“We’ve seen a lot of abrupt losses in the markets even though we have a more educated audience,” says Rodrigo Gordillo, president and portfolio manager at ReSolve Asset Management SEZC. Born and raised in Lima, Peru, Gordillo proposes a novel investment concept called “return stacking,” designed to seek higher returns with less risk. This alternative investment strategy provides exposure to a 60/40 portfolio while stacking diversifying alternative investments on top. Gordillo and Jason Buck, CIO at the Mutiny Fund and a regular contributor to Real Vision, discuss “return stacking,” inflation, the traditional 60/40 portfolio, the performance of bonds and equities; how to overcome low returns; and global macro strategies. Recorded on December 3, 2021