Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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/  

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.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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

Connect with Renan Devillieres:

Website: www.oss.ventures

Personal LinkedIn: https://www.linkedin.com/in/renan-devillieres/

Timestamps: 

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.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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

LinkedIn: 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.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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

Connect with Nathan Jameson:

Website: https://www.arxventures.com/

Personal LinkedIn: https://www.linkedin.com/in/nathan-jameson/

Timestamps: 

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.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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

Connect with Brent Kesler:

Facebook: https://www.facebook.com/themoneymultiplier

Instagram: https://www.instagram.com/the.money.multiplier/

Youtube: https://www.youtube.com/@the.money.multiplier/videos

Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990    

Timestamps: 

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.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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

Connect with Xin Yan:

firm website:  https://sign.global/

firm linkedin:  https://sg.linkedin.com/company/signglobal

Firm X:              https://x.com/Sign

Timestamps: 

00:54 Xin Yan Crypto Origin Story

01:40 Sign Global Sovereign Stack

02:45 CBDC Basics and Purpose

03:27 Fiat Ledger and Bank Control

05:32 Why Private Chains Matter

07:02 Stablecoins vs CBDCs

08:52 Future Multi Currency Payments

11:54 Freedom vs Control Tradeoffs

15:33 How Governments Build Differently

19:37 Leaders in CBDC Adoption

21:32 CBDC as Gateway to Innovation

23:45 Real Time Data Advantage

24:13 Banks Versus CBDCs

25:49 Modernizing Slow Banking

27:05 Government Hesitation Factor

29:00 Digital Identity And Security

31:56 What Rollouts Look Like

34:36 Replacing Card Networks

36:43 Sign Global Products

39:57 Compliance As Code

42:43 Future Of Payments

43:49 Wrap Up And Links

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.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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

Connect with Matthew Ricciardella:

firm website:  https://www.crystalviewcapital.com/

firm linkedin:  https://www.linkedin.com/company/crystalviewcapital

Timestamps: 

00:59 Meet Matthew Ricciardella

01:46 From Dropout to Realtor

03:07 First Duplex Breakthrough

03:50 Scaling Into Commercial

06:32 Why Storage and MHC Win

07:56 Launching Crystal View Funds

10:02 Fund One Playbook

12:59 Exit Timing and Regrets

14:35 Evergreen Fund Strategy

16:13 Off Market Deal Flow

19:53 Vertical Integration Edge

23:39 Owner Mindset Wins

24:43 Skin in the Game

26:54 Underwriting Returns

28:55 Capital Deployment Strategy

31:07 Conservative Leverage

32:14 Buy Cash Then Refi

33:36 HELOCs and Optionality

34:47 Biggest Losses Lessons

37:28 Culture and Team Fit

39:30 Market Trends 2026

41:43 Manufactured Housing Myths

43:26 Consolidation and Rollups

44:29 Tech and AI Operations

46:27 Take Action Closing

Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/

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.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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

Connect with Nate Slemp:

firm website:  www.btc-mgmt.com

linkedin:  www.linkedin.com/in/nate-slemp

For access to the thesis or thesis podcast please reach out to Nate directly. 

Timestamps: 

02:17 Meet Nate Slemp

03:00 From Farm to Mining

04:26 TVA Grant Mining Setup

08:03 Why Trading Beat Mining

08:43 Long Duration Fund Strategy

11:00 Leverage and Risk Timing

12:54 Mining Signals Market Tops

14:39 Bitcoin Thesis Big Picture

18:09 Why Bitcoin Keeps Winning

21:26 Launching the Fund Lessons

24:24 Operator to Fund Manager

24:55 Why So Bullish Now

27:02 Million Dollar Bitcoin Thesis

27:51 Price vs Time Predictions

29:12 White Swan Catalysts

33:03 Quantum Computing Fears

35:27 How Bitcoin Adapts

42:05 Mining Race to Zero

43:10 Heat and Home Mining

45:45 Two Nanometer Cooling Shift

48:22 Wrap Up and Where to Find Nate

Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/

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.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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

Connect with Zack Dane and Graham Goguen:

firm website:  https://www.revolvetoken.com/

firm linkedin:  https://www.linkedin.com/company/revolvetoken

X:                        https://x.com/revolvetoken

Timestamps: 

00:40 Future Onchain Market Data

02:07 Frictionless Fractional Ownership

03:32 Podcast Intro And Guests

03:51 Zack Origin Story

06:02 Graham Background And Crypto

07:08 State Of Tokenization Today

08:43 Defining Ownership With NFTs

12:06 Next Generation Buyer Thesis

15:43 First Property Walkthrough

18:31 Transparency And Competitor Pitfalls

19:44 Funding And Cash Reserves

19:59 Fees and Escrow Basics

21:16 Reserves and Repair Coverage

22:17 Stablecoin Rent Payouts

23:15 Secondary Market Liquidity

25:54 Real Time Valuation Debate

26:52 Why Not Tokenize Company

28:25 NFT Lending and Liens

32:14 Digital Titling Reality Check

36:10 Roadmap and Beta Plans

37:45 Marketing Vision 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.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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

Connect with David Stemerman:

firm website:  https://www.centerbook.com/

firm linkedin:  https://www.linkedin.com/company/centerbook-partners-lp/

Timestamps: 

01:28 Podcast Intro Guest

01:52 David’s Background

03:03 Why CenterBook Exists

05:49 Manager Evaluation Data

09:22 Durable Alpha Patterns

12:34 Regime Change Three Signals

18:13 AI Winners And Losers

21:15 Allocator Diversifier Needs

26:43 Future Of Alpha Capture

29:41 Scaling The Platform

32:08 Research As Gold

33:37 Alpha Theory Framework

35:10 Why Optimal Beats Actual

36:36 CenterBook As Partner

37:56 Manager Risk Tools

40:23 Where Alpha Leaks

44:03 Spotting Real Skill

48:13 Long Short Is Not Dead

51:43 AI In The Workflow

54:25 Active Extension Vision

59:04 Closing And Contact

Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/

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.