Lobo Tiggre
My first interview with Lyn Alden was one of the most popular interviews I’ve done. Beyond that, I’ve come to rely on Lyn’s Macro analysis. Honestly, I think she does a more comprehensive and detailed job of it than I have time for. So, I was keen to get her take on things—including the metals and commodities I’m most interested in—as we wrap up 2021 and head into a brave new year. And she sure did deliver food for thought. I hope you find it as valuable as I do.
00:00 — Intro and affiliation disclosure. (To give Lyn credit if you sign up with us, please use her link on her resource page.)
02:30 — Post-Fed pivot macro overview.
05:45 — Can the Fed really raise rates? If so, how high?
11:35 — What happens if rates rise (caution on bond market signals).
14:15 — What if the Fed shrinks its balance sheet instead of raising rates?
16:05 — Can the US really have a strong recovery if the rest of the world doesn't?
22:10 — In-, De-, or Stagflation? (Odds on more stimmie checks?)
28:05 — Outlook for civil society in this age of discord (4th Turning won't be pleasant).
35:10 — The Fed's "Hawkish" pivot.
38:35 — Lyn's outlook on Gold (and gold vs. Bitcoin).
45:55 — Lyn's outlook on Silver.
49:15 — Lyn's outlook industrial minerals (copper, nickel, oil and gas).
51:35 — Lyn's outlook on uranium.
52:55 — Lyn's outlook on EVs vs hydrogen fuel cell cars.
56:25 — Could the green agenda be good for oil prices?
1:00:40 — Lyn's case for Bitcoin being scarce and unique enough to have value.
1:09:30 — Lyn's guidance for those new to Bitcoin.
1:11:30 — Lyn's book.
1:13:00 — Is any model safe in uncharted waters?
1:15:40 — Parting thought: market chop ahead, time for an investor gut-check.
