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

EPISODE · Aug 12, 2025 · 20 MIN

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

from The Pain Trade Podcast · host Michael A. Gayed, CFA

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. Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines. #LeadLagLive #ETFs #Investing #HEATFormula #AI #StockMarket #MatthewTuttle #PortfolioStrategy #ThematicInvesting Support the show

Episode metadata supplied by the publisher feed · Published Aug 12, 2025

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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...

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

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