09/16/2026
What does “Hamiltonian economics” mean—and how could a renewed focus on U.S. manufacturing, tariffs, Treasury markets, and currency policy affect inflation and long-term portfolios?
In this week’s episode, we break down the connection between America’s debt and Treasury markets, the recent support for Japan’s yen, and the broader monetary pressures facing global currencies. We also discuss why diversification—including an allocation to gold—may deserve consideration for investors planning decades ahead.
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What does “Hamiltonian economics” mean—and how could a renewed focu...