Podcast appearances and mentions of lyn alden

white house realtors horrible shortage fuels housing crisis patrick bet david lyn alden

Play Episode Listen Later Apr 16, 2026 13:41

White House data shows a 10 million home shortage. On this Business Wednesday, Lyn Alden and Patrick Bet David break down housing scarcity, interest rates, bank rules, zoning fights and why millennials feel shut out of real estate.

“$6M To $30M” - Mamdani's ‘Free Grocery' Plan BLOWS Budget BEFORE Opening

new york city budget snap groceries blows patrick bet david lyn alden

Play Episode Listen Later Apr 16, 2026 7:03

A socialist backed plan for free New York City grocery stores sounds compassionate, but will it work. Lyn Alden joins Patrick Bet David to break down razor thin grocery margins, government inefficiency and why SNAP reform would cost less.

RAMageddon AI Data Center WAR + Hormuz Blockade Updates | PBD #777

PBD Podcast

Play Episode Listen Later Apr 15, 2026 104:18

Patrick Bet-David, Tom Ellsworth, and Brandon Aceto are joined by Lyn Alden as they break down NATO's response to the Strait of Hormuz blockade, rising economic pressure on Americans, the U.S. housing shortage, Mamdani's grocery store cost overruns, gold price projections, the Sam Altman attack suspect arrest, and the rising costs of jobs and raising children.------

ceo americans nato schuster data centers strait sam altman hormuz blockades lauderdale ai data patrick bet david lyn alden

“Gold To $6,000?” - Top Banks BACK Explosive Price Surge Predictions

gold predictions price wall street banks surge explosive 6k lyn alden pbd podcast

Play Episode Listen Later Apr 15, 2026 6:58

Will gold really smash through 6,000 this year or has the rally gone too far. The PBD Podcast digs into Wall Street price targets, central bank hoarding and money printing with Lyn Alden to map out what a $6K gold world looks like.

“Benefits Of Being UNPREDICTABLE” - Hormuz Blockade SPARKS Trump's BLAST On NATO

donald trump benefits iran nato sparks blast hormuz unpredictable blockades lyn alden

Play Episode Listen Later Apr 15, 2026 18:33

What happens if NATO refuses to back the U.S. on Iran? Lyn Alden analyzes the port blockade, rising oil prices, market reaction, and why investors may be underestimating the economic fallout from escalating geopolitical tensions.

The Real War Isn't in Iran — It's in the US Treasury Market | Luke Gromen & Lyn Alden

BTC Sessions

Play Episode Listen Later Apr 7, 2026 93:12

Mentor Sessions Ep. 061: Macro Legends on Oil, the Breaking US Treasury Market, and the Dollar Crisis No One Is Ready For | Luke Gromen & Lyn AldenIran doesn't have to beat the US military. They just have to beat the US Treasury market — and that changes everything you think you know about this conflict.The Strait of Hormuz is the chokepoint for roughly 20% of the world's oil supply, and right now it sits at the center of a geopolitical storm with consequences that reach far beyond the Middle East. In this deep-dive interview, we break down exactly how a Hormuz disruption cascades into oil price spikes, supply chain breakdowns, and a inflation surge that puts the US dollar's reserve status under unprecedented pressure. You'll understand why this conflict is as much a financial war as a military one, what it means for energy markets in 2026, and why Bitcoin's role as a neutral, non-sovereign asset has never been more relevant. Whether you're trying to protect your wealth or just make sense of the headlines, this conversation gives you the framework to think clearly when the noise is loudest.⏱️ Timestamps:0:00 – Iran Doesn't Need to Beat the Military, Just the Treasury 1:10 – Episode Intro with Luke Gromen & Lyn Alden 1:25 – Oil Prices, Futures Curve & Hormuz Crisis 2:10 – Will Hormuz Opening Fix Everything? 3:53 – Mid-May Deadline & Escalating Impact 8:02 – Supply Chain Fragility & Non-Linear Breaks 14:14 – The Upside-Down Global Economy (You Can't Print Oil) 15:31 – Food Shortages & Global South Risks 18:35 – Inflation, Money Printing & Debt Spiral 20:04 – Why the US Must Print Money in 2026 24:10 – Treasury Market Stress & Buybacks 32:11 – Japan, China & Dollar Pressure 43:52 – Why Are We Really in This Conflict? 1:09:12 – Petrodollar Under Pressure & Gold-for-Oil 1:13:59 – Best & Worst Case Scenarios 1:26:54 – Bitcoin's Role Right Now 1:32:23 – Final Thoughts & Where to Find Luke & LynFollow Luke:X: @LukeGromenWebsite & Research: fftt-llc.comNewsletter: fftt-treerings.comFollow Lyn:X: @LynAldenContactWebsite & Free Newsletter: lynalden.com

Lyn Alden's New Paradigm

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later Apr 4, 2026 56:18

Brady and John open on market fatigue, noting Bitcoin finally closed March green after five negative months, which they frame as a small but notable psychological win during a choppy stretch They highlight Morgan Stanley's filing for a 14-basis-point Bitcoin ETF as a major institutional signal, especially given the firm's $9 trillion client asset base and the rarity with which Morgan Stanley launches its own ETFs Lynn Alden's recent media appearances anchor the macro discussion, with the hosts focusing on fiscal dominance, persistent deficit spending, and why massive public debt is already reshaping politics, asset performance, and global stability The Strait of Hormuz and oil disruption risk emerge as a major macro wildcard, with the hosts debating whether a prolonged disruption could meaningfully impact inflation, markets, and political incentives ahead of the midterms Square's decision to auto-enable Bitcoin payments across millions of merchant terminals is framed as a meaningful step for Lightning adoption, even though merchants still default to instant dollar conversion New Hampshire's Bitcoin-backed bond structure gets attention as a potentially important innovation, especially because it may open Bitcoin-linked exposure to municipal bond buyers through a wrapper structure involving CleanSpark The show covers continued Bitcoin treasury company evolution, including Metaplanet buying 5,000 more BTC, Strive proposing a digital credit ETF, and MARA selling 15,000 BTC while pivoting further toward AI and digital infrastructure Quantum computing fears are addressed in depth, with both hosts arguing that while the issue should be taken seriously, the current wave of panic is overstated and ignores how long Bitcoin developers have already been thinking about mitigation paths They also discuss a Dutch audit body criticizing anti-money-laundering rules as harmful to citizens with unclear benefits, using it as evidence that financial surveillance is increasingly difficult to justify The episode closes with discussion of AI's growing pull on talent and capital, including layoffs at Oracle and MARA, the pause of Austin BitDevs, and the possibility that AI demand could reshape Bitcoin mining economics over time ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

ai bitcoin dutch secure new hampshire oracle lightning square threads quantum strive etf morgan stanley strait hormuz btc new paradigms bitcoin etf lyn alden swan private

MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit

Play Episode Listen Later Mar 26, 2026 98:13

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4

strategy news investing finance financial iran investment private inflation credit trading substack macro contagion macroeconomics lyn alden macro voices macrovoices erik townsend

Here's The Latest Outlook From Lacy Hunt, Ed Dowd, Lyn Alden + A Dozen Other Experts

