Best Corey Hoffstein Podcasts (2025)

1
Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It 20:08

22d ago20:08

20:08

Forget what you thought about merger arbitrage — it’s no longer out of reach for individual investors and advisors. In this episode, Corey Hoffstein, CIO at Newfound Research and co-creator of Return Stacked ETFs, joins us for a deep dive into merger arbitrage — a long-used institutional strategy that’s now accessible to retail and advisor portfoli…

1
Stacking Merger Arbitrage with Corey Hoffstein 16:01

22d ago16:01

16:01

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 port…

1
The Sh*tty Leader Inside Us All: Mark Robinson's Lessons in Real Leadership 1:08:59

22h ago1:08:59

1:08:59

In this episode of 'Insight is Capital,' Mark Robinson, the 'sh*tty leadership guy', and founder of The Sh*tty Leadership Series, joins us for a terrific conversation. With over 30 years of experience in leadership, Mark discusses the pitfalls of ego-driven management and the importance of honest, reflective leadership. We dive into the impact of f…

1
Top Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap with Ahmed Farooq 1:09:49

24h ago1:09:49

1:09:49

What do advisors do when markets feel like a giant game of Jenga—top-heavy, fragile, and unpredictable with every move?Ahmed Farooq, Senior VP and Head of ETF Distribution at Franklin Templeton Canada joins us to explore how smart ETF design, active fixed income, and global diversification are helping advisors rebuild sturdier portfolios for an inc…

1
E16. From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio 43:16

1d ago43:16

43:16

In 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 t…

1
Edward Yu – Bringing OTC On-Chain and the VariationalOMNI Perp Dex (S7E18) 50:45

3d ago50:45

50:45

In this episode I speak with Edward Yu, co-founder of Variational. We begin the conversation with Edward’s background in crypto OTC markets. He explains how the space evolved away from Telegram chats, the complexities of pricing derivative structures on the long-tail of alternative crypto currencies, and the sources of natural flow in the space. Th…

1
Inside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro 22:23

12d ago22:23

22:23

🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be Okay?’"In this episode of Insight is Capital, we're joined by Sam Febbraro, Executive Vice President of Wealth Solutions at Canada Life and President & CEO of Canada Life Investment Management. With fresh insights from Canada Life’s 2025 Abacus Data survey in hand, Sam …

1
Distributions have Consequences 22:24

14d ago22:24

22:24

On my mind is correlation. There are plenty of financial market correlations, both implied and realized. In equities, we talk a good deal about the correlation implied by the relationship between S&P 500 index implied vol and the implied vol on the stocks within the index. That’s been low, to put it mildly. How about the correlation between the dol…

1
ETFs That Overlay Carry: Adding Alpha to Portfolios Without Subtracting Core Exposure with Adam Butler 41:52

15d ago41:52

41:52

Chances are, you're already using carry strategies in your portfolio—without even realizing it. Problem is, if you’re not doing it deliberately, it might be doing more harm than good. 🔍 Episode Summary In this special episode of Raise Your Average, Pierre is joined by Adam Butler, Chief Investment Officer at ReSolve Asset Management, co-creators al…

1
How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo 29:15

17d ago29:15

29:15

🎯 What if you could protect your portfolio during market crashes, boost returns, and still keep your core investments intact? That’s not a fantasy—it’s the power of trend following / managed futures via return stacking, and it's finally accessible to everyday investors. 🎙️ In this episode of Raise Your Average, Pierre Daillie sits down with Rodrigo…

1
Canada built the ETF—now it risks losing the industry to the U.S. — How CETFA means to reverse the trend 45:34

24d ago45:34

45:34

In this episode, Pierre Daillie sit down with Eli Yufest, Executive Director of The Canadian ETF Association (CETFA), for a sharp and revealing conversation about the future of Canada’s ETF industry. Yufest gets right down to it: beyond the Canadian ETF industry's assets under management, more than $230 billion of Canadian investor capital has left…

1
Outsmart the 60/40 Trap: How Return Stacking Changes the Game 18:17

25d ago18:17

18:17

In this episode, Mike Philbrick, CEO, ReSolve Asset Management (which jointly innovated Return Stacked Portfolio Solutions with Newfound Research) breaks down how systematic macro strategies can offer powerful diversification benefits—and how Return Stacked™ portfolios make it possible for investors to keep their traditional equity and bond allocat…

1
Mastering Diversified Carry with Adam Butler 25:20

1M ago25:20

25:20

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,…

1
Benn Eifert, Founder and CIO, QVR Advisors 50:44

1M ago50:44

50:44

The clearing price of optionality in the market is impacted by a myriad of factors. To be sure, the economy and corporate profit cycle, the stance of monetary policy and geopolitical risk all matter. Flows in the derivatives markets are also of consequence as they impact the environment for supply and demand. And in this context, it was excellent t…

