Breaking the 60/40 Rule: Matthew Tuttle on HEAT, AI, and Thematic Investing

Lead-Lag Live

In this episode of Lead-Lag Live, I sit down with Matthew Tuttle, CEO and CIO of Tuttle Capital, to talk about why the 60/40 portfolio no longer works — and how his HEAT formula helps investors adapt to today’s market realities.
We dig into why bonds fail as a hedge, how AI is reshaping investing, and the thematic opportunities most people are missing — from old economy AI plays to the future of space.
In this episode:
- Why bonds aren’t a reliable hedge anymore
- How the HEAT formula works — hedges, edges, asymmetry, themes
- Using leveraged and inverse ETFs strategically
- Thematic investing in AI, crypto, and space
- How AI is leveling the playing field for retail investors
Lead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.
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챕터

1. Challenging Traditional Investment Hedges (00:00:00)

2. Understanding Leveraged and Inverse ETFs (00:01:07)

3. The HEAT Investment Formula Explained (00:04:12)

4. Thematic ETFs and Market Evolution (00:10:33)

5. AI's Impact on Investment Landscape (00:12:24)

6. Space: The Next Big Investment Frontier (00:17:06)