Women Investing Network's Podcast

Play Episode Listen Later Mar 24, 2026 20:58

BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conferenceWell, the Spring Thoughtful Money conference was held online this past weekend and I'm delighted to say the event was a real success.That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 11-hour day.Lacy Hunt delivered the keynote, followed by Ed Dowd, Luke Gromen, Michael Howell, Melody Wright, Michael Oliver, Stephanie Pomboy & Grant Williams, Brent Johnson, Darius Dale, Matt Taibbi, Judy Shelton & Danielle DiMartino Booth, Andy Schectman, Rick Rule, David Hay, Lyn Alden, New Harbor Financial and Jonathan Wellum. And Jeff Clark provided a bonus video focused on gold & silver mining stocks.For those of you who didn't attend, I thought you'd enjoy hearing some of the conference highlights.You can also lock in your Early Bird ticket price to our Fall 2026 online conference at 0% inflation at https://thoughtfulmoney.com/fall#recession #investing #marketcorrection_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

fall loss investing hunt outlook foreign copyright securities dozen early bird matt taibbi grant williams exchange commission sec lyn alden brent johnson michael oliver danielle dimartino booth rick rule michael howell luke gromen judy shelton ed dowd andy schectman david hay melody wright jonathan wellum

143: A Century of US Monetary & Fiscal Policy, Debt as a Percentage of GDP, Cycles of Inflation, Lyn Alden

Play Episode Listen Later Mar 10, 2026 41:09

Today Jason welcomes Lyn Alden. Lyn provides tens of thousands of investors per month with research, information, and tools to help them build wealth and reach financial freedom. Some of her content is aimed at new investors, while the most of her topical articles are aimed at more experienced investors. Her research services cater to institutional investors and sophisticated retail investors. Visit LynAlden.com to view some of her core articles, in various sections: Building Wealth (Beginner) Investing Basics (Beginner) Investing Strategy (Intermediate) Global Macro Topics (Experienced) Key Takeaways: 0:56 Welcome Lyn Alden 1:44 A shift towards structural inflation 4:41 Charts: A Century of US Debt as a % of GDP and A Century of US Monetary and Fiscal Policy 9:00 War spending or real spending building the country and people 11:58 Investing during the covid era 14:24 Actions steps for investors to thrive in this environment 19:12 The issue with buy backs 21:29 Money safety in the banks and creating entities for asset protection 24:55 The linear and cyclical housing markets 25:49 Chart: Number of mortgages by interest rate 27:55 A soft economy and sensitive sectors like tech 29:05 Overfunded companies and the burden of reality and the classic bad investment cycle 32:15 Shadow inflation, undercharging and the realignment of the markets 35:53 Prepare for another round of inflation Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com Join our FREE MASTERCLASS every second Wednesday of the month. JasonHartman.com/Wednesday

money war investing shadow debt inflation cycles gdp monetary percentage free masterclass special offer free courses us debt fiscal policy jason hartman lyn alden ron legrand pandemicinvesting hartman us save taxes estate planning protect get ron free mini book fund cya protect your assets

259. Debasement monetario: cómo los gobiernos destruyen tu poder adquisitivo

Rockstars del Dinero

Play Episode Listen Later Mar 8, 2026 45:54

Durante décadas, la inflación fue tratada como un fenómeno cíclico. Pero lo que estamos viviendo no es solo inflación: es debasement monetario estructural. En este episodio analizamos el concepto de debasement trade popularizado por Lyn Alden en diciembre de 2025 y exploramos cómo el desacople del dólar del oro en 1971 marcó el inicio de una erosión progresiva del poder adquisitivo. Revisamos: Qué es el interest-adjusted debasement Cómo el balance de la Federal Reserve dejó de reducirse Por qué los bonos del Tesoro tuvieron su peor período moderno La divergencia histórica entre el S&P 500 y el oro Qué significa operar bajo un régimen de dominancia fiscal Por qué puedes estar en máximos nominales y perdiendo riqueza real No es un episodio alarmista. Es un análisis estructural sobre cómo leer el ciclo monetario y cómo posicionar un portafolio en un entorno de erosión gradual. La pregunta no es si el debasement continuará, La pregunta es si tu portafolio está preparado.

pero durante poder federal reserve tesoro los gobiernos lyn alden debasement monetario

The Real Reason Bitcoin Topped Early & What Comes Next | Lyn Alden

The Wolf Of All Streets

Play Episode Listen Later Feb 28, 2026 26:56

Is the Bitcoin four-year cycle officially dead or are we misreading this entire market? In this conversation, we break down why Bitcoin topped at $126K instead of $150K, whether OG holders are really dumping, and why this cycle felt fundamentally different. We discuss weak retail demand, the absence of a true alt season, AI and silver stealing speculative attention, and why stablecoins may be quietly reshaping global adoption. We also cover Bitcoin's strange correlation to software stocks, why bullish news hasn't moved price, and what could actually trigger the next cycle. Is this just consolidation before the next expansion or a structural shift in how Bitcoin trades?

ai bitcoin real reason 150k topped lyn alden

Lyn Alden | The Bearish-Bullish Case for Bitcoin: Vibes, Quantum, Cycles, and Sci-Fi

THE Bitcoin Podcast

Play Episode Listen Later Feb 26, 2026 88:19

Lyn Alden is back on THE Bitcoin Podcast to break down why this cycle left so many of us feeling like we should be more excited than we are. We get into why $126K, despite being a new all-time high, fell short of what the fundamentals suggested was possible, and what that tells us about where retail and sovereign demand actually stands. We also dig into the macro picture, the Fed, the new chair, Bitcoin vs Quantum narrative, AI as a deflationary force, why DOGE couldn't actually move the needle on government spending, and what geopolitical catalyst might finally wake the world up to Bitcoin. Plus, Lyn shares something completely new — her debut sci-fi novel, "The Stolguard incident" which is darker and more human than you'd expect, and honestly one of the best things I've read in years. FOLLOW LYN ALDEN: X: https://x.com/LynAldenContact Nostr: https://primal.net/lyn Web: https://www.lynalden.com/ PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE

spotify ai bitcoin web partners sci fi vibes fed quantum discounts rumble cycles fountain doge bullish bearish buy bitcoin nostr lyn alden ledn bitcoin podcast bdic

Lyn Alden: While "Nothing Stops This Train", Imminent Economic Crisis Is Unlikely

ai loss investing train stops foreign copyright securities imminent economic crisis exchange commission sec lyn alden

Play Episode Listen Later Feb 25, 2026 74:24

Today's guest has long been warning that the US -- as well as many other countries -- is now in an era of fiscal dominance.That's when fiscal spending gets out of control, like a runaway train.It becomes so large that it becomes the primary determinant of economic growth and inflation -- steamrolling over any impact of monetary policy or private sector lending.Today's guest is famous for predicting "Nothing stops this train"But can its momentum be slowed, buying the system more time?And does AI offer a chance to improve the situation?For answers, we are very fortunate to welcome back to the program Lyn Alden, investment strategist & author of the book "Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better"REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#deficit #artificialintelligence #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Will Money Printing End Bitcoin Bear Market? | Lyn Alden

