John Tinsman, CEO and fund manager at AOT Invest, discusses the performance and strategy behind the AOT Growth and Innovation ETF (AOTG) and how it is outperforming VOO, SPMO, VFV and the S&P 500.

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00:00 AOTG Performance Overview

03:05 Investment Thesis and Strategy Behind AOTG

06:05 Understanding Risk and Volatility in Growth Investing

09:11 Rebalancing Strategy and Portfolio Management

11:52 Focus on Large Cap and Cyclical Businesses

15:12 Concentration vs. Diversification in Portfolio

18:01 The Rationale Behind AOTG's Creation

21:11 Expense Ratio and Comparison with Other ETFs

29:34 Understanding Momentum Investing

31:52 Comparing Fund Strategies and Performance

34:57 The Importance of Fees in Fund Management

36:30 Liquidity Misconceptions in ETFs

39:39 Tax Efficiency and Investment Strategies

43:05 The Case Against Traditional Value Investing

48:45 The Impact of AI on Profitability and Growth

53:47 Debunking the AI Bubble Myth

55:54 Global Tech Investment Landscape

01:00:15 Interest Rates and Their Impact on Tech Companies

01:01:46 The Role of Demographics in Economic Growth

01:07:05 Warren Buffett's Investment Philosophy

01:16:17 AOT Software Platform ETF Overview

#investing #ggpodcast #passiveincome #etf #investing #voo

Legal Disclosure: I’m not a financial advisor. The content in this video is for entertainment and informational purposes only. Always consult a licensed professional before making any investment decisions. The stocks I discuss are not investment recommendations. I’m not responsible for any losses you might incur from following my examples. Remember, investments that aren't FDIC insured can fluctuate in value. Please invest wisely!