Best Corey Hoffstein Podcasts (2024)

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman 45:25

2d ago45:25

45:25

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall 47:18

4d ago47:18

47:18

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Markku Kurtti – Diversification is a Negatively Priced Lunch 57:53

4d ago57:53

57:53

In this episode I chat with Markku Kurtti, author of the blog Outcast Beta. Markku is classically trained as an electrical engineer and works on receiver algorithms for mobile phones. A passion for investing, however, lead him to pursue an MS in Finance and an interview with Ed Thorp compelled him to devote his time to better understanding compound…

1
Darren Fisk 1:07:03

7d ago1:07:03

1:07:03

Darren Fisk, Founder and CEO of Forum Investment Group, LLC, stops by The Business Brew to discuss his real estate investment firm, strategy, and thoughts. Darren focuses on multifamily real estate. His background is in lending and he added an equity focus during the GFC. This conversation covers lending, insurance, how to think about development, …

1
Matthew Sweeney - Discussing Value 1:34:51

16d ago1:34:51

1:34:51

Matthew Sweeney, CFA, Managing Partner & Portfolio Manager of Laughing Water Capital stops by The Business Brew for a laid back conversation about how he approaching investing. Laughing Water Capital tends to focus on smaller companies in an effort to find overlooked opportunities. In the episode, Matt talks about his idea of "value," how he got st…

1
Otto van Hemert - Seasonality Everywhere 47:04

1M ago47:04

47:04

In today’s episode I speak with Otto van Hemert, Director of Core Strategies at Man AHL. After briefly touching upon Otto’s background, we dive into one of his most popular papers: The Best Strategies for Inflationary Times. Otto shares the inspiration for the research as well as some of what he feels were the less obvious results. Trend strategies…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 11 | Matters of Diversity Featuring Jeff Thomas 43:20

2M ago43:20

43:20

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Hedda Nadler - Repping The Legends 57:51

2M ago57:51

57:51

Hedda Nadler, co-founder of Mount & Nadler, stops by The Business Brew to discuss her career as one of the leading marketing practitioners serving professional money managers. Mount & Nadler represents a broad range of clientele in the financial and investment spheres, with an emphasis on investment companies and money managers. This conversation g…

1
Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more 1:10:18

2M ago1:10:18

1:10:18

Wes Gray, the Alpha Architect himself, stops by the Business Brew to discuss how he (a) created the ETF $BOXX, (b) helps people start their own ETFs, (c) why value and momentum work as factors, and much more. This episode is a quick release after Corey Hoffstein's. It may or may not be the only episode we release for the next 13 days or so. The rel…

1
Corey Hoffstein - Get Stacked! 1:29:09

2M ago1:29:09

1:29:09

Corey Hoffstein, Founder and CEO of Returned Stacked Portfolio Solutions, stops by to discuss how he uses ETFs to leverage his investing assets. Corey and Bill discuss a concept that is not novel to institutional investors, but may benefit individuals today because of ETF innovations. Bill wanted to discuss how Corey came up with his idea, how he e…

1
Will Thomson On Lithium, Copper, And More 1:21:48

2M ago1:21:48

1:21:48

Will Thomson of Massif Capital returns for his annual appearance. In this episode he teaches about the lithium and copper markets. The end of the episode is more general and worth hanging around for. You can find Massif Cap's letters here. The Q4 letter discusses lithium on Page 7. Whole letter is worth a read. Sponsor Info: ⁠⁠⁠⁠⁠⁠Daloopa⁠⁠⁠⁠ ⁠⁠is …

1
Devin Martin - Finding Your Drive 1:43:31

3M ago1:43:31

1:43:31

Devin Martin, recommended by the one and only Tom Morgan, stops by the show to discuss how he helps high performing individuals hone in on what they truly want out of life. Devin primarily works with successful people who want to achieve something more/different. In this episode we discuss his methodology. There is some discussion of ayahuasca and …

