Disrupting Wall Street: AI, ETFs & Risk-Taking with Matthew Tuttle

Breakthrough Innovation

In this episode of Breakthrough Innovation, we’re joined by Matthew Tuttle, CEO of Tuttle Capital Management and a trailblazer in the ETF industry. With over $3 billion in assets under management, Matthew has built—and rebuilt—successful ETF businesses, creating some of the most unconventional funds in the market. He shares his insights on risk-taking, AI-driven investing, and what it takes to succeed in the rapidly evolving financial world.

Key Lessons Covered in This Episode:

Breaking the Mold in ETF Innovation:

Matthew shares how he launched the first ETF designed to short another ETF, along with funds targeting media personalities, and why standing out in the financial world requires bold moves and quick execution.

The HEAT Formula for Investing Success:

Discover Matthew’s proprietary HEAT approach (Hedges, Edges, Asymmetry, and Themes) and how it helps him spot hidden opportunities in the market.

AI: The Future of Investing:

Learn why Matthew believes AI is the ultimate game-changer in finance, how he’s using tools like ChatGPT Pro and DeepSeek, and why AI-driven ETFs could replace traditional indexing in the next decade.

The Power of Resilience in Business:

Matthew opens up about losing nearly a billion dollars—twice—and bouncing back to build a stronger company. His story is a masterclass in persistence, adaptability, and strategic risk-taking.

How to Spot the Next Big Investment Trend:

Matthew reveals his process for identifying ETF opportunities, the role consumer behavior and market trends play, and why some ETFs fail while others thrive.

Disrupting Wall Street’s Status Quo:

With a “ready, fire, aim” mindset, Matthew explains how acting fast and fearlessly is key to success in the financial sector—and why he doesn’t shy away from controversy.

Key Takeaways:

• Bold moves win in finance—don’t be afraid to disrupt.
• AI is transforming investing—those who ignore it will fall behind.
• Failure isn’t the end—it’s the foundation for future success.
• Speed and execution matter more than perfection.

Links And Resources:

• Matthew's Profile: linkedin.com/in/matthew-tuttle-2139091
• Website: TuttleCap.com
• Twitter: @TuttleCapital
• Substack: Matthew Tuttle’s Newsletter

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