The Pomp Podcast

Play Episode Listen Later Feb 17, 2026 20:56

Lyn Alden is a macro strategist and one of the most respected independent voices in global markets. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Lyn explains why deflationary forces may outweigh inflation risks, how AI-driven productivity is reshaping the economy, and why traditional macro signals are breaking down. We also explore energy's role in controlling inflation, the divergence between gold and bitcoin, and what it all means for long-term investors.======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================0:00 - Intro0:23 - Inflation vs deflation: what macro regime are we in?2:28 – Money printing, productivity, & hidden deflation5:17 – Gold vs Bitcoin: why gold is outperforming7:59 – Why retail hasn't bought bitcoin this cycle12:05 – Bitcoin vs stablecoins and capital flows14:34 – AI, jobs, & deflationary pressure17:12 – Will deflation force more money printing?19:08 – High growth without inflation: is it possible?

new york money ai gold bitcoin inflation bear markets money printing lyn alden

Lyn Alden: Gradual vs. Big Print, the Missing Retail Wave, and Bitcoin's Next Catalyst

Coin Stories

Play Episode Listen Later Feb 17, 2026 55:03

Macro analyst Lyn Alden returns to Coin Stories with Natalie Brunell to break down the state of Bitcoin and what comes next. We dive into: Is the Bitcoin bottom in or is more pain ahead? Why Lyn expects a gradual money print, not a "big" or "nuclear" print Where is retail? Why everyday investors haven't shown up this last Bitcoin cycle Capitulation and nerves — what Lyn has to say about sentiment The catalysts that could spark Bitcoin's next major run Why Lyn is no longer as bullish on gold & precious metals as she was in recent years ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU --- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. Learn more at https://www.gemini.com/natalie ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie ---- Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie ---- Natalie's Bitcoin Product Partners: For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie Natalie's Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput= Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26 Extra Services to Consider: Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth: www.joincrowdhealth.com/natalie ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Gold Isn't in a Bubble — This Is a Monetary Regime Change | Lyn Alden

SF Live

Play Episode Listen Later Feb 17, 2026 32:12

Gold and silver didn't “break the system.”According to Lyn Alden, this wasn't doomsday; it was a structural rerating that temporarily got ahead of itself.We discuss fiscal dominance, why gold decoupled from real rates, leverage and algorithm-driven momentum, Japan's bond risks, China reducing Treasury exposure, and why she believes gold is structurally undervalued even after the rally.Plus: Bitcoin vs. gold, altcoins, and her current portfolio positioning.#gold #bitcoin #silverprice ------------

canada europe uk china japan gold bitcoin investors bubbles leverage algorithms frankfurt treasury monetary regime change disclosures lyn alden broken money

Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin

Bankless

Play Episode Listen Later Feb 16, 2026 98:37

Lyn Alden joins us to make sense of the “everything, everywhere, all at once” macro moment. A fourth-turning-style unwind of the long-term debt cycle, rising fiscal dominance, and a rare, headline-level clash over Fed independence—plus what a Kevin Warsh Fed might actually do under real-world constraints. We dig into the “gradual print” era, why gold is ripping, how a more multipolar monetary order could emerge (gold, bitcoin, and stablecoins in different roles), and what trade war dynamics mean for the dollar's privilege. Lyn also explains why Bitcoin has lagged gold this cycle, how much the four-year crypto cycle still matters, the risks around treasury companies and quantum narratives, and how she's thinking about portfolio construction in 2026. ------

china work gold survive bitcoin proof crypto fed print gradual polymarket fed chair warsh lyn alden tdr

The AI Shock Is Coming. So Is the Printing.

Stuff That Interests Me

Play Episode Listen Later Feb 15, 2026 8:15

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comGood Sunday to you,In case you missed them, I put out two articles this week. Here they are.By now I am sure you will have stumbled across Matt Shumer's essay Something Big Is Happening, which has gone bananas viral. Eighty-one million views on X alone. That's even more than We're All Far Right Now.Shumer describes how AI capability is improving exponentially, meaning that most screen-based jobs face imminent and major disruption. By that he means all but disappearing. His advice is blunt: get good at using AI now; assume much of what you do will be automated, and thus your doing it will soon be redundant; and start saving up, there's economic upheaval coming.It's perhaps the best articulated essay there is describing this bleak view of what is coming.From my own little vantage point, I'm not nearly so pessimistic. I use AI a lot, and I use it more and more. Its rapid improvement over the last six months has been obvious, though it still cannot recognise humour, let alone write it - humour that's actually funny, anyway. So it's rather like the BBC comedy department in that regard.EDIT: Having written that last paragraph, I just watched this. It is a perfect Frat Pack joke. I've now watched a load of other clips made with AI movie generator Seed Dance 2.0 from Byte Dance (parent company of TikTok), and I've a mind to short Disney first thing on Monday morning. The content is breathtaking, even the comedy.I use AI as a sounding board, for legal and regulatory questions, bureaucratic procedures, personal advice, career and business advice, videos, images. I use it to proof read copy, in the case of PR which I hate writing, I use it to actually generate copy; it helps me with titles, SEO summaries and research. I am not at the point where it writes my articles for me, and I like to think I would not let that happen, but I know others are: I am increasingly reading pieces in respectable broadsheets that are clearly written by bots.That represents a lot of work I might once have given to other people.On the other hand, if I had needed to pay someone proper money to do it, I probably would not have done it at all. In that sense it is not so different from the democratisation of media that followed the turn of the 21st century, when filmmaking, podcasting and publishing suddenly became accessible to anyone with a laptop.From a personal point of view I know I have lost a shedload of voiceover work to AI, and what used to be my main source of income no longer is. More annoying, my voice, with the countless documentaries, promos, trailers and ads I've voiced over the years, has been harvested, modelled and copied like mad. Not a lot I can do. But the net result to the world is more content, better content, produced faster and at lower cost.I'm not sure quite how end-of-days it all is. But Shumer's finger is on the pulse in a way mine is not.Let's assume he is more right than I am. What then?Two things follow.First, AI is deflationary. Services get cheaper. Productivity rises. Labour loses bargaining power.Second, governments will not sit back and watch demand collapse. If employment and incomes come under pressure, the political response will be fiscal support, especially if it win s elections. This means more borrowing, therefore lower interest rates, and more money-printing. Different routes, same destination: easy money.That is essentially the conclusion reached by analyst Lyn Alden in her latest newsletter, though her reasoning is more technical. The Federal Reserve has already moved from balance sheet reduction back to ongoing expansion. Not a dramatic “QE moment”, but a structural, steady increase to keep the financial plumbing functioning. She calls it the “gradual print”.Jefferies' Chris Woods, whose Greed & Fear letter I have come to rather like, arrives at a similar place via politics. The US government is now so sensitive to interest costs that sustained tight policy is unrealistic. If markets wobble or growth weakens, intervention returns. Monetary restraint will not survive contact with fiscal reality.Hedge fund billionaire, Ray Dalio's argument, laid out in his latest offering, is similar, though simpler and colder. The United States is late in a long-term debt cycle, with borrowing rising faster than income. There are three ways out: austerity, default or money printing. The US will choose the third. If foreign buyers will not fund the deficits at acceptable rates, the central bank ultimately does. Different language, same conclusion.Which brings me to an interview I listened to this week, between Grant Williams and Rabobank's Michael Every. Every thinks stable coins will act as the funding vehicle. Every's argument is more macro than AI or the Fed. He believes we are seeing a structural shift in the global economic system, comparable to the late Soviet period. With Communism in its final throes, Gorbachev tried to transform the USSR from a military-industrial economy into a consumer one. It failed and the system collapsed.The United States, Every argues, is now attempting the reverse. After decades of financialisation and consumption, it is trying to rebuild industrial and military capacity. That means: industrial policy, trade protection, supply-chain control and capital directed toward production, rather than asset inflation. Instead of buying US treasuries, foreign dollars get recycled into US manufacturing, industry and, yes, its military.This is not the liberal globalisation model of the last thirty years. It is economic statecraft. This means growth may be slower and inflation structurally higher, while financial markets less dominant relative to the real economy.Success is by no means guaranteed, but the direction of travel is toward a more managed, more political, less free market economic system.So … large forces are converging. Different stories, maybe, but the destination is be rather similar.* AI will improve productivity, but lower labour power* Governments will be forced towards fiscal support* No longer independent, central banks will drift towards balance sheet expansion* Geopolitics will drive reindustrialisation and energy demandWhich brings us to the question that matters.What are the implications for your money?Where do you put it?

