Is U.S. Debt Problem Imploding? Lyn Alden On 'Fiscal Spiral', 2024's Best Assets

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Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses her outlook for economic growth, inflation, monetary and fiscal policies, and which assets she is most bullish on.
*This video was recorded on April 2, 2024
FOLLOW LYN ALDEN:
Lyn Alden Investment Strategy: www.lynalden.com/
Twitter (@LynAldenContact): / lynaldencontact
Broken Money: www.amazon.ca/Broken-Money-Fi...
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / davidlin_tv
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
2:35 - Most bullish assets
4:30 - Stock market outlook
8:50 - Commercial real estate
11:20 - Market correction?
12:12 - Fixed income and bond yields
14:35 - Inflation and monetary policy
20:48 - Fiscal dominance
30:40 - Energy
37:23 - Bitcoin
43:00 - Gold
44:30 - Broken Money
#stocks #bitcoin #economy

Пікірлер: 468

@TheDavidLinReport 2 ай бұрын

What will be the best performing asset of 2024? Will inflation return? Comment your thoughts below and don't forget to subscribe! You’re being watched RIGHT NOW and the only way to stop it is by using a VPN. Avoid hacks and protect your privacy before it’s too late! NordVPN offers 65% Off on a 2-year plan +4 extra months! Try it for 30 days or GET YOUR CASH BACK! nordvpn.com/davidlin FOLLOW LYN ALDEN: Lyn Alden Investment Strategy: www.lynalden.com/ Twitter (@LynAldenContact): twitter.com/LynAldenContact Broken Money: www.amazon.ca/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6

@issenvan1050 2 ай бұрын

Somebody should tell her BTC is not a commodity!

@jamesmachin3235 2 ай бұрын

38:27 😢😢❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤ ❤❤❤

@JamesBond007xyz 2 ай бұрын

BTC, SOL

@ssuwandi3240 2 ай бұрын

Gold because the BRICS has appeared to have settled with golds. You could ask the insight next time

@gort3969 2 ай бұрын

A big mack meal

@RossiPopa 2 ай бұрын

I agree that NVDA is seen as the "Stock of the year." I'm interested in identifying potential stocks that could emulate META's growth over the next decade. With $250k allocated for investment, my goal is to retire comfortably.

@FusunTumsavas-cq7tp 2 ай бұрын

Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $150k to over $700k in a few years.

@FusunTumsavas-cq7tp 2 ай бұрын

Monica Shawn Marti is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

@user-friendlyhuman 2 ай бұрын

Lin + Lyn = Win

@CigarAttache 2 ай бұрын

Most underrated comment so far 🤣💥👍🏼👍🏼

@mattyghost3409 2 ай бұрын

Sounds like a dude

@crouchhill 2 ай бұрын

There are handful of people who are able to explain Macro clearly, Lyn is one such person ❤😊

@megasc0rcher 2 ай бұрын

hes great!

@albertodesantis739 2 ай бұрын

What is your opinion of Martin Armstrong?

@aureliusmaximus4605 2 ай бұрын

@@albertodesantis739- Does Martin still use Socrates? Is it AI ?

@Frogger900 2 ай бұрын

When Lyn speaks, I listen.

@mattyghost3409 2 ай бұрын

Crypto

@TubeBoobforyou 2 ай бұрын

He is very knowledgeable indeed

$@fractalsquirt$

@fractalsquirt 2 ай бұрын

Always

@SacGeoTV 2 ай бұрын

When Lyn speaks, I think it’s a man … until I come back to the screen (and look to see who’s talking)

@reecemccullough4829 Ай бұрын

Trans people exist. Lets not conflate the woke left movement with non political individuals who may be trans. Lyns not talking about woke shit. @@TubeBoobforyou

@thomasmurphy82 2 ай бұрын

Her explanation of fiscal dominance was profound. Wow. I’ll have to replay that so I remember.

@Brian-kn1qw 2 ай бұрын

I thought the same thing

@user-bl6yi4rs3v 2 ай бұрын

Thats a man

@cornstar1253 2 ай бұрын

Creepy AF

@mtsdivine 2 ай бұрын

Keynes

@_Thoughtful_Aquarius_ 2 ай бұрын

@@user-bl6yi4rs3v You're obviously very confused. It's not your fault, the education system is to blame. Best of luck! You're going to need as much as you can get, life can be pretty tough when you're stupid.

@Sergeiusarus 2 ай бұрын

David is da man, has Lin on the show!

@user-cf8uf6vk7k 2 ай бұрын

How can David be da man when Lyn is da Man!!!😂

@megasc0rcher 2 ай бұрын

I’m laughing out loud

@donragnar8430 2 ай бұрын

Larry Alden is da man!

