In October 2021, Lyn Alden, renowned macroeconomic thinker and investor, joined Forward Guidance for its first episode to argue that the sovereign bond market was vulnerable to inflationary pressures.

1 year later, with investors having dumped many trillions worth of government bonds, Alden returns to share her thinking on the long-term debt cycle, the energy markets, and what she sees as growing pressures for central banks to reliquify their beleaguered bond markets.

Filmed on October 20th, 2022.

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Timestamps:

(00:00) Introduction

(19:54) What Will Cause The Fed To Pivot?

(26:21) The Treasury Market Is Not In Full Panic Mode Yet

(33:45) Recession Risk

(35:24) Asset Allocation

(38:26) The Dollar and Emerging Markets

(45:45) Energy

(53:49) When Will The Dollar Stop Rising?

(01:01:54) The Long-Term Debt Cycle

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.