Podcasts about lyn alden investment strategy

Tom welcomes back Lyn Alden, Founder of Lyn Alden Investment Strategy, to the show to discuss the intricacies of trade deficits, the role of the US dollar as a global reserve currency, and the broader economic implications for the United States. Lyn explains that a trade deficit occurs when a country imports more than it exports, and while some countries experience this cyclically, others, like India, have managed structural deficits by investing in long-term growth rather than overconsumption. The US, however, faces a unique challenge: its trade deficit is deeply tied to its status as the world's reserve currency, which creates an excess demand for dollars and makes it difficult to manufacture competitively. Lyn highlights that the dollar's strength perpetuates this cycle, making imports expensive and exports cheaper, while also forcing the US to rely on foreign investment to fund its deficits. This dynamic has contributed to deindustrialization and a shift in economic power globally. She contrasts this with historical examples like the UK during the Bretton Woods era, where a similar situation led to stagnation before the rise of new powers like the US. The discussion shifts to fiscal dominance, where large government deficits constrain monetary policy, making central banks more reliant on fiscal authorities. Lyn notes that the Fed is increasingly limited in its ability to control inflation due to these fiscal pressures. She also addresses Trump's tariff policies, arguing they harm domestic industries and shift costs onto American consumers while failing to address the root causes of trade imbalances. Inflationary pressures from tariffs are uneven, with specific sectors facing price increases while others experience disinflation. Lyn emphasizes that sustained inflation requires broader money supply growth, which has not been a significant factor in recent years. She concludes by exploring alternatives like gold and Bitcoin as potential reserve assets, suggesting that diversification into neutral reserves could help mitigate risks but remains largely theoretical at this stage. Time Stamp References:0:00 - Introduction0:40 - Trade Deficits & Tariffs5:02 - Sustainable Economics?10:33 - Dollar & Liquidity14:02 - Fiat Currency 'Growth'15:49 - Fed & Fiat Deflation?21:40 - Tariff Model & Truth25:05 - Gold, Bitcoin, & Dollar28:30 - Trade, Tariffs, & Conflict33:04 - Bond Market Impacts36:36 - Taxes & Gradual Tariffs39:05 - DOGE & Reducing Deficits42:00 - Fiscal Dominance46:23 - Devaluing/Lower Dollar?49:43 - U.S. Gov't Buying Gold?52:20 - Bitcoin Reserve?56:09 - Tariffs & Inflation Effects59:40 - Watch for Fiscal Issues1:00:50 - Wrap Up Guest Links:Twitter: https://x.com/LynAldenContactWebsite: https://www.lynalden.com/ 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.

Today's guest is economist Lyn Alden, an independent analyst and founder of Lyn Alden-Investment Strategy, where she publishes monthly research reports for both retail and institutional investors. With a background in electrical engineering and a master's in engineering management specializing in financial modeling, Lyn excels at breaking down complex economic trends into plain English. She is also a general partner at Ego Death Capital and the author of the 2023 bestseller “Broken Money,” which examines the evolution of money through the lens of technology. In this episode, Lyn offers her perspective on the macroeconomic factors shaping 2025, including political uncertainty, fiscal dominance, and more.You will want to hear this episode if you are interested in...How Lyn got into investment research [1:50]The 2024 election's influence on the economy [8:00]What happens with the debt ceiling? [16:25]What Lyn likes better than the dollar and why [22:09]Lyn's view on BRICS plans [22:45]Expiring tax cuts and bank lending [28:40]Lyn's experience with Bitcoin [33:55]Lyn's advice to avoid complacency [41:40]Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Resources & People MentionedBroken Money, Lyn AldenEgo Death CapitalLyn Alden-Investment StrategyConnect With Lyn AldenLyn AldenConnect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking FinanceAudio Production and Show Notes by - PODCAST FAST TRACK

Steve runs Spiral, Block's open source bitcoin initiative. Lyn is founder of Lyn Alden Investment Strategy and partner at Ego Death Capital. Steve and Lyn join the show to discuss their recent research paper on bitcoin consensus changes, the process which the network implements potential improvements, and the various stakeholders involved.Research Paper: https://github.com/bitcoin-cap/bcap Steve on Nostr: https://primal.net/moneyballLyn on Nostr: https://primal.net/lynEPISODE: 143BLOCK: 869880PRICE: 1180 sats per dollarsupport dispatch: https://citadeldispatch.com/donate nostr live chat: https://citadeldispatch.com/stream nostr account: https://primal.net/odell youtube: https://www.youtube.com/@CitadelDispatch podcast: https://serve.podhome.fm/CitadelDispatch stream sats to the show: https://www.fountain.fm/ join the chat: https://citadeldispatch.com/chatOutro Music by TIP NZ: https://primal.net/p/npub1hrctsg2qwu5gsp65gvj29968z460g0th755jq92c8uaz620lewmq6qk525(00:00:00) CNBC Squawk Box Intro(00:04:36) Introduction to Citadel Dispatch(00:06:03) Bitcoin Consensus and Protocol Changes(00:20:27) Soft Forks vs Hard Forks(00:38:47) Stakeholder Dynamics in Bitcoin(01:11:17) Power Dynamics and Investor Influence

Host: Tracy Shuchart for MicDropMarketsGuests: Lyn Alden and Tom Luongo (X handles)Lyn AldenLyn's background lies in the intersection of engineering and finance.She has a bachelor's degree in electrical engineering and a master's degree in engineering management, with a focus on engineering economics and financial modeling.She has been performing investment research for over fifteen years after retiring from engineering in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Her goal is to provide institutional-level research in plain English, so that both institutional investors and retail investors can benefit from it.Her work has been editorially featured or cited on a plethora of media channelsShe just published her first book “Broken Money” last year, a bestseller on Amazon.Tom LuongoTom is a Former Research Chemist, Amateur Dairy Goat Farmer, Anarcho-Libertarian and Obstreperous Austrian Economist whose work can be found on sites like Zerohedge, Lewrockwell.com, Bitcoin Magazine and Newsmax Media.He is publisher of the Gold Goats ‘n Guns Newsletter and blog. Tom's sifts out the stories from behind the headlines and weaves the disparate threads of the global-macro environment into a coherent picture. He backs that up with a strong track record of making actionable calls on markets with uncommon accuracy.With a decade of experience as a newsletter editor and contributor for numerous publications and podcasts, Tom has pushed the line between where politics and markets intersect with a fierce intellectual honesty.Disclaimer: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

The latest price moves and insights with Jennifer Sanasie and Lyn Alden Investment Strategy founder and Analyst Lyn Alden.To get the show every day, follow the podcast here.Lyn Alden Investment Strategy founder and Analyst Lyn Alden joins CoinDesk with her analysis on how macroeconomic factors like the Fed interest rate cut, China's economic influence and global liquidity are shifting the crypto market.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Jennifer Sanasie and Lyn Alden Investment Strategy founder and Analyst Lyn Alden.To get the show every day, follow the podcast here.Lyn Alden Investment Strategy founder and Analyst Lyn Alden joins CoinDesk with her analysis on how macroeconomic factors like the Fed interest rate cut, China's economic influence and global liquidity are shifting the crypto market.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Interview recorded - 26th of August, 2024On 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 what is happening in the markets, rotation out of the US, which markets are investable, broadening US markets, energy, China and more. I hope you enjoy!0:00 - Introduction1:50 - What has happened the past few weeks in markets?7:20 - International investors leaving US?9:05 - International markets11:10 - Which countries to benefit?13:50 - Who benefits from rate cuts?15:45 - Broadening of US market?18:38 - Powell made right decision?22:26 - Similarities to 90's?24:19 - Fiscal repression29:50 - Interest payments impact on deficit?32:28 - Solution for social securities?36:03 - AI to fix outcomes?37:58 - Energy shift43:46 - Chinese manufacturing growth to continue?46:13 - West less control over China?48:32 - Chinese soft power51:23 - One message to takeaway from our conversation?Lyn 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 my 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

“When I think about US politics, the single-minded focus I have is reducing the probability of tail risk draconian anti-Bitcoin types of regulation.” - Lyn AldenMy guest today is Lyn Alden, Founder of Lyn Alden Investment Strategy, GP at Ego Death Capital and BoD at Swan. In this episode we discusses the current U.S. political landscape and the importance of pushing for bipartisan support of Bitcoin, Bitcoin's role in global economics, the future of US fiscal policy, and the importance of financial privacy. Lyn shares the potential of Bitcoin as a hedge against inflation and currency devaluation, progressive arguments for Bitcoin and we also delve into the benefits of decentralized social media protocol Nostr. Follow Lyn on X and nostr You can find Trey on nostr and via the pod's social channels. You can also connect with him in the pod's public telegram group or via the contact form on our website.BitBox: Get the open-source Bitbox02 Bitcoin only edition. It's my favorite bitcoin hardware wallet for you to take self-custody of your bitcoin and keep your private keys safe in cold storage. Use promo-code ‘TPB' during checkout at bitbox.swiss/tpb to get 5% off your purchase, including accessories and merch!You, our listener! Thank you to our supporters. To support The Progressive Bitcoiner and access rewards, including our new TPB merch, head to our geyser page: https://geyser.fund/project/tpbpod. You can also now support our work via Patreon.PROMO CODES:Sazmining: Hosted Bitcoin mining made easy, using and 100% renewable energy. Get $50 off the purchase of a miner using the following link: https://app.sazmining.com/purchase?ref=byyhN2mCGXluFold App: Fold is the best way to earn bitcoin back on everything you do. Use the Fold Visa debit card, and purchase gift cards from the Fold Store, to earn bitcoin on everyday purchases. Get 20,000 sats with your first Fold Card purchase using our referral link - https://use.foldapp.com/r/CKVX3C4CLightning Store: Head to https://lightning.store/ and use promo-code ‘TPB' to get 20% off all products.To learn more, visit our websiteFollow the pod on X | Nostr | Bluesky | Instagram | Threads | Facebook | LinkedIn |Join in on the conversation at our Progressive Bitcoiner Community telegram group!The Team: Producer/Editor: @DamienSomerset | Branding/Art: @Daniel | Website: @EvanPrim This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit progressivebitcoiner.substack.com/subscribe

The global financial system is under strain, with currencies around the world failing or on the brink, warns Lyn Alden, founder of Lyn Alden Investment Strategy. In this interview with Daniela Cambone, Alden explains why there is significant upside for gold in the next five to ten years—and why waiting for small dips could cost you big. Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcast or Call 866-349-3310

On this episode of Paychex THRIVE, Gene is joined by investment guru Lyn Alden, founder of Lyn Alden Investment Strategy.  They delve into the complex world of the stock market and examine the tactics needed to make successful investments. From using the traditional 60/40 portfolio model to selecting individual stocks to evaluating cryptocurrency, Lyn offers a variety of comprehensive strategies to help individual investors optimize their returns. Tune in to learn more about how to navigate the intricate dynamics of the stock market with greater confidence.   Topics include: 00:00 – Episode preview and welcome 01:01 – Introduction of Lyn Alden 01:23 – The pros and cons of writing a book 05:04 – Discussion about the 60/40 investment strategy 09:33 – Outlook on the 60/40 portfolio's future 11:27 – Recommendations for stock portfolio makeup 14:08 – Lyn's personal stock strategy 15:08 – Advice for selecting individual stocks 17:06 – Evaluating companies to invest in 19:02 – Trigger points for selling a stock 21:46 – Using personal experience when making investment decisions 23:55 – The impact of big entities on smaller investors 27:06 – The edge small investors have 28:01 – Discussion on crypto investments 31:31 – Wrap up and thank you   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

On this week's Stansberry Investor Hour, Dan and Corey welcome Lyn Alden to the show. Lyn is an independent analyst, bestselling author, and founder of Lyn Alden Investment Strategy – an investment research service for both retail and institutional investors. She kicks the podcast off by describing how her background in engineering has influenced her macroeconomic investing style. She explains why she became so interested in macroeconomics in the first place and why 2017 was a turning point for the U.S. economy. Lyn also talks about fiscal dominance – or when fiscal deficits and federal debts are large enough that they start reducing a central bank's options. She puts this in the historical context of the 1970s and clarifies why inflation and interest rates are so complexly intertwined today. (4:39) Next, Lyn shares her outlook for the U.S. economy, including higher-than-baseline inflation for the foreseeable future and the country being in a similar situation to emerging markets. She discusses areas of the market where fiscal dominance has been appearing over the past few years, how the 2010s taught investors the wrong lesson, why the U.S. may experience the same economic troubles that Japan is facing right now, and the divergence between sectors going through recessions versus those that benefit from deficits. (16:42) Lastly, Lyn cautions listeners against using the traditional 60/40 portfolio in inflationary environments like today's and instead urges them to prioritize energy, precious metals, and hard assets. She also breaks down why she finds Latin America so attractive today (particularly Brazil, Colombia, and Mexico) and gives an in-depth explanation of how technology impacts money. (34:03) Dan and Corey close things out by discussing the backlash to Argentine President Javier Milei's economic shake-up, including his devaluing the peso against the U.S. dollar and laying off thousands of government workers. Plus, they share their thoughts on the latest speculative meme craze – closed-end fund Destiny Tech100 (DXYZ) – and what it means for the broader market. (54:28)

