# Corey Hoffstein

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The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose

In this episode, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections from Aswath Damodaran, Meb Faber, Ben Hunt, Cullen Roche, Corey Hoffstein, Daniel Crosby, Larry Swedroe, and Wes Gra…

When You've Won the Game, Stop Playing | What Great Investors Taught Us About Portfolio and Purpose

Subscribe to Two Quants and a Financial Planner on Spotify Subscribe to Two Quants and a Financial Planner on Apple In this episode, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections…

The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose -- Excess Returns Pod

I join Matt Zeigler for one more special episode of Excess Returns. Available now on Excess Returns Podcast and Talking Billions. 🎧 I’m excited to share this episode with you—it’s reposted here with permission and blessing from both Matt and Jack. Don’t miss it! And follow their work, links below.…

E22. Alpha Unchained: What the Data Says About Portable Alpha's Institutional Moment - Descript

Return stacking and portable alpha are no longer niche strategies — they're going mainstream. In this episode, we cut through the noise and unpack the latest institutional survey data to separate hype from reality. Corey Hoffstein, CEO & CIO of Newfound Research and Co-Founder & Portfolio Manager o…

The Concept of Return Stacking with Corey Hoffstein

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Barry Ritholtz speaks with Corey Hoffstein, CEO and CIO of Newfound Research. Corey pioneered the concept of 'return stacking' and is one of the masterminds behind the Retur…

What's the Alternative? | Episode 32 | Beyond the 60/40: Navigating the Complex World of Return Stacking with Corey Hoffstein

In this episode of What's the Alternative? host Shana Orczyk Sissel sits down with Corey Hoffstein Co-Founder and Chief Investment Officer of Newfound Research, to demystify return stacking, a modern evolution of Portable Alpha that layers diversifying strategies onto existing portfolios using capi…

E23. STACKED UNPACKED: Trend, Carry, and a Narrative-Busting Quarter

Based on our Q1 2026 commentary for the Return Stacked ETF suite, Corey Hoffstein and Adam Butler provide a detailed analysis of the strong quarter for trend following and carry, with a particular focus on the energy complex's impact. The conversation also explores the unique diversification benefi…

E23. STACKED UNPACKED: Trend, Carry, and a Narrative-Busting Quarter

Based on our Q1 2026 commentary for the Return Stacked ETF suite, Corey Hoffstein and Adam Butler provide a detailed analysis of the strong quarter for trend following and carry, with a particular focus on the energy complex's impact. The conversation also explores the unique diversification benefi…

E22. Alpha Unchained: What the Data Says About Portable Alpha's Institutional Moment - Descript

Return stacking and portable alpha are no longer niche strategies — they're going mainstream. In this episode, we cut through the noise and unpack the latest institutional survey data to separate hype from reality. Corey Hoffstein, CEO & CIO of Newfound Research and Co-Founder & Portfolio Manager o…

E21. STACKED UNPACKED: When Diversification Works Unevenly – Lessons from 2025

Drawing from quarterly commentary, Rodrigo Gordillo and Corey Hoffstein review the performance and positioning of the Return Stacked® suite of ETFs. They explore the drivers behind their trend following strategies, explaining the whipsaw experienced in certain markets and the strong performance in …