Sign up to save your podcasts
Or
Share #159 Lyn Alden On Fiscal Dominance Macro Backdrop, Why The Rise In Gold Is Indicative Of Fiscal Problems, And Why Bitcoin Could Hit Six-Figures In This Cycle
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#159 Lyn Alden On Fiscal Dominance Macro Backdrop, Why The Rise In Gold Is Indicative Of Fiscal Problems, And Why Bitcoin Could Hit Six-Figures In This Cycle
Investment researcher and macroeconomic analyst Lyn Alden, founder of Lyn Alden Investment Strategy, joins Julia La Roche on episode 159 to discuss the macro view of the economy, focusing on fiscal dominance.
Alden highlights the wide performance gaps between sectors, which are influenced by fiscal and monetary policies. She discusses the implications of fiscal dominance and the challenges it poses for the Fed's tools to control inflation.
Alden also shares her insights on asset markets, including the rise of gold, Bitcoin, and undervalued energy stocks.
Links:
https://www.lynalden.com/
https://www.amazon.com/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6
https://twitter.com/LynAldenContact
00:00 Introduction and overview
01:16 Fiscal dominance and its impact sectors
04:37 Fiscal dominance, explained
09:37 Higher highs, higher lows of inflations in 2020s
12:20 Ironically stimulative
16:18 Assessment of the economy, is it healthy?
18:53 Asset markets, rise in gold is indicative of fiscal problems
22:00 undervalued energy stocks and their catalysts
25:33 Insights on Bitcoin, its performance, why it could hit six-figures in next two years
30:17 Conclusion and parting thoughts
View all episodes
By Julia La Roche
4.5
5656 ratings
Investment researcher and macroeconomic analyst Lyn Alden, founder of Lyn Alden Investment Strategy, joins Julia La Roche on episode 159 to discuss the macro view of the economy, focusing on fiscal dominance.
Alden highlights the wide performance gaps between sectors, which are influenced by fiscal and monetary policies. She discusses the implications of fiscal dominance and the challenges it poses for the Fed's tools to control inflation.
Alden also shares her insights on asset markets, including the rise of gold, Bitcoin, and undervalued energy stocks.
Links:
https://www.lynalden.com/
https://www.amazon.com/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6
https://twitter.com/LynAldenContact
00:00 Introduction and overview
01:16 Fiscal dominance and its impact sectors
04:37 Fiscal dominance, explained
09:37 Higher highs, higher lows of inflations in 2020s
12:20 Ironically stimulative
16:18 Assessment of the economy, is it healthy?
18:53 Asset markets, rise in gold is indicative of fiscal problems
22:00 undervalued energy stocks and their catalysts
25:33 Insights on Bitcoin, its performance, why it could hit six-figures in next two years
30:17 Conclusion and parting thoughts
More shows like The Julia La Roche Show
View all
Macro Voices
3,070 Listeners
Hedgeye Podcasts
200 Listeners
The Market Huddle
363 Listeners
Palisades Gold Radio
262 Listeners
Excess Returns
88 Listeners
Eurodollar University
464 Listeners
The Grant Williams Podcast
1,341 Listeners
ITM Trading Podcast
75 Listeners
Wealthion - Be Financially Resilient
372 Listeners
The Jay Martin Show
71 Listeners
On The Tape with Danny Moses
163 Listeners
Forward Guidance
269 Listeners
Thoughtful Money with Adam Taggart
414 Listeners
The David Lin Report
47 Listeners
Monetary Matters with Jack Farley
157 Listeners