US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

US Assets Are Dead Money Without A Policy Shi...

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Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber

The 60/40 portfolio was built for an old regime, but what replaces bonds when fiscal dominance and currency debasement become structural? This week, Bitwise CIO Matt Hougan and Proficio CIO Bob Haber join the show to explore how hard assets fit into modern portfolio construction. ...  Show more

Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup

The macro establishment is turning on itself as Stan Druckenmiller challenges Scott Bessent’s efforts to suppress long-term Treasury yields. This week, we unpack the Druck-Bessent clash and what it reveals about fiscal policy, Fed independence, and market intervention. We also pr ...  Show more

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