On this week's Stansberry Investor Hour, Dan and Corey welcome Lyn Alden to the show. Lyn is an independent analyst, bestselling author, and founder of Lyn Alden Investment Strategy – an investment research service for both retail and institutional investors. She kicks the podcast off by describing how her background in engineering has influenced her macroeconomic investing style. She explains why she became so interested in macroeconomics in the first place and why 2017 was a turning point for the U.S. economy. Lyn also talks about fiscal dominance – or when fiscal deficits and federal debts are large enough that they start reducing a central bank's options. She puts this in the historical context of the 1970s and clarifies why inflation and interest rates are so complexly intertwined today. (4:39) Next, Lyn shares her outlook for the U.S. economy, including higher-than-baseline inflation for the foreseeable future and the country being in a similar situation to emerging markets. She discusses areas of the market where fiscal dominance has been appearing over the past few years, how the 2010s taught investors the wrong lesson, why the U.S. may experience the same economic troubles that Japan is facing right now, and the divergence between sectors going through recessions versus those that benefit from deficits. (16:42) Lastly, Lyn cautions listeners against using the traditional 60/40 portfolio in inflationary environments like today's and instead urges them to prioritize energy, precious metals, and hard assets. She also breaks down why she finds Latin America so attractive today (particularly Brazil, Colombia, and Mexico) and gives an in-depth explanation of how technology impacts money. (34:03) Dan and Corey close things out by discussing the backlash to Argentine President Javier Milei's economic shake-up, including his devaluing the peso against the U.S. dollar and laying off thousands of government workers. Plus, they share their thoughts on the latest speculative meme craze – closed-end fund Destiny Tech100 (DXYZ) – and what it means for the broader market. (54:28)

Tom welcomes back Lyn Alden, Founder of Lyn Alden Investment Strategy, to the show. Lyn discusses abundant and scarce things in investing, focusing on the era of fiscal dominance that has led to bonds becoming abundant. This is due to large budget deficits and private debt being transferred to the public sector. The implications include higher average fiscal-driven inflation and potential impact on asset prices and tax receipts. The Federal Reserve's ability to perfectly tune the economy to avoid recession for the next decade is questioned. In emerging markets, stocks may rise in local currency but decrease in hard money terms during recessions. The U.S., however, is experiencing fiscal dominance where public debt exceeds GDP, making it harder to fight inflation and slow down borrowing. While interest rates can help make a country's currency attractive or reduce borrowing demand, raising interest rates results in ballooning expenses, offsetting disinflationary forces. The commercial real estate sector is heavily impacted, but travel companies, seniors, and wealthy individuals may benefit from higher interest rates. Lyn discusses the SVB bank crisis in 2023, suggesting that the Fed might prioritize saving banks or the Treasury market over controlling inflation, limiting monetary policy flexibility. The potential outcomes of interest rate cuts include growth and demand for commodities but less effectiveness due to fiscal dominance. She emphasizes energy exposure as a hedge against inflationary pressures. Investment strategies include owning assets related to dense forms of energy in the energy sector, focusing on demographics, aging workforces, and understanding China's labor supply and demand. Alternative investment portfolios like the permanent portfolio and IV portfolio deviate from the traditional 60-40 stock-bond split by including gold and commodities for diversification. The development of Bitcoin ETFs is seen as inevitable due to its size and liquidity, but risks include hacks and confiscations. Developed countries generally accept Bitcoin as a store of value while regulating its use as a medium of exchange. The importance of building tools to make Bitcoin more efficient for users is emphasized. Lyn's book, "Broken Money," discusses global financial system issues, with countries relying on the US dollar facing negative consequences if it devalues or if the US manipulates currencies. Running large structural trade deficits is necessary but comes with negative effects such as decreased export competitiveness and de-industrialization. The shift towards more neutral assets like gold and Bitcoin in response to unreliable US dollars is emphasized, along with considering multiple variables and being data-dependent. Time Stamp References:0:00 - Introduction0:33 - Bonds, Rates, & Inflation8:42 - Fed and Recessions13:30 - Fiscal Dominance & Stability19:28 - Contrasting the 1940s23:06 - Feds Blinks at Bank Crisis25:54 - Deficits & Debt Rollover29:54 - Rate Cuts & Outcomes31:52 - Easing and Hard Assets33:14 - Energy Exposure?37:40 - Demographics & Demand41:26 - China & Manufacturing44:42 - Labor & Underinvestment47:20 - Skills & Semiconductors50:00 - Portfolio & Reallocating53:20 - Bitcoin ETFs & Impacts?56:06 - Capital Controls & Walls59:23 - Dollar & Broken Money1:03:57 - Wrap Up Talking Points From This Episode Fiscal dominance, inflation, and importance of shifting to neutral assets. Understanding multiple forces in macroeconomics and being data-dependent. A Shift to Neutral Assets in a World of Fiscal Dominance and Unreliable Currencies Guest Links:Twitter: https://twitter.com/LynAldenContactWebsite: https://www.lynalden.com/ 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,

Guests: Lyn Alden and Marty BentLyn Alden Lyn's background lies in the intersection of engineering and finance.She has a bachelor's degree in electrical engineering and a master's degree in engineering management, with a focus on engineering economics and financial modeling.She has been performing investment research for over fifteen years after retiring from engineering in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Her goal is to provide institutional-level research in plain English, so that both institutional investors and retail investors can benefit from it.Her work has been editorially featured or cited on a plethora of media channelsShe just published her first book “Broken Money” last year, a bestseller on Amazon.Marty Bent Managing Partner at Ten31Ten31 is the leading bitcoin-focused investor and partner of choice to companies building technology and infrastructure for the bitcoin ecosystem, as well as complementary freedom-oriented technologies including open source software, AI and nostr.Founder of TFTC the super popular podcast dedicated to bringing you content that spans the realms of bitcoin, economics, privacy, freedom technology, and culture. And Director at Cathedra, a company has diversified bitcoin mining operations which produce 355 PH/s across three states and five locations in the United States.Previously, Marty was the director of business development at Great American Mining ("GAM"), a bitcoin mining company focused on off-grid deployments using non-rival energy sources such as natural gas that would otherwise be flared throughout oil fields.Host: Tracy Shuchart (@chigrl)Follow @MicDropMarkets on X

Investment researcher and macroeconomic analyst Lyn Alden, founder of Lyn Alden Investment Strategy, joins Julia La Roche on episode 159 to discuss the macro view of the economy, focusing on fiscal dominance.  Alden highlights the wide performance gaps between sectors, which are influenced by fiscal and monetary policies. She discusses the implications of fiscal dominance and the challenges it poses for the Fed's tools to control inflation.  Alden also shares her insights on asset markets, including the rise of gold, Bitcoin, and undervalued energy stocks. Links:  https://www.lynalden.com/ https://www.amazon.com/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6 https://twitter.com/LynAldenContact 00:00 Introduction and overview 01:16 Fiscal dominance and its impact sectors 04:37 Fiscal dominance, explained  09:37 Higher highs, higher lows of inflations in 2020s 12:20 Ironically stimulative  16:18 Assessment of the economy, is it healthy?  18:53 Asset markets, rise in gold is indicative of fiscal problems  22:00 undervalued energy stocks and their catalysts 25:33 Insights on Bitcoin, its performance, why it could hit six-figures in next two years 30:17 Conclusion and parting thoughts

On this episode, Nate is joined by investment strategist Lyn Alden to discuss how energy and technology have shaped our monetary system and current financial trends. While more people are becoming aware of energy's foundational role in our global systems, it is still widely overlooked, especially among those working in finance. In contrast, Lyn's biophysically rooted analysis of macroeconomic patterns expose the cyclical dysfunction of the world's economy. How has increasing energy availability and productivity offset the inflationary nature of fiat currencies - and what happens if this trend were to slow or reverse? What assumptions and biases have led most analysts to mis-read long term trends, leaving us with vulnerable economies? Is it possible to rejigger our systems and innovate more biophysically aligned tools to enable a smoother transition into a future with a lower energy throughput?    About Lyn Alden:   Lyn Alden is an independent analyst and founder of Lyn Alden Investment Strategy with a background in engineering management. Her work provides institutional-level research in plain English, so that both institutional investors and retail investors can benefit from it. Lyn also serves as an independent director on the board of Swan.com and as a general partner at the venture capital firm Ego Death Capital. She is the author of the 2023 best-selling book Broken Money about the past, present, and future of money through the lens of technology. Lyn has a bachelor's degree in electrical engineering and a master's degree in engineering management, with a focus on engineering economics, systems engineering, and financial modeling. She worked for over a decade as an electrical engineer at the Federal Aviation Administration's William J. Hughes Technical Center.   For Show Notes and More visit: thegreatsimplification.com/113-lyn-alden  To watch this video episode on Youtube → https://youtu.be/JTbZaSL1pHI

Interview recorded - 12th of February, 2024On this episode of the WTFinance I had the pleasure of speaking with 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”.Buy the book here - https://www.amazon.co.uk/Broken-Money-Financial-System-Failing-ebook/dp/B0CGNVNXK2/During this conversation we spoke about what Lyn is currently seeing in the macro environment, the push and pull of fiscal & monetary policies, why stocks are at all-time highs, whether we could be moving into a crack-up boom scenario and more!0:00 - Introduction1:20 - What is Lyn seeing in Macro?4:55 - Push and Pull of Fiscal & Monetary policy8:00 - What prevented liquidity crunch last year?10:35 - What others tools do they have for liquidity?12:26 - Future liquidity scenarios?15:40 - Reducing interest rates while continuing QT?17:16 - Why is the stock market at all time highs?19:09 - What assets to perform?21:45 - Crack up boom?22:48 - Can US continue deficits?25:05 - Could the US move to austerity?28:10 - Deflation vs higher inflation29:50 - Why is our financial system failing us?33:50 - CBDC a risk?37:10 - What impact does higher energy costs have on blockchains?39:29 - Outlook for Crypto & Bitcoin in 2024?42:40 - One message to takeaway from our conversation?Lyn 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 my 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

In this episode with investment strategist Lyn Alden we discuss: Her 2024 macro outlook for equities, bonds, gold and Bitcoin What happened to the consensus about a 'hard landing' for the economy? Could consensus about a Bitcoin bull run be wrong? Global economic deceleration Impact of spot Bitcoin ETFs and the Bitcoin halving The need for privacy tools on Bitcoin  --- Lyn has been performing investment research for nearly 20 years in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. She's an advisor with Ego Death Capital, a firm investing in entrepreneurs founded by Jeff Booth, Nico Lechuga and Andi Pitt. She is the author of the book, "Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better." Lyn is also on the board at Swan Bitcoin. She has a Bachelor's degree in electrical engineering and a Master's in engineering management. Lyn went from intern to lead engineer at an aviation facility before retiring with financial independence at 33. Her goal is to provide institutional-level research in plain English, to benefit institutional and retail investors. Visit www.lynalden.com and follow Lyn on X at @LynAldenContact. --- Coin Stories is powered by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at www.bitdeer.com.  --- Natalie's Promotional Links:  Buy Bitcoin, secure it through multisig Collaborative custody, start a Bitcoin IRA or take out a Bitcoin loan with UNCHAINED: https://unchained.com/?utm_campaign=natalie promo code Natalie Bitcoin Nashville is July 25-27, 2024: Get 10% off your passes using the code HODL at  https://b.tc/conference Get 5% off your Bitcoin cold storage solutions at Coinkite, including the Coldcard wallet: https://store.coinkite.com/promo/COINSTORIES CrowdHealth offers the Bitcoin community alternative to health insurance. I now spend just ~$100 a month on my health care. Sign up: https://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

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Lyn Alden, founder of Lyn Alden Investment Strategy. In a sweeping discussion of bitcoin and global macroeconomics, Lyn walks us through why bitcoin is a solution to the monetary problems of the day. She explains her bitcoin thesis, why it has moved to the center of her framework, fiscal dominance in the US, the Fed's balance sheet, and much more. New YouTube videos M/W/F — New Substack posts T/R/S The Bitcoin Layer is brought to you by River. Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitco... Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Subscribe and turn on notifications for TBL on YouTube. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball Block Height 819782 #TheBitcoinLayer #NikBhatia #LynAlden #MonetaryPolicy #BitcoinThesis #FinancialInsights #FiscalDominance #EconomicDiscussion #GlobalMacro #LightningNetwork #LBTC #BitcoinTransaction #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise

Join Mark Moss in an enlightening episode of The Mark Moss Show, featuring a special interview with Lyn Alden, the esteemed author of 'Broken Money' and founder of Lyn Alden Investment Strategy. In this comprehensive discussion, they delve into the complexities of global financial systems, the evolution of sovereign debt crises, and the burgeoning role of cryptocurrency in reshaping the economic landscape.Lyn Alden draws parallels between the financial crises of 2008 and 1929, emphasizing the shift from private to sovereign debt concerns. She explains the critical moments in recent history, such as the 2022 UK gilt market blow-up, and the U.S. Treasury market's near-illiquidity. This discussion reveals the inherent vulnerabilities in our current financial systems and the potential inflationary responses governments might employ.Mark and Lyn explore the intersection of financial markets with technological innovations, particularly in cryptocurrency. They discuss the challenges and opportunities presented by decentralized digital currencies, the evolving regulatory landscape, and the impacts of government policies on crypto's future.The conversation also ventures into media gatekeeping and the shifting dynamics in information dissemination. They examine how technological advancements have democratized content creation, leading to more diverse perspectives but also creating echo chambers and misinformation challenges.This episode is not just an analysis of current financial trends but a broader exploration of how technology, government policies, and individual responsibility shape our world. Tune in for an engaging and thought-provoking journey through the realms of finance, technology, and media.See omnystudio.com/listener for privacy information.

Kai Hoffmann sits down with Lyn Alden of Lyn Alden Investment Strategy and author of the book "Broken Money" at the New Orleans Investment Conference to discuss the evolving landscape of the global monetary system. We delve into the challenges of current financial technologies, the rise of digital currencies like Bitcoin, and the potential future of money in a world increasingly reliant on secure, fast, and decentralized transactions. Alden offers her expert perspective on the role of traditional assets like gold and the shifting status of the US dollar as a global reserve currency. #gold #bitcoin #soarfinancially ⚠️ Please consider subscribing to our channel!

