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.
