... pop stars of finance 2021. I mean this with neither grimace or smirk. These two are truly THE resource for all the unemployed, underemployed and other economically marginal people here now in Corona-distopia, for insights into the coming trends in value ~ where to avoid calamity of the purse and were put what small amounts of value we the people and our associations manage to gather tofgether. Thanks to you both for helping us get all this sorted.
I think Lyn is wonderful. So many TH-cam investment interviews are really mostly sales pitches. Lyn shares such plausible useful information. Thank You!
Real deal? What are you talking about? Paul Tudor Jones is the real deal. Stanley Druckenmiller is the real deal with a 30 year track record. Cathie Wood is the real deal. Lyn likes to do media. I wanna see her P&L.
Brilliant. I could listen to Raoul and Lyn all day. Raoul please arrange for the obnoxious comments posted here by YT lowlife be removed. Your guest does not deserve such treatment.
SO brilliant that if you listened to Lyn in aug you would be poorer now. Not everyone who knows this biz is "brilliant". Yes Raoul please censor all non conformative opinions, that aught to give clarity lol
@@Hitngan Pleased you cant see these comments. Sadly they are there. Agreed not my channel. You have misunderstood me. The word please means request. I am not telling anyone to do anything. Best.
@@klam77. Serious question: how was the interview? Did it age well? I stopped watching when I realized it was from the Bronze Age! Is it worth watching?
I noticed by watching other videos that the way it works is if Real Vision is right in their predictions, then they publish the interview. If you purchase the subscription, you probably get all the information much faster. I'm waiting until COVID 2021 to subscribe! :D
Lyn is extremely interesting! Thank you for having her on :) It was a long time coming clearly, however, this was extremely informative. You can see the relevance it has still in the current day, even though so much is changing and so fast.
Ok so if they do an infinity ward macro mega episode who's the on the list? Definitely Alden and Pal. What about Hendry and Brett Johnson? And if course you gotta add Elon Musk because he's literally Iron Man.
Love Lin. Appreciate the free content! However it’s irresponsible for RV to publish this without clearly disclosing the Taping Date. Transparency is paramount to trust.
17:10 I think the reason the inflation genie doesn't come out, is because the deflationary forces caused by tech is actually stronger than the inflationary force the government and central banks tried to create. Because with tech and innovations, consumers consumption actually goes down in terms of nominal value (amount of dollar spent). Yet they gain higher in terms of real subjective value. So it's not that they consume less stuff, but they consume cheaper (in nominal value) stuff. And that's why there;s a huge disconnect between M1 and M2 money supply, because with the new lifestyle that tech brought, ppl actually need less money to live comfortably. And this transition even accelerated with the gov policies that forced ppl to stay at home for uncertainly long period of time and learn to use all these tech services, that actually don't generate any physical added value. The only sector that keeps the inflationary economy afloat, is the bubbled up financial market. Which ironically, also comprised of those same tech companies (through their stock price), and money markets. Those money don't even went to non-tech sectors during the pandemic. Because consumers have learned to realize that they don't really need those old style goods and services. That's why no matter how much money the gov and cb printed in hope to be spent by the real economy, it just end up doing nothing to reflate the economy while pumping the bubble of those few tech stocks. So while the gov, banks, gen-x and boomers trying to reflate the economy back to the inflationary state that they recognized as 'supposed to be', the millennials and gen-z actually trying to invent and live below their means (the amount of money they're earning which actual value is very little adjusted for inflation), using whatever tech developed for them. In other words, while the old people printing more money thinking the young people really need it, the young people just keep inventing the deflationary force and adjusting their lifestyle to adopt it so they don't need huge amount of money to live like the previous generations. And so the money printed just end up sitting there floating in the limbo of financial market.
Well said. Technology along with a natural debt deleveraging that needs to occur at this stage of the cycle makes the deflationary forces very hard to overcome with inflationary stimulus. The big question I keep coming back to is how far fiscal stimulus and monetary policy will go in order to try generate that targeted CPI - will they eventually get to a higher rate of money printing than the rate of deflation. One thing I struggle to see is any wage growth, which generally is a key requirement for inflation.
