Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber
Published: September 2, 2026
Duration: 44:50
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.
We discuss how Bitcoin and gold, bond-market risk, fiscal dominance, precious metals, and the Fed’s shrinking influence come together to shape a new investing regime. Enjoy!
TIMESTAMPS:
00:00 Intro
04:38 Is The 60/40 Portfolio Broken?
10:23 From QE...