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(2062)

Did Biden Get the Economy All Wrong?

Did Biden Get the Economy All Wrong?

DB-Nov 17,2021: After weeks of backlog in the L.A. ports, officials say they’ve finally made some progress and cleared about 29% of the cargo. Last month’s retail sales report resulted in a gleeful le...

18 Nov 202134min

'Tis the Season to Shop & Be Merry Despite Inflation

'Tis the Season to Shop & Be Merry Despite Inflation

DB-Nov 16,2021: Tony Greer returns to the Daily Briefing to discuss a spike in retail sales in October, even in the face of rising inflation. Not only are sales up 1.7% from the previous month, but al...

17 Nov 202136min

Analyzing the U.S.-Canadian Dollar, European Lockdowns, Tesla's Stock, & Musk's Twitter Tantrum

Analyzing the U.S.-Canadian Dollar, European Lockdowns, Tesla's Stock, & Musk's Twitter Tantrum

DB-Nov 15,2021: Dave Floyd, founder of Aspen Trading, joins Maggie Lake to talk about the U.S. dollar against the Canadian dollar, Austria’s enforcement on a lockdown on the unvaccinated, and why Bori...

16 Nov 202130min

Consumer Sentiment Hits 10-Year Low While the Great Resignation Continues

Consumer Sentiment Hits 10-Year Low While the Great Resignation Continues

DB-Nov 12,2021: The government has engaged in endless borrowing and endless wasting since World War II, and at some point, according to the latest issue of Macro Link, we’ll have to meet the consequen...

13 Nov 202134min

Elon Musk Sells $5 Billion in Tesla Stock as Competitors Put on the Pressure

Elon Musk Sells $5 Billion in Tesla Stock as Competitors Put on the Pressure

DB-Nov 11,2021: Elon Musk sells over 4.5 million Tesla shares this week after posting a poll on Twitter about whether he should unload a tenth of his stake in the company and spurring controversy abou...

12 Nov 202135min

Hottest CPI in 30 Years And Rivian Goes Public

Hottest CPI in 30 Years And Rivian Goes Public

DB-Nov 10,2021: There’s no question about it: inflation is not transitory. The latest Consumer Price Index revealed prices of everything except food and energy went up 4.6%, the quickest spike since A...

11 Nov 202132min

The End of an Era: GE Splits into 3 Companies

The End of an Era: GE Splits into 3 Companies

DB-Nov09,2021:What’s going on with General Electric? After a decade of being only a shell of its former self, the manufacturing giant founded by Thomas Edison is splitting up into three separate compa...

10 Nov 202134min

House Passes Infrastructure Bill and Twitter Votes for Musk to Sell Tesla Stock

House Passes Infrastructure Bill and Twitter Votes for Musk to Sell Tesla Stock

DB-Nov 08,2021:The House passed a $1 trillion bipartisan infrastructure bill on Friday to revamp the country’s transportation, utilities, and broadband structures. Meanwhile, despite Friday’s positive...

9 Nov 202134min

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