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#150 ETFs, Market Themes, and New Credit Ideas with Matthew Tuttle
Description
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Connect with Matthew Tuttle:
Website: https://www.tuttlecap.com/
Timestamps:
00:00 Post Interview Teaser
01:18 Meet Matt Tuttle
02:09 From Wall Street to ETFs
04:20 Weird Active ETF Innovation
07:04 COVID and Thematic Trading Boom
09:07 Photonics and AI Bottlenecks
11:59 Finding Themes Early
15:36 ETF Launch Timing Playbook
18:37 Marketing Without Wholesalers
20:52 Why 60/40 Is Broken
23:03 His Portfolio Framework HALO
25:02 Better Than Bonds Sleeve
26:16 Digital Credit Yield
26:54 Tail Risk ETF OHNO
27:48 Stretch Versus SADA
28:22 AI Research Workflow
31:28 Markets Always Up Myth
33:18 Stagflation Warning Signs
36:32 ETF Innovation Trends
37:45 Younger Investor Pitfalls
43:11 Contrarian Sentiment Rules
46:13 Rebalancing And Final Themes
47:51 Closing And Where To Find
Disclaimer:
Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.