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

Episoder(2046)

The U.S. Consumer Won't Quit

The U.S. Consumer Won't Quit

The U.S. economy continues to show its resilience as more economic data rolls in. Darius Dale, founder of 42 Macro, joins Maggie Lake to examine this week's most important economic data, explore what's propping up the U.S. consumer, and analyze the dynamics of stubborn inflation. Is all of this pointing us towards another Fed rate hike in July? Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Jun 202337min

Did the Fed's Message Fall Short?

Did the Fed's Message Fall Short?

Stocks rally and rates drop as investors wonder what the Fed can do from here. Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to discuss the implications of yesterday's Federal Reserve interest rate pause, the resiliency of the U.S. economy, whether we're seeing softening in the labor market, and where investors can find opportunities in these tricky markets. You can find more of Jeremy's work here: https://www.wisdomtree.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Jun 202337min

What's Driving Fed Policy? w/ Jim Bianco

What's Driving Fed Policy? w/ Jim Bianco

Jim Bianco, president of Bianco Research, joins Maggie Lake to break down the market's response to the Fed pausing rate hikes, decipher bearish sentiment in the bond market, and discuss the role of yesterday's CPI print. In the second half of today's show, Jim Bianco will explain to us the key drivers behind the current Fed policy — and what it means for investors. You can find more of Jim's work here: https://www.biancoresearch.com/visitor-home/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Jun 202337min

Is Powell Ready to Pause? w/ Mish Schneider

Is Powell Ready to Pause? w/ Mish Schneider

Mish Schneider, chief strategist at MarketGauge, joins Ash Bennington to discuss the market's response to today's inflation data, the AI-powered tech rally, whether we're seeing signs of exhaustion in equities ahead of tomorrow's Federal Reserve interest rate decision. You can find more of Mish's work here: https://www.youtube.com/@marketgauge Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Jun 202336min

Will Inflation Derail This Stock Rally? with Dale Pinkert

Will Inflation Derail This Stock Rally? with Dale Pinkert

Maggie Lake is joined by Dale Pinkert, trading coach at TradeGateHub, to discuss whether the ongoing bull run in stocks can sustain momentum. Is it time for investors to secure profits ahead of tomorrow’s May CPI report and the Fed's interest rate decision? You can find more of Dale's work here:  https://www.youtube.com/@TradeGateHub Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Jun 202336min

Unf*ck Your Personal Finances w/ Jared Dillian

Unf*ck Your Personal Finances w/ Jared Dillian

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. How can we think about money and finances in a smart, responsible way? Join Jared Dillian, editor of The Daily Dirtnap, and Real Vision’s Maggie Lake as they delve into this subject and answer viewer questions from this Festival Of Learning special. Recorded on Thursday, March 30, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Jun 202350min

A Macro and Markets Deep Dive With Jim Rogers

A Macro and Markets Deep Dive With Jim Rogers

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. We're thrilled to welcome legendary investor Jim Rogers back to Real Vision for the first time since 2021. He joins Maggie Lake for a deep-dive conversation on what's on his radar now, and what could unfold next. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Jun 202356min

Will This Stock Winning Streak Continue? with Noelle Acheson

Will This Stock Winning Streak Continue? with Noelle Acheson

Maggie Lake is joined by Noelle Acheson, editor of the Crypto is Macro Now newsletter, to discuss what investors need to watch ahead of next week's Fed interest rate decision and how that will move markets. Plus, Noelle explores the rise of AI as a venture capital darling, and AI's impact on the next wave of Web3 funding.You can find more of Noelle's work here:  https://noelleacheson.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Jun 202338min

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