#150 ETFs, Market Themes, and New Credit Ideas with Matthew Tuttle

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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.