Corey Hoffstein 🏴☠️
@choffstein
CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
ID: 82406745
http://www.returnstacked.com 14-10-2009 17:10:20
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Let’s dig into ETFs, model portfolios, and return stacking concepts with Corey Hoffstein 🏴☠️, CEO & CIO of Newfound Research. Corey joins us for a Chopping Wealth conversation at 3:00 ET 𝗧𝗢𝗗𝗔𝗬. bit.ly/4dT5HZQ
Kudos to Andrew Beer for this very clever business move. SocGen removes access to their hedge fund CTA indices, so he steps up to fill the vacuum with a replication index… in partnership with SocGen. SocGen CTA Investable Index: (SGMDDBMF Index) toptradersunplugged.com/podcast/breaki…
My podcast has never done big numbers (~10k per episode is normal), but this Gappy (Giuseppe Paleologo) episode is crushing day 1 averages right now.
In contrast to what I said below, here’s a nice piece from Clifford Asness on why you should actually prefer high volatility alternatives at the portfolio level. aqr.com/Insights/Persp…