Is U.S. Debt Problem Imploding? Lyn Alden On 'Fiscal Spiral', 2024's Best Assets
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- เผยแพร่เมื่อ 10 มิ.ย. 2024
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Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses her outlook for economic growth, inflation, monetary and fiscal policies, and which assets she is most bullish on.
*This video was recorded on April 2, 2024
FOLLOW LYN ALDEN:
Lyn Alden Investment Strategy: www.lynalden.com/
Twitter (@LynAldenContact): / lynaldencontact
Broken Money: www.amazon.ca/Broken-Money-Fi...
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
2:35 - Most bullish assets
4:30 - Stock market outlook
8:50 - Commercial real estate
11:20 - Market correction?
12:12 - Fixed income and bond yields
14:35 - Inflation and monetary policy
20:48 - Fiscal dominance
30:40 - Energy
37:23 - Bitcoin
43:00 - Gold
44:30 - Broken Money
#stocks #bitcoin #economy
What will be the best performing asset of 2024? Will inflation return? Comment your thoughts below and don't forget to subscribe!
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FOLLOW LYN ALDEN:
Lyn Alden Investment Strategy: www.lynalden.com/
Twitter (@LynAldenContact): twitter.com/LynAldenContact
Broken Money: www.amazon.ca/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6
Somebody should tell her BTC is not a commodity!
38:27 😢😢❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤
❤❤❤
BTC, SOL
Gold because the BRICS has appeared to have settled with golds. You could ask the insight next time
A big mack meal
I agree that NVDA is seen as the "Stock of the year." I'm interested in identifying potential stocks that could emulate META's growth over the next decade. With $250k allocated for investment, my goal is to retire comfortably.
Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $150k to over $700k in a few years.
Monica Shawn Marti is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Lin + Lyn = Win
Most underrated comment so far 🤣💥👍🏼👍🏼
Sounds like a dude
There are handful of people who are able to explain Macro clearly, Lyn is one such person ❤😊
hes great!
What is your opinion of Martin Armstrong?
@@albertodesantis739- Does Martin still use Socrates? Is it AI ?
When Lyn speaks, I listen.
Crypto
He is very knowledgeable indeed
Always
When Lyn speaks, I think it’s a man … until I come back to the screen (and look to see who’s talking)
Trans people exist. Lets not conflate the woke left movement with non political individuals who may be trans. Lyns not talking about woke shit. @@TubeBoobforyou
Her explanation of fiscal dominance was profound. Wow. I’ll have to replay that so I remember.
I thought the same thing
Thats a man
Creepy AF
Keynes
@@user-bl6yi4rs3v You're obviously very confused. It's not your fault, the education system is to blame. Best of luck! You're going to need as much as you can get, life can be pretty tough when you're stupid.
David is da man, has Lin on the show!
How can David be da man when Lyn is da Man!!!😂
I’m laughing out loud
Larry Alden is da man!
@@user-cf8uf6vk7kboth are boys 🤣
@@user-cf8uf6vk7kI wonder if people even realize they're looking at a dude who looks like a woman. I just can't take someone who looks like that seriously. It is also very deceptive.
Great interview.Straight questions with straight answers.Lynn is extremely bright and communicates very well. Thanks.
Lyn Alden is the pacesetter in the finance, economics, macro space. Her ability to explain and elaborate on the global financial system for the layperson is invaluable.
Lyn is wonderful! Always a pleasure to hear her speak. Thanks for hosting her.
Yeah Lyn is great, such a smart guy...
Yes, he's a really smart guy.
Lyn is the smartest man I have ever heard in crypto!!
Definitely Lyn is a smart man!
Lynn’s voice is deeper than David’s
Getting the macro picture from her is always a big help! Thank you
David, you need to bring back Lyn more often.
No
Lyn knows her stuff!!
His*
Yep. And Martin Armstrong
@@milky55 Hey, that's stuff we know but don't talk about. We save that for trans and woke ones.
@@hexfreedom3614 But isn't it wrong to call her "him" if she is trans? If she went out of her way to look like a women, it's obvious that she doesn't want us to call her with incorrect gender. Why do you offend her?
Lynn Alden is amazing. Thanks for this interview.
Both Lyn and Mr Lin are superstars
Really one of the best Lyn Alden interviews. Good job to both of you !
smart and measured comments . this is someone you would trust more than most other forecasters
I love listening to you guys, very much a right brained conversation.
Her understanding of the big picture of macro and ability to explain it is stunningly good.
You mean “His”
Exactly@@josephspurgeon3668
No one is better than Peter schiff at explaining to the laymen
His*
His ? wtf
Once again, an excellent interview. Thank you for your efforts.
Great interview with excellent questions David ! And Lyn is fantastic in her breath and clarity. Thank you.
Excellent show, David. Lyn Alden is one of the true GOATS in this game. Like Larry Fink and Warren Budget, she has an incredible knowledge about the markets and investing, and also economics, like Larry Summers, Nouriel Roubini, Jerome Powell, Professor Hanke, and Mohamed El-Erian. I love Lyn. Please bring her on quarterly if you can.
warren BUDGET.....................................haha...........................mark ZUCKERBIRD !
Another great interview on the David Lin Report!
Very good info Dave. Like always Lyn is very knowledgeable in what she says 🙏❤️
Wow. Impressive knowledge! Immediately bought Broken Money as Audiobook. Thanks for this wonderful interview.
Thank you both for this awesome interview!❤
Thank you David. Lyn is amazing!
Very insightful, the two of you. 👍
Epic interviews as always. When are u bringing solloway back and ask his short btc trade as well please
Lynn’ good but only ever backward looking with details we already know, how about trying to use the info to get some decent predictions?
