Palisades Gold Radio, Released on 4/30/24
0:00 – Introduction
0:33 – Bonds, Rates, & Inflation
8:42 – Fed and Recessions
13:30 – Fiscal Dominance & Stability
19:28 – Contrasting the 1940s
23:06 – Feds Blinks at Bank Crisis
25:54 – Deficits & Debt Rollover
29:54 – Rate Cuts & Outcomes
31:52 – Easing and Hard Assets
33:14 – Energy Exposure?
37:40 – Demographics & Demand
41:26 – China & Manufacturing
44:42 – Labor & Underinvestment
47:20 – Skills & Semiconductors
50:00 – Portfolio & Reallocating
53:20 – Bitcoin ETFs & Impacts?
56:06 – Capital Controls & Walls
59:23 – Dollar & Broken Money
1:03:57 – Wrap Up
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.