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)

#953 - Is it Time to Adjust Fed Expectations? With Jared Dillian

#953 - Is it Time to Adjust Fed Expectations? With Jared Dillian

🔥 Get 10% OFF in NGRAVE's shop with the code "Realvision" http://realvision.com/ngrave Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to take the temperature of risk assets and share his outlook for bonds amid the current volatility. 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

16 Jan 202437min

#952 - Ask Me Anything - Happy Hour with Raoul Pal

#952 - Ask Me Anything - Happy Hour with Raoul Pal

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Join Real Vision co-founder and CEO Raoul Pal as he answers audience questions and shares his views of the latest developments in macro and crypto — including bitcoin’s reaction to ETF approval. 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

12 Jan 202459min

#951 - Has the Real Estate Market Bottomed? With Ben Miller

#951 - Has the Real Estate Market Bottomed? With Ben Miller

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Ben Miller, co-founder and CEO of Fundrise, joins Maggie Lake to share his macro outlook for 2024, his insights on the state of the real estate market, and how he's thinking about the role of AI in the global economy. You can find more of Ben's work here here: https://fundrise.com 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

11 Jan 202440min

#950 - Is It Time To Fade Bonds? With Bob Elliott

#950 - Is It Time To Fade Bonds? With Bob Elliott

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Bob Elliott, co-Founder, CEO, and CIO of Unlimited Funds, sits down with Maggie Lake to discuss the recent market action, why he’s bearish on bonds, and the potential parallels between early 2024 and the volatility-laden market terrain of 2023. You can find more of Bob's incredible research here: https://www.unlimitedfunds.com 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

10 Jan 202440min

#949 - Is Big Tech About to Make Another Run? With Tony Greer

#949 - Is Big Tech About to Make Another Run? With Tony Greer

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Tony Greer, editor of The Morning Navigator newsletter, joins Maggie Lake to discuss what’s driving prices in the tech sector, his expectations for bonds, and how he’s preparing his portfolio ahead of this week's critical December CPI and PPI prints. 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 Realvision.com/marketplace. 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

9 Jan 202438min

#948 - Prepare for Takeoff? With Dave Floyd

#948 - Prepare for Takeoff? With Dave Floyd

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M Dave Floyd, founder of Aspen Trading Group and host of the Daytrader Podcast, joins Maggie Lake to explore what’s moving markets ahead of this week’s crucial inflation data and the potential Bitcoin spot ETF approval. 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

8 Jan 202437min

The Metaverse Needs a Reckoning ft. Evan Helda

The Metaverse Needs a Reckoning ft. Evan Helda

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Many people have become disenchanted by the idea of the metaverse, and Evan Helda, principal of strategy and GTM for spatial computing at Amazon Web Services and writer at MediumEnergy.io joins David Mattin, founder of New World Same Humans, to rectify that. They drill into the metaverse's what, how, and why so that others can better understand and think through this evolution of technology. CHAPTERS 1 Why the Metaverse Is in Need of a Reckoning 01:47 2 Defining the Metaverse 07:47 3 How Will the Metaverse Evolve in 2024? 0:20:30 4 On Humanoid Robots 0:29:17 5 Who Are the Key Players? 0:40:32 6 Social Implications of Humanoid Robots 0:50:51 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

7 Jan 20241h 4min

Why 2024 Could Be Very Exciting for Bitcoin ft. Jamie Coutts & Carri Cee

Why 2024 Could Be Very Exciting for Bitcoin ft. Jamie Coutts & Carri Cee

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Crypto analyst and Real Vision contributor Jamie Coutts speaks to Carri Cee, host of the Bitcoin People podcast, about his forecasts for Bitcoin pricing and adoption going forward. If you enjoyed Jamie’s analysis and want to see more, you can sign up for Real Vision Pro Crypto here https://www.realvision.com/pricing 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

6 Jan 20241h 15min

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