@@kieranmunro891 With current monetary policy it is not possible to do so. The only thing left is to rely on fiscal policies to put money in people's hand. That's why there's a strong narrative for the CB's currencies like Fed coin and China's DCEP. Because commercial banks won't lend out the money. That's also why the newly 'printed' M1 money doesn't circulate in real economy and inflate the M2 and CPI. Inflation and wage growth itself may show up later if the Fed can smoothly distribute the money and credit directly into consumers hand using their 'app'. But even then, it will be so hard to generate net inflation against the deflationary forces, if the stimulus amount given doesn't exceed people's basic needs and confidence that they will keep getting it regularly over time. In the end, the only thing that can guarantee wage growth are jobs. Without jobs and productivity, the stimulus and bail outs will just eat away the currency's value. It's a suicide move.
@@sathyath84 Yeah mate, agree. Only productive option I can think of is fiscal policy directed to public investment like infrastructure projects that will generate jobs. Helicopter money gets it in people's hands, but it's a temporary sticky plaster.
@@kieranmunro891 Yes infrastructure projects at least have some real productive value to it. Like Roosevelt's New Deal back in the day. Much better than helicopter's money. But unfortunately still, in the long run, if the infrastructure doesn't have its immediate value to real business and economy like we've seen in this pandemic recession, it is also futile to some extent. Because it won't boost the real economic recovery and long term job growth, even though it is calculated into GDP on paper. This will end up like China's ghost town. Because not only people don't need more infrastructure within this pandemic time, people don't even need more real estate. The supply side in mostly everything is still much higher than demand and buying power side. And the more mis-allocation of capital happens, combined with failure in identifying what people's real needs and demands within this time, will end up resulting in currency devaluation. Because in the end, whenever recession happens, and economic output decreasing, it supposed to be accompanied by the contraction of money supply to match the real economic condition. Not expansion. It may be a painful withdrawal, but will lead to healthier outcome in the long run.
Great interview. These two are some very switched on voices in macro analysis. Fascinating to hear where they differ. Real Vision has been banging in 2020!
Imaging being into a life equities, bonds, debt, fiscal, monetary policy, QE.. commodities, so many variables and fluctuations. I think my head would pop! Big shout out to Lyn, Thanks Raoul, great guest, great information.
Why was this recorded in mid August but available 4.5 months later? As interesting these 2 are, much of the video is old news. Won't watch to the end ☹️
William, Like any other business, Real Vision has to generate revenue and pay bills. This premium content was available months ago, but RV posts this free content months later for the non-paying general public.
yeah, they could've easily cut that wait time in half and still provide plenty of value for their premium brand. This should've been published at end October or early November
Lyn's "layered" approach to her PM positions. The physical level is what you never sell. Agreed. To me, holding physical is like the "house atomics" in the House of Atreidies in Dune.... you never want to have to use them, but if you do, they're there.
I wanna hit that bar, and also check the views from that balcony! With my investment income it will probably be a (small) Starbucks cafe with street views instead ;)
RayJan.....the man needs to do something other than "counting his money....so, playing pool is one of his pastimes. Also....if you can't "run the table"...don't play the man. He doesn't have a table on UTube for nothing.
I am glad that Real Vision brought Lyn Alden in for this video, apparently fixing the dropped lines. Interesting thought processes. Interesting to get the Aug 2020 view in Jan 2021. Thanks
Understanding the markets and making money from them are very different skills. Very few can do both. Most do one well and the other mediocre. That's why most economist aren't rich and most rich people aren't economists.
@@TerryJulianLive But I am not putting my face out there every day doing media like her...I am just simply saying that everybody claims to be a "macro economist" nowadays with no skin in the game...I just want to see if her money is where her mouth is💯
@@joshuadias2468 I see what you are saying but what I am telling you is that I have no interest in somebody speaking to me about investing who has no skin in the game. If you give me the choice to listen to Paul Tudor Jones or Lyn Alden I will choose Paul Tudor Jones all day. Both people claim to be "macro economists" but only 1 of them is placing bets with his research.
