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(2033)

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

How does the health food craze contribute to the production of drones? Justine and Alex discuss, touching on global smuggling rings, food fakery and sauerkraut flavored honey. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Loka 201836min

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

If the Republicans maintain control of Congress, why might it become easier to buy stolen goods by accident? Alex and Justine discuss, also touching on wordy regulations, the emotional reaction to wealth disparities, and Justine's mixed driving record. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Loka 201847min

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

Why does a recent mandate for increased workplace surveillance spell trouble for retailers? Justine and Alex discus — also touching on implanted microchips, byzantine trucking regulations, and Alex’s affinity for “the open road.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Loka 201845min

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

Who stands to profit from the next era of space exploration? Alex, Justine and Roger discuss, touching on international space law, libertarians on Mars, and Justine's favorite intergalactic snack food. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Syys 201830min

The Knock-On Effect #16 - Online ads and grocery store shifts?

The Knock-On Effect #16 - Online ads and grocery store shifts?

What impact will the growth of online advertising have on your local grocery store? Justine, Alex and Roger discuss — also touching on cookie wars, mysterious Senate hearing testimony, and Roger’s favorite breakfast. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Syys 201840min

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Syys 201825min

The Knock-On Effect #14 - Why will asthma cases change cargo shipping?

The Knock-On Effect #14 - Why will asthma cases change cargo shipping?

What impact will the proliferation of asthma have on innovation in the cargo shipping industry? Justine and Alex discuss in this podcast-only episode of the Knock-On Effect, also touching on massive kites, the dregs of the fuel-making process, and Alex’s Model UN days. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Syys 201830min

The Knock-On Effect #13 - Why China’s waste ban matters

The Knock-On Effect #13 - Why China’s waste ban matters

Why will China’s efforts to clean up its image put more water bottles inside shoes, lead to a recycling black market and raise the costs for shipping garbage? Alex and Justine discuss — also touching on virgin plastics, the voyage of a garbage barge in the 1980s, and the Polish trash mafia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Elo 201847min

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