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Return Stacking: Strategy for A Low Return Environment

Insight is Capital™ Podcast

Release Date: 05/15/2023

How CRM3 Turns Transparency into Your Biggest Competitive Advantage

Insight is Capital™ Podcast

What if CRM3 turns out to be the most powerful growth tool you've ever been handed?

Daily Premiums, Smarter Income: The Case for ODTE Covered Calls in a Modern Portfolio with Nicolas Piquard

Insight is Capital™ Podcast

What if you could collect covered call option premium hundreds of times a year instead of once a month — without giving up the upside on your core equity holdings?

DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade

Insight is Capital™ Podcast

As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.

Alfonso Peccatiello: You're not diversified. You just think you are.

Insight is Capital™ Podcast

The bond market — not equities — is the most fragile and most misunderstood foundation of your entire portfolio, and most investors have no idea what's coming.

Cole Smead: Manias, Margins, and the Case for Canadian Oil

Insight is Capital™ Podcast

Is U.S. market dominance about to break? In this episode of Insight is Capital, Pierre Daillie sits down with Cole Smead (CEO & Portfolio Manager, Smead Capital Management) to unpack why today’s market may be less about valuations—and more about a powerful capital cycle that could reshape global investing.

Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap with Jeremy Schwartz and Jeff Weniger

Insight is Capital™ Podcast

While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and Jeff Weniger quietly explain why the most important market story of 2026 has nothing to do with the SaaS selloff — and everything to do with where capital is actually moving.

Dan White-From AI Hype to Reality—Investing in the Great Acceleration

Insight is Capital™ Podcast

Is the biggest risk in your portfolio the one you're not seeing?

Private Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan

Insight is Capital™ Podcast

If institutional investors have already shifted toward global diversification and private markets, why are most retail portfolios still stuck in the past?

AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska

Insight is Capital™ Podcast

AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial economy, and most investors don’t even realize where the real money will be made.

Dennis Mitchell When Diversification Matters - The Case for Global Real Estate

Insight is Capital™ Podcast

For years, global real estate has been overlooked while mega-cap tech and passive flows dominated investor attention. But with equity markets increasingly concentrated and trading at elevated multiples, Dennis Mitchell, CEO & Chief Investment Officer at Starlight Capital, argues the real risk may be not diversifying. In this episode, we unpack why supply-demand fundamentals, demographic tailwinds, and valuation gaps could make global real estate one of the most compelling opportunities hiding in plain sight

More Episodes

In this episode, we explore the concept of diversification by way of capital-efficient investing, through a strategy coined 'Return Stacking' and how historically, institutions have traditionally had more access to sophisticated strategies than retail investors and financial advisors. That has changed in the last 2-3 years with the advent of the introduction of ETF wrapped strategies now available to retail investors.

We discuss why diversity and prudent use of implicit leverage are important factors in investing, and how adding leverage to an asset that is already expected to outperform cash can increase excess expected returns. We touched on the performance of a 60/40 portfolio and why adding something to the portfolio that will diversify and have positive expected returns may be beneficial, particularly if you don't have to trade down or out of core model portfolio allocations.

We also discuss the 2022 market environment as an example of a growth down/inflation up environment and how using capital efficient ETFs can allow investors to introduce a diversifying secondary return stream and enhance returns, without introducing tracking error risks.

The episode also covered the lack of building block solutions in the ETF space, led Newfound Research to partner with Resolve to bring several ETFs to market. The ETFs, called "Return Stacked," were launched in February 2022, offering diverse combinations of stocks, bonds, and alternative trading strategies as building blocks for diversified portfolios.

Both Newfound Research and ReSolve Asset Management understand deeply the importance of education, which is why we prioritize engaging with the advisor community and providing accessible content.

We encourage you to reach out to us via LinkedIn, Twitter, or our websites (Newfound.com, InvestReSolve.com and Returnstacked.com) with any questions or comments.

We hope this episode provided valuable insights and tools to help you make informed investment decisions.

Thank you for tuning in, and we look forward to bringing you more unique perspectives in future episodes.

[00:07:24] "ETFs: Key Driver in Evolution of Investment Strategies"

[00:14:10] The Capital Efficiency Strategies of Institutions Explained

[00:24:15] "Unlocking Capital Efficiency through Alternative Investments"

[00:35:39] "Exploring how investments respond to economic environments"

[00:38:34] "Managed Futures and Systematic Macro: Diversification Done Right"

[00:43:47] Newfound and ReSolve Launches ETF Building Blocks for Advisors.

[00:48:37] The Pros and Cons of Leverage in Investing

[00:59:51] "Understanding Hurdle Rates and Leveraging Investments"

[01:04:05] "Efficient markets drive fair compensation for risk"

[01:16:37] "Maximizing Advisor Allocation with Passive Investments"