Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the main drivers of the economy into 2025, as well as her most bullish assets into next year.

*This video was recorded on October 29, 2024

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0:00 - Global Risks & Markets

1:08 - Fiscal Deficits & Policy

2:48 - 2025 Debt Ceiling Crisis

5:00 - TGA & Liquidity

7:49 - Stock Market Outlook

10:16 - Inflation Pressures

12:06 - Recession Risk

14:11 - Inflation Types

16:03 - Energy & Inflation

17:11 - Tariffs & Trade

20:40 - Fiscal Policy in 2025

22:38 - Fed Policy & Inflation

24:16 - Rate Cuts Impact

27:08 - Global Rate Sensitivity

30:25 - Bitcoin & Liquidity

33:07 - Stocks, Gold, Bitcoin Correlation

34:58 - Quality Asset Rally

36:19 - Lyn’s Top Picks for 2025

37:41 - Current Projects & Closing

#economy #investing #stocks