Matthew Tuttle joins the show to discuss his approach to ETF investing strategies. He includes his innovative H.E.A.T. formula of hedges, edges, asymmetry, and themes. He explains why he launched inverse ETFs targeting high-profile investors, how he looks for investment opportunities by identifying emerging themes and bottlenecks in areas like AI, photonics, memory, robotics, and space. We also discuss managing risk through position sizing and diversification, using puts and VIX calls as tail-risk hedges, finding persistent market edges through behavioral strategies and options. Matthew also shares his views on the future of the ETF industry, including the growth of increasingly specialized thematic and innovative ETFs, while emphasizing the importance of balancing exposure to high-growth opportunities with disciplined risk management. Today we discuss...
- The creation of inverse ETFs targeting Cathie Wood and Jim Cramer and the thinking behind taking the opposite side of popular investment narratives.
- Matt's H.E.A.T. investment philosophy, which stands for hedges, edges, asymmetry, and themes.
- How investors can find emerging opportunities by looking beyond obvious winners to their suppliers, suppliers’ suppliers, and industry bottlenecks.
- Similarities between today’s tech-driven market and the late-1990s technology boom, including the concentration of market gains in technology stocks.
- How Matt approaches portfolios during periods of uncertainty by combining equities, crypto, alternative exposures, tail-risk protection, and other diversifying assets.
- Why Matt considers puts on the S&P 500 and calls on the VIX to be more reliable hedges than traditional assets such as bonds or gold.
- How advanced options strategies can help reduce the cost of maintaining long-term portfolio hedges.
- Different ways to find market edges, including behavioral strategies, selling puts, and opportunities created by volatility-related exchange-traded products.
- How the ETF industry is evolving toward increasingly specialized thematic strategies and more innovative product structures.
- Research, diversification, and disciplined position sizing when investing in popular or highly volatile themes.
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Today's Guest: Matthew Tuttle
As the CEO and renegade behind Tuttle Capital Management, Matt built his reputation on doing what the big firms won’t — questioning the default, torching the outdated, and creating tools for investors who refuse to settle for average.
With over two decades of experience and zero tolerance for Wall Street’s cookie-cutter advice, Matt and his team have turned the ETF space upside down. From launching headline-making funds like the Inverse Cramer ETF to developing the revolutionary H.E.A.T. Formula — a four-pillar system designed to outthink, outmaneuver, and outperform the old guard — Tuttle Capital has become a refuge for independent investors who like insight over “one-size-fits-all” options.
While Wall Street was repackaging and recycling the same tired 60/40 playbook from 1952, Matt was busy re-engineering the antidote.
Matthew's Online Presence: