Get Stacked Investment Podcast
Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.
In Gold We Trust 2025 - The Big Long
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. In this engaging episode, Mike and Rodrigo explore a broad range of topics, including gold’s structural fundamentals, bitcoin’s emerging role, portfolio diversification techniques, behavioral biases, and the macro trends shaping global investment strategies.
Key Points
- Building an intuition for gold and Bitcoin is crucial for investors, as both assets offer unique benefits and require time to understand their behavior in various market conditions.
- The "In Gold We Trust" report highlights the growing importance of gold as a hedge against global macro volatility and currency debasement, with increasing interest from both retail and institutional investors.
- Combining gold and Bitcoin in a portfolio can enhance returns and reduce volatility through the rebalancing premium, making a compelling case for incorporating both assets alongside traditional investments.
Chapters
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| 2:45 | |
| 7:45 | |
| 11:35 | |
| 17:57 | |
| 23:49 | |
| 27:08 | |
| 30:34 | |
| 38:14 | |
| 46:40 | |
| 49:24 | |
| 55:15 | |
| 57:04 | |
| 59:04 |
Transcript
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