Major Currencies Are Headed for a Reckoning | Lyn Alden

WTFinance

Play Episode Listen Later Jan 20, 2026 44:37

Interview recorded - 19th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”.During our conversation we spoke about her overview for 2025, the growing deficit, what this means for inflation, immigration impact, demographics, the end of institutions, currency collapse and more. I hope you enjoy!0:00 - Introduction0:55 - Overview of 20252:43 - End of bull market?5:35 - FED challenge8:16 - Next FED chair11:38 - Running it hot14:43 - Grow out of deficit17:21 - Higher inflation21:23 - Negative on the future?23:13 - Immigration impact27:36 - Demographics29:53 - Trump & Greenland33:53 - Complex issues37:11 - Milei & other institution breakers39:58 - Losers41:40 - One message to takeawayLyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in her 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/LinkedIn - https://www.linkedin.com/in/lynalden/Twitter - https://twitter.com/lynaldencontact?lang=enWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

spotify founders donald trump interview running negative immigration complex fed headed reckoning currencies lyn alden lyn alden investment strategy

Happy New & Magnetic Fields Year 2026!!!

Keyvan Davani. TheTotalConnector.

Play Episode Listen Later Jan 2, 2026 91:46

Happy New & Magnetic Fields Year 2026!!! https://youtube.com/watch?v=Ge1Z3GMBz0U&t=2s#Bitcoin #MagneticFields#EarthDisasterCycle#PoleShift#GeomagneticExcursion#MH370 #MissingTrillions#2026#BreakawayCivilization #Technologies1) Core Points:New Year Message (2026): Wishes Happy New Year to Bitcoiners, humanity; declares 2026 a "magnetic fields year" for breakthroughs in tech, #Bitcoin, & natural cycles; predicts tipping points starting 2026, escalating 2030-2040 (possibly to 2050 if lucky).2) Bitcoin as Salvation: Bitcoin is the only true decentralized, scarce, verifiable money (protocol rooted in math/cryptography); dismisses all altcoins as scams; forecasts exponential growth in purchasing power (not just fiat price); mass adoption needs only 2-5% of population3) urges buying/storing Bitcoin for children via wallets; ties to abundance through deflationary tech; references books like Lyn Alden's "Broken Money", Saifedean Ammous' works (TheBitcoinStandard & TheGoldStandard), Jeff Booth on deflation. Missing Trillions & Financial Coup:4) Highlights $21T | 236.262.994 BTC (conservative number) + missing from US government (conservative per Catherine Austin Fitts' Solari Reportmissingmoney.solari.comsince 1998; links to breakaway civilizations/underground bunkers built since 1940s-1970s; quotes US Constitution on transparency;5) critiques fiat system post-1971 gold decoupling, global debt ~$350T | 3.937.716.574 BTC (up to $2.1 quadrillion | 23.626.299.446 BTC with derivatives/unfunded liabilities per Institute of International Finance); calls Trump/others controlled clowns;6) recommends Fitts' work (e.g., interviews with Whitney Webb, Simon Dixon); Fitts claims in 2025 interviews that funds built ~170 elite bunkers; urges unity between Forbes (MH370 researcher) and Ben Davidson (earth disaster cycles);7) mentions unified field theory, hydrino energy, lithium catalysts. Suppressed Technologies & #MH370: Discusses plasma/magnetic/gravitational tech for warp/teleportation/free energy; critiques Einstein as plagiarist;8) links to MH370 disappearance (orbs as plasma drones, possibly human-made aneutronic fusion tech per Ashton Forbes' theories. Earth Disaster Cycles: Warns of imminent geomagnetic excursion/pole flip (weakening since 1850s Carrington Event);9) predicts 99% population loss if grid fails (per DoD or Pentagon); cites auroras in odd places as signs; cycles every 3K-42K years, galactic influences; references Davidson's "The Disaster Cycle" documentary to be released for public soon.10) no public X interactions or talks between Davidson/Forbes; Calls for Action & Unity: Critiques podcasters/influencers (Joe Rogan, Tucker Carlson etc) for omissions/limited hangouts; urges connecting dots among whistleblowers (Fitts, Webb, Dixon, Harris, Forbes, Davidson);11) promotes open-mindedness, questioning narratives (e.g., climate fraud, vaccines as poison, CBDCs as control); emphasizes prepping, communities, bunkers/caves; protect children (unvaccinated healthier per speaker's claims).12) Personal Insights: Shares family life; health advice (carnivore over vegan, collagen, meat; personal bone fracture story); requests donations/sats for independence (podcasting since 2007-2008);13) nonprofit work on money, deflation/abundance; critiques global issues (pedophilia, population control, Germany as controlled etc).14) Thanks for all your support!Follow, subscribe, & share with your friends & family!Happy New Year 2026!!! ⚡️✅ Subscribe to the channel

News Block: Fed Starts 'Gradual Print,' Strategy Responds to MSCI, Regulators Continue to Embrace Bitcoin

Coin Stories

Play Episode Listen Later Dec 15, 2025 9:39

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: The Fed Cut Rates, Turns the Money Printer Back On Strategy Responds to MSCI Proposal Regulators Continues to Embrace Bitcoin Join our Bitcoin is for Everyone event at Pubkey D.C. ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com ---- References mentioned in the episode: Lyn Alden's Tweet on Fed Pivot The Fed to Resume Asset Purchases The Fed Quells Market with Intervention The Fed Cuts Interest Rates for the Third Time Strategy's Letter on MSCI Exclusion Proposal Strategy to Remain in Nasdaq 100 OCC Confirms Banks Can Trade Crypto OCC Approves Bank Charters for Crypto Firms Five Crypto Firms Win Approval for Bank Charters CFTC Creates New Digital Asset Pilot Program CFTC Removes Harmful Bitcoin Guidance SEC Bulletin on Self-Custody Best Practices Coin Stories Interview with Keonne Rodriguez Bitcoin is for Everyone Event at Pubkey DC ---- Upcoming Events: Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26 Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput= ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

strategy las vegas embrace starts bitcoin letter remain print references responds nasdaq regulators early bird hodl msci lyn alden ledn news block

