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Podcast: Excess Returns
Episode: Return Stacking with Corey Hoffstein and Rodrigo Gordillo
Description: With bonds yields near all time lows and stock valuations near all time highs, the future returns of the 60/40 portfolio don't look promising. This has led many investors to move up the risk curve in an effort to boost their returns. But that increased risk also comes with an increased chance of significant problems in future market drawdowns.Â
This week, we talk to two guests who have come up with an interesting approach that attacks the problem of lower future expected returns in a very different way. We talk to Corey Hoffstein of Newfound Research and Rodrigo G...