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The Meb Faber Show

Tariffs & Protectionism: Investing Needs a New Set of Rules | Luke Gromen Explains

Aug 14, 2026 · 0:52:25
AI Summary
  • Luke Gromen argues free trade is dead, US pivoting to Hamiltonian economics: tariffs, reshoring, neutral reserve asset.
  • US Treasury can no longer be the world's reserve asset; long bonds are certificates of confiscation.
  • Gold belongs in every portfolio; AI is a snake eating its own tail.

Guests on This Episode

LE
Luke Gromen Explains
1 podcast appearance

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