About this episode

Matthew Tuttle discusses the decline of value investing and introduces the concept of HALO investing.

In this week's Stansberry Investor Hour , Dan welcomes Matthew Tuttle to the show. Matthew is the CEO of Tuttle Capital Management, a firm that focuses on breaking away from conventional Wall Street wisdom by using its own ETFs that target new investment opportunities. Matthew kicks things off by discussing the "death of value investing" and what he believes is contributing to it. First, with the advent of the Internet, information was more accessible to ordinary people, so a lot of the edge from learning crucial details was lost. Second, folks lost interest in value investing. When COVID-19 struck, a lot of new investors spent their stimulus checks on meme stocks instead of solid companies. But while Matthew thinks it's dead, he says the new value stocks are in heavy assets, low obsolescence ("HALO") investing. These are stocks with physical assets, so it's unlikely that even AI could disrupt them. (0:00) Next, Matthew shares his disdain for exchange-traded funds ("ETFs"). He believes the majority of them "stink" and that if investors want to invest in a theme, they should completely invest in that theme. The problem, he says, is that Magnificent Seven companies are added to an…

People in this episode

Host: Dan

Guest: Matthew Tuttle

Topics covered

• value investing
• investment strategies
• ETFs
• market trends
• new investment opportunities

Keywords

• value investing
• HALO investing
• ETFs
• meme stocks
• investment opportunities
• Wall Street
• COVID-19

Mentioned in this episode

Organizations: Tuttle Capital Management, Wall Street, COVID-19, Magnificent Seven

Products: meme stocks, ETFs

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