#159 Lyn Alden On Fiscal Dominance Macro Backdrop, Why The Rise In Gold Is Indicative Of Fiscal Problems, And Why Bitcoin Could Hit Six-Figures In This Cycle

The Julia La Roche Show

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