STACKED UNPACKED: Quarterly Live Q&A

Get Stacked Investment Podcast · Rodrigo Gordillo, Corey Hoffstein

August 18, 20251h 9mbonus

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Show Notes

In this episode, Corey Hoffstein and Adam Butler take you inside the latest Q2 commentary on the Return Stacked® ETF suite. They break down key strategies behind ETFs like RSSX, RSSB, RSBT, and RSST—covering everything from performance differentials in trend strategies to the mechanics of trend model replication. You’ll hear sharp analysis of return stack carry funds, year-to-date performance, and how they behave in multi-asset portfolios. The hosts also explore fixed income sector positioning, the role of energy exposure, and why merger arbitrage deserves a closer look as a diversifier. The episode wraps with the new RSSX ETF, blending U.S. stocks, gold, and Bitcoin to meet evolving market demands.

*Investors should carefully consider the investment objectives, risks, charges and expenses of the Return Stacked® ETFs. This and other important information about the ETFs is contained in their prospectuses, which can be obtained by calling 1-844-737-3001 or clicking here. The prospectuses should be read carefully before investing.

**The 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.

RSSX does not invest directly in Bitcoin or Gold.

For prospectus, performance and risks visit the fund pages.

RSST – https://www.returnstackedetfs.com/rsst-return-stacked-us-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/

RSSX – https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/

BTGD – https://quantifyfunds.com/stackedbitcoingoldetf/btgd/
Forside Fund Services, LLC Distributor.
(0:00) Introduction to the Get Stacked Investment Podcast and symposium announcement (5:49) Overview of new ETFs: RSSX, RSSB, RSBT, and RSST (10:29) Performance differentials in RSSB and trend strategies (18:00) Performance tracking and replication strategy of trend models (23:42) Analysis of performance drivers in trend strategy (29:22) Year-to-date return of the trend model and currency trends (31:17) Introduction to return stack carry funds and strategy primer (36:12) Performance and correlation of carry strategy since inception (39:15) Energy potential in portfolio and fixed income sector analysis (44:43) Combining trend and carry strategies in portfolio construction (48:59) Comparison with GSAM cross asset carry index (52:25) Bonds and merger arbitrage strategy introduction and explanation (56:37) Merger arbitrage as a diversifier and comparison with corporate bonds (59:53) Introduction and rationale behind RSSX: US stocks, gold, and Bitcoin ETF (1:07:37) Closing remarks and symposium reminder

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