Monetary Matters with Jack Farley

Lyn Alden on China's Real Estate Implosion & Stock Market Rally

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Oct 6, 2024
Lyn Alden, an investment strategist known for her insights on global markets, shares her bullish stance on Chinese equities despite its ongoing real estate troubles. She discusses the resilience of the U.S. economy amid fears of recession, attributing it to high fiscal deficits. The conversation covers the evolving investment landscape, emphasizing the importance of risk management and capital rotation. Alden also highlights China’s economic challenges and opportunities within mega-cap stocks, making a case for Bitcoin and gold in modern portfolios.
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