@TahirAli-ri3hn 2 ай бұрын

@@user-cf8uf6vk7kboth are boys 🤣

@matjazi8752 2 ай бұрын

@@user-cf8uf6vk7kI wonder if people even realize they're looking at a dude who looks like a woman. I just can't take someone who looks like that seriously. It is also very deceptive.

@jonathanhart8046 2 ай бұрын

Great interview.Straight questions with straight answers.Lynn is extremely bright and communicates very well. Thanks.

@leroyybrown Ай бұрын

Lyn Alden is the pacesetter in the finance, economics, macro space. Her ability to explain and elaborate on the global financial system for the layperson is invaluable.

@cryptowomanist 2 ай бұрын

Getting the macro picture from her is always a big help! Thank you

@ColettesGarden 2 ай бұрын

Lyn is wonderful! Always a pleasure to hear her speak. Thanks for hosting her.

@brandmotivo 2 ай бұрын

Yeah Lyn is great, such a smart guy...

@TheSaint135 2 ай бұрын

Yes, he's a really smart guy.

@user-cf8uf6vk7k 2 ай бұрын

Lyn is the smartest man I have ever heard in crypto!!

@user-cf8uf6vk7k 2 ай бұрын

Definitely Lyn is a smart man!

@megasc0rcher 2 ай бұрын

Lynn’s voice is deeper than David’s

@actionjackson9290 2 ай бұрын

David, you need to bring back Lyn more often.

@Vagabor123 2 ай бұрын

@larryseibert4102 2 ай бұрын

Lyn knows her stuff!!

@milky55 2 ай бұрын

His*

@albertodesantis739 2 ай бұрын

Yep. And Martin Armstrong

@hexfreedom3614 2 ай бұрын

@@milky55 Hey, that's stuff we know but don't talk about. We save that for trans and woke ones.

@c2225 2 ай бұрын

@@hexfreedom3614 But isn't it wrong to call her "him" if she is trans? If she went out of her way to look like a women, it's obvious that she doesn't want us to call her with incorrect gender. Why do you offend her?

@roderickmckinley4738 2 ай бұрын

Lynn Alden is amazing. Thanks for this interview.

@FindTheTRUTH337 2 ай бұрын

Really one of the best Lyn Alden interviews. Good job to both of you !

@jimwood1062 2 ай бұрын

Both Lyn and Mr Lin are superstars

@michaelwaters8408 2 ай бұрын

smart and measured comments . this is someone you would trust more than most other forecasters

@heinzbucksandcastle2053 2 ай бұрын

I love listening to you guys, very much a right brained conversation.

@potomac5466 2 ай бұрын

Her understanding of the big picture of macro and ability to explain it is stunningly good.

@josephspurgeon3668 2 ай бұрын

You mean “His”

@armandodimarzio1136 2 ай бұрын

Exactly@@josephspurgeon3668

@allstarlord 2 ай бұрын

No one is better than Peter schiff at explaining to the laymen

@milky55 2 ай бұрын

His*

@aminperson3507 2 ай бұрын

His ? wtf

@pete7674 2 ай бұрын

Once again, an excellent interview. Thank you for your efforts.

@TonyBaloz-0127 2 ай бұрын

Great interview with excellent questions David ! And Lyn is fantastic in her breath and clarity. Thank you.

@_Thoughtful_Aquarius_ 2 ай бұрын

Another great interview on the David Lin Report!

@toddsellars4694 2 ай бұрын

Excellent show, David. Lyn Alden is one of the true GOATS in this game. Like Larry Fink and Warren Budget, she has an incredible knowledge about the markets and investing, and also economics, like Larry Summers, Nouriel Roubini, Jerome Powell, Professor Hanke, and Mohamed El-Erian. I love Lyn. Please bring her on quarterly if you can.

@helmsleyy 2 ай бұрын

warren BUDGET.....................................haha...........................mark ZUCKERBIRD !

@grigorejomiru8820 2 ай бұрын

Very good info Dave. Like always Lyn is very knowledgeable in what she says 🙏❤️

@WJHalm-hn1fi 2 ай бұрын

Wow. Impressive knowledge! Immediately bought Broken Money as Audiobook. Thanks for this wonderful interview.

@jennielam8522 2 ай бұрын

Thank you both for this awesome interview!❤

@user-iz2eg2ix4l 2 ай бұрын

Thank you David. Lyn is amazing!

@Dog_gone_it 2 ай бұрын

Very insightful, the two of you. 👍

@Surkojr 2 ай бұрын

Epic interviews as always. When are u bringing solloway back and ask his short btc trade as well please

@user-eb3pi4tv9k 2 ай бұрын

Lynn’ good but only ever backward looking with details we already know, how about trying to use the info to get some decent predictions?

@fantastikfanatic1900 Ай бұрын

Lyn Lin are my favorite interviews.