From Gold Profits to Oil Equities: The Next Contrarian Setup? | Compass

CruxCasts

Play Episode Listen Later Dec 12, 2025 36:24

Recording date: 10th December 2025Olive Resource Capital's November 2025 portfolio performance—reaching year-to-date highs despite October's commodity market volatility—demonstrates the strategic value of disciplined gold position management within diversified resource portfolios. Whilst the firm identifies compelling contrarian opportunities in oil equities trading at generational lows, their analysis paradoxically reinforces gold's foundational importance through quantitative validation and macro context.The most striking evidence emerges from commodity ratio analysis. The oil-to-gold ratio currently sits at 20% of its 25-year historical average, representing an extraordinary dislocation that simultaneously confirms oil's severe undervaluation and validates gold's exceptional relative strength. This 500% premium to historical norms reflects fundamental repricing within commodity markets, with gold demonstrating superior pricing power amidst coordinated global liquidity expansion.Executive Chairman Derek McPherson and President & CEO Samuel Pelaez articulated the macro framework supporting hard asset valuations: persistent deficit spending across the United States, China, Canada, and European nations creates monetary conditions under which gold has historically thrived. "There is tons of liquidity coming and so your hard assets which oil is one of are going to be economic at least economic stability if not economic growth," McPherson explained, referencing macroeconomist Lyn Alden's observation that debt-financed economic support creates inexorable momentum favouring tangible assets over financial claims.China's commodity accumulation behaviour provides instructive parallels. The nation's documented gold reserve building during 2022-2024 contributed significantly to gold's rally from $1,800 to over $4,000 per ounce. Now applying similar logic to crude oil—stockpiling 700,000 barrels daily beyond refining needs—China demonstrates sovereign recognition of strategic hard asset acquisition during relative weakness. This pattern validates gold's completed appreciation cycle whilst identifying emerging opportunities in complementary commodities.Olive Resource Capital's tactical approach exemplifies professional position management. The team trimmed gold exposure during September 2025's strength, capturing profits whilst maintaining strategic core holdings, then added positions during October-November weakness at improved valuations. "We've actually been adding positions and effectively reducing our cash balance," McPherson confirmed, describing deployment across selective gold equities alongside exploratory oil positions.This disciplined rebalancing contrasts sharply with wholesale rotation between commodity sectors. Gold maintains permanent strategic importance through unique characteristics: portfolio insurance properties, liquidity during market stress, and systematic sensitivity to monetary conditions. Whilst cyclical opportunities in energy or base metals may offer superior near-term returns, gold provides stability and appreciation independent of specific economic outcomes.The investment framework applies across commodity cycles. Pelaez referenced Agnico Eagle's 20-30x return from 2015-2025, demonstrating rewards from acquiring premier assets during sector pessimism. "You can buy top of class best management best run companies and you still stand an opportunity to make multiples on your money," he observed regarding current oil valuations—a principle equally applicable to quality gold producers offering continued leverage to further monetary metal appreciation.For sophisticated investors, gold's role transcends cyclical trading. The monetary environment—coordinated deficit spending, currency debasement, sovereign reserve diversification—creates conditions for sustained appreciation whilst maintaining portfolio foundation that enables tactical exploration of complementary opportunities. The lesson from Olive Resource Capital proves clear: gold serves as strategic anchor whilst other commodity sectors rotate through relative value cycles.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

Lyn Alden: The Fourth Turning, ‘Structurally Long’ Hard Assets, Oil and Gas and the US Dollar

Palisade Radio

Play Episode Listen Later Dec 10, 2025 52:07

Stijn Schmitz welcomes Lyn Alden to the show. Lyn Alden is founder of Lyn Alden Investment Strategy. In this comprehensive interview, Alden discusses her “gradual print thesis” and the current macroeconomic landscape, focusing on fiscal dominance and potential long-term economic challenges facing developed countries, particularly the United States. Alden argues that the United States is entering a period of sustained fiscal challenges, characterized by large structural deficits and a complex monetary environment. She suggests the country is transitioning from monetary tightening to monetary loosening, with significant implications for asset allocation. Unlike emerging markets that experience rapid currency debasement, developed countries like the US have more flexibility due to global demand for their currency and extensive international financial infrastructure. Find Out More About Palisades Goldcorp, Canada’s Leading Junior Resource Investment Company:► Website: https://palisades.ca Palisade Radio Links:► Website & Newsletter: https://palisadesradio.ca► Rumble: https://rumble.com/c/c-1586024 The discussion explores historical parallels, particularly drawing comparisons to the 1940s-1970s period. Alden emphasizes that while direct comparisons are impossible, certain patterns emerge, such as the importance of owning hard assets during periods of monetary expansion. She recommends diversifying across scarce assets like equities, real estate, precious metals, and select commodities, while being cautious of overvalued investments. Demographic challenges play a crucial role in Alden’s analysis. She challenges the notion that aging populations are inherently deflationary, arguing that extensive entitlement systems and continued consumption by older populations can actually drive inflationary pressures. This perspective suggests a more complex economic landscape than traditional models predict. Regarding potential investment opportunities, Alden highlights regions like Japan, Latin America, and parts of Southeast Asia as potentially attractive. She’s particularly bullish on assets that are currently undervalued and have long-term potential, such as regional banks, Bitcoin, energy infrastructure, and select international markets. Ultimately, Alden views the current economic environment as part of a broader “fourth turning” cycle, characterized by increasing political volatility and structural economic challenges. She anticipates a gradual process of economic adjustment rather than a sudden, dramatic collapse, advising investors to remain diversified and adaptable. Timestamps:00:00:00 – Introduction00:00:47 – Gradual Print Thesis00:02:10 – Fiscal Dominance Explained00:04:20 – Outgrowing Debt Challenges00:07:42 – Inflation Spectrum Assets00:10:43 – Reshoring Industrial Base00:15:38 – Treasury Auction Risks00:17:10 – Debt Crisis Timeline00:20:18 – Fourth Turning Parallels00:22:10 – Demographic Inflation Pressures00:28:35 – Historical Debt Cycles00:31:02 – Portfolio Allocation Advice00:50:12 – Concluding Thoughts Guest Links:X: https://x.com/LynAldenContactWebsite: https://lynalden.comAmazon Book: https://tinyurl.com/lynaldenc Lyn Alden is editor and publisher of LynAlden.com, where she has both a subscription and a free financial newsletter. She says, “Her background lies at the intersection of engineering and finance.” Her site provides investment research and strategy, covering stocks, precious metals, international equities, and alternative investments, with a specialization in asset allocation. Whether you’re new to investing or experienced, there’s a lot there for you. Lyn has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, focusing on engineering economics and financial modeling. She oversees the finances and day-to-day operations of an engineering facility. She has been performing investment research for over fifteen years in various public and private capacities. Her work has been editorially featured or cited on Business Insider, Marketwatch, Time’s Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, and The Huffington Post. She has also appeared on Real Vision, The Investor’s Podcast Network, The Rebel Capitalist Show, The Market Huddle, and many other podcasts. She is also a regular contributor to Seeking Alpha, FEDweek, and Elliot Wave Trader.