In this riveting discussion, we delve into the complexities of the global financial landscape and the potential pitfalls of traditional monetary systems with Lyn Alden, Founder of Lyn Alden Investment Strategy. We explore the implications of structural inflation, the rise of new monetary technologies like Bitcoin and stablecoins, and the potential future scenarios for developed and emerging economies.Topics Discussed• Discussion on the structural inflation in countries like Egypt and Argentina, and the impact on their currencies• Examination of the role of Bitcoin, stablecoins, and other new technologies in creating a global marketplace for money• Exploration of the potential for money to move across jurisdictions, bypassing traditional banking systems• Insight into the financial firewalls and the increasing porosity due to technologies like Bitcoin• Analysis of the potential problems major currencies like the dollar, euro, and yen might face due to increasing public debt• Discussion on the bubbles and cycles associated with monetary technologies• Consideration of the potential risks and benefits of Bitcoin, including the concentration of wealth and the potential for it to act as a hedge against currency devaluation• Examination of the potential future scenarios for developed and emerging economies in the face of a potential debt and monetary crisis• Discussion on the potential impact of a fiscal reckoning on the asset bubble and consumer spending in developed economies• Insight into potential strategies for managing the risks associated with a potential fiscal reckoning, including investment in bonds, equities, and BitcoinThis episode offers a deep dive into the intricacies of the global financial landscape, providing valuable insights for anyone interested in understanding the potential future scenarios for our monetary systems. It's a must-listen for anyone seeking to navigate the complexities of the financial world and understand why traditional money might be losing its value.This is “ReSolve's Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

Investment researcher and macroeconomic analyst Lyn Alden, founder of Lyn Alden Investment Strategy, joins Julia La Roche on episode 116 to discuss her new book, “"Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better.”  Links:  https://www.lynalden.com/ https://www.amazon.com/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6 https://twitter.com/LynAldenContact The Julia La Roche Show is produced by Marlinski Media: https://www.marlinskimedia.com/ 0:00 Welcome Lyn Alden to the show  1:11 Macro picture  4:18 1940s comparison  9:04 Fiscal spiral  12:49 Inflation in Egypt  20:00 Expectations of a recession, higher inflation  23:20 Stagflationary outlook  25:30 Why is money broken?  28:44 160 currency bubbles  30:33 Why is the system so antiquated?  34:45 Self publishing  36:40 Role of the U.S. Dollar as the global reserve currency  45:00 Gold  47:41 Bitcoin  51:30 Could Bitcoin ever be a bubble?  55:18 Role of central banks with the rise of Bitcoin  57:43 Parting thoughts 

Renowned Macroeconomist Lyn Alden believes we are on the verge of a years-long bull market in commodities that is set to outperform, even in the face of a global recession. Lyn discusses her outlook for energy, silver, gold, and a number of other commodities and why investors should be paying attention to the space in our current market environment. Lyn Alden Investment Strategy: https://www.lynalden.comFollow Lyn on Twitter: https://twitter.com/LynAldenContact Follow me on Twitter: https://twitter.com/jessebdayYoutube Channel: https://youtube.com/c/CommodityCulture

Amnon Melzer is a Bitcoiner based in South Africa. He is a qualified actuary, serves as Financial Director for several small companies, and is a serial entrepreneur. But it is Bitcoin that inspires him. He first learned about cryptography in University in the 1990s and now he teaches his children about Bitcoin through the family's "hyperinflation wall." -- Partners:   BITCOIN 2024 is the biggest Bitcoin conference in the world! Come join us on July 25-27 in Nashville! Get your early bird pass at a steep discount at https://b.tc/conference. Use code HODL for 10%. -- Fold is the best Bitcoin rewards debit card and shopping app in the world. Earn Bitcoin on everything you purchase with Fold's Bitcoin cash back debit card, and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie and you can get up to 10,000 satoshis when you sign up. -- I'm proud to partner with Coinkite your go-to tech company for top-notch Bitcoin custody solutions. The ColdCard wallet offers a safe haven for your Bitcoin, securely storing your digital assets offline. Check out Coinkite's offerings, and take the step toward accessible Bitcoin management. Get 5% off using my link https://store.coinkite.com/promo/COINSTORIES -- CrowdHealth offers the Bitcoin alternative to health insurance. When you have a health need, CrowdHealth negotiates down the cost of your medical bill and then crowdfunds the balance from the community. The rest of the money you would have spent on insurance and healthcare costs? Yours to keep! https://www.joincrowdhealth.com/natalie to sign up. -- The Orange Pill App is building the social layer for Bitcoin and creating opportunities for in-person connections and building community. Connect with HODLers and Bitcoin events based on your location. Download The Orange Pill App and more at http://signup.theorangepillapp.com/opa/natbrunell. -- If you're looking for the highest-quality sustainable pork, steak and seafood products, look no further than Campo Grande. Their animals are raised on family-owned farms and are antibiotic-free, hormone-free, slow-growth, and carbon negative. For $20 off Campo Grande boxes use code HODL: https://eatcampogrande.com/HODL -- HODL Bitcoin for your retirement through an iTrust Capital IRA: itrust.capital/nataliebrunell -- OTHER RESOURCES Natalie's website https://talkingbitcoin.com/ Lyn Alden Investment Strategy https://www.lynalden.com/ -- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories -- FOLLOW NATALIE ON SOCIAL MEDIA Twitter https://twitter.com/natbrunell Instagram https://www.instagram.com/nataliebrunell Linkedin https://www.linkedin.com/in/nataliebrunell -- Producer: Aron Bender https://www.linkedin.com/in/aron-bender/ -- DISCLAIMER This show is for entertainment purposes only and does not give financial advice. #bitcoin #cryptocurrency #money

"I think the Left probably has a bigger disconnect on money than we see elsewhere."  My guest today is Lyn Alden. Lyn is a macroeconomist, author, and founder of Lyn Alden Investment Strategy.  Far from a niche libertarian curiosity, Lyn compellingly frames bitcoin as aligning with progressive values of financial inclusion, human rights, environmental sustainability and transparency. By tracing the evolution of monetary systems, she builds a thoughtful bipartisan case for why progressives should reconsider biases against this new form of "hard money." In this conversation we discuss her new book Broken Money, which I think is one of the best books for low and working class people that exposes our current broken money and global financial system which benefits wealthy elite at the expense of every day people. We analyze global financial systems, the need for financial inclusion, Bitcoin's opt-out properties, and how Bitcoin transcends traditional partisan divisions. Lyn makes a compelling yet nonpartisan case for why those on the left concerned with human rights, the environment, and social equity should take a fresh look at Bitcoin's possibilities. My hope is that this conversation will help folks from the left gain a better understanding of money, our global financial system, and yearn to learn more by reading Lyn's book and other resources about how we can actually help people the way our values and social programs desire to. We can't being to fix the world until we fix the money.  https://www.youtube.com/watch?v=ZFhIZCyz09I  Lyn Alden: twitter: https://twitter.com/LynAldenContact  nostr: https://primal.net/p/npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a  Trey Walsh: https://nostree.me/Trey@progressivebitcoiner.com SPONSOR: BitBox: Use promo-code TPB during checkout to get 5% off your purchase: https://bitbox.swiss/tpb  Sazmining: Get $50 off the purchase of a miner using the following link: https://app.sazmining.com/purchase?ref=tpb. Sazmining is a Hosted Bitcoin Mining provider with a commitment to using 100% renewable energy for your mining operation.  TIMESTAMPS: 00:00:00 Start 00:02:01 Introducing Lynn Alden   00:04:29 The Progressive Disconnect on Money 00:08:20 How Bitcoin Could Appeal to Progressives   00:14:15 Educating Politicians on Economics 00:19:18 Currency Debasement and War 00:24:40 The True Costs of Inflation 00:29:05 Escaping the Debt Spiral 00:35:00 Regulating Bitcoin in the U.S. 00:40:14 Bipartisan Bitcoin Support 00:44:46 The Trojan Horse Effect of ETFs 00:51:31 Updating Securities Laws  00:57:18 The Crypto Scam Environment 01:03:21 Bitcoin's Human Rights Appeal 01:08:55 Technological Solutions Beyond Politics 01:14:09 Macro Themes: Energy and Debt 01:14:42 Where to Find Lynn Alden 01:14:53 Conclusion   SUBSCRIBE Website: https://zurl.co/z6c8Libsyn: https://zurl.co/Bkw2Apple Podcasts: https://zurl.co/WPZg    Spotify: https://zurl.co/Y41f    Amazon: https://zurl.co/io24    Fountain: https://zurl.co/c7bl    RSS: https://zurl.co/wHWC    Youtube: https://zurl.co/VT9p    FOLLOW Nostr: https://zurl.co/q7qB    Bluesky: https://zurl.co/0w35   Twitter: https://zurl.co/k1ay    Instagram: https://zurl.co/rYZW    Threads: https://zurl.co/KcMx    Facebook: https://zurl.co/Zekf    LinkedIn: https://zurl.co/SGY2    Send Some Sats: https://geyser.fund/project/theprogressivebitcoiner The Team: Producer/Editor: @DamienSomerset Branding/Art: @Daniel Website: @EvanPrim  

In this episode, investment strategist Lyn Alden returns to discuss her new book, Broken Money, and a wide range of financial and social topics including: Are we in the Fourth Turning? How did wealth concentration and living standards in the era of 'free banking' compare to the wealth inquality we see today under central banking? What causes wealth concentration today? Is it QE? Why are workers making 300x less than CEOs today? Could the U.S. losing reserve currency status be a good thing? Will there be credit on a Bitcoin standard? Bitcoin vs. crypto and alt tokens Macro and market update for fall 2023 -- Lyn Alden is a full-time investor and independent financial analyst. She has been performing investment research for over 15 years in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Lyn has a Bachelor's degree in electrical engineering and a Master's in engineering management. She went from intern to lead engineer at an aviation facility before retiring with financial independence at 33. Her goal is to provide institutional-level research in plain English, so institutional and retail investors can benefit. Follow Lyn on X: https://twitter.com/LynAldenContact  -- Subscribe to Lyn's newsletter at www.LynAlden.com. -- Promotional Links: Bitcoin Amsterdam is Oct 12-13 & Bitcoin Nashville is July 25-27, 2024: Get 10% off your passes using the code HODL at  https://b.tc/conference Fold is the best Bitcoin rewards debit card and shopping app in the world. Get 10,000 satoshis when you sign up and spend $20 on the card:  https://www.foldapp.com/natalie Coinkite is your go-to tech company for top-notch Bitcoin custody solutions, including the cold card wallet. Get 5% off using my link:  https://store.coinkite.com/promo/COIN...  CrowdHealth offers the Bitcoin community alternative to health insurance. I spent $100 a month on my health care. Sign up at  https://www.joincrowdhealth.com/natalie  The Orange Pill App is building the social layer for Bitcoin:  http://signup.theorangepillapp.com/op.... If you're looking for the highest-quality sustainable pork, steak and seafood products, look no further than Campo Grande. For $20 off use code HODL: https://eatcampogrande.com/HODL -- 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

On todays episode of Forward Guidance, Lyn Alden Founder of Lyn Alden Investment Strategy & Author of Broken Money joins the show for a discussion on the recent bond market meltdown before diving deep into why our current monetary order is broken, the pro's vs con's of hard money and how Bitcoin could be a solution to the current monetary disorder.To hear all this & more, you'll have to tune in! -- Referenced In The Show: Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better: https://amzn.to/3tizFVg Money and the Mechanism of Exchange: https://bit.ly/3rJDpi0 -- Follow Lyn Alden on Twitter https://twitter.com/LynAldenContact Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Timecodes: (00:00) Introduction (00:32) The Bond Market Meltdown (11:18) Buying Bonds Here Is Not A Great Trade (14:30) Are We Heading For A U.S Recession? (17:12) Commercial Real Estate Is Under Pressure, Energy Remains Strong (21:51) Risk vs Reward In Equities (24:38) Broken Money: What Is Money? (31:45) Why Is Money Broken? (36:43) The "Golden Age" Of Money (43:00) Does "Sound Money" Lead To Prosperity? (46:49) The 21st Century Has Marked The Golden Age Of Energy (51:23) The Lack Of Transparency In Fiat Money (54:54) Hard Money Puts A Check On Government Spending (01:02:22) Countries Will Demand A Harder Currency Over Time: U.S Dollars, Gold & Bitcoin (01:06:32) Re-Thinking The Current Monetary System (01:16:26) Bitcoin Is In The Early Phase Of Adoption (01:21:53) Bitcoin & The Layers Of Money (01:35:34) The Bridge From Fiat To Bitcoin (01:41:02) Stablecoins -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Tom welcomes back Lyn Alden, Founder of Lyn Alden Investment Strategy, to the show to discuss the markets, the Fed, and the concept of fiscal dominance. Lyn explains that the unusual phenomenon of budget deficits widening despite low unemployment since 2016-2017 is largely due to demographics, leading to the concept of fiscal dominance where large deficits and high public debts can override monetary policy. She also talks about the two causes of inflation and the different tools used to combat them, such as fixing supply side bottlenecks, addressing what is causing the elevated rate of money supply growth, and looking at the long-term growth rate of truly scarce goods and services. She discusses the different ways in which the injection of a trillion dollars into the economy would affect price and asset inflation. Lyn explains that if the money is given to the top 100 wealthiest people, the effect will likely be asset price inflation, whereas if it is distributed to the bottom 50% of society, there will be more consumer price inflation. The two also discuss the challenge of increasing GDP and productivity without affecting the CPI, and Lyn suggests investing in scarce assets such as gold, Bitcoin, and high-value properties. Lyn then explains the current Federal Reserve policy of quantitative tightening, and how it has delayed a recession. She compares the US to Australia and Canada, explaining how in the US most consumer debt is fixed rate, and in Australia and Canada it is more variable rate. Lastly, she talks about the idea of reshoring manufacturing to the U.S. and how this could drive inflation, and the implications of the peak of shale oil production in the US, and how this could affect any manufacturing reshoring effort. Lyn also talks about her forthcoming book, "Broken Money," which covers the development of money, the current financial system, and the pros and cons of various types of money. She believes that Bitcoin is a good investment for the next two years, due to the tight supply-side dynamics and economic re-acceleration that may take place. Ultimately, she emphasizes the importance of remaining flexible and humble in the face of complex markets. Time Stamp References:0:00 - Introduction0:32 - Fiscal Dominance5:57 - Two Inflation Causes10:03 - Inflation Management15:40 - Inflation Definitions19:14 - Stimulus Effects21:44 - Historic Analogues24:50 - Rates & High Debt/GDP29:53 - Australia & Canada33:48 - Debt Servicing & Maturity40:54 - Delayed Recession?47:10 - China & West Manufacturing54:58 - Peak Shale Energy59:00 - Money Supply & Gold1:04:36 - Gurus & Complex Markets1:06:38 - New Book & Wrap Up Talking Points From This Episode Lyn Alden explains that deficits and public debt can override monetary policy, leading to the concept of fiscal dominance. Lyn discusses the challenge of increasing GDP and productivity without affecting the CPI, and suggests investing in scarce assets. She believes that Bitcoin is a good investment for the next two years, due to the tight supply-side dynamics and economic re-acceleration. Guest Links:Twitter: https://twitter.com/LynAldenContactWebsite: https://www.lynalden.com/ 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...

