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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