AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Lyn Alden: A Pendulum Between Stagflation & Reflation
The Macro Trading Floor
What Are the Warning Signals to Get Out of the Train?
The up trund that's been in place since the bottom of cove, it could certainly kind of roll over if you had kind of a deteriorating us. Energy productiont so we see, for example, many energy producers are not investing heavily in capek and you conto bottle necx in terms of allowing new pipe lines to be built. But i think a lot of the crash risk has been removed from that space. I think there's a decent chance, on the downside, thati just ends it being kind of underwhelming trade, where it doesn't really go anywhere. It's kind of dead money.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode