Jeff Bezos: The Amazon Legacy
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Spotlight on Jeff Bezos
A conversation with…
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The Week Ahead
Empowering you to invest early in your financial future with weekly investing ideas, news, and opportunities on the path to freedom.
Highlighting a stock, cryptocurrency, and/or leader we find interesting that potentially offers extreme value over the long-term.
Leader - Jeff Bezos
From online bookstore founder to wealthiest man on the planet, the Jeff Bezos ascension has been historical. Jeff Bezos stepped down as CEO of Amazon this past week, and as the ultimate leader after 25+ years of growth, value, and pure dominance. Take a look at the one Amazon leadership principle that surprises people the most.
To learn about Jeff Bezos’ history and the rise of his company, we recommend the book Amazon Unbound: Jeff Bezos and the Invention of a Global Empire. And yes, we also see the irony in recommending a book based on a company first founded as an online bookstore.
14 Leadership Principles at Amazon - Amazon.com
Jeff Bezos Stepped Down As Amazon CEO This Week—And Got More Than $10 Billion Richer - Forbes
Matthew Tuttle, CEO of Tuttle Capital Management
A conversation with…is our interview series with financial professionals and thought leaders. This month, we are pleased to share our conversation with Matthew Tuttle of Tuttle Management. Here is part 1.
What is your background and role at Tuttle Management?
I began in the financial services industry in 1991. In 2003, after working for a few brokerage firms and insurance companies, I realized the only way to do it right is to do it yourself, so I formed my own wealth management firm. By 2012, I had a few other wealth managers asking me to manage money for them so I formed my money management firm. After a few years of managing separately managed accounts, I became frustrated trading on custodial platforms, so we started launching our own ETFs. My current role at TCM is as CEO and CIO. I manage our quantitative models and oversee the trading operation specifically.
2. Now that we know Tuttle Capital management, how do investors benefit from investing with you?
We use an approach called informed agility in everything we do. Many investors pigeonhole themselves into a specific investment discipline—value, growth, factor, etc.. We take elements from any and all investment disciplines and combine them together. Most investment strategies are also too static to stay in harmony with what is going on in markets. We are extremely agile. Many of our investment models rebalance weekly and we have some that rebalance daily. Markets are moving faster than ever and we try to keep in sync. Our products are going to be extremely uncorrelated with traditional investments that most people are going to have in their portfolio.
3. You manage 11 ETFs - highlighted by the “FOMO” Strategy. With this in mind, are new ETFs in the works? And if so, any new ETFs such as “YOLO?”
We have a lot in the works. We are in the process of retooling some of our existing ETFs to be more in accordance with today’s market environment so we will have a short squeeze ETF, a next generation tech ESG ETF, ESG momentum ETF, and an absolute return fixed income ETF. We also have 7 ETFs in registration including some tactical strategies and ESG fixed income. There are some other strategies that haven’t been filed yet, but they are going to be interesting.
**Matthew will join us to break down investing in further detail and answer questions via Twitter Spaces later this July.**
What is an ETF?
An exchange traded fund (ETF) is a type of security that tracks an index, sector, commodity, or other asset, but which can be purchased or sold on a stock exchange the same as a regular stock. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities. ETFs can even be structured to track specific investment strategies.
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🟣 Paraguayan lawmakers to present Bitcoin bill on July 14 - Cointelegraph
🟠 Virgin Galactic successfully flies Richard Branson + 3 crewmembers to edge of space - Business Insider
The Week Ahead
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