Excess Returns

Show Us Your Portfolio: Corey Hoffstein


Listen Later

In 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

https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA

https://www.validea.com

FOLLOW OUR BLOG

https://blog.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL

https://www.valideacapital.com

FOLLOW JACK

Twitter: https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN

Twitter: https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau

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

Excess ReturnsBy Excess Returns

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

74 ratings


More shows like Excess Returns

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,072 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

595 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

944 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

798 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

297 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,159 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

205 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

93 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

443 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

106 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

418 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

154 Listeners