Ethereum Surges Ahead of Fed Meeting

Tech Path Podcast

Play Episode Listen Later Dec 9, 2025 20:14 Transcription Available

Bitcoin and Ethereum surged amid anticipation that the US central bank will cut rates tomorrow.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:50 Tomorrow01:30 BTC finally turns positive for the year02:20 Trump: The economy is A++++02:45 Consumer sentiment all-time low03:30 Immediate rate cuts is a requirement04:00 Mike Wilson (Morgan Stanley): Labor market bottomed06:20 Rick Reider: Fed has more room to cut08:00 Fed cuts within all-time highs08:45 Bank expectations09:15 Fed may boost bill purchasing09:45 Bullish Sentiment surging10:30 Coinbase x PNC11:10 Banks x Bitcoin12:50 MSTR forced to sell?13:30 Andre Jikh: Strategy Death Spiral16:40 $MSTR has a complicated balance sheet17:30 Tom Lee All IN17:50 Bulls always win18:30 Lyn Alden says to DCA19:45 Outro#ethereum #crypto #bitcoin~Ethereum Surges Ahead of Fed Meeting

bank bitcoin crypto banks chicago bulls cryptocurrency consumer fed analysis powell ethereum coinbase btc surges microstrategy lyn alden mstr pbn

Market Liquidity Incoming!

Tech Path Podcast

Play Episode Listen Later Dec 8, 2025 27:08 Transcription Available

Bitcoin may be pitched as an alternative to the dollar system, but its price behavior shows how tightly it's now linked to the same forces that drive equities, credit, and tech multiples. When liquidity improves (when dollars are easier to borrow and funding markets relax), risk-taking becomes cheaper and more comfortable.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulGuest: Lyn Alden, Founder of Lyn Alden Investment StrategyLyn Alden website ➜ https://bit.ly/LynAldensiteBUY Lyn's Book "Broken Money" ➜ https://bit.ly/BrokenMoneyBook00:00 Intro00:10 Sponsor: iTrust Capital01:10 Debasement Trade03:00 Multi year QE04:30 Does Bitcoin need QE?05:30 Is the 4-Year cycle Dead?06:45 Michael Saylor $MSTR Strategy08:50 $BMNR outlook10:30 Interest rates goin to zero?12:40 Kevin Hassett as Fed Chair14:30 2 Years Ago: Lyn Alden Was Right vs VanEck15:30 Is Tokenization/Stablecoins taking away from Bitcoin narrative?16:45 Tokenized Gold vs Bitcoin Products19:40 Bitcoin All-time high in 2026?21:00 Would you add Paxos or Polymarket to your portfolio?22:15 Which AI stock/sector/options play are you considering?25:30 Is ZCash scam-pump finally over?25:20 Is now a good time to DCA?26:30 Outro#Crypto #Bitcoin #Ethereum~Market Liquidity Incoming

Bitcoin Crash or Bull Run Setup? with Lyn Alden

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later Nov 7, 2025 59:59

Lyn Alden returns to discuss Bitcoin's current cycle, macro conditions, and her new sci-fi novelPanel examines a ~25% pullback and whether it's a pause or a new bear marketLyn argues halvings now matter less; macro and liquidity dominate price actionJohn notes 2025 doesn't resemble 2021's top across inflation, M2, deficits, and Fed postureBitcoin behaves more like a large-cap asset with institutional rebalancing muting extremesLyn sees mild recession risk amid fiscal dominance and a two-speed economy, with reacceleration in 2026–27TGA fill and recent repo stress cited as short-term drags on Bitcoin liquidity“OG” distribution framed as an IPO-like rotation to broader holdersTreasury company update: Strive's 12% SATA preferred and MicroStrategy's new issuance, with scale advantages likely to concentrate winnersDebate on France's proposed 1% unrealized wealth tax and why Bitcoin is productive monetary savings, not luxury wealth Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

france bitcoin crash setup ipo strive m2 bull run microstrategy sata lyn alden hnwi

Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden

Forward Guidance

Play Episode Listen Later Oct 29, 2025 58:26

In this episode, Lyn Alden joins the show to explain how tariffs “slow the train but don't stop it,” why the Fed's rate hikes are disconnected from the true inflation source, and how Fed balance sheet expansion is returning. We also discuss the labor cracks, the hidden redistribution of interest income to wealthy savers, and the next phase of the debasement trade. Enjoy! __ Follow Lyn: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (01:35) Tariffs & the Fiscal Outlook (09:13) The Flow of Interest Payments (12:49) Grayscale Ad (13:27) Government Shutdown Impact (15:36) Fiscally-Dominant Economies (19:51) Measuring Economic Weakness (22:49) The State of the Labor Market (26:09) Grayscale Ad (26:56) Should the Fed Cut? (30:56) How We Fight Inflation (34:18) The Fed Balance Sheet (41:20) Past vs Present Funding Constraints (45:06) Fed Balance Sheet & Liquidity (48:43) Active Treasury Issuance (51:20) The Fed & Bank Liquidity (53:03) The Debasement Trade (57:54) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

state explore investing invest hosts expansion fed tariffs forcing liquidity labor market deficits grayscale lyn alden

Here's The Latest Outlook From Lacy Hunt, Lyn Alden, James Grant + A Dozen Other Experts

We Study Billionaires - The Investorâ€™s Podcast Network

Play Episode Listen Later Oct 22, 2025 27:24

BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conferenceWell, the Fall Thoughtful Money conference was held online this past weekend and I'm delighted to say the event was a real success.That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 11-hour day.Lacy Hunt delivered the keynote, followed by Stephanie Pomboy & Grant Williams, Michael Howell, Darius Dale, Sven Henrich, Andy Schectman, James Grant, Danielle DiMartino Booth, Judy Shelton, Michael Every, David Hay, Lyn Alden, Melody Wright, Craig Wichner, New Harbor Financial and Jonathan Wellum. And Jeff Clark provided a bonus video focused on gold & silver mining stocks.For those of you who didn't attend, I thought you'd enjoy hearing some of the conference highlights.You can also lock in your Early Bird ticket price to our Spring 2026 online conference at 0% inflation at https://thoughtfulmoney.com/2026#recession #investing #marketcorrection_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

spring loss investing hunt outlook foreign copyright securities dozen early bird grant williams exchange commission sec james grant lyn alden danielle dimartino booth michael howell judy shelton andy schectman david hay michael every melody wright jonathan wellum craig wichner

TIP760: Dollar Dominance Decline w/ Lyn Alden

Play Episode Listen Later Oct 12, 2025 78:37

In this episode, Stig Brodersen welcomes back one of the most insightful voices in global macroeconomics, Lyn Alden. In this wide-ranging conversation, they explore the shifting landscape of the U.S. dollar and its role in a rapidly changing world. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:11 - Whether we're moving from a US dollar system to a three-polar currency system 09:14 - The relationship between the fiscal deficit and the US dollar 18:51 - Why the US dollar may not go back to the strength it had in 2022 any time soon 22:23 - How to use US dollar sanctions (if at all) to achieve your goals 37:01 - Whether the US effectively implements capital controls 41:55 - What would happen if the Fed lost its independence 50:16 - Can the fiscal budget effectively balance? 57:18 - How to think about investing in high-quality equity investing in an era of fiscal dominance Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Lyn Alden's book, Broken Money. Our interview with Lyn Alden about Investing during Fiscal Dominance. Our interview with Lyn Alden about Gold. Our interview with Lyn Alden about Currencies and Debt. Our interview with Lyn Alden about her book, Broken Money. Our interview with Lyn Alden about How the Fed Went Broke. Our interview with Lyn Alden about Macro and the Energy Market. Our interview with Lyn Alden about Money. Kenneth Rogoff's book, Our Dollar Your Problem. Lyn Alden's free website. Related ⁠⁠⁠books⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

money gold investing services debt apps dollar decline fed dominance macro currencies stig lyn alden kenneth rogoff broken money premium feed stig brodersen

