E12. Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio

In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk balancing, leveraging, regulatory hurdles, and the future of portable alpha in today’s dynamic markets.

Speakers

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Corey Hoffstein

Host • 1%

Rafael Ortega

Guest • 56%

Unidentified

Unidentified

Rodrigo Gordillo

Host • 41%

Chapters

0:00	Event announcement: Return Stacking Symposium at Cboe Global Markets
0:44	Introduction to the Get Stacked Investment Podcast and Guest Rafael Ortega
3:40	Discussion on return stacking and balanced portfolio approaches
5:09	Rafael Ortega's journey from engineering to investment management
8:56	Exploring Harry Brown’s permanent portfolio concept
12:16	Asset performance across different economic cycles
17:52	Building a community around structural diversification
22:49	Rafael Ortega on the challenges and opportunities with conservative strategies
26:40	Risk balancing and the impact of volatility on returns
32:04	Understanding the concept of return stacking
34:14	Tackling operational and compliance challenges in investment management
37:02	Examining the role of leverage in diversified portfolios
40:23	Comparing drawdown recovery: S&P 500 vs. diversified portfolios
45:07	Educating investors on the value of diversification
47:21	Debunking misconceptions about all terrain portfolios
48:09	The long-term benefits of a more efficient portfolio
52:43	Managing emotions during market downturns
54:53	Resilience of leveraged portfolios
57:00	Predicting the mainstream adoption of diversifiers
59:30	Tailoring investment strategies to different investor profiles
1:01:00	Growing interest in return stacking and portable alpha
1:03:04	Navigating regulatory challenges in investment strategies
1:06:26	Prospects for the long-term adoption of return stacking
1:07:42	Closing remarks and Rafael Ortega's online presence
1:09:19	Outro and call to action

Transcript

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