On today’s episode of “The Macro Trading Floor,” Alfonso and Andreas are joined by Lyn Alden, founder of Lyn Alden Investment Strategy. Walking Alfonso and Andreas through her macro framework, Lyn explains the past two years of unorthodox monetary and fiscal policies. Drawing on the 1940s as an indicator, she correctly predicted the high inflation rates we’re currently seeing far ahead of most. Expecting a pendulum-style shift between reflation and stagflation, Lyn shares her actionable investment idea while giving a clear outlook for today’s macro landscape — you can't afford to miss this episode! -- Follow Lyn: https://twitter.com/LynAldenContact Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Referenced In The Show: ARK's Expected Value For Tesla In 2026: $4,600 per Share: https://ark-invest.com/articles/analyst-research/arks-tesla-model/ -- Timestamps: (00:00) Introduction (02:05) Worst Take of The Week (06:20) Market Outlook (15:35) Feature Interview With Lyn Alden (18:18) How Fiscal Handouts Caused Inflation (20:40) Weakening Demand Throughout 2022 (22:35) Weak Growth Over The Next Decade (26:45) Will Fed Tightening Spell Danger For Markets (29:40) Lyn's Actionable Trade Idea (41:05) Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor 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.
