Lyn Alden: Long Term Stagflation Risk Very High

Wall St. For Main St., Released on 7/16/24

During this 40+ minute interview, Lyn talks about how the US and other developed countries have their government bond markets acting like Banana Republic frontier markets with fiscal dominance, large budget deficits and stagflation. Lyn talks about how so much foreign capital has been flowing into US stocks for at least a decade and how BRICs countries are adapting better to a stronger Dollar in the last 5-7 years than in the past. Lyn spends a lot of time talking about data centers, energy and capital expenditure (capex) requirements for artificial intelligence (AI). Lyn compares data centers for AI to Bitcoin Mining. She thinks that the capex required is good for uranium, nuclear power, copper and conventional fossil fuels. To wrap up the interview, Lyn talks about rising gold demand in Asia and why she thinks that gold stocks are poisoned for a bull market going forward.

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Lyn Alden is the founder of Lyn Alden Investment Strategy. Lyn 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 worked as an electrical engineer at an aviation facility, and over the course of a decade worked her way up from being an intern to being the lead engineer and running the day-to-day operations and finances of the facility, before retiring early at age 33 with financial independence. Since then, Lyn has been a full-time investor and independent analyst. Her latest book is Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better.

Jason Burack is an investor, entrepreneur, financial historian, Austrian School economist, and contrarian. Jason co-founded the startup financial education company Wall St for Main St, LLC, to try to help the people of Main Street by teaching them the knowledge, skills, research methods, and investing expertise of Wall Street. You can also find Jason’s work at his blog website at www.jasonburack.com.

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