Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the U.S. fiscal situation, monetary policy update, and asset allocation for the remainder of 2024.

*This video was recorded on July 31, 2024

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0:00 - Intro

1:00 - Labor market

3:28 - Fed rate cut

13:13 - Sovereign debt crisis?

15:39 - Bond market

18:20 - Small-cap rotation

20:05 - AI investment themes

24:47 - Copper

27:00 - Bitcoin

30:30 - Liquidity

33:58 - $35 trillion in debt

40:09 - Federal interest payment

43:00 - China's holdings of U.S. Treasuries

46:20 - Yen and BoJ

48:36 - Housing market

#stocks #bitcoin #economy