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(2041)

#959 - Green Shoots or Rising Risk? with Darius Dale

#959 - Green Shoots or Rising Risk? with Darius Dale

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Darius Dale, founder of 42 Macro, joins Ash Bennington to discuss the recent market rally, the relentless U.S. economy, and what the current combination of market and macro dynamics means for the inflationary landscape. You can find Darius' insightful research here: https://42macro.com This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Tammi 202442min

#958 -  What to Expect From Earnings Season With Tony Greer

#958 - What to Expect From Earnings Season With Tony Greer

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Tony Greer, editor of the Morning Navigator newsletter, joins Ash Bennington to explore the recent market moves, the impact of earnings season, the various forces driving oil prices, and how to interpret the bond market signals.The Morning Navigator is a trade publication where Tony applies his inimitable method of following markets and boils them down into high-conviction trade ideas. Real Vision members can save $200 on an annual subscription to The Morning Navigator by heading to https://www.realvision.com/marketplace This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Tammi 202438min

#957 - What Are the Market Factors at Play? With Noelle Acheson

#957 - What Are the Market Factors at Play? With Noelle Acheson

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Noelle Acheson, editor of the Crypto is Macro Now newsletter, joins Ash Bennington to discuss the equity rally, potential geopolitical headwinds facing investors this year, and what the approved bitcoin spot ETF means for Ethereum and other digital assets. You can find more of Noelle's research here: https://noelleacheson.substack.com/ This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Tammi 202437min

My Life in 4 Trades: Diego Parrilla

My Life in 4 Trades: Diego Parrilla

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave For our second piece in Education Month, we bring you a jack of all trades and places. An engineer, athlete, options trader, book author... From Madrid, through New York and Singapore, to London... Diego Parrilla, managing partner at Quadriga Asset Managers, joins Maggie Lake to share his gripping tale of constant study to reach the ultimate level of "unconscious competence" — and how any investor can do the same. Recorded at a Club b by Real Vision event in Lisbon on November 8, 2023. This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount in N-G-R-A-V-E dot io’s shop with the code "Realvision." Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Tammi 202453min

My Life in 4 Trades: David Rosenberg

My Life in 4 Trades: David Rosenberg

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave For our first piece in Education Month, he may call himself a “nose-to-the-grindstone, really tenacious son of a you-know-what,” but David Rosenberg, founder and president of Rosenberg Research, has a soft side—and it comes across in this special interview. Listen as David describes his best and worst trades, why sometimes taking a career step back is necessary to progress further down the road, and why personal accolades lose their meaning when family is at stake. Recorded at a Club b by Real Vision event in Lisbon on November 8, 2023. This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount in N-G-R-A-V-E dot io’s shop with the code "Realvision." Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Tammi 20241h 9min

#956 - Is the Record Stock Rally Overextended? With Tom Thornton

#956 - Is the Record Stock Rally Overextended? With Tom Thornton

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to discuss the market action and take a sentiment check as equities hit new highs. Tom shares how he's preparing his portfolio moving forward, and what risks investors need to watch for. You can find more of Tom's research and trade ideas here: https://www.hedgefundtelemetry.com This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount in N-G-R-A-V-E dot io’s shop with the code Realvision. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Tammi 202439min

#955 - Should Dollar Bears Throw in the Towel? With Dale Pinkert

#955 - Should Dollar Bears Throw in the Towel? With Dale Pinkert

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss today’s rally in tech, the nuances of price action in bond yields, and how the U.S. dollar is impacting the broader market. You can find more of Dale's incredible trading tools here: https://tradegatehub.com This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount in N-G-R-A-V-E dot io’s shop with the code "Realvision." Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Tammi 202438min

#954 - Is The Options Market Flashing Bear Signals? With Cem Karsan

#954 - Is The Options Market Flashing Bear Signals? With Cem Karsan

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Cem Karsan, founder of Kai Volatility Advisors, is back alongside Maggie Lake to discuss how the options market is impacting broader market price action, what market structure suggests about the coming months, and why he believes we’re headed for a major shift in markets and the global economy. This episode is sponsored by NGRAVE, maker of ZERO, the world’s only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount in N-G-R-A-V-E dot io’s shop with the code Realvision. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Tammi 202441min

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