@@gavinrobertson760 I get where you're coming from. Personally I have a problem with people trying to teach others to trade, but don't trade themselves. But I look at economists more from academic theoretical stand point, less from real world knowledge. Hence I only watch such content in order to broader my perspective with possibilities and less to actually trade them.
So, Lyn you are currently No.1 professional on interview so far in 2021... while it’s only the 5th, you’d be topping ish the 2020 billboard zzz too I reckon. I’m all 👂🏻👂🏻
All you need is for a significant setback in the "irrational exuberance" of any one of the FANGS. For example Tesla valued at 800bb about the same cap as Facebook. Think of that Tesla is an auto/tech company just profitable this year at 29x sales diluting it's shareholders 50% over 5 years with a net margin of 2% that can no way grow into it's valuation over our lifetime.
True, nobody wants to hear about it tho. Even if you mark up Musk's intellectual capability as an asset. Solar will be big, but there's plenty of competition. In general I think it's a story about growth that's false. Cloud etf has negative earnings, yet sky high returns.
Great interview. Thanks to both of you. I’m new to macro and investing in general. Half of what you said went right over my head but I’m learning and on the bright side half of what you said made sense to me.
This woman is no fool. Knows her stuff. No non-sense. Fantastic and most refreshing. To the point. Not self centered and on subject.
she doesn't sound like a woman to me? I am confused
@@milkshakeplease4696 I don't know either, but it doesn't really matter in this context anyway, right? Clear thinker and communicator IMO.
Agreed. Most male interviewers I've watched with her seem quite intimidated. Raul was a class act as usual.
@@cryptokiwi5520 ahh... she did have him studder a few times 😜
Misogyny, bet she's flattered.
The world needs more brilliant, articulate communicators like Lyn. Thanks for the knowledge drops.
My two all time favorites together at last!!
... pop stars of finance 2021. I mean this with neither grimace or smirk. These two are truly THE resource for all the unemployed, underemployed and other economically marginal people here now in Corona-distopia, for insights into the coming trends in value ~ where to avoid calamity of the purse and were put what small amounts of value we the people and our associations manage to gather tofgether. Thanks to you both for helping us get all this sorted.
Huge fan of Lyn's and part of her premium membership community. Highly recommend.
Lol... another TH-cam pandered to a given segment trying to pander her faux analysis!
What's the premium membership like?
Reported as scam
Lyn is the best....I’ve learned so much from her.
its a dude
I love the way Lyn explains things, not over simplified but also not overly complex, great interview!!
I find Lyn Alden one of the most fascinating people in this space
I know right. Great to see more transgendered people in the stock space.
Lyn Alden = Overrated💯
@@vegancheetahvlogs She's a normal woman. Her website is really interesting and incredibly detailed.
You know
@@vegancheetahvlogs
More? Can you make a list of others
Brilliant thinker and one of the best macro minds out there to follow
You're easily impressed
Lyn is so wise. I watch Lyn alot on George Gammon's channel. I am also an engineer and then learned about finance. Great to hear Lyn's path!!
I think Lyn is wonderful. So many TH-cam investment interviews are really mostly sales pitches. Lyn shares such plausible useful information. Thank You!
Name one tangible money making idea.
She's the real deal in the world of finance. I love her interviews.
Real deal? What are you talking about? Paul Tudor Jones is the real deal. Stanley Druckenmiller is the real deal with a 30 year track record. Cathie Wood is the real deal. Lyn likes to do media. I wanna see her P&L.
It's Aman baby
If you listened to the 'real deal' in AUG you would be poor by now.
She's not a "real deal" in the crotch department (LOL!)
Wish I would have seen this conversation in August. This was awesome!
i see lyn alden, i click
I have been waiting for this interview with Raoul and Lyn for so long! Thanks RV
Brilliant. I could listen to Raoul and Lyn all day. Raoul please arrange for the obnoxious comments posted here by YT lowlife be removed. Your guest does not deserve such treatment.
I don't see any obnoxious comments and btw it's not your channel.
SO brilliant that if you listened to Lyn in aug you would be poorer now. Not everyone who knows this biz is "brilliant".
