"World of Chaos" as Financial System Buckles | Lyn Alden

The Mercantilist Restoration - https://anthonyfatseas.substack.com/p... On this episode of the WTFinance podcast I had the pleasure of welcoming back Lyn Alden. Lyn Alden is the founder of Lyn Alden Investment Strategy, the author of Broken Money, and one of the most rigorous and original macro voices in finance today. During our conversation we spoke about her overview of the economy, gradual printing, FED actions, Fiscal dominance and impact on US hegemon, Economic Statecraft, AI Capex, Stocks and more. I hope you enjoy! 0:00 - Introduction 1:59 - Overview of economy 6:38 - Gradual print 9:22 - Yield curve control 13:03 - FED cut rates? 16:24 - FED still needed? 17:49 - Fiscal Dominance & US Hegemony 19:25 - Economic Statecraft 21:56 - Chinese manufacturing inbalance 27:12 - Chokepoints 29:34 - West moving to Chinese led model? 32:34 - AI Capex 36:09 - Which sectors Lyn is watching? 39:49 - Central banks buying gold 42:39 - US dollar price setter 46:54 - One message to takeaway? Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in her 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/ LinkedIn -   / lynalden   Twitter - https://twitter.com/lynaldencontact?l... WTFinance - Instagram -   / wtfinancee   Spotify - https://open.spotify.com/show/67rpmjG... iTunes - https://podcasts.apple.com/us/podcast... Twitter -   / anthonyfatseas