WTFinance, Released on 6/3/26

On this episode of the WTFinance podcast I had the pleasure of welcoming back Lyn Alden. Lyn Alden is the founder of Lyn Alden Investment Strategy, the author of Broken Money, and one of the most rigorous and original macro voices in finance today. During our conversation we spoke about her overview of the economy, gradual printing, FED actions, Fiscal dominance and impact on US hegemon, Economic Statecraft, AI Capex, Stocks and more. I hope you enjoy!

0:00 – Introduction
1:59 – Overview of economy
6:38 – Gradual print
9:22 – Yield curve control
13:03 – FED cut rates?
16:24 – FED still needed?
17:49 – Fiscal Dominance & US Hegemony
19:25 – Economic Statecraft
21:56 – Chinese manufacturing inbalance
27:12 – Chokepoints
29:34 – West moving to Chinese led model?
32:34 – AI Capex
36:09 – Which sectors Lyn is watching?
39:49 – Central banks buying gold
42:39 – US dollar price setter
46:54 – One message to takeaway?

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.

  Fed, gold, lyn alden