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation. Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Lyn: https://twitter.com/LynAldenContact Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Do High Interest Rates Fix High Inflation? https://www.lynalden.com/inflation-vs-interest-rates/ -- Timestamps: (00:00) Introduction (00:50) Inflation (06:18) The Rise Of Fiscal Dominance (13:14) Cyclical vs Secular Inflation (15:33) Permissionless II Ad (16:21) Inflation Today vs The 1940's (28:14) Research Ad (29:04) What Is The End Game? (36:55) Investing In This Environment (41:42) Housing & Real Estate (45:57) How Changing Technology Drove The Evolution Of Money -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Interview Recorded - 9th of June, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Lyn Alden, Founder of Lyn Alden Investment Strategy. During our conversation we spoke about macro drivers impacting markets, potential for a liquidity crisis driven by the Treasury, the risk of higher inflation for longer, what this means for the debt end game and how Lyn is constructing her portfolio to mitigate these risks. I hope you enjoy!0:00 - Introduction1:05 - Macro drivers impacting markets2:50 - Current Treasury funding challenge6:05 - Correlation between liquidity and market performance7:20 - Where will liquidity issues show up first?8:40 - Lyn's base case for treasury funding12:25 - Repeat of March Bank Collapses?14:10 - Commercial real-estate another challenge for banks?16:05 - Is todays economy more similar to the 1940's than 1970's?20:30 - Japanification or financial repression?23:40 - What is the current debt end game?27:05 - What would Lyn do if she was the Fed Chair?28:35 - What does Lyn want to own?30:35 - Macro, Geopolitics & valuation weightings in investing32:25 - How does Lyn construct and manage risk in portfolio?33:30 - One message to take away from conversation?Lyn 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 my 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

This week's guest: Lyn Alden joins Natalie Brunell to discuss the fallout in the global banking system after the Silicon Valley Bank collapse. Lyn Alden is a full-time investor and independent financial analyst. She has been performing investment research for over 15 years in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Lyn has a Bachelor's degree in electrical engineering and a Master's in engineering management. She went from intern to lead engineer at an aviation facility before retiring with financial independence at 33. Her goal is to provide institutional-level research in plain English, so institutional and retail investors can benefit.  Follow Lyn on Twitter https://twitter.com/LynAldenContact  Partners: ✔️ Coin Stories is powered by  @Swan_Bitcoin  the best way to build your Bitcoin stack with automated Bitcoin savings plans and instant purchases. Swan serves clients of any size, from $10 to $10M+. Visit https://www.swanbitcoin.com/nataliebrunell for $10 in Bitcoin when you sign up. If you are planning to buy more than $100,000 of Bitcoin over the next year, the Swan Private team can help.  ✔️ BITCOIN 2023 by  @BitcoinMagazine  will be the biggest Bitcoin event in history May 18-20 in Miami Beach. Speakers include Michael Saylor, Lyn Alden and Michelle Phan, plus a Day 3 music festival. Nearly 30,000 people attended Bitcoin 2022. Get an early bird pass at a steep discount at https://b.tc/conference code HODL for 10% off your pass.   ✔️ Fold is the best Bitcoin rewards debit card and shopping app in the world! Earn Bitcoin on everything you purchase with Fold's Bitcoin cash back debit card, and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie for 5,000 in free sats!  ✔️ Health insurance needs an overhaul. The government and insurance companies have jacked the price, increased complexity, and made insurance almost unusable. You send your money to the health insurance black hole and never see it again. Then, when you get hurt you have to send them more money. The great news is now you have an alternative: CrowdHealth. It's totally different from insurance. Instead of sending your hard earned money to an insurance company, you hold your money in an account CrowdHealth helps you set up when you join. You can even convert dollars in that account into Bitcoin. When someone in the community has a health need, you help them out directly and if there is Bitcoin or $ left over in your account when you leave, you take it with you. https://www.joincrowdhealth.com/natalie  ✔️ With iTrustCapital you can invest in crypto without worrying about taxes or fees, through an individual retirement account. IRAs are tax-sheltered accounts, which means all your crypto trading is tax-free and can even grow tax-free over time. The best part is it's totally free to open an account, and there are no hidden fees, monthly subscriptions or membership fees. Your account is FDIC insured up to $250,000. Get a $100 funding bonus if you open and fund an account. Go to https://itrust.capital/nataliebrunell to learn more and open a free account.   The custom Bitcoin B sculpture featured on Natalie's set can be purchased at www.vonbitcoin.com   OTHER RESOURCES  Natalie's website https://talkingbitcoin.com/  Lyn's website https://www.lynalden.com   VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories BTC wallet bc1ql8dqjp46s4eq9k3lxt0lxzh6f2wcu35cl6944d   FOLLOW NATALIE ON SOCIAL MEDIA Twitter https://twitter.com/natbrunell  Instagram https://www.instagram.com/nataliebrunell  Linkedin https://www.linkedin.com/in/nataliebrunell   Producer: Aron Bender https://www.linkedin.com/in/aron-bender/    DISCLAIMER This show is for entertainment purposes only and does not give financial advice. Before making any decisions consult a professional. #bitcoin #cryptocurrency #money    

For some time now it has been the belief of many Fed-watchers that the Federal Reserve would continue to hike interest rates until it “breaks something.” Lyn Alden of Lyn Alden Investment Strategy returns to Forward Guidance to argue that the stunning collapse of two large U.S. banks represents such breakage. Alden tells Jack Farley that this damage will soon give way to a period of low real interest rates, where inflation runs above Treasury yields. Filmed the afternoon of March 15, 2023. __ Today's show is sponsored by Public.com: Get a 4.8% yield when you open a government-backed Treasury Account by going to https://public.com/forwardguidance __ Follow Lyn Alden on Twitter https://twitter.com/LynAldenContact Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Alden's writings can be found at https://www.lynalden.com/ __ Timestamps: (00:00) Intro (00:43) The Cause Of The Turmoil In Banking System (07:08) Are Rising Interest Rates Actually Good For Banks? (08:50) Alden's Outlook on Banks As A Business (12:47) Has Something "Broken"? (15:38) Interest Rate Risk In The U.S. Banking System (22:43) Public Ad (23:48) Will Banks Become More Cautious About Making Loans? (31:11) Is The Fed's Campaign To Raise Interest Rates Over? (38:37) Debt, Demographics, and MMT (Modern Monetary Theory) (53:28) Recession Risk (58:48) Stock Market During Financial Repression (01:01:29) Fractional Reserve Banking and "The Narrow Bank" __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On this episode of Paychex THRIVE, a Business Podcast; host Gene Marks is talking with Lyn Alden, Founder of Lyn Alden Investment Strategy about the outlook of the 2023 economy. Listen in as Lyn does a deep dive on everything from fiscal deficits, the impact of a strong labor market, which industries will stay strong, how the national debt will impact businesses, inflation, and much more. Topic Include: 00:19 – Introduction to Lyn Alden 03:52 – Reading this year's economy 06:15 – Predictions for economic conditions 08:18 – Fiscal deficits 09:47 – Demand suppression during 2023 11:15 – The strong labor market 12:10 – Strong vs. weak industries 15:12 – Interest rate sensitivity 17:56 – Impact of rising interest rates 20:09 – The national debt 22:52 – inflationary periods 26:37 – Wrap up Get more information on different types of financing for small businesses at www.paychex.com/articles/finance/securing-small-business-financing. Have a guest or topic you'd like to suggest for the show? Submit your ideas at payx.me/thrivetopics. Learn more about Lyn and investment strategies at lynalden.com DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Lyn Alden is a full-time investor and independent financial analyst. She has been performing investment research for over 15 years in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Lyn has a Bachelor's degree in electrical engineering and a Master's in engineering management. She went from intern to lead engineer at an aviation facility before retiring with financial independence at 33. Her goal is to provide institutional-level research in plain English, so institutional and retail investors can benefit.  Follow Lyn on Twitter https://twitter.com/LynAldenContact  Subscribe to Lyn's newsletters: www.LynAlden.com  IN THIS EPISODE: Coin Stories is powered by  @Swan_Bitcoin  the best way to build your Bitcoin stack with automated Bitcoin savings plans and instant purchases. Swan serves clients of any size, from $10 to $10M+. Visit https://www.swanbitcoin.com/nataliebrunell for $10 in Bitcoin when you sign up. If you are planning to buy more than $100,000 of Bitcoin over the next year, the Swan Private team can help. BITCOIN 2023 by  @BitcoinMagazine  will be the biggest Bitcoin event in history May 18-20 in Miami Beach. Speakers include Michael Saylor, Lyn Alden and Michelle Phan, plus a Day 3 music festival. Nearly 30,000 people attended Bitcoin 2022. Get an early bird pass at a steep discount at https://b.tc/conference code HODL for 10% off your pass. With iTrustCapital you can invest in crypto without worrying about taxes or fees, through an individual retirement account. IRAs are tax-sheltered accounts, which means all your crypto trading is tax-free and can even grow tax-free over time. The best part is it's totally free to open an account, and there are no hidden fees, monthly subscriptions or membership fees. Your account is FDIC insured up to $250,000. Get a $100 funding bonus if you open and fund an account. Go to https://itrust.capital/nataliebrunell to learn more and open a free account.  Fold is the best Bitcoin rewards debit card and shopping app in the world! Earn Bitcoin on everything you purchase with Fold's Bitcoin cash back debit card, and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie for 5,000 in free sats! Health insurance needs an overhaul. The government and insurance companies have jacked the price, increased complexity, and made insurance almost unusable. You send your money to the health insurance black hole and never see it again. Then, when you get hurt you have to send them more money. The great news is now you have an alternative: CrowdHealth. It's totally different from insurance. Instead of sending your hard earned money to an insurance company, you hold your money in an account CrowdHealth helps you set up when you join. You can even convert dollars in that account into Bitcoin. When someone in the community has a health need, you help them out directly and if there is Bitcoin or $ left over in your account when you leave, you take it with you. https://www.joincrowdhealth.com/natalie  OTHER RESOURCES - Natalie's website https://talkingbitcoin.com/ ⏤ ⏤ ⏤ VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories BTC wallet bc1ql8dqjp46s4eq9k3lxt0lxzh6f2wcu35cl6944d ⏤ ⏤ ⏤ FOLLOW NATALIE ON SOCIAL MEDIA Twitter https://twitter.com/natbrunell Instagram https://www.instagram.com/nataliebrunell Linkedin https://www.linkedin.com/in/nataliebrunell ⏤ ⏤ ⏤ Producer: Aron Bender https://www.linkedin.com/in/aron-bender/ DISCLAIMER This show is for entertainment purposes only and does not give financial advice. Before making any decisions consult a professional. #bitcoin #cryptocurrency #money

HOST: Gary Leland The Bitcoin BoomerTwitter @GaryLeland ; EMAIL: GaryLeland@gmail.comCONFERENCE in AUSTIN! https://bitblockboom.com/DALLAS BBQ: https://bitblockbarbeque.combitblockbtc.comsatscardshop.comGUEST: Lyn AldenFounder of Lyn Alden Investment Strategy. Fundamental investing with a global macro overlay. Finance/Engineering blended background.TWITTER: @LynAldenContacthttps://www.lynalden.com/This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4622622/advertisement

Nico talks with Lyn Alden. She is the Founder of Lyn Alden Investment Strategy. She has a Finance/Engineering blended background. Powered by : Swan Bitcoin ► https://www.swanbitcoin.com Swan Bitcoin is the best way to build your Bitcoin stack, with automated Bitcoin savings plans and instant purchases. Serving clients of any size, from $10 to $10M+

Founder of Lyn Alden Investment Strategy and fan favorite Lyn Alden returns to the show to talk about where she's allocating capital in today's uncertain market environment. Lyn points to gold, cash, Bitcoin, and energy stocks as her defensive plays to weather the bear market storm we find ourselves in. Sign up for our free weekly newsletter at https://www.JayMartin.club

