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(2045)

AI Fire Hose - #1: Igniting the Future with Ash Bennington & Mikhail Voloshin

AI Fire Hose - #1: Igniting the Future with Ash Bennington & Mikhail Voloshin

Dive into the inaugural episode of "AI Fire Hose" with hosts Ash Bennington and Mikhail Voloshin. This podcast sets the stage for a captivating exploration of the state and potential of artificial intelligence. With the combined expertise of journalist Ash and AI maven Mikhail, this episode promises to provide a nuanced conversation on AI's current landscape and its trajectory for the coming decade. From breakthroughs in deep learning to the real-world integration of AI tools, our hosts dissect the most recent developments and speculate on the ripple effects across industries, economies, and societies. This deep dive is not just about the technology but also its ethical, economic, and societal implications. Whether you're an AI aficionado, a tech professional, or just curious about the innovations defining our times, this episode is your gateway to understanding the force that is AI. CHAPTERS: (00:00) Intro to "AI Fire Hose" (00:30) Ash & Mikhail's backgrounds (01:33) Guest: Mikhail's cat (02:10) Mention of "Dopamine" novel (02:40) Podcast's origin story (03:02) AI: hype vs reality (03:59) Brain-computer interfaces intro (04:34) Unbabel device spotlight (05:11) Understanding EMG (06:48) How Unbabel device works (08:02) Predictive algo & LLM (08:59) Hawking & ALS tech (10:12) Unbabel's future (10:49) Another brain-tech intro (11:20) UCSF research & patient (11:56) Brain signals for speech (12:28) AI & sci-fi movie refs (13:03) AI's role in speech synthesis (13:36) Tech's impact on speech issues (14:10) OpenAI & tech market topic (14:41) OpenAI's 2022 losses (15:12) OpenAI's AGI mission (15:49) OpenAI's expenses (16:27) OpenAI's revenue streams (16:58) OpenAI's hiring & salaries (17:35) Machine learning market trends (18:11) OpenAI infrastructure costs (18:45) NVIDIA in tech market (19:22) Neural network deep dive (19:55) Why "neural network"? (21:08) Evolution of neural nets (21:38) AI & copyright in arts (22:10) AI content's copyright status (22:42) AI & human content collab (24:17) Spell checks & copyrights (24:45) Grammarly & AI copyrights (25:12) Article source & bias (25:38) Legalities & tech advances (26:18) AI in coding & CodeLama (27:23) GPT history & code gen (29:06) Naming tech tools (30:10) AI in Dev Environments (30:48) Advice to young engineers (33:02) End discussion insights (33:28) Tech market vs hype (35:07) Show's closing remarks Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Aug 202339min

Are More Rate Hikes Coming? with Jared Dillian

Are More Rate Hikes Coming? with Jared Dillian

The Daily Dirtnap editor Jared Dillian sits down with Maggie Lake to discuss the price action post-NVDA earnings, his takeaways after Powell spoke at Jackson Hole, and what he is expecting to happen in the bond market. You can find more of Jared's work here: https://t.co/G7ZK0pEnK2 Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Aug 202334min

Ask Me Anything with Raoul Pal

Ask Me Anything with Raoul Pal

Grab a drink and join Raoul as he answers audience questions to help educate and navigate you through this very confusing economic environment. Plus, you may even learn a little something about wine...! Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Aug 202346min

Can NVDA Live Up To The Hype? With Brent Donnelly

Can NVDA Live Up To The Hype? With Brent Donnelly

President of Spectra Markets, Brent Donnelly, sits down with Maggie Lake to discuss Nvidia's earnings, explore the economic data that may have the U.S. see a slower Q4, and his outlook for China's economy. You can find more of Brent's work here: https://t.co/uhDIKridTE Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Aug 202335min

What is Making the U.S. Economy so Resilient? with Darius Dale

What is Making the U.S. Economy so Resilient? with Darius Dale

Darius Dale, founder and CEO of 42 Macro, joins Maggie Lake to discuss what to expect from Fed Chair Jerome Powell’s speech at Jackson Hole on Friday, why one major tech stock has much broader market implications, and how Darius is navigating these volatile market conditions. You can find more of Darius' work here: https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Aug 202338min

Has NVIDIA Become a Macro Asset? With Imran Lakha

Has NVIDIA Become a Macro Asset? With Imran Lakha

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Imran Lakha, founder of Options Insight, joins Ash Bennington to discuss the recent surge in market volatility and what to expect from central banks as the Fed prepares to meet in Jackson Hole. Plus, Imran will share his perspective on what Nvidia's earnings release will mean for the technology sector and the broader market. You can find Imran's Options Academy course here: https://rvtv.io/41Wtu63 And find more of Imran's Trade ideas here:  https://www.options-insight.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Aug 202332min

Finding Joy and Success on Life's Serpentine Road ft. Sa’ad Shah

Finding Joy and Success on Life's Serpentine Road ft. Sa’ad Shah

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Dealing with danger, tragedy, or failure can often cloud our future, making it nearly impossible to predict where the path may lead. The same can apply to life’s highest points. Sa’ad Shah, managing partner and co-founder of Noetic Fund, joins Maggie Lake to share how his life experiences and career journey, both joyous and painful, have brought him to where he is today. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Aug 20231h 11min

Doomberg: Is This the Start of a New Commodity Bull Market?

Doomberg: Is This the Start of a New Commodity Bull Market?

🔥 THE NEW REAL VISION - join the waitlist https://www.realvision.com/waitlist Oil and copper have seen significant upward movement in the last couple of months. This recent price action — coupled with widening energy crack spreads, a weakening U.S. dollar, and renewed optimism for the Chinese economy — could be a signal of new bull market cycle in commodities. Andreas Steno is joined by the internet’s favorite green chicken, Doomberg, to explore whether the current macro and geopolitical picture favors more upside in commodities — and what that means for the rest of the global economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Aug 202351min

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