Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:
- Rising AI trend
- Energy is under owned!
- Rally in Energy market, is this the beginning of a big move?
- Shale dynamics
- Is peak oil over?
- Outlook on natural gas & nuclear energy
- Copper and battery metals
- Inflation outlook
- Is there one more rate hike left?
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.