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

Avsnitt(2041)

#965 - Are Bonds Out of Step with the Fed? | With Jeffrey Snider

#965 - Are Bonds Out of Step with the Fed? | With Jeffrey Snider

🔥 Get 10% OFF in NGRAVE's shop with the code "REALVISION" http://realvision.com/ngrave Jeffrey Snider, host of Eurodollar University, joins Maggie Lake to dig into why rates markets seem to be defying the typical post-rally pattern and why banking problems may be on the horizon. Jeff also shares why China’s and Europe’s economies are in disarray and whether the U.S. economy can continue to hold strong. 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 with the code REALVISION right here: realvision.com/ngrave Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Feb 202439min

#964 -  What the Fed Means For Your Money | With Sven Henrich

#964 - What the Fed Means For Your Money | With Sven Henrich

🔥 Get 10% OFF in NGRAVE's shop with the code "REALVISION" http://realvision.com/ngrave Sven Henrich, founder and lead market strategist of NorthmanTrader, joins Maggie Lake to discuss today’s Fed decision, Fed Chair Jerome Powell's press conference statements, and what higher-for-longer rates mean for your portfolio. Plus, Sven shares why this market rally is not your normal bull market. 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 with the code REALVISION right here: realvision.com/ngrave 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

31 Jan 202441min

#963 - Is Everyone Too Complacent About Inflation? With Dr. Komal Sri-Kumar

#963 - Is Everyone Too Complacent About Inflation? With Dr. Komal Sri-Kumar

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins Maggie Lake to discuss the global inflationary dynamics at play, what interest rate cuts could mean for the economy, and why he sees potential for another crisis in the banking sector. You can find more of Dr. Sri-Kumar's research here: https://substack.com/@srikonomics 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 with the code REALVISION right here: realvision.com/ngrave Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Jan 202437min

#962 - Will Tech Earnings Deliver? with Dale Pinkert

#962 - Will Tech Earnings Deliver? 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 the market setup ahead of a busy earnings season, what Wednesday's Fed decision means for investors, and where Dale is spotting opportunities for the days and weeks ahead. 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

29 Jan 202439min

We Need Both Symbolic and Statistical AI

We Need Both Symbolic and Statistical AI

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave David Mattin, founder of New World Same Humans, joins Pradeep Ravikumar, professor at the Carnegie Mellon University School of Computer Science, to explore the state of AI today, the distinction between symbolic and statistical AI, and why we need both. 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

28 Jan 20241h 7min

How Blockchain and AI Can Lead an AR Revolution

How Blockchain and AI Can Lead an AR Revolution

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Evan Helda, principal of strategy and GTM for spatial computing at Amazon Web Services and writer at MediumEnergy.io, hosts Nils Pihl, CEO of Auki Labs, to teach us about the transformative role spatial computing will have in our lives. Together they dive into this nascent tech and how it will be revolutionized by blockchain and AI. 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

27 Jan 20241h 5min

#961 - What to Make of December PCE? With Jeremy Schwartz

#961 - What to Make of December PCE? With Jeremy Schwartz

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Ash Bennington to explore what today's PCE data means for the inflationary landscape and discuss the market moves in stocks and bonds. 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

26 Jan 202438min

#960 - The Hidden Dangers of Disinflation With Daniel Lacalle

#960 - The Hidden Dangers of Disinflation With Daniel Lacalle

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Daniel Lacalle, chief economist at Tressis, joins Ash Bennington to examine the recent market rally and the sustainability of this morning’s solid economic print. Daniel shares what signs he’s watching for cracks in the facade, and the risks of disinflation for investors as 2024 rolls on. 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 Jan 202444min

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