Darin Tuttle

0:10 - What is your investment philosophy? 1:33 - Darin's Journey in Finance 5:02 - Investment strategy 6:50 - Monetary and Fiscal Policy 8:25 - Transitory inflation 10:20 - Sticky inflation with rentals 14:00 - Emerging Markets 16::35 - My opinion on Inflation 18:20 - Other major macro events to watch out for 20:00 - Constructing a portfolio 21:25 - Biggest mistakes people make when constructing portfolios 24:10 - Mistake you have learnt from? 27:25 - How do you build conviction? 30:50 - Vision for the future? 34:10 - How you get future investment ideas? 35:55 - Trading volatility 42:26 - Isolate volatility as your exposure 44:22 - One thing to take away from interview