The David Lin Report Lyn Alden: Will Economy Survive New Tariffs? What's Next For Markets, Jobs
13 snips
Aug 5, 2025 
Lyn Alden, Founder of Lyn Alden Investment Strategy and a best-selling author, shares insights on her three-pillar investment strategy during a challenging economic landscape. She discusses the implications of tariffs on the U.S. economy and explores the dynamics of hard assets like Bitcoin and gold as safe havens. The conversation also highlights the energy demands of AI and its impact on the utility sector. As the Federal Reserve navigates policy changes, Lyn emphasizes the importance of balancing investments with growth potential and stability.
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Three-Pillar Investment Strategy
- Lyn Alden uses a three-pillar investment strategy focusing on high-quality equities, hard assets like Bitcoin and gold, and cash equivalents.
- This diversified approach aims to balance growth, protection from volatility, and holding scarce assets.
Yield Curve and Bond Strategy
- The yield curve is expected to be flat to slightly steepening over the next 18 months, reflecting economic deceleration and likely Fed rate cuts.
- Lyn favors shorter duration bonds (2-5 years) to balance yield and rate cut participation, avoiding the long end of the curve.
Energy Sector and Geopolitical Risks
- Geopolitical tensions in the Middle East increase energy demand uncertainty but Lyn prefers energy producers trading at low multiples with solid balance sheets.
- This approach acts as a perpetual option on energy price spikes without focusing on the defense sector.
