Blockworks Macro, Released on 7/5/23

On today’s episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years… inflation. Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this & more, you’ll have to tune in!

00:00 Introduction
00:50 Inflation
06:18 The Rise Of Fiscal Dominance
13:14 Cyclical vs Secular Inflation
15:33 Permissionless II Ad
16:21 Inflation Today vs The 1940’s
28:14 Research Ad
29:04 What Is The End Game?
36:55 Investing In This Environment
41:42 Housing & Real Estate
45:57 How Changing Technology Drove The Evolution Of Money

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.

  federal reserve, inflation, lyn alden