Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 10 October 2022

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s episode features Corey Hoffstein and Rodrigo Gordillo reading their piece, Return Stacking: Strategies for Overcoming a Low Return Environment. Corey is a co-founder of and Chief Investment Officer at Newfound Research. Rodrigo President of and a Portfolio Manager at ReSolve Asset Management Global and has over 15 years of experience in investment management. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to the Malala Fund on behalf of Corey & Rodrigo. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome podcast friends. We're back with volume six of the best investment rioting
0:12.2	series each year our team carefully sorts
0:15.0	through tons of research and investment letters from some of the most
0:18.2	respected money managers and investment researches from all over the world to
0:22.3	pick the best of the best to share with you.
0:24.4	We offer the authors of those pieces the chance to record an audio version as a segment of the
0:29.2	podcast. Past participants included the likes of Cam Harvey Larry Swedro and Rob or not.
0:35.0	Enough for me. Let's get to our guests and let them take over this special episode.
0:40.0	First I would like to ensure that donations go to Malala Fund at Malala.
0:47.0	Malala.
0:48.0	Malala is working for a world where every girl can learn and lead.
0:54.0	Return stacking strategies for overcoming a low return environment
0:58.0	by Resolve Asset Management and New Found Research.
1:01.0	Lead Authors, Rodrigo Gordillo, President and Portfolio Manager
1:06.1	of Resolve Asset Management, SEZC. Corey Hofstein, Chief Investment Officer and
1:12.1	co-founder of New Found Research,
1:14.8	Adam Butler, Chief Investment Officer at Resolve Asset Management, SECC.
1:21.6	Return Stacking, strategies for overcoming a low return environment.
1:25.0	The main points in this report,
1:28.0	stretch valuations and equities and fixed income
1:31.0	implied depressed returns and higher potential
1:33.9	volatility for traditional portfolios. Reaching for yield or increasing
	...

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