In a special roundtable discussion, Rodrigo Gordillo, Corey Hoffstein, Mike Philbrick, and Adam Butler each present their top investment idea for 2026, centered around a specific Return Stacked® ETF. The conversation explores a range of compelling theses, from the role of scarce assets like gold and Bitcoin to the strategic use of alternatives such as trend following and merger arbitrage. This forward-looking analysis delves into the evolving landscape of portfolio construction, the importance of capital efficiency, and the broader implications of ongoing monetary and fiscal debasement.

Topics Discussed

• The investment case for stacking scarce assets like gold and Bitcoin on stocks (RSSX) as a hedge against permanent monetary debasement

• Utilizing bonds as a portfolio ballast and stacking managed futures strategies like trend and carry for diversification (RSBT & RSBY)

• The argument for replacing corporate credit exposure with a combination of Treasuries and merger arbitrage (RSBA) due to tight credit spreads

• Using a global stock and bond fund (RSSB) to create capital efficiency for adding low-volatility alternatives or tactical cash positions

• The increasing institutional adoption of Bitcoin, signaling its potential shift from a fringe asset to a foundational portfolio component

• A defense of holding bond duration for its predictable long-term returns and its role as a diversifier during cyclical recessions

• The complementary nature of trend and carry strategies as different ways to harvest risk premia in managed futures

• Merger arbitrage as a unique and defensible risk premium that is structurally uncorrelated with traditional equity and credit risk

• The paradigm shift in portfolio construction for retail investors enabled by the accessibility of Return Stacking strategies

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/

RSSB – https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds/

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

BTGD– https://quantifyfunds.com/stackedbitcoingoldetf/btgd/

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...