Lyn Alden: Geopolitical Shifts and Your Portfolio

The Jay Martin Show, Released on 3/30/24

Today’s show features Lyn Alden, renowned for her expertise in investment research. Join Jay and Lyn for an in-depth discussion on the economic outlook for 2024. This episode covers fiscal dominance in the U.S., geopolitical tensions, and the evolving landscape of global investment, offering valuable insights for investors looking to navigate through these turbulent times.

0:00 Intro
1:01 2024 Economic Outlook: Lyn Alden’s Perspective
4:14 Decoding the China Conundrum
10:06 Geopolitics and Investing
12:37 The Potential Return of Protectionism in U.S. Policy
15:04 Examining U.S. Industrial Policy and Global Trade Dynamics
20:04 Shifting Gears: Strategic Commodity Investments
24:08 Exploring the Energy Sector: Risks and Opportunities
26:14 Broadening the Energy Investment Spectrum: Midstream and Beyond
27:33 Beyond Energy: Lyn Alden’s Bullish Take on Uranium and Copper
30:20 The AI Boom and Its Surprising Impact on Energy Demand
33:42 Celebrating ‘Broken Money’: Lyn Alden’s Bestselling Book

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.

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