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

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

Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk   👇 Click Below to be a guest on our video podcast: 👇   https://bit.ly/46X7cSQ   Connect with Matthew Tuttle: Website: https://www.tuttlecap.com/ [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.

#149 Automate or Die: The Secret Tech Saving Real-World Factories - Renan Devillieres of OSS Ventures

Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS   👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7 [https://forms.gle/eUNLxbPj5utv8bar7]   Connect with Renan Devillieres: Website: www.oss.ventures [http://www.oss.ventures] Personal LinkedIn: https://www.linkedin.com/in/renan-devillieres/ [https://www.linkedin.com/in/renan-devillieres/]   Timestamps:  00:00 Post Interview Takeaways 02:26 Meet Renan And OSS 03:28 Renan Origin Story 06:13 From Startup Exit To Builder 06:59 Venture Builder Model 08:51 AI Industrialization Example 11:25 Why Factory Immersion Matters 13:44 Why Factories Partner Up 17:38 New Manufacturing Constraints 19:49 Reshoring Powered By AI 21:09 Hunting For Efficiencies 21:18 AI Winners In Factories 22:17 Why AI Works Now 23:06 Hidden Data And Knowhow 24:47 OSS Venture Fund Model 27:34 Industrial Software Unbundling 30:34 Chocolate Covered Broccoli 32:47 Founder Playbook For AI 34:47 Picking Founders And Partners 38:12 Global Clients And Referrals 39:45 Chips Data Centers And Wrap   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.

#148 Self-Storage Real Estate with Jacob Vanderslice of Van West Partners

Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk   👇 Click Below to be a guest on our video podcast: 👇   https://bit.ly/46X7cSQ   Connect with Jacob Vanderslice - Van West Partners: Website: www.vanwestpartners.com [http://www.vanwestpartners.com] LinkedIn: https://www.linkedin.com/company/vanwest-partners [https://www.linkedin.com/company/vanwest-partners]   Timestamps:  00:00 Self Storage Teaser 01:34 Meet Jacob Van West 02:01 From Firefighter To Investor 02:46 Why Pivot To Storage 04:48 Storage Risks And Realities 07:55 Supply Shock And Mobility 10:02 Who Uses Storage Units 14:19 Why Storage Stays Resilient 16:28 Deal Flow And Competition 19:06 One Deal That Worked 20:39 Sourcing Off Market Deals 21:52 Self Managing Operations 25:25 Staffing And Customer Experience 28:00 Retention And Expense Pressure 29:50 Inflation And Ops Pressure 30:12 Raising Capital Gets Harder 31:27 Risk Return And Leverage 32:58 Equities Versus Storage 35:30 Rates Bonds And Cap Rates 38:42 Cap Rate Math Explained 40:12 Micro Wins Denver Case 44:51 Tertiary Markets Strategy 46:15 AI In Storage Operations 53:09 Wild Storage Unit Stories 56:19 Outlook And Where To Connect   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.

#147 Investing in Manufactured Housing & RV Parks with Nathan Jameson of Arx Capital

Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS   👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7 [https://forms.gle/eUNLxbPj5utv8bar7]   Connect with Nathan Jameson: Website: https://www.arxventures.com/ [https://www.arxventures.com/] Personal LinkedIn: https://www.linkedin.com/in/nathan-jameson/   Timestamps:  00:00 Episode Preview 01:49 Meet Nathan Jameson 02:22 Early Real Estate Spark 03:42 Land Acquisition Career 06:04 From Builder to ARX 06:58 First Mobile Park Deal 07:46 Finding Land the Old Way 10:12 Why Mobile Home Parks 11:00 Boots on Ground Ops 14:03 Market Today and Capital 17:15 Building the Investor Fund 19:46 Alignment and Discipline 22:16 Why Supply Is Shrinking 25:27 Expansion and Entitlements 28:15 Development Lens Advantage 32:28 Deal Sourcing Today 32:59 Outbound Deal Sourcing 33:29 Tax Efficiency Basics 35:47 Depreciation and Bonus Rules 37:39 2026 Market Hunting 38:06 RV Parks Strategy 41:30 Value Add Improvements 43:19 Home Quality and HUD 46:53 Financing and Rent To Own 48:25 Macro Risks and Leverage 53:08 Risk Management Playbook 54:30 Team and Operations Edge 56:02 Fund Model and Alignment 58:10 Evergreen Exits and Sales 01:02:21 Whats Next and Contact   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.

#146 The Money Multiplier with Brent Kesler

Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS   👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7 [https://forms.gle/eUNLxbPj5utv8bar7]   Connect with Brent Kesler: Facebook: https://www.facebook.com/themoneymultiplier [https://www.facebook.com/themoneymultiplier] Instagram: https://www.instagram.com/the.money.multiplier/ [https://www.instagram.com/the.money.multiplier/] Youtube: https://www.youtube.com/@the.money.multiplier/videos [https://www.youtube.com/@the.money.multiplier/videos] Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990 [https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990]       Timestamps:  00:00 Welcome and Guest Intro 01:10 Brent’s Chiropractic Journey 02:35 Discovering Infinite Banking 05:10 Nearly $1M Debt Payoff 06:19 From Clinics to Teaching 10:05 Concept Overview and Control 11:30 Why Whole Life Policies 14:06 Recapturing Money Example 18:54 Policy Design and MEC Limits 23:50 Policy Loans and Growth 28:04 Insurers Through Crises 28:55 Actuaries And Risk Math 29:45 401k Loans Vs Policy Loans 30:31 Why Quit The 401k 34:37 Who This Strategy Fits 37:11 Not An Investment Vehicle 40:37 How He Uses Policies 43:49 Paying Taxes With Loans 45:56 Real Estate And IUL Warning 47:53 Where To Learn More 50:14 Lessons From Lending Mistakes 51:56 Final Takeaways And Wrap   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.