Yes Raoul please censor all non conformative opinions, that aught to give clarity lol
@@Hitngan Pleased you cant see these comments. Sadly they are there. Agreed not my channel. You have misunderstood me. The word please means request. I am not telling anyone to do anything. Best.
@@mikerathmell6271 Thank you for the nice reply you are a gentleman.
This is the sequel of "A beautiful mind", 2 beautiful minds. thanks for doing this
Thanks for featuring Lin. I've been following her - she's brilliant.
Not really
Might I ask why u say so?
My two favorite people
Bingo! As I was typing it.
She was so articulate but non confusing even to novices. Ya feel confident of her answers because it seems shes looked at all the angles prior.
FYI - This was taped on *August 19, 2020*
Thanks. It puts these very timely conversations into perspective.
@@klam77. Serious question: how was the interview? Did it age well? I stopped watching when I realized it was from the Bronze Age! Is it worth watching?
Really appreciate the heads up
PIN THIS PLEASE REAL VISION! :)
I noticed by watching other videos that the way it works is if Real Vision is right in their predictions, then they publish the interview.
If you purchase the subscription, you probably get all the information much faster.
I'm waiting until COVID 2021 to subscribe! :D
Awesome guest.
Obnoxious interruption.. Just put the ads at the start
Just got interrupted by an ad while reading this comment!
Whenever I’m in doubt of my Bitcoin investment, I simply look for new videos of Raoul Pal.
Thanks for the insights, excited to watch the video!
And then you go invest in xrp😁
Humanity's new lock, chain, and crypt. They have spelled it out for you. Can't you see where this is going?
Lyn is extremely interesting! Thank you for having her on :)
It was a long time coming clearly, however, this was extremely informative. You can see the relevance it has still in the current day, even though so much is changing and so fast.
Thank you Raoul & Lyn. The info you both give I’d never receive. I’m learning so much.
The videos you produce are priceless to me.
Very technical, above my head overall but I feel more intelligent after watching. Love Lyn.
Wow, the gathering of the Avengers. My favourite people - Raoul & Lynn
Lol so true.
True
Ok so if they do an infinity ward macro mega episode who's the on the list? Definitely Alden and Pal. What about Hendry and Brett Johnson? And if course you gotta add Elon Musk because he's literally Iron Man.
Lynn is one of my favourites too👍
@@Kid_Ikaris Dr Lacy Hunt and Mike Green are definitely contenders too and should be added to the list
Lyn is one of the most articulate and sensible macro analysts out there. Great guest!
Love Lin. Appreciate the free content! However it’s irresponsible for RV to publish this without clearly disclosing the Taping Date. Transparency is paramount to trust.
My fave 2 on the same video! Absolutely excellent discussion, this needs to be re-visited now that inflation has been knocking at the door
Nice to have me and great to meet you 😂🤙🏼
Lyn is always on point. Her macro is hard to argue.
There should have been more of a laugh when Lynn said "Nice to have me, great to be you."
Lynn a wonder. Amazing intellect. Chooses not to laugh gayly
Well, She may be very intelligent, but she is no comedian.
@S L Hmmmm I heard thank's for being me, or similar
Yeah I caught that too. I love that she did not correct herself.
😂😂😂
17:10 I think the reason the inflation genie doesn't come out, is because the deflationary forces caused by tech is actually stronger than the inflationary force the government and central banks tried to create. Because with tech and innovations, consumers consumption actually goes down in terms of nominal value (amount of dollar spent). Yet they gain higher in terms of real subjective value.
So it's not that they consume less stuff, but they consume cheaper (in nominal value) stuff. And that's why there;s a huge disconnect between M1 and M2 money supply, because with the new lifestyle that tech brought, ppl actually need less money to live comfortably. And this transition even accelerated with the gov policies that forced ppl to stay at home for uncertainly long period of time and learn to use all these tech services, that actually don't generate any physical added value.
The only sector that keeps the inflationary economy afloat, is the bubbled up financial market. Which ironically, also comprised of those same tech companies (through their stock price), and money markets. Those money don't even went to non-tech sectors during the pandemic. Because consumers have learned to realize that they don't really need those old style goods and services.
