Voice from the Hills

Stacked: A Conversation with Corey Hoffstein

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Episode notes

"If you look at every major financial catastrophe, leverage is there. , but it's not leverage on its own. It's concentrated leverage. It's using leverage to do two and three times exposure to stocks rather than using leverage to unlock the benefits of diversification."

On this episode of Voice From the Hills, we discuss various topics related to investing and portfolio management.

Corey Hoffstein explains how investors often misapply probabilities and trends and introduces the concept of return stacking.
The conversation touches on asset location and its relationship with tax efficiency, with the importance of considering the vehicles used in the implementation process for maximum tax efficiency.
The episode also includes personal anecdotes from Hoffstein about his family traditions and values that have served him well in athletic and business endeavors.

Mentioned in the episode:

Return Stacked Bonds & Managed Futures ETF

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Corey Hoffstein is co-founder and Chief Investment Officer of Newfound Research. Investing at the intersection of quantitative and behavioral finance, Newfound Research is dedicated to helping clients achieve their long-term goals with research-driven, quantitatively-managed portfolios, while simultaneously acknowledging that the quality of the journey is just as important as the destination. At Newfound, Corey is responsible for portfolio management, investment research, strategy development, and communication of the firm’s views to clients. Corey is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, and Forbes.com’s Great Speculations blog. He was named a 2014 ETF All Star by ETF.com. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University.

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