Stacking Merger Arbitrage with Corey Hoffstein

Stacking Merger Arbitrage with Corey Hoffstein

Author: Rodrigo Gordillo, Corey Hoffstein July 10, 2025 Duration: 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 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.

Corey Hoffstein and Rodrigo Gordillo host the Get Stacked Investment Podcast, a series dedicated to moving beyond conventional financial wisdom. The conversations here focus on a specific and powerful concept: return stacking. This isn't about generic stock tips or market predictions. Instead, each episode delves into the practical mechanics and philosophical underpinnings of building more resilient and efficient portfolios by strategically combining return streams. You'll hear detailed analysis and candid discussions with researchers, portfolio managers, and other innovative thinkers who are actively pushing the boundaries of modern investing. The dialogue is geared towards experienced investors and financial professionals who are familiar with the limitations of traditional 60/40 allocations and are seeking a more nuanced framework. Expect deep dives into topics like alternative risk premia, tactical asset allocation, and the real-world application of sophisticated strategies. The goal is to provide listeners with a substantive education, challenging them to critically examine their own investment assumptions. By focusing on these advanced principles, the Get Stacked Investment Podcast serves as a valuable resource for anyone looking to seriously upgrade their approach to portfolio construction and long-term capital growth. Tune in for a consistently detailed and thought-provoking exploration of what comes next in investment strategy.
Author: Language: English Episodes: 20

Get Stacked Investment Podcast
Podcast Episodes
STACKED UNPACKED: Quarterly Live Q&A [not-audio_url] [/not-audio_url]

Duration: 1:09:17
In this episode, Corey Hoffstein and Adam Butler take you inside the latest Q2 commentary on the Return Stacked® ETF suite. They break down key strategies behind ETFs like RSSX, RSSB, RSBT, and RSST—covering everything f…
Mastering Diversified Carry with Adam Butler [not-audio_url] [/not-audio_url]

Duration: 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 te…
E13. In Gold We Trust 2025 - The Big Long [not-audio_url] [/not-audio_url]

Duration: 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 Ass…
E10. Live Q&A - Managed Futures Trend & Carry Flash Update [not-audio_url] [/not-audio_url]

Duration: 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 ReSolv…
E9. Discover the Return Stacked® Bonds & Merger Arbitrage ETF (RSBA) [not-audio_url] [/not-audio_url]

Duration: 57:54
In today’s ever-evolving investment landscape, finding compelling alternatives to traditional fixed income is critical for building resilient portfolios. Enter RSBA, a first-of-its-kind ETF that combines U.S. Treasuries…