That's why no matter how much money the gov and cb printed in hope to be spent by the real economy, it just end up doing nothing to reflate the economy while pumping the bubble of those few tech stocks.
So while the gov, banks, gen-x and boomers trying to reflate the economy back to the inflationary state that they recognized as 'supposed to be', the millennials and gen-z actually trying to invent and live below their means (the amount of money they're earning which actual value is very little adjusted for inflation), using whatever tech developed for them.
In other words, while the old people printing more money thinking the young people really need it, the young people just keep inventing the deflationary force and adjusting their lifestyle to adopt it so they don't need huge amount of money to live like the previous generations. And so the money printed just end up sitting there floating in the limbo of financial market.
Well said. Technology along with a natural debt deleveraging that needs to occur at this stage of the cycle makes the deflationary forces very hard to overcome with inflationary stimulus. The big question I keep coming back to is how far fiscal stimulus and monetary policy will go in order to try generate that targeted CPI - will they eventually get to a higher rate of money printing than the rate of deflation. One thing I struggle to see is any wage growth, which generally is a key requirement for inflation.
@@kieranmunro891 With current monetary policy it is not possible to do so. The only thing left is to rely on fiscal policies to put money in people's hand. That's why there's a strong narrative for the CB's currencies like Fed coin and China's DCEP. Because commercial banks won't lend out the money. That's also why the newly 'printed' M1 money doesn't circulate in real economy and inflate the M2 and CPI.
Inflation and wage growth itself may show up later if the Fed can smoothly distribute the money and credit directly into consumers hand using their 'app'. But even then, it will be so hard to generate net inflation against the deflationary forces, if the stimulus amount given doesn't exceed people's basic needs and confidence that they will keep getting it regularly over time. In the end, the only thing that can guarantee wage growth are jobs. Without jobs and productivity, the stimulus and bail outs will just eat away the currency's value. It's a suicide move.
@@sathyath84 Yeah mate, agree. Only productive option I can think of is fiscal policy directed to public investment like infrastructure projects that will generate jobs. Helicopter money gets it in people's hands, but it's a temporary sticky plaster.
@@kieranmunro891 Yes infrastructure projects at least have some real productive value to it. Like Roosevelt's New Deal back in the day. Much better than helicopter's money.
But unfortunately still, in the long run, if the infrastructure doesn't have its immediate value to real business and economy like we've seen in this pandemic recession, it is also futile to some extent. Because it won't boost the real economic recovery and long term job growth, even though it is calculated into GDP on paper. This will end up like China's ghost town. Because not only people don't need more infrastructure within this pandemic time, people don't even need more real estate. The supply side in mostly everything is still much higher than demand and buying power side.
And the more mis-allocation of capital happens, combined with failure in identifying what people's real needs and demands within this time, will end up resulting in currency devaluation.
Because in the end, whenever recession happens, and economic output decreasing, it supposed to be accompanied by the contraction of money supply to match the real economic condition. Not expansion. It may be a painful withdrawal, but will lead to healthier outcome in the long run.
Asset inflation, overall cost of living inflation (housing, healthcare, education) tech deflation, wage deflation.
With discombobulated markets the insights here are valuable in my view. Enjoyable interview.
i like her alot... you just get the feeling she knows what shes doing and has unique views... pleasant guest
I lol'd when she said "nice to have me"
In all seriousness though she is very insightful
Oh man. That's funny
she wasnt lying lol
@Anna Yep. Lyn looks tired at the onset of the interview. Raoul, being of a like mind, was a shot of cappuccino.
Great interview. These two are some very switched on voices in macro analysis. Fascinating to hear where they differ. Real Vision has been banging in 2020!
Bring back Lyn Alden anytime!
Great convo these 2 guys just had.
Awful Ad interruptions. Kept watching just because of her, she is brilliant.
Completely agree. They shamelessly interrupt her to beg for a dollar.
