast introduction, disclaimer, and hosts(2:43) Sponsor: returnstack.com(3:11) Jonathan's professional journey in portable alpha for...
2024-12-051h 08
Get Stacked Investment PodcastE5. Diversification 2.0: Mastering the Art of Portable AlphaPortable alpha (or as we like to call it: Return Stacking) has become increasingly popular in the financial media (including recent notes from industry giants like BlackRock, Russell Investments, and AQR) but many advisors are left asking: What does portable alpha mean? How might it benefit clients? How can I implement it?At Return Stacked Portfolio Solutions we have made it our mission to thoughtfully and transparently help allocate into a portable alpha framework for client portfolios.Join us for this deep dive podcast with Corey Hoffstein, CIO of Newfound Research, and Rodrigo Gordillo, President...
2024-10-181h 02
Get Stacked Investment PodcastE4. Live Q&A – Return Stacking During Market CorrectionsJoin Corey Hoffstein, Rodrigo Gordillo, and Mike Philbrick for a special live episode of the Get Stacked podcast, aired on August 6, 2024. This episode dives deep into recent significant market events, discussing the Nikkei's historic 12.5% drop, the yen's trend reversals, and market volatility.Trend following strategies generally act as second responders in a crisis, providing more prolonged multi-week, multi-month type of protection compared to first responders like long volatility or put options.The return stacked portfolio aims to maximize returns while minimizing risk by combining diversifying strategies like trend following and carry, though these strategies will sometimes correlate and...
2024-08-181h 07
Get Stacked Investment PodcastE3. Stacking In Higher Rate Environment, Taxes, Trend Replication UpdateIn this episode, the Get Stacked team, consisting of Rodrigo Gordillo, Corey Hoffstein, Adam Butler and Mike Philbrick delve into the intricacies of Return Stacking, market trends, and the impact of taxes on investment strategies. They provide detailed insights into their research and findings, discussing the implications of their work for the investment landscape.Key Points Higher interest rates do not necessarily reduce the efficacy of return stacking, as the strategy focuses on excess returns over the risk-free rate.Tax considerations are significant when dealing with managed futures and commodities within return stacking strategies, but proper...
2024-08-011h 34
Get Stacked Investment PodcastE2. Secrets of Private Equity, Cocoa Trends & Optimal CTA Portfolio WeightsCorey Hoffstein, Adam Butler, and Michael Philbrick join Rodrigo Gordillo to discuss trend replication, private equity's role in modern portfolios, and the impact of large AUM on trend following. They explore balancing alpha generation with risk management, optimal allocation, and leveraging through treasury futures.Key PointsPrivate equity returns are often equivalent to 150% levered equity returns, providing implicit leverage without additional risk for institutional investors.Trend replication strategies can effectively capture significant market trends even with a limited number of futures contracts, as seen with the performance of trend-following CTAs during the recent cocoa market rally...
2024-06-0755 min
Get Stacked Investment PodcastE1. Enter the New World of Return Stacking - Inaugural Episode!In this episode, Corey Hoffstein from Newfound Research, and Rodrigo Gordillo and Adam Butler of Resolve Asset Management Global, discuss the concept of return stacking and its implications for investors. They delve into the challenges of beating the large cap U.S. equities market, the shift in conversations about return stacking from risk management to creating excess returns, and the potential of diversification in generating consistent positive excess returns.Topics DiscussedThe difficulties of beating the large cap U.S. equities market and the need for diversificationThe shift in conversations about return stacking from risk management...
2024-05-021h 14
Açık Bilim CepyayınıİNSANLIĞIN DOĞA KARŞISINDAKİ ÇARESİZLİĞİ-1: YILDIRIM ÇARPMASIİnsanoğlunun, onbinlerce yıldır üzerinde yaşadığı yerküreye iyi davrandığı söylenemez. Doğanın bu yapılanlara kayıtsız kalmadığından mıdır bilinmez, doğal olarak yaşadığımız pek çok olay afet derecesinde sonuçlar doğurabiliyor. Gerek yerküredeki değişimlerin sonucu olarak gerekse doğal hayatın bir parçası şeklinde ilerleyen bu olaylar biz insanoğlunu tehdit etmekte. Bu ayki sayımızda, doğanın insan hayatını tehdit eden ve en çok ölüme sebep veren doğa olaylarından birini yıldırım çarpmalarını inceleyeceğiz.
Şekil 1: Toulouse, Fransa'd...
2013-04-0100 min