'Tariffs Don’t Cause Inflation’ Hal Lambert’s Bullish 2026 MAGA Playbook—Utilities, Nuclear & Bitcoin as Rates Crash

Episode Drops 6 AM ET Monday October 6

Hal Lambert, the founder of Point Bridge Capital torches the “tariffs = inflation” trope—“printing money causes inflation”—blasts Fed Chair Jerome Powell as politicized, and wagers on ~2% fed funds by next summer, a combo Lambert says will supercharge credit, construction, and risk assets. He hammers New York’s housing squeeze as a self-inflicted mess of rent control and red tape, then lays out a trader’s cheat sheet: load up on utilities (AI data centers need power), nuclear/uranium, industrials, financials—and keep a sleeve in Bitcoin as fiat keeps eroding. His MAGA ETF’s equal-weight, value-tilted mix (heavier in industrials, banks, energy, utilities; light on megacap tech) and his FMKT fund are his vehicles for the bet. Whether you buy the politics or not, Lambert's setup screams in his own words, “rates down, real assets up.”

👉 Why inflation isn’t what the Fed says it is

👉 How deregulation, energy policy, and AI could reshape the U.S. economy

👉 Gold, Bitcoin, and safe havens in a world of falling real rates

👉 The risks of passive investing and the case for ideology-driven portfolios

👉 What Trump’s economic legacy means for markets in 2026 and beyond

Whether you agree with him or not, Lambert’s views are unapologetically conservative, data-driven, and designed to challenge conventional wisdom.