1
Benjamin Hoff – Commodity Futures Surfaces and the Cash-and-Carry Glue (S7E17) 1:11:04

1M ago1:11:04

1:11:04

My guest this episode is Benjamin Hoff, Global Head of Commodity Strategy and Research at Société Générale. Ben started his career in rates before making the jump to commodities, and that lens—shaped by curve arbitrage, convexity, and carry—colors everything he does. In this conversation, we explore how commodities differ fundamentally from other a…

1
E15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSX 59:53

1M ago59:53

59:53

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 …

1
E14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies 1:02:07

1M ago1:02:07

1:02:07

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. T…

1
John Marshall, Head of Derivatives Research, Goldman Sachs 1:00:46

2M ago1:00:46

1:00:46

It was a pleasure to welcome John Marshall, Head of Derivatives Research at Goldman Sachs, to the Alpha Exchange. Our conversation explores a number of critical topics starting with the meaningful growth of equity funds deploying options as part of a risk management overlay. John describes how covered call ETFs and systematic vol-selling funds have…

1
Sayings on Vol and Risk...A Fresh 10 21:05

2M ago21:05

21:05

Greetings and salutations loyal listeners, welcome to what promises to be another exciting addition to our Sayings on Vol and Risk. To set the table, last year, I did a 5-part series with 25 Sayings. These are concise statements I’ve wound up using many times over during the course of my career to help myself and others think about market risk. The…

1
Dan Villalon, Global Co-Head of Portfolio Solutions, AQR Capital Management 1:05:06

2M ago1:05:06

1:05:06

Today’s world of ETFs and mutual funds increasingly features new flavors, a popular one of which is derived from embedding optionality. There are plenty of ways in which one might contemplate risk managing and shaping the distribution of equity returns using options. Common strategies like overwriting create income, but limit upside. Others like th…

1
E13. In Gold We Trust 2025 - The Big Long 1:00:16

2M ago1:00:16

1:00:16

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. I…

1
Mitchell Garfin, Co-Head of Leveraged Finance, BlackRock 54:10

2M ago54:10

54:10

With nearly three decades at BlackRock, Mitch Garfin brings a deep well of experience to his role as Co-head of Leveraged Finance, overseeing high yield and leveraged loan strategies for the firm. In this episode, we explore the evolution of the credit landscape — from structural shifts in the high-yield market that leave indices of higher credit q…

1
Sayings on Vol and Risk...A Fresh Five 19:10

2M ago19:10

19:10

In 2024, I did a 5-part podcast series called “25 Sayings on Vol and Risk”. These are observations I’ve found do a nice job of describing how markets work, or perhaps better said, how markets sometimes fail to work. Because markets are always teaching us lessons, I couldn’t help but add to the original 25 with five new sayings. I’ll follow up in sh…

1
E12. Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio 1:09:46

2M ago1:09:46

1:09:46

In 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 topic…

1
Benjamin Bowler, Managing Director and Global Head of Equity Derivatives Research at Bank of America 53:59

2M ago53:59

53:59

As Global Head of Equity Derivatives Research at Bank of America Merrill Lynch, Ben Bowler is helping the firm’s institutional client base understand the complex risk dynamics that impose themselves on today’s markets. His process often leads him across asset classes, looking for linkages and developing stress indices that may provide early warning…

1
Bond Voyage! Saying Goodbye to Traditional Diversifiers with Tony Dong 1:06:27

3M ago1:06:27

1:06:27

Pierre Daillie and Mike Philbrick welcome Tony Dong—Lead ETF Analyst at ETF Central and founder of ETF Portfolio Blueprint— to the show to explore why investors may need to rethink their reliance on traditional portfolio diversifiers like long-term bonds. Dong pulls no punches, calling out the pitfalls of covered call ETFs, explaining how to think …

1
E11. Discover RGBM ETF: Diversification That Clients May Actually Stick To 51:22

3M ago51:22

51:22

As 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 yo…

1
Innovation and Trends in the Canadian ETF Market with Ronald Landry 30:09

3M ago30:09

30:09

Canadian ETFs are booming—and behind the scenes, a quiet revolution is reshaping how advisors and investors build smarter, more efficient portfolios. In this episode, ETF industry leader Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon joins us to explore what’s driving record ETF flows, the rise of …

1
The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter 49:49

3M ago49:49

49:49

The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding in Mumbai, Delhi, and Bangalore. In Part 2 of our in-depth conversation, Kevin Carter, founder of EMQQ Global, reveals why India’s digital transformation, powered by the India Stack, is not only revolutionary—it’s investable.We dive deep into the megatrends fueling I…

1
EMQQ Global's Kevin Carter: A Serial Investech Pioneer Walks into Princeton University 1:07:14

3M ago1:07:14

1:07:14

🔥 You’ve heard of index funds… but what if the real revolution in investing started with fractional shares, a phone call to Dr. Burton Malkiel, and a vision for emerging markets that no one saw coming?In Part 1 of this fireside chat on Insight is Capital host Pierre Daillie sits down with Kevin Carter, Founder and CIO of EMQQ Global, for a wide-ran…