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 10 | The Behavioral Investor Featuring Dr. Daniel Crosby 37:17

3M ago37:17

37:17

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Clayton Gillespie - A Fundamental View of Quant Equity (S7E5) 56:08

3M ago56:08

56:08

My guest this episode is Clayton Gillespie, VP at Deutsche Bank where he works in quant equity research for the QIS team. Clayton began his career at Credit Suisse HOLT, where he got his hands dirty in extracting fundamental information. This formative experience dramatically impacted how he views how fundamentals should be incorporated into quanti…

1
The Pros and Cons of Being Public with Andrew Walker 1:04:29

3M ago1:04:29

1:04:29

Andrew Walker, friend of the pod, returns to discuss some of his reflections following the Spirit merger ruling going against him. Bill pinged Andrew following the ruling and asked whether he would want to come back on the podcast to discuss the pros and cons of publicly liking a stock idea that does not work out. For those that listened to the epi…

1
Sustainable Air Fuel - A Primer 1:21:16

3M ago1:21:16

1:21:16

Kyle Mowery, Founder and Portfolio Manager at Grizzly Rock Captial, LLC, stops by the Business Brew to teach the audience about sustainable air fuel. Bill deviates the conversation *a bit* to renewable diesel at times, but SAF is the primary topic. SAF is a potentially interesting investment topic because it is the only known way to decarbonize air…

1
Some Thoughts And Things - Regular Pod Back Next Week 18:49

3M ago18:49

18:49

This is a brief message from Bill. Sent in the spirit of communication with the fans. After listening to it, it's about 85-90% accurate with some incomplete thoughts and some things that could have been said differently. But, the overall message and general feeling is accurate-ish. Looking forward to dropping an episode next week. Like, subscribe a…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 9 | Return Stacking Featuring Corey Hoffstein 47:23

4M ago47:23

47:23

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Hari Krishnan – Hedging a Commodity Bull Market (S7E4) 54:28

4M ago54:28

54:28

In this episode I am joined by Hari Krishnan, Head of Volatility Strategies at SCT Capital and author of the books Second Leg Down and Market Tremors. This is Hari’s second appearance on the show, but he comes to us with a very different topic: how to develop a low carry hedge for a commodity bull market. Taking a similar line of thinking to his bo…

1
Nick Baltas - Multi-Asset, Multi-Strategy Portfolios (S7E3) 1:08:53

4M ago1:08:53

1:08:53

In this episode I speak with Nick Baltas, Managing Director at Goldman Sachs and head of cross-asset delta one, commodity, and stocks strategies R&D and Structuring. There are three major discussion points in this episode. First, we discuss how Nick thinks about using the broad palette of systematic strategies he has at his disposal to solve the pr…

1
Todd Schwartz - Expanding Credit Access 1:15:06

4M ago1:15:06

1:15:06

Todd Schwartz, Founder, CEO and Executive Chairman of OppFi, stops by The Business Brew to discuss how he expands credit access. OppFi was featured on this program when it was going public via SPAC. The company did not perform to expectations once it was public and Todd reengaged in order to right the ship. This episode is about OppFi and Todd, but…

1
Bin Ren – text2quant (S7E2) 1:16:43

5M ago1:16:43

1:16:43

In this episode I speak with Bin Ren, founder of SigTech, a financial technology platform providing quantitative researchers with access to a state-of-the-art analysis engine. This conversation is really broken into two parts. In the first half, we discuss Bin’s views on designing and developing a state-of-the-art backtesting engine. This includes …

1
Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital 1:38:01

5M ago1:38:01

1:38:01

Ben Jenkins, President and Chief Investment Officer at Digital Bridge Group Inc, stops by The Business Brew to have a discussion about professional development, mentorship, and investing in digital infrastructure. Digital Bridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure. The firm has…