Finally Raoul talk to Lyn!!!🙂💯👌was waiting for that one👍
Imaging being into a life equities, bonds, debt, fiscal, monetary policy, QE.. commodities, so many variables and fluctuations. I think my head would pop! Big shout out to Lyn, Thanks Raoul, great guest, great information.
Thank you, this was a Great interview...I learned a lot and gained perspective.....
Lyn is a rear extraordinary genius, great Podcast Raoul.
SHould have listened to him in Aug and pulled out of equities lol
@@phoenixgazette5947 her*
@@verballyabusiveclown6290 Thats quite assumtive of you.
@@phoenixgazette5947 Not really your the only one saying him 🙄 in her bio and everywhere else on the net its "her".
But whatever.... As you were.
@@phoenixgazette5947 it's a woman.
I love her interviews ''nice to have me'' that's a boss lady there.. I love to be as famous and wealthy like her !!!
She is an extraordinary genius
Hahah...
That's going to take you so much time to be that famous and wealthy
Thought become things. If you can see it in your mind, you can be it!
I wish you all the luck my love. Great vision
That's a Spirit of a fighter 💪
Thank You so much for this interview. It is amazing two years later .... The inflation Genie is def out of the bottle! :) Lyn is awesome!
Why was this recorded in mid August but available 4.5 months later? As interesting these 2 are, much of the video is old news. Won't watch to the end ☹️
The macro analysis is still useful even 5 months later
because it was available on the paid service from Real Vision on that day but I still think the content they have is worth paying for ;)
William, Like any other business, Real Vision has to generate revenue and pay bills. This premium content was available months ago, but RV posts this free content months later for the non-paying general public.
yeah, they could've easily cut that wait time in half and still provide plenty of value for their premium brand. This should've been published at end October or early November
@@brocu1 do i see what premium content is available somewhere? would have been interested in that interview at that time.
Pls post the interview date in the description!!
🐤To state the obvious... She's a solid analyst; I am impressed by this chick🐥
The timing of that ad, cutting Lyn off mid word.... Cmon maaaaan 3:56
Unsubscribe they just hacked another channel called zayed gaming
Buffering back 5 sec for brainlets
Lyn's "layered" approach to her PM positions. The physical level is what you never sell. Agreed. To me, holding physical is like the "house atomics" in the House of Atreidies in Dune.... you never want to have to use them, but if you do, they're there.
What % of total wealth do you think is appropriate to have in bullion?
This interview was in August? Why did Real Vision sit on this so long? Please do anther interview at some point soon and air it while it’s current.
I'm wondering the same. Maybe you have to be a paying member to get them when they are current?
@@GenkiDamaSSJ yes you need a paid subscription for some interviews. There is some free stuff too if you subscribe like crypto stuff
You have to pay for it
I love Lyn ❤💓💕
A very articulate woman. In a world of shills and showmen, she's a calm and analytical voice.
She’s awesome. She comes from an engineering background so she reveals the inner workings of the system and how it all connects.
r u serious its a dude
Great interview with Lyn! Interesting to hear her thoughts months after the recording.
Raoul's house looks like a resort. What a great place to hold-up in right now!
Best video yet. Lyn is a genius!!!
Lyn please deep dive into Ethereum! You can't understand the Bitcoin market thoroughly until you have a feel for where Ethereum is going...
Every time I watch I get the feeling of wanting to grab a pool cue and break in a game with Raoul's nice billiard table.
I wanna hit that bar, and also check the views from that balcony! With my investment income it will probably be a (small) Starbucks cafe with street views instead ;)
RayJan.....the man needs to do something other than "counting his money....so, playing pool is one of his pastimes. Also....if you can't "run the table"...don't play the man. He doesn't have a table on UTube for nothing.
when was this recorded? they talk of 2020 'still being played out'. sometime around start of Q4 perhaps?
Upper left corner - “Air Date 8/19/20”
Brilliant job you two. Thank you for this.
I understand one word out of every ten but I still find it interesting
This aired in August... Not quite the most up to date view on the Market, is it?
Wow. Two equals having a conversation. They are both so knowledgeable. All I can say is, "When Raoul and Lyn talk....... people [better] listen".
One of the best Socratic dialogues on the internet...