1
The Trump Put & How ETFs are Shaping Wild Markets with Eric Balchunas 1:08:56

3M ago1:08:56

1:08:56

Can one word from a U.S. president really move markets by 8% in two hours? Bloomberg’s Eric Balchunas calls it the "Trump Put"—and that's just for starters. Episode Summary: In this episode, Raise Your Average hosts Pierre and Mike welcome back Bloomberg Senior ETF Analyst Eric Balchunas, and co-host of Trillions, for a dynamic conversation that pe…

1
Corey Hoffstein, CIO, Newfound Research 1:00:07

3M ago1:00:07

1:00:07

Corey Hoffstein, the Co-Founder and CIO of Newfound Research is among the investors expanding the financial product set available to the RIA community. A client segment that has long been fed a diet of 60/40 exposures, the high-net-worth community is finding the need to diversify beyond stock and bond exposure. Using their innovative approach to re…

1
The VIXgilantes Strike Back 31:56

3M ago31:56

31:56

In six short trading days from 4/2 to 4/9, the SPX realized as much vol as it did during the ENTIRE year of 2024. The protracted risk-off that began with the “Liberation Day” fallout ranks only behind Covid and the GFC in terms of severity using data going back to 1990. While we've likely moved past peak VIX, in the aftermath of recent chaos is an …

1
Matt King, Founder, Satori Insights 56:09

3M ago56:09

56:09

For Matt King, evaluating market risk is often about pinpointing vulnerabilities within the financial system. Over the many years he's been advising institutional investors, he's gone where the action is - in the dotcom era it was corporate balance sheets, in the pre-GFC period it was asset-backed CP and in the last decade it's been sovereigns and …

1
Steve Englander, Head of G10 FX and North America Macro Strategy, Standard Chartered 52:26

3M ago52:26

52:26

Market risk events come in all shapes and sizes, originating from unique sources of uncertainty. We've seen them all - valuation bubble unwinds, mortgage credit crashes, Fed policy shocks, even the shutdown of the US economy from Covid. Over the last month, investors have been forced to confront a new risk, that of the imposition of substantial tar…

1
Roxton McNeal and Siddharth Sethi – Building Multi-Strategy QIS Portfolios (S7E16) 56:22

3M ago56:22

56:22

My guests today are Roxton McNeal, Managing Director and Head PM of QIS Investments and Siddharth Sethi, portfolio manager and Head of QIS structuring. Together, they’re spearheading the development of QIS-driven solutions at Simplify. In this conversation, we explore what it takes to build and manage a multi-strategy QIS portfolio—from infrastruct…

1
Doomberg: Policy Uncertainty is The New Systemic Risk 1:28:45

4M ago1:28:45

1:28:45

What happens when political ambition trumps economic reality? Doomberg lays it bare.In this episode, Doomberg returns to unpack the dangerous disconnect between Washington’s four-year campaign cycle and the multi-decade timelines required for industrial and energy investments. From Trump’s tariff threats to the fragility of global auto supply chain…

1
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet 53:59

4M ago53:59

53:59

Summary In this timely episode of Insight is Capital, Pierre sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments, to unpack Fidelity’s latest macro outlook and strategic asset allocation decisions—just as the world braces for another wave of geopolitical and trade disruption. Drawing from Fidelity’s latest research pi…

1
The Vol Shock Heard 'Round the World 24:09

4M ago24:09

24:09

Lenin purportedly said, “There are decades where nothing happens; and there are weeks where decades happen.” It’s difficult to understate how highly consequential these past few days have been. We live in an interconnected world of international rivalries, debt, trade, asset prices and economies. All kinds of tail probabilities become more live whe…

1
Campbel Harvey, Professor of Finance, Fuqua School of Business, Duke University 36:39

4M ago36:39

36:39

Best known for his seminal work on the information content of the US Treasury yield curve nearly 4 decades ago, Campbell Harvey has produced meaningful academic research in all corners of empirical finance. In this episode of the Alpha Exchange, I caught up with Campbell, now a Professor of Finance at Duke and Partner at Research Affiliates, on his…

1
Return Stacking: Diversification Without Sacrifice 1:02:06

4M ago1:02:06

1:02:06

Is it possible to enhance diversification without sacrificing returns?In this episode of Raise Your Average, Pierre Daillie sits down with Rodrigo Gordillo of ReSolve Asset Management and Corey Hoffstein of Newfound Research to discuss the game-changing concept of return stacking and the launch of the Return Stacked Global Balanced & Macro ETF (RGB…

1
ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong 35:56

4M ago35:56

35:56

In this episode of Insight is Capital, Pierre Daillie sits down with Tony Dong, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today’s ETF landscape—from flashy private credit produc…

1
GeoVolitics and Gold 27:23

4M ago27:23

27:23

In this discussion, I review the absolutely stunning level of volatility experienced by the S&P 500 right around this time 5 years ago, as the market crash resulting from the Covid shutdowns occurred. No asset – except volatility – can survive the liquidation that took place in March of 2020. I also focus on gold, which, to be clear and to repeat, …

1
E10. Live Q&A - Managed Futures Trend & Carry Flash Update 59:58

4M ago59:58

59:58

Join 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 f…

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