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

Written byAdam Shapiro
Friday, Oct 3, 2025 1:38 pm ET1min read
Aime RobotAime Summary

- Hal Lambert challenges Fed's inflation narrative, arguing money printing—not tariffs—drives inflation, predicts ~2% fed funds by 2026.

- He advocates investing in utilities, nuclear/uranium, industrials, and Bitcoin as real rates fall, citing AI-driven energy demand and fiat erosion.

- Lambert's MAGA ETF and FMKT fund focus on value-tilted, equal-weight portfolios emphasizing industrials, banks, and energy over megacap tech.

- His data-driven, conservative approach challenges conventional wisdom, linking deregulation, AI, and energy policy to U.S. economic reshaping.

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.

author avatar
Adam Shapiro

Adam Shapiro is a three-time Emmy Award–winning content creator, former network news correspondent, and founder of the multimedia production company TALKENOMICS. At AInvest, he created and launched Capital & Power, a video podcast series designed to drive engagement and establish thought leadership, while also producing original live streams, financial articles, and investor-focused video content. Previously, as a correspondent at FOX Business, Shapiro established the network’s Washington, D.C. bureau, reported from the White House, Capitol Hill, and the Federal Reserve, and secured exclusive bipartisan interviews with influential leaders. His reporting helped solidify FOX Business as the most-watched business channel on television. At the same time, his original Talkenomics series drew tens of thousands of viewers per episode through insightful conversations with policymakers, economists, and thought leaders. At Yahoo Finance, he played a critical leadership role in expanding digital programming to eight hours of live, bell-to-bell financial news coverage, dramatically increasing traffic from 68M to 104M unique monthly visitors and growing ad revenue from zero to over $50 million annually. Yahoo Finance continues to benefit from the credibility of Shapiro’s exclusive interviews with former President Donald Trump and numerous Fortune 500 CEOs.

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