Broken Money with Lyn Alden: The Technological Arc of Money and Power

Onramp Media

Play Episode Listen Later Oct 10, 2025 32:38

From the Onramp Media Archives..Lyn Alden traces the arc of monetary technology—from shells and tobacco to gold and Bitcoin—and how each leap reshaped who controls money. She explains why Bitcoin represents the end of financialization and the first true form of digital settlement, closing a 150-year gap between transactions and finality. Alden unpacks the forces driving fiscal dominance, the coming liquidity cycle, and why sound, scarce assets like Bitcoin are positioned to lead in a macro-heavy decade defined by debt, geopolitics, and technological change. Originally recorded in February 2024.00:00 – Bitcoin as the Reversal of Financialization04:20 – Money as a Ledger & the Question of Control07:10 – Tobacco & Wampum: Lessons in Early American Money11:40 – Two Technological Paths in the Evolution of Money15:30 – Telegraph to Bitcoin: Closing the Settlement Gap21:00 – Technological Determinism & Monetary Centralization25:10 – Fiscal Dominance, Liquidity Cycles, & Bitcoin's Tailwinds29:10 – Hard Assets, Portfolio Strategy, & the Macro-Heavy DecadePlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

money research evolution bitcoin analysis reversal telegraph tobacco technological portfolio strategy lyn alden broken money

MacroVoices #500 Lyn Alden: What Will Stop This Train?

Play Episode Listen Later Oct 2, 2025 75:44

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y

strategy news investing train finance financial investment trading substack macro macroeconomics lyn alden luke gromen macro voices macrovoices erik townsend

Our Addiction To Deficit Spending Is The Greatest Threat To Our Future Prosperity | Lyn Alden

Play Episode Listen Later Sep 28, 2025 68:24

Today's guest has long been warning that the US -- as well as many other countries -- is now in an era of fiscal dominance.That's when fiscal spending gets out of control, like a runaway train.It becomes so large that it becomes the primary determinant of economic growth and inflation -- steamrolling over any impact of monetary policy or private sector lending.At this time of this recording, the deficit for the 2025 US fiscal year is on track to be the 3rd largest in history, behind the COVID emergency spending years of 2020 and 2021.The key difference , of course, is this time we're not facing a global pandemic and economic lockdown. Yet the profligate deficit spending continues unabated.What impact is this having on the economy, asset prices, our currency's purchasing power, and social stability?For answers, we are very fortunate to welcome back to the program Lyn Alden, investment strategist & author of the book "Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better"LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#deficit #money #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

covid-19 loss investing addiction threats prosperity foreign copyright securities greatest threat exchange commission sec lyn alden deficit spending

Lyn Alden: No Massive Boom or Bust Ahead? Recession Fears, Bitcoin vs Gold Price and the Debt Dilemma

Coin Stories

Play Episode Listen Later Sep 25, 2025 56:24

Lyn Alden, prominent macro analyst and author or Broken Money, joins Coin Stories with Natalie Brunell to share her 2025 economic outlook: potential recession, Fed rate cuts, mortgage rates, and how governments may tackle massive debt. We dive into: Bitcoin's performance vs gold A tale of two macro forecasts: massive boom ahead or massive deflationary bust -- which is right? Will we see 3-4% mortgage rates again? The rise of stablecoins Is there a plan to devalue the debt? Which Bitcoin treasury companies Lyn does/would own Why she's bullish on hard assets ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie ---- Natalie's Bitcoin Product and Event Links: For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie Genius Group (NYSE: $GNS) is building a 10,000 BTC treasury and educating the world through the Genius Academy. Check out *free* courses from Saifedean Ammous and myself at https://www.geniusgroup.ai Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput= Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Fiscal Armageddon: How U.S. Debt Could Destroy the Middle Class Lyn Aldean Part 2

Play Episode Listen Later Sep 10, 2025 46:22

Part 2 – Escaping the Inflation Trap: What's Next for America, Bitcoin, and Your Wealth In the dramatic second half of this essential conversation, Tom Bilyeu and Lyn Alden chart the turbulent path ahead for the U.S. economy, the fate of government entitlements, and the role of assets like Bitcoin and real estate as lifeboats in a sea of currency debasement. Lyn offers insider-level guidance on how investors and ordinary people can adapt, protect themselves, and even thrive as the current system buckles under its own weight. This part gets tactical: Lyn breaks down her investing playbook for a world ruled by persistent money-printing, explains why governments and corporations are wrestling with the Bitcoin question, and discusses why the “soft default” through inflation is already underway. Tom and Lyn tackle difficult truths about the future of Social Security, social unrest, and wealth redistribution—and where hope and opportunity still exist. If you want answers, strategy, and clarity on surviving the era of fiscal dominance, this episode is unmissable. SHOWNOTES33:15 – Policy-fueled asset bubbles and the hollowing of Main Street36:56 – Trump vs. Powell: Interest rates, housing, and the limits of central banking41:18 – The hard reality: Government spending, entitlements, and default scenarios46:19 – Why America can't “run the Volcker playbook” anymore49:06 – Will the U.S. eventually default—hard or soft? What happens to the middle class?51:31 – Can America escape this destiny without violent upheaval?54:49 – The entitlement time bomb: When will Social Security “break”?59:23 – Wealth inequality, pain, and predictions for the coming decade1:07:03 – Socialism vs. austerity—and why both parties are moving away from growth1:10:44 – Can AI and productivity growth save us? Or is it too late?1:14:10 – Lyn's investing approach: Three pillars for an inflation-dominated world1:19:33 – Is Bitcoin the answer? Risks, opportunities, and macro perspective on BTC1:25:31 – Stablecoins, altcoins, and public-company treasuries1:30:57 – Will Bitcoin's volatility fade—and what must happen for wider adoption?1:43:53 – Lyn's playbook for ordinary people: How to protect yourself and grow wealth1:46:06 – The future of the dollar and why global diffusion, not collapse, is likely1:49:32 – How to learn more from Lyn Alden FOLLOW LYN ALDEN:Twitter: https://twitter.com/LynAldenContactWebsite: https://www.lynalden.com What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Fiscal Armageddon: How U.S. Debt Could Destroy the Middle Class Lyn Aldean Part 2

