Latest / The Julia La Roche Show
#159 Lyn Alden On Fiscal Dominance Macro Backdrop, Why The Rise In Gold Is Indicative Of Fiscal Problems, And Why Bitcoin Could Hit Six-Figures In This Cycle
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/…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.