Navigating Macroeconomic Signals: Energy and Tariffs in Focus

The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden. 

She joins Bankless to discuss the impact of Trump’s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond. 

Will Trump’s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out.

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------ TIMESTAMPS

0:00 Intro 4:03 Trump’s Policies 15:52 Dollar Strength 24:11 Plaza Accord 2.0 29:59 Inflation 33:25 Tariffs 37:50 Interest Rates 47:32 Monetary Policy 56:06 Impact on Stocks & Crypto 59:33 Bitcoin as a Reserve Asset 1:06:32 Energy Policy 1:07:58 Closing Thoughts

------ RESOURCES

Lyn Alden https://x.com/LynAldenContact  

Lyn Alden Newsletter https://www.lynalden.com/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