Lyn Alden: Will Economy Survive New Tariffs? What's Next For Markets, Jobs
Автор: David Lin
Загружено: 2025-08-02
Просмотров: 94356
Описание:
Lyn Alden, Founder of Lyn Alden Investment Strategy, best-selling author, and Founder of EgoDeath Capital, discusses her three-pillar investment strategy, hard assets like Bitcoin and gold, and cash equivalents, amid a decelerating economy influenced by fiscal dominance, tariffs, and Fed policy.
Watch Lyn’s last interview with David: • Lyn Alden: What Happens Once Tariffs Destr...
*This video was recorded on July 31, 2025.
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0:00 - Intro.
0:54 - Investment strategy
2:35 - High quality foreign equities
5:30 - Yield curve steepening and fixed income allocation
8:55 - Banking sector outlook and Strategy’s new credit profile
11:42 - Geopolitical tensions & energy investment strategy
14:19 - AI data centers vs portable AI
19:02 - Trump tariffs
29:10 - "Nothing Stops This Train"
36:20 - Bitcoin cycle analysis
38:28 - Gold vs. real rates
42:47 - Labor market & fiscal deficit "Alligator Jaws" chart
45:01 - Bitcoin and Lyn’s ‘train’ metaphor
47:07 - Fed policy outlook
#economy #investing #bitcoin
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