Geopolitical Shifts and Your Portfolio
Рет қаралды 21,094
Күн бұрынToday's show features Lyn Alden, renowned for her expertise in investment research. Join Jay and Lyn for an in-depth discussion on the economic outlook for 2024. This episode covers fiscal dominance in the U.S., geopolitical tensions, and the evolving landscape of global investment, offering valuable insights for investors looking to navigate through these turbulent times.
Jay Martin University: jaymartinuniversity.com/
More Lyn Alden: www.lynalden.com/
Pick up Lyn's bestselling book 'Broken Money' today!
www.lynalden.com/broken-money/
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0:00 Intro
1:01 2024 Economic Outlook: Lyn Alden’s Perspective
4:14 Decoding the China Conundrum
10:06 Geopolitics and Investing
12:37 The Potential Return of Protectionism in U.S. Policy
15:04 Examining U.S. Industrial Policy and Global Trade Dynamics
20:04 Shifting Gears: Strategic Commodity Investments
24:08 Exploring the Energy Sector: Risks and Opportunities
26:14 Broadening the Energy Investment Spectrum: Midstream and Beyond
27:33 Beyond Energy: Lyn Alden's Bullish Take on Uranium and Copper
30:20 The AI Boom and Its Surprising Impact on Energy Demand
33:42 Celebrating 'Broken Money': Lyn Alden's Bestselling Book
Copyright © 2024 Cambridge House International Inc. All rights reserved.
@user-99.99 2 ай бұрын
Lyn is brilliant. ❤🙏💪
@montelamer2210 2 ай бұрын
Thank you for your interview with Lyn, she or her brain is a gift and I value her input. Please have her again!
@robwindridge7804 2 ай бұрын
Lyn has reasoned thought mind , one of the best . Thanks Jay
@lorilacour7816 2 ай бұрын
Glad your continuing to go these interviews Jay
@cathypaz3555 Ай бұрын
Great pod!
@54355ify 2 ай бұрын
Just brilliant. Thank you for spreading such informative content.
@TheJayMartinShow 2 ай бұрын
My pleasure!
@TB-ki1ux 2 ай бұрын
Quality conversation and insights once again, thank you both!
@TheJayMartinShow 2 ай бұрын
Glad you enjoyed it!
@ongoingnews 2 ай бұрын
The two of you are amazing - love both of your content - great interview - great show JAY
@TheJayMartinShow 2 ай бұрын
Appreciate you 🙌🏼
@detectiveofmoneypolitics 2 ай бұрын
Economic investigator Frank G Melbourne Australia is following this informative content cheers Frank 😊
@wimvanaerde6249 2 ай бұрын
I ❤ Lynn 💗💗💗💗
@Thomas-wz2nu 2 ай бұрын
Insightful as ever
@stickySituations415 2 ай бұрын
Lynn is cool
@michaelwaters8408 2 ай бұрын
some very interesting stuff here , particularly about the difficulties relating to inshoring. thank you.
@TheJayMartinShow 2 ай бұрын
🙌🏼
@gerardomartinez9992 2 ай бұрын
When did you get tattoos
@AshleyGraetz 2 ай бұрын
Caveat volcanos i.e popacetyl Mexico April 2024
@greggcal4583 2 ай бұрын
The human capital idea from Lyn is absolutely an important reality. America needs to start sending our best and brightest to places like Taiwan to learn, just like countries like Taiwan used to do in coming to America. No shame in it, so lets get going.
@TheJayMartinShow 2 ай бұрын
💯
@siavash1523 2 ай бұрын
Lyn "Nothing Stops This Train" Alden :)
@langa1533 2 ай бұрын
19:13 human capital takes time to build up
@Michael-xn6qp 2 ай бұрын
50% oil, 20% uranium, 10% agriculture, and 20% Chinese equities.
@davidanalyst671 2 ай бұрын
oil is trending up, but The USA just switched to an oil exporter. We send oil to people to prevent them from buying russsia oil. So the USA had to go drill that oil out the ground. Russia has said for years it will increase oil to china, guyana is opening up, Ecuador and south america pumping lilke a madman. And elon is making 50% more cars year over year. Oil will feed the engines of War, and when its over, oil will crash.
@Michael-xn6qp 2 ай бұрын
@@davidanalyst671 I appreciate that. I went all in on oil in Fall 2020. I've since then sold half of it to diversify. Furthermore, war isn't the only thing pushing oil up, and it wasn't the reason why I originally invested. This will be an inflationary decade despite the efforts. I have my own thoughts on US shale and ev adoption, but it'll just lead us into endless back and forth. Take care.
@davidhumphrey1558 2 ай бұрын
You are not richer than Lyn Jay.
@ronzolla8195 2 ай бұрын
Lyn is an incredible thinker. I really wonder whether there is a net energy save or cost to the implementation of AI (lyns suspicion)? My guess is a net energy save?
@langa1533 2 ай бұрын
Next time on Title put the name Lyn Alden 🙂😉, it will be an easy click to open
@E_incognito 2 ай бұрын
Aloha snackbar
@rohitkothari3890 2 ай бұрын
Hola hoho Uber
@web2yt488 2 ай бұрын
Cheesy ad
@MyronMagnus 2 ай бұрын
Is she Talking through a Voice box?😬
@mentaloveyt 2 ай бұрын
she is Egyptian
@richardlarock2809 2 ай бұрын
An Egyptian dude😂
@trondyven9423 2 ай бұрын
@@richardlarock2809 I think this kind of comment you should keep too your self. You will understad why when you are graduated from kindergarden.
@kevinobrien9271 2 ай бұрын
@@mentaloveytHer husband is Egyptian; I don’t think she is.
@E_incognito 2 ай бұрын
@@kevinobrien9271 she is Hamas
@JamesCoffey 2 ай бұрын
china isn't similar to japan, china's demographics are the worst in the history of demographics, japan had no one child policy.....
@ViperXSS2 2 ай бұрын
Not a fan of Lyn. Yawns
@langa1533 2 ай бұрын
Lyn is the best Boet
@E_incognito 2 ай бұрын
Why do you bring this leftist on?
@Thomas-wz2nu 2 ай бұрын
Is she Leftist? She is insightful on investing at least.
@ongoingnews 2 ай бұрын
agree @@Thomas-wz2nu - why leftist?
@E_incognito 2 ай бұрын
Muslims go home @@Thomas-wz2nu
@thorarthur66ddz 2 ай бұрын
I've listened to many interviews with her and she seems very apolitical to me.
@WombatGamesChannel 2 ай бұрын
She is not leftist at all lmao
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