The Jay Martin Show, Released on 5/23/23
Global macro strategist and Founder of Lyn Alden Investment Strategy Lyn Alden breaks down exactly how the debt ceiling works and why this is one of the most significant disputes over it in U.S. history. Lyn also discusses the trend of dedollarization and the asset classes she sees the most opportunity in.
01:22 What is the Debt Ceiling?
07:53 Extend or Default?
10:07 Market Sentiment on Debt Ceiling
12:46 Implications on Liquidity
18:29 Solving the Puzzle
23:52 Reverse Repo Market
27:18 How Reverse Repo Market Works
29:04 What Options Does the Fed Have?
31:23 Devaluing the Dollar
33:43 Trend of Dedollarization
39:08 Bypassing the SWIFT System
41:38 Central Bank Gold Holdings
44:08 China and Russia Alliance
48:24 Outlook on Gold and Energy
51:52 Commodities Market
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.