Lyn Alden & Luke Gromen: Runaway Fiscal Spending Is Fueling The Everything Rally (Part 1/2)

Blockworks Macro, Released on 4/10/24

For Part 2 of this interview, CLICK HERE

This week Lyn Alden & Luke Gromen join the show to discuss the rise of fiscal dominance, the path forward for inflation & the end game for U.S debt. Part 2 of this discussion will be released tomorrow, so be sure to tune in!

00:00 Introduction
02:10 Gold, Real Rates & Russian FX Reserve Sanctions
06:15 The Rise Of Fiscal Dominance
16:08 Aura Ad
17:25 Kinto Ad
18:37 The Fed & Treasury End Game
22:22 Fiscal Deficits Don’t Matter, Until They Do…
38:07 Permissionless III Ad
38:45 Deglobalization

Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Luke provides strategic consulting services for corporate executives and is the founder of The Forest For The Trees, LLC, a macro/thematic research firm catering to institutions and individuals.

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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