Lyn Alden, founder of Lyn Alden Investment Strategy, and Udi Wertheimer, a recovering Bitcoin maxi, talk about Bitcoin Maximalism, how Bitcoin is developing, and what's the future of Bitcoin's security model.    Show highlights: What the definition of Bitcoin maximalism is whether BTC maximalism is toxic whether Vitalik Buterin is still a bitcoiner and how Bitcoiners became the 'token police', according to Udi why Lyn thinks Bitcoin has been attacked by the media since the beginning the attacks by Bitcoin maximalists on Nic Carter and Andreas Antonopoulos how adoption kicked in during previous cycles and why it benefitted BTC what the different types of Bitcoiners are what developments are being made around Bitcoin the importance of Bitcoin being permissionless what the use cases for Bitcoin are and whether it's still a highly speculative asset whether people care about using decentralized payment tools how Lyn defines ‘ultra sound money' and why she thinks that Bitcoin is better at that than ETH whether Bitcoin's security model needs to be fixed  why being able to run a node is essential for censorship resistance Take Unchained's 2022 survey!   Unchained is doing its annual survey. Tell us how you think we're doing and how we could improve, whether it be on the podcast, in the newsletter, or in our premium offering. Looking forward to hearing your thoughts!    Thank you to our sponsors! Crypto.com Chainalysis Minima   Udi: Twitter Substack Previous Unchained episodes: Why Bitcoin Maximalism Is ‘Like a Shitcoin Community'   Lyn: Twitter Website Previous Unchained episodes: How Will Inflation Impact Crypto? Is Ethereum a Good Investment?  Why Bitcoin Now: Meltem Demirors and Lyn Alden on the Perfect Conditions for Bitcoin Episode Links Previous Coverage of Unchained: Is Bitcoin Doomed to Fail? Eric Wall and Justin Bons Face Off Arthur Hayes, Former Ethereum Skeptic, on Why the Merge Makes Him Bullish on ETH  With the Merge, Will Ethereum Take Over Bitcoin's Title as Digital Gold?  Bitcoin's culture and security Bitcoin Maximalism Is Dead, Long Live Bitcoin Maximalism by Pete Rizo Setting the record straight by Nic Carter The Rise and Fall of Bitcoin Culture by Paul J. Dylan-Ennis Geeks, MOPs, and sociopaths in subculture evolution by David Chapman Surprisingly, Tail Emission Is Not Inflationary by Peter Todd Justin Bons' thread on BTC security model A (brief and incomplete) history of censorship in /r/Bitcoin by John Blocke Ultra sound money

Lyn Alden, founder of Lyn Alden Investment Strategy, and Udi Wertheimer, a recovering Bitcoin maxi, talk about Bitcoin Maximalism, how Bitcoin is developing, and what's the future of Bitcoin's security model.    Show highlights: What the definition of Bitcoin maximalism is whether BTC maximalism is toxic whether Vitalik Buterin is still a bitcoiner and how Bitcoiners became the 'token police', according to Udi why Lyn thinks Bitcoin has been attacked by the media since the beginning the attacks by Bitcoin maximalists on Nic Carter and Andreas Antonopoulos how adoption kicked in during previous cycles and why it benefitted BTC what the different types of Bitcoiners are what developments are being made around Bitcoin the importance of Bitcoin being permissionless what the use cases for Bitcoin are and whether it's still a highly speculative asset whether people care about using decentralized payment tools how Lyn defines ‘ultra sound money' and why she thinks that Bitcoin is better at that than ETH whether Bitcoin's security model needs to be fixed  why being able to run a node is essential for censorship resistance Take Unchained's 2022 survey!   Unchained is doing its annual survey. Tell us how you think we're doing and how we could improve, whether it be on the podcast, in the newsletter, or in our premium offering. Looking forward to hearing your thoughts!    Thank you to our sponsors! Crypto.com Chainalysis Minima   Udi: Twitter Substack Previous Unchained episodes: Why Bitcoin Maximalism Is ‘Like a Shitcoin Community'   Lyn: Twitter Website Previous Unchained episodes: How Will Inflation Impact Crypto? Is Ethereum a Good Investment?  Why Bitcoin Now: Meltem Demirors and Lyn Alden on the Perfect Conditions for Bitcoin Episode Links Previous Coverage of Unchained: Is Bitcoin Doomed to Fail? Eric Wall and Justin Bons Face Off Arthur Hayes, Former Ethereum Skeptic, on Why the Merge Makes Him Bullish on ETH  With the Merge, Will Ethereum Take Over Bitcoin's Title as Digital Gold?  Bitcoin's culture and security Bitcoin Maximalism Is Dead, Long Live Bitcoin Maximalism by Pete Rizo Setting the record straight by Nic Carter The Rise and Fall of Bitcoin Culture by Paul J. Dylan-Ennis Geeks, MOPs, and sociopaths in subculture evolution by David Chapman Surprisingly, Tail Emission Is Not Inflationary by Peter Todd Justin Bons' thread on BTC security model A (brief and incomplete) history of censorship in /r/Bitcoin by John Blocke Ultra sound money Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe sits down with Lyn Alden, renowned economist in the Bitcoin community and founder of Lyn Alden Investment Strategy, to discuss Bitcoin, the energy crisis, and future expectations. Follow us on Twitter: Joe: https://twitter.com/IIICapital Lyn: https://twitter.com/LynAldenContact Blockware: https://twitter.com/BlockwareTeam Timestamps: 00:00 Lyn's Bitcoin Background 05:42 Energy 15:46 Approaching Energy as an Investor 24:11 Catalysts for Bitcoin Bull Runs 28:13 Are we in a Recession? 41:09 The Biggest Reason for Increasing Global Wealth is... 45:45 Bitcoin in 15-20 Years

Today's guest is Lyn Alden, founder of Lyn Alden Investment Strategy, board director of Swan Bitcoin, and advisor to ego death capital. Lyn is one of the most highly regarded voices in finance today, both for her excellent commentary on the macroeconomic landscape as well as for her sober, analytical approach to understanding bitcoin. Lyn's ability to distill complex, multi-disciplinary topics into insights that anyone can comprehend has made her a favorite amongst expert investors and humble savers alike. With all the recent developments in the bitcoin world, as well as the volatility and uncertainty in all financial markets, we thought it was a perfect time to have a chat with Lyn and get her perspective on what's going on. --- Follow Lyn: Twitter: @LynAldenContact Website: lynalden.com Follow John & Seetee: Twitter: @johnkvallis & @Seetee_io Website: seetee.io Use Podcasting 2.0: Breez.Technology Fountain.FM NewPodcastApps.com Value4Value.io

Galaxy Digital announced early Monday morning the termination of its $1.2 billion acquisition of BitGo. But BitGo is not walking away without a fight, countering later Monday with its own plans to sue Galaxy for $100 million in damages. At the top of today's Real Vision Crypto Daily Briefing, Nico Brugge and Ash Bennington break down the many moving parts of this developing story. Nico and Ash also cover Acala's "not-so-stable" stablecoin losing its peg and Terraform Labs CEO Do Kwon breaking his silence for the first time since his project collapsed in May. In today's main segment, Nico and Ash dig into Ash's recent conversation with Lyn Alden, the founder of Lyn Alden Investment Strategy, on the macro environment's effects on Bitcoin and the U.S. dollar's relationship to stablecoins. Please drop your questions in the chat – we want to hear from you! Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers. In today's episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds her of the 1940's. She touches on the state of inflation and US monetary policy and what her expectations are for the dollar from here. She shares why she's bullish on value stocks and real assets, and why she's closely watching European energy prices going forward.   ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

Lyn Alden, founder of Lyn Alden Investment Strategy, and Mauricio di Bartolomeo, cofounder of Ledn, discuss how inflation could affect the digital asset industry. Show highlights: how Mauricio's upbringing in Venezuela and firsthand experience with inflation led him to Bitcoin what a “long-term debt cycle” is and why Lyn thinks the 2020s could be similar to the 1930s and 1940s the difference between inflation and hyperinflation how inflation changes consumer investing and purchasing decisions what the impact of inflation is on Bitcoin how Russia's war on Ukraine will continue to impact inflation how rising interest rates will affect Bitcoin and stablecoin adoption  what type of economic environment is worst for BTC growth whether Bitcoin is an inflation hedge why Lyn is long-term bullish on stablecoins and Bitcoin what effect a global recession would have on Bitcoin how global inflation has changed adoption rates for BTC in developing economies how Venezuelans use and perceive Bitcoin  why Lyn and Mauricio are excited about Lightning Network in developing countries what Lyn and Mauricio think about El Salvador's adoption of BTC and its billion dollar BTC bond how Ledn, as a lending company, was able to navigate the Celsius/Voyager crash how Lyn analyzes the risks associated with firms like BlockFi what lessons Lyn and Mauricio have learned in 2022 about digital assets and the economy   Thank you to our sponsors! Crypto.com: https://crypto.onelink.me/J9Lg/unconfirmedcardearnfeb2021  Ava Labs: https://www.avax.network/  Oasis: https://oasisprotocol.org/grant-programs?utm_source=unchained&utm_medium=partnership&utm_campaign=podcast-oasis-grants-program    Episode Links   Lyn Alden Twitter: https://twitter.com/LynAldenContact  Website: https://www.lynalden.com/ Previous Unchained episodes: Is Ethereum a Good Investment: https://unchainedpodcast.com/lyn-alden-and-raoul-pal-is-ethereum-a-good-investment/ Why Bitcoin Now: https://unchainedpodcast.com/why-bitcoin-now-meltem-demirors-and-lyn-alden-on-the-perfect-conditions-for-bitcoin/    Mauricio di Bartolomeo Twitter: https://twitter.com/cryptonomista LInkedIn: https://www.linkedin.com/in/mauricio-di-bartolomeo-780284101   Recommended Lyn Reading on Inflation https://www.lynalden.com/ecb-trapped/ https://www.lynalden.com/investing-during-stagflation/ https://www.lynalden.com/may-2022-newsletter/ https://www.lynalden.com/the-area-under-the-curve/ https://www.lynalden.com/blockfi/   Ledn Information https://ledn.io/  https://www.coindesk.com/business/2022/07/01/blockfi-approached-with-ledn-led-funding-offer-amid-ftx-acquisition-talks-report/    El Salvador https://www.nytimes.com/2022/07/02/opinion/bitcoin-el-salvador-bukele-crypto.html?searchResultPosition=1 https://unchainedpodcast.com/bitcoin-in-el-salvador-why-would-cypherpunks-support-government-mandated-bitcoin-adoption-ep-375/   Inflation https://twitter.com/nic__carter/status/1538909209022058498 https://www.reuters.com/business/imf-cuts-global-growth-forecasts-warns-high-inflation-threatens-recession-2022-07-26/ https://www.youtube.com/watch?v=hGCxEMgnMco&list=PL9flMWibV82fmwt5vd0YROikG2msYYphX

Lyn Alden, founder of Lyn Alden Investment Strategy, and Mauricio di Bartolomeo, cofounder of Ledn, discuss how inflation could affect the digital asset industry. Show highlights: how Mauricio's upbringing in Venezuela and firsthand experience with inflation led him to Bitcoin what a “long-term debt cycle” is and why Lyn thinks the 2020s could be similar to the 1930s and 1940s the difference between inflation and hyperinflation how inflation changes consumer investing and purchasing decisions what the impact of inflation is on Bitcoin how Russia's war on Ukraine will continue to impact inflation how rising interest rates will affect Bitcoin and stablecoin adoption  what type of economic environment is worst for BTC growth whether Bitcoin is an inflation hedge why Lyn is long-term bullish on stablecoins and Bitcoin what effect a global recession would have on Bitcoin how global inflation has changed adoption rates for BTC in developing economies how Venezuelans use and perceive Bitcoin  why Lyn and Mauricio are excited about Lightning Network in developing countries what Lyn and Mauricio think about El Salvador's adoption of BTC and its billion dollar BTC bond how Ledn, as a lending company, was able to navigate the Celsius/Voyager crash how Lyn analyzes the risks associated with firms like BlockFi what lessons Lyn and Mauricio have learned in 2022 about digital assets and the economy   Thank you to our sponsors! Crypto.com: https://crypto.onelink.me/J9Lg/unconfirmedcardearnfeb2021  Ava Labs: https://www.avax.network/  Oasis: https://oasisprotocol.org/grant-programs?utm_source=unchained&utm_medium=partnership&utm_campaign=podcast-oasis-grants-program    Episode Links   Lyn Alden Twitter: https://twitter.com/LynAldenContact  Website: https://www.lynalden.com/ Previous Unchained episodes: Is Ethereum a Good Investment: https://unchainedpodcast.com/lyn-alden-and-raoul-pal-is-ethereum-a-good-investment/ Why Bitcoin Now: https://unchainedpodcast.com/why-bitcoin-now-meltem-demirors-and-lyn-alden-on-the-perfect-conditions-for-bitcoin/    Mauricio di Bartolomeo Twitter: https://twitter.com/cryptonomista LInkedIn: https://www.linkedin.com/in/mauricio-di-bartolomeo-780284101   Recommended Lyn Reading on Inflation https://www.lynalden.com/ecb-trapped/ https://www.lynalden.com/investing-during-stagflation/ https://www.lynalden.com/may-2022-newsletter/ https://www.lynalden.com/the-area-under-the-curve/ https://www.lynalden.com/blockfi/   Ledn Information https://ledn.io/  https://www.coindesk.com/business/2022/07/01/blockfi-approached-with-ledn-led-funding-offer-amid-ftx-acquisition-talks-report/    El Salvador https://www.nytimes.com/2022/07/02/opinion/bitcoin-el-salvador-bukele-crypto.html?searchResultPosition=1 https://unchainedpodcast.com/bitcoin-in-el-salvador-why-would-cypherpunks-support-government-mandated-bitcoin-adoption-ep-375/   Inflation https://twitter.com/nic__carter/status/1538909209022058498 https://www.reuters.com/business/imf-cuts-global-growth-forecasts-warns-high-inflation-threatens-recession-2022-07-26/ https://www.youtube.com/watch?v=hGCxEMgnMco&list=PL9flMWibV82fmwt5vd0YROikG2msYYphX

Lyn Alden has been performing investment research for over fifteen years in various public and private capacities and founded Lyn Alden Investment Strategy in 2016. In this episode she discusses economic growth, the Fed, as well as an update on her energy positions and where she's looking to allocate capital.

