Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:
- Energy outlook
- Decoupling of unemployment rate vs. federal deficit
- Reflexive effects of social security trust drawdown
- Debt and gold
- Interest expense
- Fed remittances
- Increase in banks holding of treasuries
- Recession outlook & commodities outlook
Download the podcast transcript: [Click Here]
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Lyn Alden's background is a blend of engineering and finance. She began her career in the field of electronics engineering in the aviation industry, and eventually moved into engineering finance and management. In 2016, she founded Lyn Alden Investment Strategy, which provides financial research for retail and institutional investors with an emphasis on value investing with a global macro overlay. Her specialities include equity analysis, precious metals, and international macro comparisons including long-term currency fundamentals.