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(2032)

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Elo 201827min

The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity

The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity

Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Elo 201836min

The Knock-On Effect #11 - Almond milk and stamp storage

The Knock-On Effect #11 - Almond milk and stamp storage

Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine and Alex discuss — also touching on bovine productivity, disused limestone mines, and the “Illuminati of Cheese.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Elo 201837min

The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?

The Knock-On Effect #10 - Yield Surge to Trash Cheap Vodka?

Will rising yields on Treasury notes sink the cheapest vodkas? Alex and Justine discuss – also touching on the causes of recession, Scottish drinkers, and the impact of Fed policy. Plus, a controversial USDA maneuver to clamp down on speedy traders. Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Heinä 201846min

The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?

The Knock-On Effect #9 - Trade Fears to Clarify Diamonds?

Why will rising concerns about China’s trade-related retaliation lead diamonds to become clearer? Justine and Alex discuss – also touching on Jules Verne novels, iPhone batteries and a new version of blue. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Heinä 201832min

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Plus, Justine explains why companies seems to be so afraid of the number “4.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Heinä 201838min

Real Vision Rewind #1 – Godfather of Central Banking

Real Vision Rewind #1 – Godfather of Central Banking

How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central banking, John Law. Then Alex and Justine draw some present-day conclusions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Heinä 201843min

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Kesä 201837min

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