@FuzzyLogic890 2 ай бұрын

Love it when Lin and Lyn get together.

@megasc0rcher 2 ай бұрын

Which one makes the better lady boi?

@tingtong5898 2 ай бұрын

@@megasc0rcher Troll, you must be lowly educated or may a child that hasn't fully developed yet.

@ModernDayDebate 2 ай бұрын

Lyn Alden is a baller. TO THE MOON!

@ErikWalle 2 ай бұрын

Outstanding analysis, love your work.

@robertallison9219 2 ай бұрын

Great interview, great interviewee

@johanwesthuyzen7422 2 ай бұрын

Amazing interview

@frankjackson9736 2 ай бұрын

Lyn is one of the best to listen to on the economy and markets

@whiterabbit3439 2 ай бұрын

Well done Lin and Lynn and nice sakura prints! Great to see a positive suggestion in the title of Lynn's book. As an educator, we need to be more solution oriented.

@amart0051 2 ай бұрын

No doubt, Lyn is a great analyst.

@jaycolucci5989 2 ай бұрын

Great interview, ty.

@Frankie_apollo1717 2 ай бұрын

Great interview !

@eldamaria 2 ай бұрын

My two favorite lyn lol David can you work on eliminating the echo and hash noise?

@G_Ellis606 2 ай бұрын

David having another great hair day...

@andreas8185 2 ай бұрын

A great hair day is also known as a "David Lin day".

@dixiebrick 2 ай бұрын

Bought and read the book and highly recommend and now it’s an audio version as well

@360ODYSY 2 ай бұрын

I'll watch anything with Lyn Alden

@mikeoz4803 2 ай бұрын

After 14 years of screaming financial catastrophe......even my local village gypsy would be right eventually

@robertst.angelo542 2 ай бұрын

Great job lin killed it again love this show keep up the great work ❤

@kkay1961 2 ай бұрын

Great show.

@bahpapajarmjackson 2 ай бұрын

Haha whenever Lyn is on the Lyn bots go wild.

@johnoliver4199 2 ай бұрын

Yes right either bots or people with nothing to say really. I don’t get much out of this . Her assessments are wishy washy neutral and hedged. Nothing courageous or insightful here.

@JJAMES80 2 ай бұрын

Lyn has been the best since I've first seen her back in 2020

@megasc0rcher 2 ай бұрын

That’s a dude, bro

@josephspurgeon3668 2 ай бұрын

“Seen him”

@adityakrishnaakula746 2 ай бұрын

David you are killing it dude🎉

@_Thoughtful_Aquarius_ 2 ай бұрын

That's a.....that's a pretty violent way to put it.

@ryangrieger7842 2 ай бұрын

Very wise, thanks Lyn

@Sam-uj3qh 2 ай бұрын

Lyn is so intelligent, the one person I find hard to understand because she is so knowledgeable, will definitely buy her book to understand everything better.

@UncleSaif 2 ай бұрын

The Macro Queen

@siferd18 2 ай бұрын

Good interview 👍

@larslarsheim1741 2 ай бұрын

Best duo in finance

@daniellemoreau3201 2 ай бұрын

Lyn Alden is amazing in her analysis. Nobody connects the dots like she does.

@megasc0rcher 2 ай бұрын

where? what she?

@prolific1518 2 ай бұрын

Make your shows into podcasts and put them on KZfaq music please 👍🏿

@prolific1518 2 ай бұрын

@@ElectronicHypnotic I have KZfaq premium but you can't cast videos to just speakers.

@CorwinYoutube 2 ай бұрын

Yeah! Love Lyn Alden. Thank you!

@beginneronlineworld9050 26 күн бұрын

Wonderful analysis

@frederickmatthews4259 2 ай бұрын

Lyn is a bright light for macro education. I can't wait to buy her book....

@bertclements 2 ай бұрын

Lyn, I love you. You are so intelligent!😊

@megasc0rcher 2 ай бұрын

And the man!

@daraolugbake7895 2 ай бұрын

Lyn Alden is the best!!! Inspiration

@iQeLabs 2 ай бұрын

Lyn!

@a.y1623 2 ай бұрын

He has a good point

@brodyllc 2 ай бұрын

Thanks gentlemen!

