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
#012 Jim Bianco: This Is The New Normal. Get Used To It.
#011 Anthony Scaramucci On Failure, Bitcoin, and Trump
#010 Kyle Bass On Energy, China, Inflation, And More
#009 CrowdStrike's Adam Meyers On The Biggest Cyber Threats
#008 Alan Patricof on 50 years of investing, Burning Man and the NYC Marathon at 87, and living to 114
#007 Ryan Williams On Unlocking Access To Commercial Real Estate Investing
#006 Greg Lukianoff on Free Speech and 'Free Speech Culture'
#005 Hugh Hendry on Why We’re Already in the 4th Depression
#004 Former Assistant Treasury Secretary Gerry Parsky on Lessons from the 70s and Parallels to Now
#003 David Cote on Winning Now, Winning Later
#002 Bill Browder on Surviving Putin's Wrath
#001 Morgan Housel on The Psychology of Money
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