A Conversation on the AI Trade Most Portfolios Are Missing — Monday June 1 @ 2pm ET
The AI conversation has fixated on the same six names for two years.
Matt Tuttle thinks the more interesting layer sits one step beneath the hyperscalers — in the **physical infrastructure** that AI cannot exist without.
On Monday, June 1 at 2:00 PM ET, Matt joins the Lead-Lag team for a 60-minute conversation on the **Heavy Assets, Low Obsolescence (HALO)** lens — a way of thinking about businesses with physical assets (mines, railroads, energy companies, and power utilities, for starters) that are unlikely to be disrupted by the next model release.
We’ll discuss:
- What “heavy asset, low obsolescence” actually filters for as a screen
- Why the AI capex cycle may rotate from compute toward heavy assets, infrastructure and materials over the coming years
- Sector-level implications for advisor portfolios
- Live Q&A with Matt Tuttle, Michael Gayed (Lead-Lag), xx, and zz [two RIA partners; will insert names and firm names]
**1.0 hour of CFP CE credit available** (Investment Planning, Intermediate).
📅 Monday, June 1, 2026
🕑 2:00 PM ET
🎥 Live on Zoom
**Register:** https://us06web.zoom.us/webinar/register/WN_FDWhyy9MTMy_wsGO2Tukyw
Hosted by Tuttle Capital Management and Lead-Lag Publishing, LLC. This webinar is educational; no specific product is being marketed.
Disclaimer:
This is sponsored advertising content for which Lead-Lag Publishing, LLC has been paid a fee. The information provided is solely the creation of Tuttle Capital Management. Lead-Lag Publishing, LLC does not guarantee accuracy or completeness. All statements are the sole opinion of Tuttle Capital Management. Past performance does not guarantee future results. Investing involves risk including possible loss of principal. Nothing in this webinar should be construed as a recommendation to buy or sell any security or as personalized investment advice.