Play Episode Listen Later Sep 10, 2025 49:52

Part 2 – Escaping the Inflation Trap: What's Next for America, Bitcoin, and Your Wealth In the dramatic second half of this essential conversation, Tom Bilyeu and Lyn Alden chart the turbulent path ahead for the U.S. economy, the fate of government entitlements, and the role of assets like Bitcoin and real estate as lifeboats in a sea of currency debasement. Lyn offers insider-level guidance on how investors and ordinary people can adapt, protect themselves, and even thrive as the current system buckles under its own weight. This part gets tactical: Lyn breaks down her investing playbook for a world ruled by persistent money-printing, explains why governments and corporations are wrestling with the Bitcoin question, and discusses why the “soft default” through inflation is already underway. Tom and Lyn tackle difficult truths about the future of Social Security, social unrest, and wealth redistribution—and where hope and opportunity still exist. If you want answers, strategy, and clarity on surviving the era of fiscal dominance, this episode is unmissable. SHOWNOTES33:15 – Policy-fueled asset bubbles and the hollowing of Main Street36:56 – Trump vs. Powell: Interest rates, housing, and the limits of central banking41:18 – The hard reality: Government spending, entitlements, and default scenarios46:19 – Why America can't “run the Volcker playbook” anymore49:06 – Will the U.S. eventually default—hard or soft? What happens to the middle class?51:31 – Can America escape this destiny without violent upheaval?54:49 – The entitlement time bomb: When will Social Security “break”?59:23 – Wealth inequality, pain, and predictions for the coming decade1:07:03 – Socialism vs. austerity—and why both parties are moving away from growth1:10:44 – Can AI and productivity growth save us? Or is it too late?1:14:10 – Lyn's investing approach: Three pillars for an inflation-dominated world1:19:33 – Is Bitcoin the answer? Risks, opportunities, and macro perspective on BTC1:25:31 – Stablecoins, altcoins, and public-company treasuries1:30:57 – Will Bitcoin's volatility fade—and what must happen for wider adoption?1:43:53 – Lyn's playbook for ordinary people: How to protect yourself and grow wealth1:46:06 – The future of the dollar and why global diffusion, not collapse, is likely1:49:32 – How to learn more from Lyn Alden FOLLOW LYN ALDEN:Twitter: https://twitter.com/LynAldenContactWebsite: https://www.lynalden.com What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices

Lyn Alden Breaks Down Fiscal Dominance, Inflation, and the End of American Middle Class Prosperity Part 1

Play Episode Listen Later Sep 9, 2025 65:52

What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu In this must-hear episode of Impact Theory, Tom Bilyeu is joined by renowned macroeconomist and financial author Lyn Alden for a hard-hitting look at the structural forces impacting your wallet and America's future. As someone who has built a reputation for cutting through economic jargon to reveal what actually matters for everyday people, Lyn Alden is here to demystify why government debt, reckless fiscal policy, and the mechanics of inflation are rapidly eroding the power and stability of the middle class. Together, Tom and Lyn explain critical concepts like fiscal dominance vs. monetary dominance, why debt ratios matter, and how budget imbalances fuel asset inflation and wealth inequality. They discuss the long-term trends that have quietly shifted America's economic landscape, delve into the hidden dangers of modern deficit spending, and set the stage for what's coming as fiscal policy spins out of control. Get ready to rethink the very nature of money and the risks we all face. SHOWNOTES00:00 – Tom introduces Lyn Alden and the reality of fiscal dominance00:17 – Lyn explains monetary vs. fiscal dominance; fiat currency dilution01:52 – The evisceration of the American middle class through inflation02:49 – Why fiscal dominance is more dangerous than monetary dominance04:16 – How the Fed historically controlled inflation—and why that no longer works07:31 – America's deficit spiral and interest expenses09:22 – What's different now from past debt scares (debt-to-GDP, demographics, end of low rates)11:18 – Surging deficits outside of crisis times: what's new and why it matters13:38 – Why Americans are ignoring the debt danger despite mounting consequences15:50 – Populism, currency debasement, and consequences for society18:25 – How debasement fuels wealth inequality and social unrest20:42 – Trump's diagnosis of the trade deficit, policy responses, and real solutions23:36 – Tariffs, tax policy, and political polarization—why it's so tough to fix28:38 – How the global reserve currency role both helps and hurts American prosperity FOLLOW LYN ALDEN:Twitter: https://twitter.com/LynAldenContactWebsite: https://www.lynalden.com Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

america american tiktok trust donald trump starting americans breaks inflation scaling prosperity fed tariffs gdp dominance fiscal surging populism tom bilyeu impact theory a6 lyn alden american middle class

Lyn Alden Breaks Down Fiscal Dominance, Inflation, and the End of American Middle Class Prosperity Part 1

The Rebel Capitalist Show

Play Episode Listen Later Sep 9, 2025 69:22

What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu In this must-hear episode of Impact Theory, Tom Bilyeu is joined by renowned macroeconomist and financial author Lyn Alden for a hard-hitting look at the structural forces impacting your wallet and America's future. As someone who has built a reputation for cutting through economic jargon to reveal what actually matters for everyday people, Lyn Alden is here to demystify why government debt, reckless fiscal policy, and the mechanics of inflation are rapidly eroding the power and stability of the middle class. Together, Tom and Lyn explain critical concepts like fiscal dominance vs. monetary dominance, why debt ratios matter, and how budget imbalances fuel asset inflation and wealth inequality. They discuss the long-term trends that have quietly shifted America's economic landscape, delve into the hidden dangers of modern deficit spending, and set the stage for what's coming as fiscal policy spins out of control. Get ready to rethink the very nature of money and the risks we all face. SHOWNOTES00:00 – Tom introduces Lyn Alden and the reality of fiscal dominance00:17 – Lyn explains monetary vs. fiscal dominance; fiat currency dilution01:52 – The evisceration of the American middle class through inflation02:49 – Why fiscal dominance is more dangerous than monetary dominance04:16 – How the Fed historically controlled inflation—and why that no longer works07:31 – America's deficit spiral and interest expenses09:22 – What's different now from past debt scares (debt-to-GDP, demographics, end of low rates)11:18 – Surging deficits outside of crisis times: what's new and why it matters13:38 – Why Americans are ignoring the debt danger despite mounting consequences15:50 – Populism, currency debasement, and consequences for society18:25 – How debasement fuels wealth inequality and social unrest20:42 – Trump's diagnosis of the trade deficit, policy responses, and real solutions23:36 – Tariffs, tax policy, and political polarization—why it's so tough to fix28:38 – How the global reserve currency role both helps and hurts American prosperity FOLLOW LYN ALDEN:Twitter: https://twitter.com/LynAldenContactWebsite: https://www.lynalden.com Learn more about your ad choices. Visit megaphone.fm/adchoices

america american tiktok trust donald trump starting americans breaks inflation scaling prosperity fed tariffs gdp dominance fiscal surging populism tom bilyeu impact theory a6 lyn alden american middle class

New Housing Market Data Is Getting Scary

Play Episode Listen Later Jul 22, 2025 27:56

https://www.skool.com/rebelcapitalistpro Contrarian research, strategies, and mentorship from George Gammon, Lyn Alden, Chris Macintosh and friends to help YOU build wealth and thrive.✅ Join my FREE weekly newsletter that will help you survive, thrive, and build wealth in this crazy world https://rcp.georgegammon.com/report

scary housing market contrarians market data lyn alden george gammon

MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?

Play Episode Listen Later Jul 17, 2025 67:55

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou

strategy news investing finance financial investment trading substack macro positioned macroeconomics lyn alden melt up macro voices macrovoices erik townsend

MacroVoices #488 Lyn Alden: Run It Hot!