Actionable Market Insights by Tuttle Ventures

Join us in this enlightening podcast episode, as host Darin Tuttle delves into a conversation with Justin Bernier, CIO of National Security Index.

They explore the ethical complexities of investing in emerging markets, focusing on avoiding bad actors and human rights violators.

Bernier introduces the concept of National Security Governance in investments, an alternative to traditional ESG approaches. The discussion also covers the unique intelligence-based screening process of the National Security Index ETF, the role of China in global markets, and the potential expansion of this investment approach to other markets and the bond market. This episode is a must-listen for investors interested in ethical investment strategies and national security insights.

Summary of Key Topics Discussed:

* Justin Bernier's Background: The conversation starts with an introduction to Justin Bernier, Chief Investment Officer of the National Security Index, highlighting his extensive experience in finance and national security.

* National Security Emerging Markets Index ETF: Bernier discusses the rationale behind the creation of this ETF, emphasizing the need for ethical investment in emerging markets, avoiding companies that are bad actors or violate human rights.

* Investment Challenges and Wall Street's Stance: Bernier points out the reluctance of major asset managers to address the issue of investing in companies that are either security threats or human rights violators, citing a lack of legal restrictions as their justification.

* Investment in China and Risk Management: The conversation delves into the complexities of investing in China, including the legality of investing in sanctioned companies and the need for a responsible approach to investing in Chinese companies.

* National Security Governance as Part of ESG: Bernier introduces the concept of National Security Governance as an alternative or supplement to ESG (Environmental, Social, Governance), focusing on avoiding investment in entities that compromise U.S. national security and human rights.

* Intelligence-Based Screening Process: The unique approach of the National Security Index ETF in using an intelligence-based screening process for investments is discussed, differentiating it from traditional ESG funds.

* Globalization of National Security in Investments: The conversation touches on the global nature of national security concerns in investments, including the need to look beyond China and consider other international threats.

* Potential Expansion to Other Markets and Bond Market Considerations: Bernier discusses the possibility of applying their screening approach to other markets and the bond market, highlighting the interconnectedness of global finance and national security.

* China's Capital Market Dynamics: The discussion covers the structure of China's capital markets and the role of the Chinese government in them, contrasting this with the U.S. system.

* Call to Action and Availability of Information: Bernier concludes by inviting listeners to learn more about their approach and the ETF through their website, emphasizing the importance of informed investing decisions.

Best,

Darin Tuttle, CFA

This is not investment advice. Do your own due diligence. I make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness, or reasonableness of the information contained in this report. Any assumptions, opinions and estimates expressed in this report constitute my judgment as of the date thereof and is subject to change without notice. Any projections contained in the report are based on a number of assumptions as to market conditions. There is no guarantee that projected outcomes will be achieved.

Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein.

Unless there is a signed Investment Management or Financial Planning Agreement by both parties, Tuttle Ventures is not acting as your financial advisor or in any fiduciary capacity.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newsletter.tuttleventures.com

Looking beyond stocks and bonds for your investment strategy?

Tune into my conversation this week with Andrew Beer to get a glimpse into key performance factors behind professional money managers.

Topics include:

* What diversification actually means

* Understanding “clusters”

* Replication in managed futures

Learn more at https://dbi.co/

Andrew D. Beer has nearly thirty years of experience in the hedge fund industry. Over the past decade and a half, Mr. Beer's singular focus has been to identify strategies to match or outperform portfolios of leading hedge funds with low fees, daily liquidity and less downside risk. He serves as the Managing Member at DBi LLC, a pioneer in hedge fund replication, and is co-Portfolio Manager of the firm's investment strategies.

Final Word

We're grateful for the opportunity to learn, grow, and invest alongside you at Tuttle Ventures.

Like what I have to say? Let’s discuss your individual investment portfolio by scheduling a time below:

Important Disclosures Here

Best regards,

This is not investment advice. Do your own due diligence. I make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness, or reasonableness of the information contained in this report. Any assumptions, opinions and estimates expressed in this report constitute my judgment as of the date thereof and is subject to change without notice. Any projections contained in the report are based on a number of assumptions as to market conditions. There is no guarantee that projected outcomes will be achieved.

Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein.

Unless there is a signed Investment Management or Financial Planning Agreement by both parties, Tuttle Ventures is not acting as your financial advisor or in any fiduciary capacity.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newsletter.tuttleventures.com

Podcast: The Prosperity Perspective (LS 44 · TOP 1% what is this?)
Episode: 41. The Top 5 Things I Wish Someone Told Me About Investing with Darin Tuttle
Pub date: 2022-02-08

Notes from Darin Tuttle, CFA's podcast playlist:

Tuttle Ventures

The Top 5 Things I Wish Someone Had Told Me About Investing with Darin Tuttle

Welcome back to another exciting and informative episode of The Prosperity Perspective Podcast. Host Liam Leonard and guest Darin Tuttle talk about starting out your investments the right way: what you should have clearly aligned before you begin, where to allocate depending on your life goals, and how to determine which companies are safe to invest your money. Tune in and get Darin’s scoop on the number one most important thing to know when you begin, and, surprisingly, why boring is better. 

3 Key Takeaways

• What starting out actually means for you
• Darin’s “Never Sell” approach
• How to get your passive income investment down to one simple math equation

About Darin Tuttle

With over a decade of experience in capital markets and portfolio management Darin left Goldman Sachs to manage multi-million dollar portfolios in his early 20’s. As a millennial money manager, Darin has been featured in several top publications including Forbes, Yahoo! Finance, The Epoch Times, Business Digest Magazine, The Institutional Investor, and Streetinsider.com for his expert insights. Darin holds the highly regarded CFA designation acting as the key person for investment research and portfolio construction. Currently writing The Winner's Blueprint.

Resources

Art Mission Foundation (Darin’s non-profit organization) 

Join his Newsletter

tuttleventures.com

Linkedin

Twitter: @Darin_T80

The podcast and artwork embedded on this page are from Liam Leonard, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newsletter.tuttleventures.com

Podcast: WTFinance
Episode: Trading Volatility as an Asset and Constructing a Portfolio with Darin Tuttle
Pub date: 2021-07-26

Today on the podcast we are happy to be hosting Darin Tuttle, Founder and CIO of Tuttle Ventures. 

On the podcast we talk about his new fund, trading volatility as an asset, how to construct a portfolio and building conviction to back your own intuition. 
  
With over a decade of experience in capital markets and portfolio management Darin left Goldman Sachs to manage multi-million dollar portfolios in his early 20’s.

As a millennial money manager, Darin has been featured in Yahoo Finance, Institutional Investor, Business Digest Magazine and streetinsider.com for his expert insights.

Darin is the key person for investment research, portfolio construction, strategy implementation, monitoring, performance evaluation and communication of investment strategy. Principled and passionate, Darin has an uncompromising dedication to help others by managing their investments.

He is currently a CFA level III candidate and has recently founded Tuttle Ventures, his own investment firm.  

Darin Tuttle - 
Twitter - https://twitter.com/Darin_T80
Website - http://tuttleventures.com/
LinkedIn - https://www.linkedin.com/in/tuttledarin/

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
TikTok - https://vm.tiktok.com/ZMeUjj9xV/
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas

The podcast and artwork embedded on this page are from Anthony Fatseas, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newsletter.tuttleventures.com