Lyn Alden on Gold, Real Bond Yields, and the Treasury s Bloated War Chest

Lyn Alden on Gold, Real Bond Yields, and the Treasury s Bloated War Chest

DB- Mar22, 2021. Lyn Alden of Lyn Alden Investment Strategy returns to the Daily Briefing to update Real Vision’s Jack Farley to share her analysis on the prospects of U.S. Treasury bond yields, given the Federal Reserve’s decision to give exemptions to banks’ supplementary leverage ratio (SLR) expire, and its apparent aversion to yield curve control (YCC). Alden tells Farley that forthcoming headline inflation figures could appear higher than true inflation due to base effects, and explains the how the record-high Treasury’s General Account (TGA) will affect bond yields going forward. Alden explains why she expects yields to be the release valve of volatility rather than the dollar, and notes that heightened uncertainty over macro variables makes this environment a paradise for pickers of individual stocks. Lastly, Alden shares her bullish thesis on Adobe Inc ($ADBE) and her evolving views on non-fungible tokens (NFTs). For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2048)

Understanding OPEC's Surprise Move

Understanding OPEC's Surprise Move

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision The Saudi-led cut has drawn criticism from the Biden administration. Maggie Lake speaks with Harris Kupperman, Founder & CIO, Praetorian Capital about OPEC’s surprise cut and what it says about U.S.-Saudi relations. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Huhti 202348min

Which Mistake Would The Fed Prefer To Make?

Which Mistake Would The Fed Prefer To Make?

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision Harry Melandri joins the show to assess whether there’s any cure for this global economic hangover? Harry Melandri, advisor at MI2 Partners, joins Ash Bennington to talk through the current state of the global economy, risks in the real estate market, and regional banks. In the second half of the show, Harry will share his research on the credit cycle and why we’re still not able to tell if the current monetary policy is too tight. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Huhti 202338min

Should Investors Still Be Afraid of the Fed?

Should Investors Still Be Afraid of the Fed?

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision As earnings season unfolds, is the VIX warning investors of a new window of weakness? Maggie Lake sits down with Cem Karsan, founder of Kai Volatility Advisors, to discuss whether the Federal Reserve still needs to trigger a "reverse wealth effect," and what low volatility means for market structure and investors. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Huhti 202336min

How Low Can Volatility Go?

How Low Can Volatility Go?

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision U.S. markets stall as the VIX hits a new 52-week low. What's next? Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap newsletter, to update us on current market sentiment, what volatility levels are signaling, and why he’s bullish on European stocks. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Huhti 202335min

What’s on Raoul Pal's Mind?

What’s on Raoul Pal's Mind?

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision Ask Raoul anything as he takes over the Daily Briefing. Raoul Pal, co-founder and CEO of Real Vision, takes over the helm to update us on what's driving global markets, his big-picture outlook, and how AI is going to change the way we work. Plus, he's taking questions — so join the live stream now and get yours in. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Huhti 20231h 11min

Will Earnings Be a Catalyst for Bulls?

Will Earnings Be a Catalyst for Bulls?

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision As corporate earnings season rolls on, let's take a technical look at the price action. Maggie Lake is joined by Katie Stockton, founder and managing partner of Fairlead Strategies, to discuss the technical setup for markets, key levels to watch, and what risks are facing investors. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Huhti 202334min

Raoul Pal & Fvckrender: A Leading Digital Artist's Journey Into NFTs

Raoul Pal & Fvckrender: A Leading Digital Artist's Journey Into NFTs

Want to know what it's like to become a premiere digital artist? Fvckrender is known worldwide as one of the premiere digital artists working today, but few know his story from skateboarder in the streets of Quebec to a leader of the NFT movement. Fvckrender joins Raoul to dig into that journey, the current status of the space, and where he sees NFTs and digital art going in the future. The pair also cover PFPs vs. one-of-ones, the current race to the bottom between Opensea and Blur, and the future of immersive art experiences. Recorded on April 4, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Huhti 202347min

What Are Bank Earnings Telling Us?

What Are Bank Earnings Telling Us?

Markets struggle despite strong bank earnings. Ash Bennington is joined by Brent Donnelly, president of Spectra Markets, to help break down where markets stand after the start of earnings season. In the second half of today's show, Brent will walk through some of his FX trades and where he sees the dollar heading. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Huhti 20231h 5min

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