The Unwinding of the Long Term Debt Cycle | Lyn Alden

“Forward Guidance” is a show dedicated to uncovering the heart of this conundrum. Twice a week, Jack Farley will be speaking directly with fund managers, analysts, and financial industry professionals about how investors can grow and protect their wealth in this brave new macro world. These episodes will air on Tuesday and Friday.

Today’s show is with Lyn Alden of Lyn Alden Investment Strategy. Lyn will be sharing why she thinks the global financial system is nearing the apogee of a long-term debt cycle, and the only way to unwind the leverage without causing ruinous economic data is through persistently higher inflation and a significantly weaker U.S. Dollar. Alden also shares her views on surging energy costs, China’s stock market woes, and the flurry of new Bitcoin ETFs that have come to market recently.

Timestamps:

00:00・Introduction
00:49・Lyn’s macro outlook
04:00・Lyn’s outlook on Bitcoin
05:24・Lyn’s outlook on gold
07:20・The first U.S Bitcoin ETF
09:35・Lyn’s thoughts on the energy crisis
15:15・Lyn’s commodity outlook
18:35・The end game for the U.S Dollar
27:50・Net international investment position of the U.S
31:39・Dollar denominated debt vs foreign exchange reserves
35:15・China’s dollar denominated debt
36:30・Lyn’s outlook for the Chinese stock market
39:24・Lyn’s outlook for emerging market’s
42:47・The Long Term Debt Cycle
50:27・What is the end game?