I am glad that Real Vision brought Lyn Alden in for this video, apparently fixing the dropped lines. Interesting thought processes.
Interesting to get the Aug 2020 view in Jan 2021.
Thanks
Brilliant people who also appear very down to earth.
Nice to see me, glad to be soon 😁
I think I'm slowly developing a bit of a crush on Lyn
Lol, she is like a 6 out of 10 in looks with not much feminine energy; but whatever floats your boat I guess.
@@yousmallfish5069 ..that wasn’t necessary.
Shes married
@@thrax1920 no way [Married].
Cite the Source if you please?
same lol
Very interesting conversation. Thank you. Too much echo (audio) on Raoul's side however.
Lyn Alden
Wow! Two of my favourite people! :)
Thanks and Happy New Year Lynn & Reoul.
Everyone is a "macro economist" these days. I wanna see Lyn Alden's P&L💯
Whats your education background? Did you even finish university?
Understanding the markets and making money from them are very different skills. Very few can do both. Most do one well and the other mediocre. That's why most economist aren't rich and most rich people aren't economists.
@@TerryJulianLive But I am not putting my face out there every day doing media like her...I am just simply saying that everybody claims to be a "macro economist" nowadays with no skin in the game...I just want to see if her money is where her mouth is💯
@@joshuadias2468 I see what you are saying but what I am telling you is that I have no interest in somebody speaking to me about investing who has no skin in the game. If you give me the choice to listen to Paul Tudor Jones or Lyn Alden I will choose Paul Tudor Jones all day. Both people claim to be "macro economists" but only 1 of them is placing bets with his research.
@@gavinrobertson760 I get where you're coming from. Personally I have a problem with people trying to teach others to trade, but don't trade themselves. But I look at economists more from academic theoretical stand point, less from real world knowledge. Hence I only watch such content in order to broader my perspective with possibilities and less to actually trade them.
Thank you. Lyn is a genius.
I'm curious what is ECBs "seigniorage' at the end of the year?
Great conversation. Thanks for posting.
India, Russia and Bitcoin sounds like a perfect portfolio trifecta.
She is amazing. Thanks.
proper macro chat, you guys should do another one... tomorrow
I have no idea what break evens are.
So, Lyn you are currently No.1 professional on interview so far in 2021... while it’s only the 5th, you’d be topping ish the 2020 billboard zzz too I reckon. I’m all 👂🏻👂🏻
When this video was made?
I usually refuse to listen to Raoul Pal, but for Lyn Alden, i'd do most anything 🤩
All you need is for a significant setback in the "irrational exuberance" of any one of the FANGS. For example Tesla valued at 800bb about the same cap as Facebook. Think of that Tesla is an auto/tech company just profitable this year at 29x sales diluting it's shareholders 50% over 5 years with a net margin of 2% that can no way grow into it's valuation over our lifetime.
True, nobody wants to hear about it tho. Even if you mark up Musk's intellectual capability as an asset. Solar will be big, but there's plenty of competition. In general I think it's a story about growth that's false. Cloud etf has negative earnings, yet sky high returns.
I play all of Lyn's videos backwards to get the deep secrets
She is so smart; I am playing the same videos backwards and forwards...
Both brilliant Thank you
She's super bright!
He is is. It is a male human.
Great video thanks 🙏🏼
Two superstars :)
Not really
Wondering if Lyn has heard of and used any models using System Dynamics out of MIT Sloan School of Management and Jay Forrester???
Yes Boss very big money..i like you info. Thankyou very2 much.
I just love her. Brilliant. Thanks to you both
Great interview. Thanks to both of you. I’m new to macro and investing in general. Half of what you said went right over my head but I’m learning and on the bright side half of what you said made sense to me.
What date last year did this interview happened?
🤔If you watch this vidéo 5 times over you will learn a TON ... or more🥂
Nah, u're just not accustomed to lingo and discipline altogether - give it 10 years or so.
I LOVE LYN ALDEN !
Just releasing a 6 month old video now? Is this a repeat?
At least it's not all about bitcoin then :P
Inflation will be caused by a weak dollar driving up the price of imported goods.