Get Stacked Investment Podcast

In 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 strategies (15:34) Call to action and closing remarks

In 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 in carry trade (12:08) Implementing global diversified carry strategies (15:06) Hedging and examples in carry strategy applications (17:54) Carry strategies for retail investors and market opportunities (21:42) Stock picking vs. carry and macro strategies (24:10) Closing remarks and call to action

Investors 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 application of the latest return-stacking innovation. Whether you're an advisor looking to optimize client portfolios or an investor seeking smarter diversification, this session is a must-listen. *Quantify Chaos Advisors, LLC (“Quantify”) has entered into a brand licensing agreement with Newfound Research LLC (“Newfound”) and ReSolve Asset Management SEZC (Cayman) (“ReSolve”), granting the Quantify the right to use the “STKd” brand, a derivative of Return Stacked®. Neither the fund trust nor the investment adviser is a party to this agreement. In exchange for the branding rights, Quantify will pay Newfound and ReSolve a fee based on a percentage of the Fund’s unitary management fee. **Standard deviation measures the volatility of an investment’s returns, indicating how much they typically vary from the average. (0:00) Introduction and Event Announcement (2:02) Overview of ReturnsTac Funds and RSSX ETF (4:12) Historical Diversification and Introduction to Return Stacking (8:41) Benefits of Return Stacking for Outperformance (10:18) RSSX ETF Structure and Strategy Design (12:05) Combining Gold and Bitcoin in RSSX (20:12) Capital Efficiency and Risk Parity in the ETF (22:38) Volatility Measures and Trading Frequency (24:12) Portfolio Application of RSSX (25:53) Rebalancing, Tax Distribution, and Trading Costs (26:43) Audience Q&A and Contact Information (28:01) Portfolio Structuring with Futures and Spot Bitcoin (29:38) Tax Risks and RIC Status Structuring (30:32) Online ETF Holdings and Risk Weighting (33:21) Gold and Bitcoin Impact on Portfolios (35:27) Borrowing Costs and Excess Returns (38:24) Gold and Bitcoin Risk Premiums (41:24) Central Bank Demand and Gold Market Dynamics (42:43) Spot Gold ETFs and Futures Market Impact (44:24) Bitcoin ETF Efficiency and Tax Considerations (46:40) ETF Trading, Liquidity, and Fee Structure (49:11) Optimal Allocation and Volatility of Bitcoin and Gold (52:15) Currency Hedging Strategies (55:30) Upcoming Research on Gold and Bitcoin (56:15) Final Thoughts on Investment Strategies (57:51) Portfolio Construction Benefits and Closing Remarks

In 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) "The Big Long" Concept and Central Banks' Role (7:55) Sanctions Impact on Trust and Rise in Gold Purchases (11:33) Fiscal Dominance and Gold's Monetary Role (22:10) Gold Price Stability Amid Quantitative Tightening (28:28) Inflation and Gold Market Projections (33:13) Gold Allocation in Diversified Portfolios (41:31) Gold vs. Bitcoin: Asset Comparison (45:47) Bitcoin Adoption and Market Outlook (51:27) Integrating Gold and Bitcoin in Investment Strategies (53:26) Rethinking the Traditional Investment Portfolio (55:37) Exploring Alternative Assets (58:15) Structuring the New Age Portfolio (59:54) Closing Insights on Portfolio Performance (1:00:13) Guest Information and Incrementum Insights (1:01:40) Outro and Listener Engagement

Return 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, Bitcoin, and precious metals (3:03) Historical perspective on gold and its value (5:34) Gold's market dynamics and institutional interest (10:36) Structural reasons for gold's performance and public participation (17:01) Integrating gold into portfolios and comparison with other asset classes (23:27) Future prospects for gold mining stocks (24:33) Bitcoin as the digital counterpart to gold (26:13) Bitcoin vs. gold: Volatility and allocation strategies (30:34) Return stacking in portfolio construction (33:28) Rebalancing strategies with gold and Bitcoin (36:03) Institutional adoption of Bitcoin and gold (38:18) Behavioral finance in commodity investing (44:06) Incorporating non-correlated assets into portfolios (49:32) Developing intuition for emerging asset classes (51:01) Audience questions on volatility and leverage (55:28) Managing risk and avoiding excessive leverage (56:22) Seasonal gold investment strategies (57:00) Leveraging borrowing costs for capital efficiency (58:38) Diversifying with return stacking across asset classes (59:01) Contact information and episode disclaimer (59:48) Closing remarks and next steps