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Thoughtful Money with Adam Taggart
Lyn Alden: Can Anything Stop The Runaway Train Of Fiscal Deficits?
Feb 6, 2025
Lyn Alden, a renowned analyst known for her insights into fiscal deficits, joins the discussion to dissect the implications of ongoing government spending. She argues that current fiscal deficits are here to stay, shaping economic growth and asset prices, including gold and Bitcoin. Alden explores the interactions between increased liquidity and market volatility, offering strategies for investors to navigate potential downturns. She also delves into how fiscal policies could affect Bitcoin's performance and the speculative nature of a U.S. sovereign wealth fund on various asset classes.
01:09:13
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Quick takeaways
- High fiscal deficits are expected to persist, influencing investor confidence and asset prices despite potential government spending cuts.
- The return of market volatility suggests significant fluctuations may occur in asset valuations due to policy changes and geopolitical tensions.
Deep dives
The Impact of Fiscal Deficits
Fiscal deficit spending has been a significant driver of economic growth and asset price appreciation in recent years. Analyst Lynn Alden forecasts that high fiscal deficits will continue for an extended period, asserting that nothing will stop this trend. This perspective is crucial for investors as it suggests that large deficits could sustain investor confidence despite other potentially destabilizing economic factors. Alden emphasizes that even with a current administration focused on reducing government spending, the fiscal landscape remains heavily influenced by entrenched spending practices.
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