Lyn Alden is the Founder of Lyn Alden Investment Strategy. In this conversation, we discuss the macro environment, how we got here, The Federal Reserve raising interest rates, when we may see improvements in the economy, Bitcoin, and where she sees the world going in the coming years. ======================== The number one name in NFT domains and the world's most powerful wallet are teaming up to bring something new to the crypto and Web3 world: That's right, Unstoppable Domains and Blockchain.com partnered to create NFT domain names ending in .Blockchain. It's the perfect ending to show that you're a believer in a decentralized future. The Blockchain.com community can get one, for free by signing up for the waitlist here. Free NFT domains provide all the benefits of premium Unstoppable Domains, including fee-free, lifelong ownership. Don't have a Blockchain.com wallet? No worries, these new domains are available to everyone for as low as $5. Either sign up for a free blockchain.wallet or visit Unstoppabledomains.com to buy your domain today. ======================= Valour (formerly DeFi Technologies) represents what's next in the digital economy -- providing simplified, trusted access to crypto, decentralized finance and Web 3.0 investment opportunities. Institutions and investors can gain diversified, secure, compliant, and easily tradable access to a diversified set of industry-leading equity products and protocols, through a single stock purchase on a regulated exchange. Currently listed on U.S. (OTC: DEFTF) and Canadian (NEO:DEFI) exchanges. For more information or to subscribe to receive company updates and financial information, visit our website at valour.com ======================= FTX.US is the safe, regulated way to buy and sell Bitcoin and other digital assets. Trade crypto with up to 85% lower fees than top competitors. There are no fixed minimum fees, no ACH transaction fees, and no withdrawal fees.   FTX.US is also the only leading exchange that supports both Ethereum and Solana NFTs.   Download the FTX App today and use referral code “Pomp” to earn free crypto on every trade over $10. The more you trade, the more you earn. =======================

Lyn Alden, founder of investment research firm Lyn Alden Investment Strategy, appears as a guest on The Sherman Show, recorded July 19, 2022, with Jeffrey Sherman and Samuel Lau. The hosts and Ms. Alden begin (0:51) with her career, which ... Read More

On today's episode of "On the Margin", Lyn Alden of Lyn Alden Investment Strategy joins the show. Lyn begins by explaining through the energy shock she spotted in 2021 walking through her most recent piece "Energy: The Area Under the Curve". Lyn then shares her outlook on the U.S Dollar wrecking ball as the DXY breaches 20 year highs trading over 108. How will a rising U.S Dollar effect the chances of a recession, stress in credit markets and more importantly the U.S treasury market liquidity? Could this be "checkmate" for the Fed? To find out, you'll have to tune in! -- Follow Lyn: https://twitter.com/LynAldenContact Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Energy: The Area Under the Curve: https://www.lynalden.com/the-area-under-the-curve/ Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Timestamps: (00:00) Introduction (00:51) Energy: The Area Under the Curve (04:50) Energy Crisis In Europe (07:58) Are Rising Energy Prices Leading To A Recession? (14:09) Should We Expect An Earnings Recession? (16:53) Signs Of Stress In The Treasury Market (20:36) Fireblocks Ad (21:55) Can The Fed Really Tighten? (28:14) How A U.S Dollar Spike Could Lead To Treasury Market Illiquidity (34:08) Universal Basic Income (41:52) The Decade Ahead -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

In this conversation with Lyn Alden from the Oslo Freedom Forum in Norway we discuss: - Market selloff - Bitcoin as a payment system in developing nations - Crypto winter - LUNA/Terra Meltdown - Future of stable coins - Inflation and Fed tightening Lyn Alden is a full-time investor and independent financial analyst. She has been performing investment research for over 15 years in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Her goal is to provide institutional-level research in plain English, so institutional and retail investors can benefit. Follow Lyn on Twitter at www.twitter.com/LynAldenContact and www.LynAlden.com.   REFERRAL LINKS: Coin Stories is powered by BITCOIN 2023, which will be the BIGGEST BITCOIN EVENT IN HISTORY held in April 2023. If you missed Bitcoin 2022, make sure to head to  to find videos and highlights of all the biggest events and panels. You can get an early bird pass for Bitcoin 2023 at a steep discount if you head to: https://b.tc/conference/2023  *** Okcoin is on a mission to make crypto investing and trading easily accessible to anyone around the world. We are building the next generation of tools to help onboard the investors and traders who have been on the fence about crypto. Okcoin is a globally licensed exchange with offices in San Francisco, Miami, Malta, Hong Kong, Singapore and Japan. We are a collective of global citizens with a common passion to help decentralize finance and level the economic playing field for everyone around the world. Visit https://www.okcoin.com/natalie for $50 in Bitcoin when you sign up. *** With iTrustCapital, you can actually invest in crypto without worrying about taxes, or fees. iTrustCapital allows their clients to invest in crypto through an individual retirement account, or an IRA. IRAs are tax sheltered accounts, which means all your crypto trading is tax-free and can even grow tax-free over time. The best part is that it's totally free to open an account, and there are no hidden fees. You don't need to pay any monthly subscription or membership fees either. If you open and fund an account, you will get a $100 funding bonus added to your account. To learn more, click the link below and open a free account to learn more. https://itrust.capital/nataliebrunell  *** Fold is the best Bitcoin rewards debit card and shopping app in the world!  Earn Bitcoin on everything you purchase with the Fold's Bitcoin cashback debit card and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie  for 5,000 in free sats!

Lyn Alden joins Josh and Dan to discuss Markets and Bitcoin during this tumultuous period. Bond Market's Negative Yield Macro Overview What Illiquidity Means How to Protect Your Wealth Bitcoin Decoupling Gold Bitcoin Volatility 3 types of StableCoins and their associated risks Luna Debacle Empires Rise and Decline SHOW SPONSORS: **LEDN** - A Bitcoin forward financial services company that has chosen to mirror and embrace the transparency, accountability, and auditability of Bitcoin itself by undergoing Proof of Reserves. Use Bitcoin as collateral and access dollar loans with Ledn Bitcoin backed loans. Harness your Bitcoin holdings to buy a new property or finance the home you already own with the upcoming Ledn Bitcoin Mortgage Product. Save Bitcoin and USDC and have access to Ledn's Dollar Loans and trading service. You can look into Ledn's well architected menu of services at Ledn.io (All products and services subject to availability & jurisdiction.)   **COINKITE** - Makers or the best Bitcoin security hardware in the world. Use PROMO CODE "BCB" for 5% off ColdCard Mk3 purchases at coinkite.com. Coinkite is the producer of the iconic ColdCard.  ColdCard is widely regarded as the MOST secure signing device in existence, and can be used by beginners all the way up to the most advanced users (The 2 of us have relied on this device for years.) If you wanna get frisky, check out the BlockClock Mini, this beauty sits on a bookshelf or hangs on the wall and displays any metric about Bitcoin you can think of.  BlockClock Mini is a lust worthy addition to any Bitcoiners home. Other Coinkite products include the OPENDIME, the SATSCARD, the TAPSIGNER, the SEEDPLATE, COLDPOWER and sweet hats. All available at coinkite.com. ColdCard Guides (ultra quick - intermediate - advanced) SUPPORT THE BCB PODCAST: ⇨TIPS: strike.me/bcb (tips also open on Twitter) ⇨PODCAST 2.0 STREAMING: You can stream us fractions of a cent via Bitcoin sats on the Lightning Network!  We are live on Podcast 2.0 apps & wallets. BREEZ Wallet is a great way to get started→HERE is an easy tutorial that demonstrates exactly how to do it. ABOUT LYN: Lyn Alden has a bachelor's degree in electrical engineering and a master's degree in engineering management, with a focus on engineering economics and financial modeling.  Lyn retired at 33 and has since become a full time investor and independent analsyt. In 2016 Lyn founded Lyn Alden Investment Strategy, her goal being to provide institutional-level research in plain English, so that both institutional investors and retail investors can benefit from it. ITEMS MENTIONED IN THE SHOW: LynAlden.com Big Debt Crisis by Ray Dalio Fourth Turning Sovereign Individual The Lessons of History Lyn's Article - Does QE cause Inequality? Lyn's Article - Discounted Cash Flow Tutorial TWITTER: Follow Blue Collar Bitcoin Podcast @blue_collarbtc, Follow Lyn @LynAldenContact EMAIL: Send us questions, comments, or feedback at bluecollarbitcoinpodcast@gmail.com  

Blockware Lead Insights Analyst Will Clemente speaks with Lyn Alden from Lyn Alden Investment Strategy to discuss the state of the Bitcoin market, global macro, and more. You can now find our podcast on Spotify, Apple, and Google Podcasts as well! Buy Bitcoin and crypto with zero fees on FTX (http://ftx.blockwareintelligence.com/). Use our referral code (Blockware) and get a free coin when you trade $10 worth. Will: https://twitter.com/WClementeIIILyn: https://twitter.com/LynAldenContact Contact us: contact@blockwaresolutions.com Subscribe to the Newsletter! https://www.blockwareintelligence.com/

On today's episode of “The Macro Trading Floor,” Alfonso and Andreas are joined by Lyn Alden, founder of Lyn Alden Investment Strategy. Walking Alfonso and Andreas through her macro framework, Lyn explains the past two years of unorthodox monetary and fiscal policies. Drawing on the 1940s as an indicator, she correctly predicted the high inflation rates we're currently seeing far ahead of most. Expecting a pendulum-style shift between reflation and stagflation, Lyn shares her actionable investment idea while giving a clear outlook for today's macro landscape — you can't afford to miss this episode! -- Follow Lyn: https://twitter.com/LynAldenContact Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Subscribe To The Blockworks Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Referenced In The Show: ARK's Expected Value For Tesla In 2026: $4,600 per Share: https://ark-invest.com/articles/analyst-research/arks-tesla-model/ -- Timestamps: (00:00) Introduction (02:05) Worst Take of The Week (06:20) Market Outlook (15:35) Feature Interview With Lyn Alden (18:18) How Fiscal Handouts Caused Inflation (20:40) Weakening Demand Throughout 2022 (22:35) Weak Growth Over The Next Decade (26:45) Will Fed Tightening Spell Danger For Markets (29:40) Lyn's Actionable Trade Idea (41:05) Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

SBTV spoke with Lyn Alden, founder of Lyn Alden Investment Strategy, about how Russia's plans to circumvent sanctions by demanding gold payments may see the rise of sentiments to use gold as a global neutral reserve asset for countries.

Lyn Alden is the Founder of Lyn Alden Investment Strategy and an expert in macro markets who's also a strong Bitcoin, proof-of-work proponent. Her friendly counterpart, Justin Drake is a researcher at the Ethereum Foundation and is pro proof-of-stake. Both are recurring guests on Bankless! The two experts debate which is better: proof-of-work or proof-of-stake for creating a global-crypto money system? Other topics include: economic security, deterrence and recoverability in the face of the dreaded 51% attack, minimization of governance power, economic fairness, commodity vs. equity money, and so much more! Which is your preference, proof-of-work or proof-of-stake? Warning: after this debate, your preference may change. ------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-the-pow-vs-pos-debate-lyn  ------

Lyn Alden of Lyn Alden Investment Strategy returns to Forward Guidance to give a much-needed update on her macro views as equity and crypto markets encounter intense selling pressure. Alden argues that stubbornly high inflation will cause rotation from growth stocks to value stocks to continue. However, Alden argues that she's more likely to buy than short beleaguered hypergrowth names (think $ARKK) - instead she sees the greatest weakness in the mega-cap “FAANG” names, which she compares to the “Nifty Fifty” stocks, a basket of blue-chip equities that seemed impregnable in the 1960s but ultimately fared poorly in the later inflationary decade of the 1970s. But it's not the 1970s, where interest rates rose to meet inflation, that reminds Alden the most of our current era; instead it is the 1940s, where policies such as yield curve control ensured that bond yields remained well below levels of inflation. Alden argues that in this environment of sustained negative real interest rates, commodities will perform very well, and in particular commodities of fixed supply like gold and Bitcoin. Lyn Alden on Twitter: @LynAldenContact Jack Farley on Twitter: @JackFarley96 Blockworks on Twitter: @Blockworks_ Lyn Alden's investment analysis can be found at https://www.lynalden.com/. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter.

