Thriving in a Broken Financial System | Lyn Alden
Thriving in a Broken Financial System | Lyn Alden Ep.119
The RO Show: 3-9-2024
Let's take a deep dive on the economy, our money system, BITCOIN, and investment ideas with Lyn Alden, macroeconomic analyst focused on monetary systems and energy markets.
"Who Controls The Ledger?"
We talk about the state of the economy and markets, our debt crisis, inflation, liquidity, investing, and markets. We go beyond the headlines and discover what is really going on in the markets and economy.
Massive fiscal spending has mitigated QT and effects of higher rates. Where are we in this economic cycle?
Are we headed for a recession or stagflation? Want to find out some investing ideas and strategies that can grow and protect our money during these times? You cannot afford to miss this episode!
Chapters:
00:00:00 - Historical Analogies and Unique Situations
00:02:28 - The Global Financial System and Its Imbalances
00:04:39 - The Rising Problem of Interest Expense
00:06:52 - Concerns about Public Debt and Inflation
00:09:14 - The Decline in Purchasing Power and Alternative Forms of Inflation
00:11:40 - The Changing Dynamics of Credit Growth
00:13:43 - The Quantitative Rhyme of the 1920s and 1930s
00:16:06 - Inflationary and deflationary forces during economic crises
00:18:23 - The Fiscal Decade and Global Inflation
00:20:47 - Currency Debasement and Higher Prices
00:23:05 - Investing in Real Assets for Inflation Protection
00:25:26 - Investing in Real Assets
00:27:48 - The Future of Gold and Bitcoin
00:30:07 - Investing in AI Companies
00:32:21 - Valuing Tech Companies and Liquidity in the Market
00:34:37 - Treasury's Liquidity Injection
00:36:51 - Factors Influencing Global Liquidity
00:38:57 - The Fed's Policy on Interest Rates and Inflation
00:41:05 - Liquidity and the Balance Sheet
00:43:17 - Historical Analogues and the Future of Markets
00:45:36 - Investing in Energy Stocks for Inflationary Environment
00:47:48 - Thoughts on a Recession and Emerging Market Landing
00:50:08 - Bitcoin and the Decentralized World
00:52:20 - The Rise of Decentralization
00:54:28 - The Collapse of Fiat and the Coexistence of Bitcoin
00:56:44 - The Global Reserve Currency Comparison