Show Us Your Portfolio: Corey Hoffstein
Рет қаралды 3,557
Жыл бұрынIn our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like return stacking and capital efficiency in that process. We also cover a wide range of other topics, including the importance of human capital, international diversification, the role of valuations in his investment process and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
www.validea.com/excess-return...
FIND OUT MORE ABOUT VALIDEA
www.validea.com
FOLLOW OUR BLOG
blog.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
www.valideacapital.com
FOLLOW JACK
Twitter: / practicalquant
LinkedIn: / jack-forehand-8015094
FOLLOW JUSTIN
Twitter: / jjcarbonneau
LinkedIn: / jcarbonneau
@emcardleinvest Жыл бұрын
Great episode. Corey is a sharp dude.
@ExcessReturns Жыл бұрын
Thanks Eric. Corey is super solid all the way around.
@ExcessReturns Жыл бұрын
Restating this for transparency to our followers: We encourage everyone to read the paper on return stacking and make their own informed decisions. Don't rely on any one opinion or viewpoint, educate, learn and make productive comments and decisions. investresolve.com/return-stacking-strategies-for-overcoming-a-low-return-environment-lp/
@danielscott1409 8 күн бұрын
Forget PE, just lever up the russell 4x and you have the same thing only liquid
@BuonoBruttoCattivo77 Жыл бұрын
Most people's human capital is absolutely not such a safe bond. Only applies to professionals (doctors, lawyers, etc)
Excess Returns
Рет қаралды 2,4 М.
The Meb Faber Show
Рет қаралды 1,1 М.
Excess Returns
Рет қаралды 8 М.
Excess Returns
Рет қаралды 6 М.
Excess Returns
Рет қаралды 13 М.
Excess Returns
Рет қаралды 4,1 М.
The Knowledge Project Podcast
Рет қаралды 49 М.
Excess Returns
Рет қаралды 13 М.