@jsedge2473 2 ай бұрын

LOL

@mechannel7046 2 ай бұрын

7:40 industrial, energy, financial. fiscal dominance 14:30 inflation stabilizing 27:00 in financialized econ, tax rcpts heavily connected to asset pricing 29:00 large deficits in financialized econ do not go to productive use but to consumption. Inflation will go to high quality assets, not CPI

@mechannel7046 2 ай бұрын

30:45 bullish on energy 33:30 oil, gas uranium 37:20 gold and btc. Gold sniffing out fiscal problems 41:15 liquidity has bigger impact on btc in bull mkts 42:10 btc will do well in next 2 yrs 42:50 gold

@Rurik8118 2 ай бұрын

Lyn is always a solid advisor, I just wish she’d meet up to talk markets over a tasty Koshary Bowl. ))

@mohamedalsuwaidi2926 2 ай бұрын

he is very good analyst

@justinb222 2 ай бұрын

lyn is a hero ❤

@themetamentors 2 ай бұрын

Always so good

@Zodey007 2 ай бұрын

She’s the best

@jamesmorton7881 2 ай бұрын

You rock Lyn ! ❤❤

@alui5362 2 ай бұрын

42:06 david keeping his poker face as he asks the only degen question that matters ;)

@_Thoughtful_Aquarius_ 2 ай бұрын

What is degen supposed to mean?

@reecemccullough4829 Ай бұрын

Lyn alden paid member. Fantastic interview. Thanks David & Lyn.

@Omega3FS 2 ай бұрын

Amazing! Thx

@geeeeeeee1504 2 ай бұрын

Bought midstream aggressively through the lows. Rewarded nicely 👌

@Phila80 2 ай бұрын

Real inflation is running at 6% to 8%. Debt to GDP ratio is approaching 130%. Things will not get better.

@Lordwhelan67 2 ай бұрын

Brilliant ❤

@tombelton4192 Ай бұрын

Hi man, your mic isn’t working properly, or there’s some other mics in the room that are way too loud in the mix x

@jtrealfunny 2 ай бұрын

Top guest.

@mmg_hatboy 2 ай бұрын

Lyn is awesome!

@mnov2969 2 ай бұрын

When you says Commercial real estate is there any differentiation between office space and retail ?

@dman9416 2 ай бұрын

@timle888 2 ай бұрын

There is a high rise in down town LA, it was valued $660 millions. As of today $200million

@user-py7wp6nw9h 2 ай бұрын

it was recently sold for less

@doubleaa658 2 ай бұрын

If you have a commercial property that was giving you 7 cap rate now it’s worth 40% less automatically with rates doubled. It’s simple math because nobody is that stupid to buy a property that is losing money every month. Commercial properties will soon suffer the reality when many have to refinance in the next couple years if rates will stay high.

@kevintran5035 2 ай бұрын

Make sense why inflation will be high, because Fed couldn't keep rate high, due to gov debts So people pay more and more....

@johnoliver4199 2 ай бұрын

The most significant take away here is that interest on government debt is becoming very very real. Government can’t lower the rate much anymore because of inflation and the golden handcuff loan trap phenomenon we are suffering from etc etc. No way out now. That is a good point. Chicken coming home to roost- Oh and the “ regime” we need to be out of is The Biden Regime, being a border less unconstitutional corrupt banana republic is generally bearish for one’s economic future.

@johnoliver4199 2 ай бұрын

Ok , she is pretty good and completely covering the spectrum! I retract my lack luster previous criticism.

@dancingnachos3634 Ай бұрын

For the life of me I cannot understand why publications quote what cathie in the woods buying or selling rather then sensible ppl like Lynn

@Tyuwhebsg 2 ай бұрын

Lyn is the best

@theinflationsituation8870 2 ай бұрын

One of the best in the business! Better than Snider. 🤣👍

@Gold_Silver. 2 ай бұрын

#Gold & #Silver to the 🌕 baby we out 🚀

@DrAlanWeinstein 2 ай бұрын

Love Lyn

@dabomboo7o 2 ай бұрын

Basically “this time is different”

@computerman9580 2 ай бұрын

Lyn is a national treasure.. so intelligent.

@begelston 16 күн бұрын

Where can I spend Bitcoin?

@danielmoore908 2 ай бұрын

I have to understand what Lyn is saying one of these replays

@andreas8185 2 ай бұрын

When will the inverted yield curve uninvert?

@goretoye 2 ай бұрын

Whenever Lynn transitions back into a guy

@illegalsmirf 2 ай бұрын

Lynn Alden is a very knowledgeable man.

@mtsdivine 2 ай бұрын

Wrong

@metonicycle6294 2 ай бұрын

Man yes, intelligent?

@wongkamyuen5391 2 ай бұрын

Can't find the Apple though

@_Thoughtful_Aquarius_ 2 ай бұрын

@illegalsmirf I'm guessing that you're one of those "incels"? What else do people call you?

@mrg7407 2 ай бұрын

I said the same thing to your Mother Last Night

@chillxxx241 2 ай бұрын

The Chinese debt problem seems to be much worse along with real estate market about to implode. Do they have any experts who can talk to that impact?

@demovseverybody 2 ай бұрын

She gave a masterclass on monetary policy, interaction between fiscal, monetary policies and how the federal reserve policy can only do so much due to the biforcation between private and public debt. 🎉…..Damn! If you’re not a hater you might actually learn something…..