Remember back in 2021 when Rodrigo Gordillo, Adam Butler, and Corey Hoffstein introduced us to "Return Stacking"? What started as an intriguing whitepaper has blossomed into something much bigger, transforming how many of us think about portfolio construction. Let's dive into how this concept has evolved and why it matters even more today.The Basics Haven't Changed (But The World Has)At its heart, return stacking remains beautifully simple - it's about using leverage intelligently to enhance ...| RCM Alternatives
We’re back! Today’s podcast features The Derivative show stoppers Rodrigo Gordillo and Adam Butler of Resolve Asset Management discussing the carry trade and its applications in investment strategies. They begin by explaining what the carry trade is and discussing common misconceptions around it. They then dive into different types of carry that can be found in various asset classes like bonds, commodities, currencies, and equities. The guests discuss how carry strategies can be implement...| RCM Alternatives