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

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

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

Listen for free

View show details

Summary

 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 benefits of merger arbitrage and provides a three-year retrospective on the efficacy of their trend replication models.Topics DiscussedOverview of the Return Stacked ETF suite's growth and the core concept of capital efficiencyIn-depth look at the trend following strategy, highlighting its three-year success in replicating the managed futures category betaAnalysis of the Carry strategy's strong Q1 performance, primarily driven by geopolitical events affecting the energy marketsDiscussion of the Merger Arbitrage strategy as a unique diversifier against traditional credit riskExamination of the RSSX ETF, which stacks a risk-balanced overlay of gold and Bitcoin on U.S. equitiesDemonstration of the new Portfolio Visualizer tool for modeling and understanding Return Stacking conceptsExplanation of why broad market diversification, not just shorting equities, provides crisis alpha in trend strategiesDiscussion on the complementary relationship between Trend and Carry strategies in different market environmentsThe performance data quoted above represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than their original cost, and current performance may be lower or higher than the performance quoted above.For prospectus and performance and risks visit the fund pages.RSST – https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/RSIT - https://www.returnstackedetfs.com/rsit-international-stocks-managed-futures/RSBT – https://www.returnstackedetfs.com/rsbt-return-stacked-bonds-managed-futures/RSSY – https://www.returnstackedetfs.com/rssy-return-stacked-us-stocks-futures-yield/RSBY – https://www.returnstackedetfs.com/rsby-return-stacked-bonds-futures-yield/RSBA – https://www.returnstackedetfs.com/rsba-return-stacked-bonds-merger-arbitrage/RSSB – https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds/RSSX – https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/BTGD – https://quantifyfunds.com/stackedbitcoingoldetf/btgd/RSSX does not invest directly in Bitcoin or Gold.Investors should carefully consider the investment objectives, risks, charges and expenses of the Return Stacked® U.S. Stocks & Gold/Bitcoin ETF. This and other important information about the ETF is contained in the prospectus, which can be obtained by calling 1-844-737-3001 or clicking here. The prospectus should be read carefully before investing.The Return Stacked® U.S. Stocks & Gold/Bitcoin ETF is distributed by Foreside Fund Services, LLC, Member FINRA/SIPC. Foreside is not related to Tidal, Newfound, or ReSolve.Definitions:Duration: refers to the average life of a debt instrument and serves as a measure of that instrument’s interest rate risk. Beta: how much an investment moves vs. a benchmark (like the market). Alpha: refers to returns above that of a passive market benchmark SocGen: is a common abbreviation for Société Générale S.A. Trend Index: tracks returns from trend-following strategies, aiming to capture gains from sustained market price movements across assets. FTSE 100 Index: Financial Times Stock Exchange 100 Index DAX index: Deutscher Aktienindex is the benchmark stock market index of the Frankfurt Stock Exchange Nikkei 225 or Nikkei Stock Average is the leading stock market index for the Tokyo Stock Exchange (TSE) Alpha merger Index: tracks returns from merger arbitrage strategies, aiming to capture deal-related profits independent of the broader market.A fund’s NAV is the sum of all its assets less any liabilities, divided by the number of shares outstanding. The market price is the most recent price at which the fund was traded.Investments involve risk. Principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Brokerage commissions may apply and would reduce returns. Bitcoin Investment Risk: The Fund’s indirect investment in bitcoin, through futures contracts and Underlying Funds, exposes it to the unique risks of this emerging innovation. Bitcoin’s price is highly volatile, and its market is influenced by the changing bitcoin network, fluctuating acceptance levels, and unpredictable usage trends. Not being a legal tender and operating outside central authority systems like banks, bitcoin faces potential government restrictions. The value of bitcoin has historically been subject to significant speculation, making trading and investing in bitcoin reliant on market sentiment rather than traditional fundamental analysis. ...
adbl_web_anon_alc_button_suppression_c
No reviews yet