1
Charles McGarraugh - "Change in the Market is Accelerating" (S7E1) 1:12:37

5M ago1:12:37

1:12:37

In this episode I speak with Charles McGarraugh, Chief Investment Officer of Altis Partners. Charlie finds himself at the helm of Altis from a non-traditional route. His career began at Goldman, where his experience spanned everything from asset backed securities to liquid commodities. He then started a firm specializing in machine-learning driven …

1
Craig Moffett Returns 1:07:45

5M ago1:07:45

1:07:45

Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine’s All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separat…

1
Bill Chen - Is Now The Time for REITs 1:55:52

5M ago1:55:52

1:55:52

Bill Chen, Managing Director at Rhizome Partners, stops by The Business Brew to share his thoughts on why publicly traded REITs are an attractive opportunity. Rhizome Partners is a private partnership targeting deep-value investments with a large margin of safety. In this episode Bill lays out his argument for why publicly traded REITs qualify for …

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 8 | Alternative Investment Mega Trends Featuring Andy Hagans 47:04

5M ago47:04

47:04

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Andrew McAfee - The Geek Way 1:08:55

5M ago1:08:55

1:08:55

Andrew McAfee (@amcafee) stops by The Business Brew to discuss his new book The Geek Wayhttps://www.amazon.com/Geek-Way-Radical-Mindset-Extraordinary/dp/B0C1DQW5FC/ref=sr_1_1?keywords=Andrew+McAfee&qid=1700075448&s=audible&sr=1-1 Andrew is a Principal Research Scientist at the MIT Sloan School of Management, co-founder and co-director of MIT’s Init…

1
Jeremy Raper Returns 1:51:29

6M ago1:51:29

1:51:29

Jeremy Raper returns to The Business Brew to discuss what he has been up to lately. Jeremy is currently focused on smaller situations and being the catalyst for value realization. We hope this episode is entertaining and informative. We also implore you to do your own research and due diligence. His bio can be found at https://rapercapital.com. He …

1
Keith Smith - Looking At Unique Ideas 2:09:45

6M ago2:09:45

2:09:45

Keith Smith stops by The Business Brew to discuss BDCs, auto dealers, and other ideas he has been looking at. Keith has been looking in areas that are less well covered. Keith has over 20 years of business valuation experience as well as being trained as an engineer. In addition to managing the Bonhoeffer Fund’s portfolio, Keith serves as an adviso…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 7 | The Evolution of the 60-40 Featuring Dan Harms 33:29

6M ago33:29

33:29

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Ryan O'Connor 2:18:47

6M ago2:18:47

2:18:47

Ryan O'Connor of Crossroads Capital stops by The Business Brew to discuss Nintendo, inflection investing, and much more. You can find his piece on Google's potential antitrust risk here: https://assets.website-files.com/5fdcb736a43f592037fbd4b4/64f927a7f3a8d64b1a40ac64_21st%20Century%20Trust%20Busting%20and%20Tail%20Risks.pdf Check this out as well…

1
Aaron Edelheit and Stuart Loren - Never Again 50:46

6M ago50:46

50:46

This isn't a typical episode, but it's an important one. We hope it leads to some important discussions.

1
Peter Mantas - The Potential Opportunity in Life Sciences 1:38:35

7M ago1:38:35

1:38:35

Peter Mantas of Logos LP, https://www.logoslp.com/, stops by The Business Brew to discuss the state of the life sciences industry. Life sciences is an industry that has produced many stocks that generated abnormal returns. We hope to unpack some of the reasons behind those returns in this discussion. For more information on how Peter invests, pleas…

1
Andrew Beer & Adam Butler - Attack of the Managed Futures Clones 1:26:18

7M ago1:26:18

1:26:18

In this special episode of Flirting with Models, I’m joined by two guests: Andrew Beer of DBi and Adam Butler of ReSolve Asset Management. Rather than my usual interview format, I wanted to foster a conversation about the replication of managed futures strategies. Specifically, I wanted to bring on two practitioners who both share the same high lev…

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Corey Hoffstein Podcasts

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