The tweet was deleted by the author.
But we saved everything 🙂.
Corey Hoffstein explores the concept of turnkey return stacking and portable alpha solutions by comparing two portfolio options: 100% S&P 500 plus 100% managed futures versus 100% U.S. bonds plus 100% managed futures.
He explains that at the portfolio level, both approaches enable investors to stack managed futures, though differences may arise based on the chosen underlying asset mix.
Hoffstein has previously argued that increasing fund granularity to address duration mismatches could bring portfolios closer to explicit liability-driven investing strategies. He has also suggested that Hyperliquid and similar platforms focus on building parallel KYC order book liquidity as a main priority in upcoming cycles. These topics reflect his ongoing analysis of portfolio construction and market infrastructure.