درباره این اپیزود
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.
(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
(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
انگلیسی
ایالات متحده آمریکا
رونوشت 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
جستجوی اپیزودهای گذشته
اپیزودهای قبلی Get Stacked Investment Podcast را جستجو کن.
قسمت های دیگر در این پادکست
In this in-depth conversation, Corey Hoffstein breaks down merger arbitrage as a distinct risk premium rather than a true arbitrage strategy. He explains how investors can capture the residual spread in announced M&A deals, compares merger arbitrage to traditional credit markets, and discusses …
Rodrigo Gordillo, Corey Hoffstein, and Adam Butler review the Q3 2025 performance of their ETF suite, drawing from the latest Return Stacked® ETFs Quarterly Performance Report. The discussion explores the strategies and use cases for each capital-efficient fund, from the core stock/bond RSSB to the…
In this exclusive interview, Adam Butler provides a comprehensive exploration of diversified Carry strategies, a concept traditionally confined to institutional investors. He begins by defining Carry—the expected return on an investment if its price remains unchanged—and explains its mechanics acro…
Strategic Diversification with Gold and Bitcoin using Return Stacked U.S. Stocks & Gold/Bitcoin Ticker (RSSX).
00:00 Introduction to Strategic Gold and Bitcoin Stacking
01:32 The Case for Gold and Bitcoin Diversification
02:47 Understanding Return Stacking and Portable Alpha
04:33 Position Sizi…
In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler from ReSolve Asset Management Global explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorre…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Ani Yildirim است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم
