Liberty and Finance, Released on 8/1/24 (Recorded on 7/31/24)

Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the U.S. fiscal situation, monetary policy update, and asset allocation for the remainder of 2024.

0:00 – Intro
1:00 – Labor market
3:28 – Fed rate cut
13:13 – Sovereign debt crisis?
15:39 – Bond market
18:20 – Small-cap rotation
20:05 – AI investment themes
24:47 – Copper
27:00 – Bitcoin
30:30 – Liquidity
33:58 – $35 trillion in debt
40:09 – Federal interest payment
43:00 – China’s holdings of U.S. Treasuries
46:20 – Yen and BoJ
48:36 – Housing market

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.

  bitcoin, debt crisis, economy, fiscal crisis, lyn alden, stocks