Dec 14 – FS Insider welcomes Lyn Alden at Lyn Alden Investment Strategy to discuss her outlook on the stock market, inflation, the global supply chain, and specific sectors that she is long-term... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Lyn Alden is the founder of Lyn Alden Investment Strategy, which provides market research to hundreds of thousands of individual investors and financial professionals. Lyn's focus is on value investing with a global macro overlay, including currency differentials, shifts in monetary policy, and equity valuations. In this conversation, we discuss inflation, employment, supply chain disruptions, monetary policy, fiscal policy, stocks, bonds, commodities, and bitcoin.  ======================= BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. To start earning today visit: http://www.blockfi.com/Pomp ======================= Choice is a new self-directed IRA product that I'm really excited about. If you are listening to this, you are likely part of the 7.1 million bitcoin owners who have retirement accounts with dollars in them, but not bitcoin. I was in that situation too. Now you can actually buy real Bitcoin in your retirement account. I'm talking about owning your private keys and using tax-advantaged dollars to do it too. Absolute game changer. https://www.retirewithchoice.com/pomp ======================= Circle is a global financial technology firm that enables businesses of all sizes to harness the power of stablecoins and public blockchains for payments, commerce and financial applications worldwide. Circle is also a principal developer of USD Coin (USDC), the fastest growing, fully reserved and regulated dollar stablecoin in the world. The free Circle Account and suite of platform API services bridge the gap between traditional payments and crypto for trading, DeFi, and NFT marketplaces. Create seamless, user-friendly, mainstream customer experiences with crypto-native infrastructure under the hood with Circle. Learn more at circle.com.

In this episode of On The Margin, Mike is joined by returning guests Lyn Alden & Jurrien Timmer. Lyn is the founder of Lyn Alden Investment Strategy and Jurrien Director of Global Macro at Fidelity. Lyn and Jurrien discuss the long term debt cycle, how the 2020's compare with other periods of history, is the traditional 60/40 portfolio dead, Bitcoin as a hedge for bonds, the effect of inflation on inequality & their outlook for the U.S Dollar. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- Coinbase Prime: On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions. For more information go to https://onthemargin.link/coinbase --- On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

Lyn Alden's October newsletter focuses on value stocks compared to growth stocks and makes an argument for at least a mild resurgence of value performance. A reading, by Emil Kalinowski.----------WHO----------Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.----------WHAT----------A Resurgence in Value: https://bit.ly/3Cy3QHC----------WHERE----------Lyn's Website: https://www.lynalden.com/Lyn's Twitter: https://twitter.com/LynAldenContactEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

In this episode, Anthony is joined by David Rubenstein, co-founder and co-chairman of The Carlyle Group to discuss his new bestselling book ‘The American Experiment: Dialogues on a Dream,' which explores the inspiring story of America as a grand experiment in democracy, culture, innovation, and ideas - and tells us why great leaders must “persist.”Next, Lyn Alden, investor, financial analyst and founder of Lyn Alden Investment Strategy, joins Anthony to give her take on the US economy, what the Fed needs to do - and the fraying of the US global currency reserve system.Finally, Brad Berkwitt, journalist, broadcaster and chief executive of Ringside Report talks with Anthony about the recent elections, and gives his predictions for this weekend's Canelo-Plant fight. 

“Forward Guidance” is a show dedicated to uncovering the heart of this conundrum. Twice a week, Jack Farley will be speaking directly with fund managers, analysts, and financial industry professionals about how investors can grow and protect their wealth in this brave new macro world. These episodes will air on Tuesday and Friday. Today's show is with Lyn Alden of Lyn Alden Investment Strategy. Lyn will be sharing why she thinks the global financial system is nearing the apogee of a long-term debt cycle, and the only way to unwind the leverage without causing ruinous economic data is through persistently higher inflation and a significantly weaker U.S. Dollar. Alden also shares her views on surging energy costs, China's stock market woes, and the flurry of new Bitcoin ETFs that have come to market recently.

Lyn Alden's August newsletter focuses on the ongoing supply chain issues, inflation, and commodities. In many ways, the 2020s decade continues to mirror the 1940s in terms of fiscal policy, monetary policy, and de-globalization. A reading, by Emil Kalinowski.----------WHO----------Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.----------WHAT----------Supply Chain Woes: https://bit.ly/2XRMCpi----------WHERE----------Lyn's Website: https://www.lynalden.com/Lyn's Twitter: https://twitter.com/LynAldenContactEmil's Twitter: https://twitter.com/EmilKalinowskiDavid's Art: https://davidparkins.com/---------HEAR IT----------Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr

Lyn Alden is an independent analyst, providing research for retail and institutional investors across a variety of asset classes. Founder of Lyn Alden Investment Strategy, she is a powerhouse in macro-finance and financial Twitter, and she joins us today for a crash course in how she allocates her capital, creates her portfolio, and what she pays the most attention to while doing so. The two discuss what to look for in a financial guru or framework, financial media, inflation, rent moratoriums, the wealth concentration framework, the Amazon ecosystem, and so much more.   To get more from Lyn, follow her on twitter @LynAldenContact and visit lynalden.com.   Join our investment community and sign up for our free weekly newsletter at cambridgehouse.com. Keep up with Jay all over social media @jaymartinbc. Be sure to leave a review, rate us 5 stars, and follow the podcast to be notified of new episodes each week. 

Debate: Crypto vs The Environment It is estimated that the global Bitcoin network currently consumes about 133 terawatt-hours of electricity annually - roughly equal to what is consumed by the nation of Sweden. Crypto skeptics warn that the energy demands of the network are a threat to the environment and that further adoption of cryptocurrency will lead to a harmful rise in carbon emissions. However, crypto advocates say that the figures often used to denounce crypto can be misleading and when you examine the biggest contributing factors to climate change globally, Bitcoin is responsible for just 0.13% of annual carbon emissions. Furthermore, unlike the traditional financial system, they say, networks like Bitcoin continue to make strides in adopting renewable energy with initiatives like the Crypto Climate Accord committing producers to net-zero by 2040. So who's right or wrong?Speakers: Lyn Alden: Financial analyst and founder of Lyn Alden Investment Strategy where she provides tens of thousands of investors with the latest research, information, and tools to help them build wealth and manage digital assets. Subscribe to her newsletter at: https://www.lynalden.com/newsletter-archives/Alex De Vries: Founder of Digiconomist, a platform dedicated to exposing the unintended consequences of digital trends.The host is Anne McElvoy senior editor and head of podcasts at The Economist. This debate series is is partnership with EQONEX the Nasdaq listed digital asset advisory. Register free for our third debate 'Crypto can bank the unbanked' here: https://www.eventbrite.co.uk/e/debate-crypto-can-bank-the-unbanked-registration-165732106191?aff=ebdsoporgprofile Support this show http://supporter.acast.com/intelligencesquared. See acast.com/privacy for privacy and opt-out information.

Independent investor and analyst Lyn Alden joins us to answer your questions regarding Fed policy, inflation, central bank digital currencies and gold.

Location: RemotelyDate: Friday 26th, MarchCompany: lynalden.comRole: MacroeconomistThis month we have seen the markets signal an expected increase in inflation; while bond prices are a good indicator, Lyn Alden explains that just looking at bonds or the Consumer Price Index (CPI) does not tell the whole story. Price changes can vary wildly in services, commodities, and especially asset prices, but inflation affects different people in different ways.Outside of inflation, Bitcoiners have been looking closely at the Grayscale Trust (GBTC) recently and specifically the premium. I asked Lyn why people would pay less (or more) than the market price of Bitcoin for shares of GBTC. There are several reasons that GBTC is down recently, one of which is the potential approval of a Bitcoin ETF. Canada recently approved a Bitcoin ETF, with significant demand. An ETF in the United States is still being held up by regulators, despite increasing applications from institutions like Fidelity. But the rumour is one is right around the corner, and it would likely have significantly more demand than Canada's. In this interview, I talk to Lyn Alden, a macroeconomist and Lyn Alden Investment Strategy founder. We discuss bond yields, the effects of the rising inflation rate, the GBTC premium, and potential Bitcoin ETFs.

Today we are joined by Alyse Killeen, the founding Managing Partner at StillMark - the Bitcoin VC Firm, as well as Lyn Alden of Lyn Alden Investment Strategy.Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Get started in just 5 minutes. Your first $10 purchase is on us: https://swanbitcoin.com/yt Connect with Alyse:https://twitter.com/AlyseKilleenhttps://www.alysekilleen.com/Connect with Lyn:https://twitter.com/LynAldenContacthttps://LynAlden.comConnect with Swan on social media:Twitter: https://twitter.com/SwanBitcoin​​​Telegram: https://t.me/swansignal​​​LinkedIn: https://www.linkedin.com/company/swanbitcoinSwan Signal Live and Swan Lounge are a production of Swan Bitcoin, the best way to accumulate Bitcoin through automatic recurring buys at https://swanbitcoin.com​​​Are you a high net worth individual or do you represent corporation that might be interested in learning more about Bitcoin? Swan Private guides corporations and high net worth individuals toward building generational wealth with Bitcoin. Find out more at https://swanbitcoin.com/privateGet your free ebook or audiobook copy of "Inventing Bitcoin" here: https://swanbitcoin.com/freebookWe also have the book available en español, y puede descargar su copia en https://swanbitcoin.com/librogratisGet your free ebook copy of "21 Lessons" here:https://swanbitcoin.com/21lessonsJoin our Swan Force, our referral program, and get paid to recruit new Bitcoiners: https://swanbitcoin.com/enlist

Lyn Alden is the founder of Lyn Alden Investment Strategy, which provides financial research to retail and institutional investors. With a background that blends engineering and finance, Lyn focuses on fundamental investing with a global macro overlay, and covers a broad array of asset classes including equities, currencies, commodities, and digital assets. On this episode, we're discussing Bitcoins bull market prospects and digital currency investments outlook for this year.Guest: Lyn Alden, Founder of Lyn Alden Investment StrategyLyn Alden website ➜ https://bit.ly/LynAldensite#Bitcoin #BTC #Cryptocurrency~Lyn Alden interview | Bitcoin Bull Market & Digital Currency Investment Strategies~⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Subscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeFacebook

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Lyn Alden, Founder, and CEO of Lyn Alden Investment Strategy who dives into her insights and strategies on investing.

Lyn Alden is the founder of Lyn Alden Investment Strategy, which provides market research to hundreds of thousands of individual investors and financial professionals. Lyn's focus is on value investing with a global macro overlay, including currency differentials, shifts in monetary policy, and equity valuations. In this conversation, we discuss monetary policy, fiscal policy, inflation, portfolio allocations, macroeconomics, bitcoin, gold, Federal Reserve actions, and MMT.  ======================= Revolut is a finance app in the US and UK, that say they're the simplest way to access crypto. Sign up today at Revolut.com/pomp and make 3 card transactions to get $15, which you can exchange for any tokens Revolut supports. As usual, when you move your money from fiat to crypto your capital is at risk. See T&C's for details. Revolut is a financial technology company. Banking services provided by Metropolitan Commercial Bank, Member FDIC. Cryptocurrency services provided directly by Paxos Trust Company, LLC. ======================= Whether you're an experienced crypto trader or just starting out, Kraken has the tools to help you achieve financial freedom. With the new Kraken app, you can easily buy and sell over 60 of the most popular cryptocurrencies in just a few minutes. Featuring a sleek new design and an easy-to-use interface, you can now take your crypto portfolio with you on the go, 24/7. Visit kraken.com/pomp to learn more or search "kraken" in the app store. ======================= With over $1B AUM, Amber Group is a world-leading crypto finance platform helping institutions and individual investors to buy and sell cryptocurrency, earn yield, manage risk and access liquidity. Amber App new users only - earn 16% APR on BTC, ETH and USD stablecoins! Click on the link to sign up now: https://www.ambergroup.io/?utm_source=10508 =======================

Lyn Alden is a full-time investor and independent financial analyst. She has been performing investment research for over fifteen years in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Her goal is to provide institutional-level research in plain English, so that both institutional investors and retail investors can benefit from it. Her work has been editorially featured or cited on the Wall Street Journal, Business Insider, Marketwatch, Time's Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, the Asia Times, the Huffington Post, and other media. She has appeared on Kitco, Real Vision, The Investor's Podcast Network, The Rebel Capitalist Show, Macro Voices, The Market Huddle, What Bitcoin Did, and many other shows and podcasts. She has also served as an advisor or consultant for start-up companies, hedge funds, and executive committees of large institutions. Her site, LynAlden.com provides investment research and strategy, covering stocks, precious metals, international equities, and alternative investments. She analyzes advanced topics for institutional investors, and also breaks many of those topics down for retail investors to keep track of what's happening in terms of global macro.

Lyn Alden of Lyn Alden Investment Strategy rejoins me on the show to talk about macro updates and Bitcoin. We chat: CPI rises to 5.4% and inflation Govt debt and the likely govt responses Why and how they keep the party going Oil & Gas Bull case Energy and the need for baseload power Stablecoins & why Bitcoin is different People are sleeping on the Lightning Network Links: Twitter: @LynAldenContact Article: The Case for a Longer-Term Oil and Gas Bull Market Other episodes: SLP232 Lyn Alden - Bitcoin As Emerging Store Of Value SLP291 Caitlin Long Stablecoins, Bitcoin & The Fed SLP282 Alex Epstein - Why Bitcoiners Should Reframe The Energy Debate & Own Their Energy Use Sponsors: Swan Bitcoin Hodl Hodl Lend Compass Mining Unchained Capital (code LIVERA) CypherSafe (code LIVERA) CoinKite.com (code LIVERA) Stephan Livera links: Show notes and website Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera

Only a few guests at Bitcoin Miami brought the crowd to their feet, and Lyn Alden was rightfully one of them. The Lyn Alden Investment Strategy is relied upon by fundamental investors around the world who are looking to better understand the complicated facets of a dynamic and rapidly evolving market. In this episode, Lyn Alden gives a detailed overview of all of the fundamental forces at play with regards to Bitcoin and how they relate to other sectors, including equities, bonds, commodities, and more. This episode is a must listen. Lyn Alden: https://twitter.com/LynAldenContact In this episode, Lyn Alden and Scott Melker explore: Grayscale's arbitrage trade Profiting from Grayscale's premium The Chinese hash rate migration Volcanoes in El Salvador Bitcoin's energy consumption What if El Salvador fails? Bitcoin for billions not billionaires What is happening in global markets? What does inflation mean for Bitcoin? The long-term Bitcoin strategy Is a black swan event coming? Retail speculation --- Cosmos: Visit https://thewolfofallstreets.link/cosmos to learn about the Cosmos Hub and how the $ATOM can connect every blockchain. Cosmos is the port city connecting chains like Bitcoin and Ethereum to ensure your liquidity on any chain can be used anywhere. Find new staking opportunities, applications, or build your own parachain at https://thewolfofallstreets.link/cosmos --- Harmony: Build on Harmony, run on all chains. Harmony is your open platform for assets, collectibles, identity, governance. Be the ONE to bridge to all blockchains. Harmony is an open and fast blockchain. Their mainnet runs Ethereum applications with 2-second transaction finality and 100 times lower fees. Harmony's secure bridges offer cross-chain asset transfers with Ethereum, Binance and other chains. https://thewolfofallstreets.link/harmony --- If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe. This podcast is presented by Blockworks. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworks.co ーーー Join the Wolf Den newsletter: ►►https://www.getrevue.co/profile/TheWolfDen/members

SBTV spoke with Lyn Alden, founder of Lyn Alden Investment Strategy, about how the monetary policy response from policymakers is repeating history. The 2010s look a lot like the deflationary 1930s during the aftermath of the Great Depression while the 2020s could mirror the 1940s marked by World War II.

