Resolve Riffs Investment Podcast

Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio


Listen Later

In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk balancing, leveraging, regulatory hurdles, and the future of portable alpha in today’s dynamic markets.

Topics Discussed

  • Rafael Ortega’s journey from engineering to a transformative investment philosophy
  • The evolution of the permanent portfolio strategy into a modern diversified approach
  • Structural diversification and risk balancing using all-weather return stacking
  • Customizing portfolio volatility through post-diversification leverage
  • Overcoming operational and regulatory hurdles in Europe’s investment landscape
  • The integration of trend following, carry, and other non-traditional diversifiers
  • Communicating advanced diversification concepts to retail investors
  • The future outlook for portable alpha and return stacking in an evolving regulatory framework

Mentioned in this episode:

The Return Stacking Symposium

October 8, 2025 | Chicago

A full day of curated portable alpha / return stacking education.
Register Here: https://www.returnstacked.com/return-stacking-symposium-2025/

...more
View all episodesView all episodes
Download on the App Store

Resolve Riffs Investment PodcastBy ReSolve Asset Management

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

44 ratings


More shows like Resolve Riffs Investment Podcast

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

580 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,064 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,442 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

197 Listeners

Flirting with Models by Corey Hoffstein

Flirting with Models

227 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

360 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Excess Returns by Excess Returns

Excess Returns

65 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

98 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

56 Listeners

Lead-Lag Live by Michael A. Gayed, CFA

Lead-Lag Live

88 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

383 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

90 Listeners