Lyn Alden is a baller. TO THE MOON!
Love it when Lin and Lyn get together.
Which one makes the better lady boi?
@@megasc0rcher Troll, you must be lowly educated or may a child that hasn't fully developed yet.
Lyn Lin are my favorite interviews.
Great interview, great interviewee
Outstanding analysis, love your work.
Lyn is one of the best to listen to on the economy and markets
Amazing interview
No doubt, Lyn is a great analyst.
Well done Lin and Lynn and nice sakura prints! Great to see a positive suggestion in the title of Lynn's book. As an educator, we need to be more solution oriented.
Great interview, ty.
Great interview !
I'll watch anything with Lyn Alden
After 14 years of screaming financial catastrophe......even my local village gypsy would be right eventually
David having another great hair day...
A great hair day is also known as a "David Lin day".
My two favorite lyn lol David can you work on eliminating the echo and hash noise?
Bought and read the book and highly recommend and now it’s an audio version as well
Great job lin killed it again love this show keep up the great work ❤
Haha whenever Lyn is on the Lyn bots go wild.
Yes right either bots or people with nothing to say really. I don’t get much out of this . Her assessments are wishy washy neutral and hedged. Nothing courageous or insightful here.
Great show.
Lyn has been the best since I've first seen her back in 2020
That’s a dude, bro
“Seen him”
The Macro Queen
David you are killing it dude🎉
That's a.....that's a pretty violent way to put it.
Lyn is so intelligent, the one person I find hard to understand because she is so knowledgeable, will definitely buy her book to understand everything better.
Lyn Alden is amazing in her analysis. Nobody connects the dots like she does.
where? what she?
Very wise, thanks Lyn
Make your shows into podcasts and put them on TH-cam music please 👍🏿
@@ElectronicHypnotic I have TH-cam premium but you can't cast videos to just speakers.
Good interview 👍
Best duo in finance
Yeah! Love Lyn Alden. Thank you!
Wonderful analysis
Lyn is a bright light for macro education. I can't wait to buy her book....
Lyn, I love you. You are so intelligent!😊
And the man!
Lyn Alden is the best!!! Inspiration
Thanks gentlemen!
LOL
Lyn!
He has a good point
he is very good analyst
7:40 industrial, energy, financial. fiscal dominance 14:30 inflation stabilizing 27:00 in financialized econ, tax rcpts heavily connected to asset pricing 29:00 large deficits in financialized econ do not go to productive use but to consumption. Inflation will go to high quality assets, not CPI
30:45 bullish on energy 33:30 oil, gas uranium 37:20 gold and btc. Gold sniffing out fiscal problems 41:15 liquidity has bigger impact on btc in bull mkts 42:10 btc will do well in next 2 yrs 42:50 gold
Lyn is always a solid advisor, I just wish she’d meet up to talk markets over a tasty Koshary Bowl. ))
lyn is a hero ❤
Always so good
She’s the best
Lyn alden paid member. Fantastic interview. Thanks David & Lyn.
42:06 david keeping his poker face as he asks the only degen question that matters ;)
What is degen supposed to mean?
You rock Lyn ! ❤❤
Amazing! Thx
Bought midstream aggressively through the lows. Rewarded nicely 👌
Real inflation is running at 6% to 8%. Debt to GDP ratio is approaching 130%. Things will not get better.
Brilliant ❤
Top guest.
Hi man, your mic isn’t working properly, or there’s some other mics in the room that are way too loud in the mix x
Lyn is awesome!
When you says Commercial real estate is there any differentiation between office space and retail ?
No
There is a high rise in down town LA, it was valued $660 millions. As of today $200million
it was recently sold for less
If you have a commercial property that was giving you 7 cap rate now it’s worth 40% less automatically with rates doubled.
It’s simple math because nobody is that stupid to buy a property that is losing money every month.
Commercial properties will soon suffer the reality when many have to refinance in the next couple years if rates will stay high.
Make sense why inflation will be high, because Fed couldn't keep rate high, due to gov debts
So people pay more and more....
The most significant take away here is that interest on government debt is becoming very very real. Government can’t lower the rate much anymore because of inflation and the golden handcuff loan trap phenomenon we are suffering from etc etc. No way out now. That is a good point. Chicken coming home to roost- Oh and the “ regime” we need to be out of is The Biden Regime, being a border less unconstitutional corrupt banana republic is generally bearish for one’s economic future.
Ok , she is pretty good and completely covering the spectrum! I retract my lack luster previous criticism.
For the life of me I cannot understand why publications quote what cathie in the woods buying or selling rather then sensible ppl like Lynn
Lyn is the best
One of the best in the business! Better than Snider. 🤣👍
#Gold & #Silver to the 🌕 baby we out 🚀
Love Lyn
Lyn is a national treasure.. so intelligent.
Basically “this time is different”
Lynn Alden is a very knowledgeable man.
Wrong
Man yes, intelligent?
Can't find the Apple though
@illegalsmirf I'm guessing that you're one of those "incels"? What else do people call you?
I said the same thing to your Mother Last Night
I have to understand what Lyn is saying one of these replays
Where can I spend Bitcoin?
When will the inverted yield curve uninvert?
Whenever Lynn transitions back into a guy
She gave a masterclass on monetary policy, interaction between fiscal, monetary policies and how the federal reserve policy can only do so much due to the biforcation between private and public debt. 🎉…..Damn! If you’re not a hater you might actually learn something…..
The Chinese debt problem seems to be much worse along with real estate market about to implode. Do they have any experts who can talk to that impact?
I can’t seem to get that nord link to work…
Lyn has done great work! His asset class analysis was spot on
Wish I could say the same about you and your humor.
Imho when I hear an economy highly financialized it just means a lack of an economy .