The David Lin Report, Released on 10/29/24

Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the main drivers of the economy into 2025, as well as her most bullish assets into next year.

0:00 – Global Risks & Markets
1:08 – Fiscal Deficits & Policy
2:48 – 2025 Debt Ceiling Crisis
5:00 – TGA & Liquidity
7:49 – Stock Market Outlook
10:16 – Inflation Pressures
12:06 – Recession Risk
14:11 – Inflation Types
16:03 – Energy & Inflation
17:11 – Tariffs & Trade
20:40 – Fiscal Policy in 2025
22:38 – Fed Policy & Inflation
24:16 – Rate Cuts Impact
27:08 – Global Rate Sensitivity
30:25 – Bitcoin & Liquidity
33:07 – Stocks, Gold, Bitcoin Correlation
34:58 – Quality Asset Rally
36:19 – Lyn’s Top Picks for 2025
37:41 – Current Projects & Closing

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.

  economy, gold, investing, precious metals, stocks