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Lyn Alden: Will Economy Survive New Tariffs? What's Next For Markets, Jobs

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Manage episode 498345928 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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: https://www.youtube.com/watch?v=JW-vepmBHuU*This video was recorded on July 31, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW LYN ALDEN:Lyn Alden Investment Strategy: https://www.lynalden.com/Twitter (@LynAldenContact): https://twitter.com/LynAldenContactBroken Money: https://www.amazon.ca/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6Ego Death Capital: https://egodeath.capital/teamFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:54 - Investment strategy2:35 - High quality foreign equities5:30 - Yield curve steepening and fixed income allocation8:55 - Banking sector outlook and Strategy’s new credit profile11:42 - Geopolitical tensions & energy investment strategy 14:19 - AI data centers vs portable AI19:02 - Trump tariffs29:10 - "Nothing Stops This Train"36:20 - Bitcoin cycle analysis38:28 - Gold vs. real rates42:47 - Labor market & fiscal deficit "Alligator Jaws" chart 45:01 - Bitcoin and Lyn’s ‘train’ metaphor47:07 - Fed policy outlook#economy #investing #bitcoin

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554 episodes

Artwork
iconShare
 
Manage episode 498345928 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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: https://www.youtube.com/watch?v=JW-vepmBHuU*This video was recorded on July 31, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW LYN ALDEN:Lyn Alden Investment Strategy: https://www.lynalden.com/Twitter (@LynAldenContact): https://twitter.com/LynAldenContactBroken Money: https://www.amazon.ca/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6Ego Death Capital: https://egodeath.capital/teamFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:54 - Investment strategy2:35 - High quality foreign equities5:30 - Yield curve steepening and fixed income allocation8:55 - Banking sector outlook and Strategy’s new credit profile11:42 - Geopolitical tensions & energy investment strategy 14:19 - AI data centers vs portable AI19:02 - Trump tariffs29:10 - "Nothing Stops This Train"36:20 - Bitcoin cycle analysis38:28 - Gold vs. real rates42:47 - Labor market & fiscal deficit "Alligator Jaws" chart 45:01 - Bitcoin and Lyn’s ‘train’ metaphor47:07 - Fed policy outlook#economy #investing #bitcoin

  continue reading

554 episodes

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