Lyn Alden of Lyn Alden Investment Strategy is our guest on Raise Your Average. Lyn is one of today's foremost and profound macro-economic strategists and thinkers. She provides tens of thousands of investors per month with her proprietary investment research. Lyn's investing framework primarily involves fundamental equity investing with a global macro overlay, and while her research is meticulous, multi-layered, and inter-connected in it's findings, one of Lyn Alden's gifts is her ability to appeal to a wide range of investors, from beginners all the way up to market intellectuals. Our discussion is wide ranging. Lyn describes how she ended up in the investment research arena (she's an engineer), what her interests are, how she's constructed her research framework, what she's looking for in her research, how she identifies bottlenecks and roadblocks, and how she's investing.We get into the subject of the economy, interest rates, yields, and inflation expectations, Lyn leads the discussion on how the base effects of April-May 2020, when the economy and consumption troughed, is temporarily distorting investors' view on economic growth. In addition to her equity and macroeconomic research, Lyn has also conducted in-depth research into Bitcoin and cryptocurrencies, and we get into that in some detail too here. There's so much here. Full transcript:Lyn Alden Investment Strategy - https://www.lynalden.com/Lyn Alden on Linkedin - https://www.linkedin.com/in/lynalden/Lyn Alden's Newsletter - https://www.lynalden.com/investing-newsletter/How Market Capitalization Works: A Look at Rolling Bubbles - https://www.lynalden.com/market-capitalization/Ulimate Guide to Inflation - https://www.lynalden.com/inflation/Economic Japanification: Not What You Think - https://www.lynalden.com/economic-japanification/ReSolve Asset Management - https://investresolve.com/ReSolve Asset Management Blog - https://investresolve.com/blog/Mike Philbrick - https://www.linkedin.com/in/michaelphilbrick/Rodrigo Gordillo - https://www.linkedin.com/in/rodrigogordillo/Adam Butler - https://www.linkedin.com/in/adamdbutler/Pierre Daillie - https://www.linkedin.com/in/pierre-daillie-advisoranalyst/AdvisorAnalyst.com - https://advisoranalyst.com

On Friday 19th March I spoke to Lyn Alden, founder of Lyn Alden Investment Strategy. Lyn has been conducting investment research in various public and private capacities for over 15 years, and her methods have received global renown – Lyn has 165,000 followers on Twitter, and has contributed to sites like Business Insider, MarketWatch, CNBC, The Street, and Time's Money Magazine. Lyn's edge lies in the intersection between Engineering and Finance – we discuss how this influences her unique investment approach, and how a Contrarian slant helps Lyn identify quality, undervalued stocks.Also on the agenda are Network effects – we dig into their impact on businesses like Facebook and Amazon, and how their influence incited Lyn's Bitcoin bet in April 2020. After an in-depth look at Lyn's current portfolio, we discuss how stock market investors should navigate the tumultuous interest rate environment. Enjoy the episode!Sign up for Lyn's free newsletter, here: https://www.lynalden.com/investing-newsletter/ Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Location: Remotely Date: Friday 26th, March Company: lynalden.com Role: Macroeconomist This month we have seen the markets signal an expected increase in inflation; while bond prices are a good indicator, Lyn Alden explains that just looking at bonds or the Consumer Price Index (CPI) does not tell the whole story. Price changes can vary wildly in services, commodities, and especially asset prices, but inflation affects different people in different ways. Outside of inflation, Bitcoiners have been looking closely at the Grayscale Trust (GBTC) recently and specifically the premium. I asked Lyn why people would pay less (or more) than the market price of Bitcoin for shares of GBTC.  There are several reasons that GBTC is down recently, one of which is the potential approval of a Bitcoin ETF. Canada recently approved a Bitcoin ETF, with significant demand.  An ETF in the United States is still being held up by regulators, despite increasing applications from institutions like Fidelity. But the rumour is one is right around the corner, and it would likely have significantly more demand than Canada's.  In this interview, I talk to Lyn Alden, a macroeconomist and Lyn Alden Investment Strategy founder. We discuss bond yields, the effects of the rising inflation rate, the GBTC premium, and potential Bitcoin ETFs.

Lyn Alden is the founder of Lyn Alden Investment Strategy where she provides investors with research, information, and tools to help them build wealth. Initially, there were concerns around Bitcoin that made it too risky to feel confident in. Over a few years, concerns over potential competitors and vulnerabilities were addressed, greatly de-risking the asset. To cap a strong 2-3 year run, 2020 presented an ideal environment for Bitcoin to make a big jump. "2020 was the perfect storm for Bitcoin… The macro-environment couldn't be more attractive. We saw broad money supply increase 25% year-over-year." Bitcoin follows Metcalfe's Law which means that as the number of users increases, the cryptocurrency's value grows exponentially- this is often known as the network effect. In addition, due to the verification process, Bitcoin becomes more secure as the price goes up. ————————————————————————— To learn more about this episode, including podcast transcripts and show notes, visit *salt.org/talks* ( http://salt.org/talks ) Moderated by Anthony Scaramucci.

My guest today is Lyn Alden, Founder of Lyn Alden Investment Strategy. On this episode of On The Margin, we discuss the transition of monetary to fiscal dominance, Lyn's thoughts on inflation, the implications of a steepening yield curve, what she would do as chairman of the Federal Reserve, and her thoughts on the growing digital asset ecosystem. --- On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On The Margin, visit http://blockworks.co/podcasts.

Bitcoin does not fit the narrow definition of what a Ponzi scheme is, said Lyn Alden, founder of Lyn Alden Investment Strategy, who said that $50,000 is the next resistance level.

Location: Remotely Date: Friday 18th December Company: lynalden.com Role: Macroeconomist 2020 has been a year unlike any, even before the coronavirus pandemic, the global economy was showing signs of stress. With the outbreak, the spread of the virus and subsequent lockdowns, governments worldwide resorted to unprecedented levels of monetary and fiscal stimulus to keep the flailing economy afloat. With the record levels of money printing and the ballooning money supply, many earmarked 2020 as the year that Bitcoin could prove itself.  In the last few days, Bitcoin has hit all-time highs of around $24,000, but unlike 2017, it is not just retail investors that have flocked to Bitcoin. MicroStrategy has paved the way for institutional investors to own Bitcoin by not only converting $450m of their treasury to Bitcoin but raising an additional $650m by way of a convertible senior note sale to buy more Bitcoin. MicroStrategy, legendary macro investors Paul Tudor Jones and Stanley Druckenmiller have taken positions in Bitcoin, signalling a new era of Bitcoin investors. In this interview, I am joined by Lyn Alden, a macroeconomist and founder of Lyn Alden Investment Strategy. We discuss the coronavirus pandemic's impact, the increase in the broad money supply, high inflation and institutional investment in Bitcoin.

Lyn Alden from Lyn Alden Investment Strategy joins us to discuss Biden's presidential win, potential shutdowns, and how the stock market is reacting to all the election news. Lyn also ways in on the gold and Bitcoin markets. Lyn Alden online: https://LynAlden.com Lyn's bio: https://www.elliottwavetrader.net/p/analysis/Investment-Ideas-With-a-Measured-LongTerm-Approach-201904065674989.html ___________________ Miles Franklin: Call us: 1-800-822-8080 Email us: info@milesfranklin.com Website: http://MilesFranklin.com YouTube: https://youtube.com/MilesFranklinCo?sub_confirmation=1 Soundcloud: https://soundcloud.com/MilesFranklinCo Facebook: http://fb.com/MilesFranklinCo Twitter: http://twitter.com/MilesFranklinCo ___________________

In this seventh installment of the Why Bitcoin Now series, Meltem Demirors, the chief strategy officer at Coinshares, and Lyn Alden, the founder of Lyn Alden Investment Strategy, discuss the state of Bitcoin since June, amidst the presidential election – which takes place on the date of publication of the show -- and a global pandemic. Topics discussed include: the significance of bitcoin staying above $10k for over three months why the pandemic has created the conditions for which Bitcoin was designed how the markets may react to a Trump or Biden win why they believe, no matter which party wins, there will be massive deficits and a money-printing debt spiral why other countries see opportunities to erode the supremacy of the US dollar why Bitcoin has shown that it's possible to have money without state how the current record unemployment and massive stimulus efforts during the pandemic have impacted Bitcoin the increasing interest in Bitcoin from traditional investors the IMF's recent call for a “New Bretton Woods moment”  and how it may impact crypto China's DCEP central bank digital currency and the effects it may have on increasing China's trade leverage why the pandemic has made clear the importance of bringing more Bitcoin mining onshore whether or not Bitcoin will be able to remedy growing wealth inequality why privacy/encryption will be the main issue Bitcoiners need to watch from the coming administration   Thank you to our sponsors!  Crypto.com: https://www.crypto.com   Episode links:  Lyn Alden: https://twitter.com/LynAldenContact Lyn Alden Investment Strategy: lynalden.com Meltem Demirors: https://twitter.com/Melt_Dem Coinshares: https://www.coinshares.com/   Lyn's post on how the economy and stock market perform under Democratic vs. Republican presidents: https://www.lynalden.com/presidential-elections/   US stimulus spending: https://datalab.usaspending.gov/federal-covid-funding/#section-tracking   IMF New Bretton Woods speech: https://www.imf.org/en/News/Articles/2020/10/15/sp101520-a-new-bretton-woods-moment   Stocks in a bubble: https://www.longtermtrends.net/sp500-price-earnings-shiller-pe-ratio/   Meltem on the financialization of internet infrastructure: https://medium.com/coinshares/the-financialization-of-compute-connectivity-66beaffe7501   BitOoda report on Bitcoin mining: https://bitooda.medium.com/bitcoin-mining-hashrate-and-power-analysis-bitooda-research-ebc25f5650bf   Bloomberg wealth report: https://www.bloomberg.com/news/articles/2020-10-08/top-50-richest-people-in-the-us-are-worth-as-much-as-poorest-165-million   Cash app's Bitcoin sales: https://www.theblockcrypto.com/linked/74001/square-q2-bitcoin-cash-app   JPMorgan research note on Bitcoin: https://fortune.com/2020/10/26/jp-morgan-chase-bitcoin-predictions-analyst-jpm-cryptocurrency/ https://twitter.com/DTAPCAP/status/1319703750450302980?s=20 Forbes interview with Daniel Masters of Coinshares: https://www.forbes.com/sites/michaeldelcastillo/2020/10/24/jp-morgan-veteran-daniel-masters-explains-how-blockchain-will-end-commercial-banks/#77ec4f6a6bdd

Location: Squadcast Date: Monday 21st September Company: lynalden.com Role: Macroeconomist When COVID-19 struck, governments across the world implemented unprecedented stimulus packages to help what were already fragile economies, which had never fully recovered from the 2008 global financial crisis. While the economy moves in short-term 5-10 year cycles, a larger multi-decade cycle appears to be coming to an end. As governments pursue further rounds of quantitive easing, debt to GDP levels are heading towards what Lyn calls the event horizon, where debt to GDP is over 130% and currency devaluation is the most likely outcome. Holding cash through a currency devaluation risks losing purchasing power as governments increase the money supply to service debt, thus scarce assets such as gold and Bitcoin are a safe haven.  In this interview, I talk to Lyn Alden, a macroeconomist and founder of Lyn Alden Investment Strategy. We discuss the current state of the economy, monetary and fiscal policy debt cycles and if we should expect currency devaluation.

Lyn Alden is the founder of Lyn Alden Investment Strategy at LynAlden.com, where she provides market research to individual investors and financial professionals with both a free newsletter and a premium research platform. She also writes for the financial sections of several publications, and has been cited on Business Insider, Marketwatch, Money Magazine, Kiplinger, Huffington Post, The Street, US News and World Report, and other financial media. Her investment strategy focuses on value investing with a macro overlay, which means finding long-term opportunities in individual stocks and various asset classes while taking into account the broader macro picture. Lyn's background comes from a blend of engineering and finance, which she uses to apply systems analysis on various investments and macro themes. She has a bachelor's degree in electronics engineering and a master's degree in engineering management, with a focus on engineering economics and financial modeling. https://www.lynalden.com/ https://www.lynalden.com/premium/ https://twitter.com/LynAldenContact We Talk About: Join us as we taste the 2016 Frog's Leap Estate Grown Cabernet Sauvignon. Then we talk financial markets at the end, including the 10-year yield, DXY, the Fed, equity market valuations, and more.