![]() ![]() Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. (01:01:29) Fractional Reserve Banking and "The Narrow Bank"ĭisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. (58:48) Stock Market During Financial Repression (38:37) Debt, Demographics, and MMT (Modern Monetary Theory) (31:11) Is The Fed's Campaign To Raise Interest Rates Over? (23:48) Will Banks Become More Cautious About Making Loans? (08:50) Alden's Outlook on Banks As A Business (07:08) Are Rising Interest Rates Actually Good For Banks? (00:43) The Cause Of The Turmoil In Banking System ![]() Today's show is sponsored by : Get a 4.8% yield when you open a government-backed Treasury Account by going to They revisit her crude oil outlook then dive into a slide deck exploring Lyn’s most interesting insights and perspectives for 2023. Tracy Shuchart was once a portfolio manager for a family office. MacroVoices Erik Townsend welcomes Lyn Alden to the show. Alden tells Jack Farley that this damage will soon give way to a period of low real interest rates, where inflation runs above Treasury yields. Lyn Alden Fed Rate Hikes, Recession, Stagflation, Unemployment, Commodities And More. Lyn Alden talks about the commodities such as oil and gas and how they go thought long CapEx cycles. For some time now it has been the belief of many Fed-watchers that the Federal Reserve would continue to hike interest rates until it “breaks something.” Lyn Alden of Lyn Alden Investment Strategy returns to Forward Guidance to argue that the stunning collapse of two large U.S. Foss discusses how Bitcoin is a credit default swap on sovereign debt and why he believes Bitcoin is the “most asymmetric investment opportunity of our lifetime.” They also discuss how CBDCs could. Lyn Alden LynAldenContact Modern Monetary Theory (MMT) advocates in general seem to have 1) overestimated the disinflationary forces in the US and developed world economies and 2) overestimated politicians ability to reign in budget deficits if inflation does start to occur. Lyn Alden And here’s a zoomed-in look at the unique policy response to these 19 financial crises, where the monetary base was expanded rapidly, unlike other periods in history: Lyn. As a macro investor and broad stock analyst, I don’t have the expertise to dive into individual gold, silver, oil, uranium, or copper projects, other than some of the biggest ones. Greg Foss, Bitcoin Strategist & Partner at Bitcoin Opportunity Fund, and Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, discuss the impending collapse of the petrodollar and Foss’s view that oil and all energy will eventually be priced in Bitcoin. Chart Source: Lyn Alden (with data from Robert Shiller). Foss and Makori spoke at the Bitcoin 2023 conference in Miami. ![]() Foss discusses how Bitcoin is a credit default swap on sovereign debt and why he believes Bitcoin is the “most asymmetric investment opportunity of our lifetime.” They also discuss how CBDCs could actually support Bitcoin adoption. Greg Foss, Bitcoin Strategist & Partner at Bitcoin Opportunity Fund, and Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, discuss the impending collapse of the petrodollar and Foss’s view that oil and all energy will eventually be priced in Bitcoin. Guest(s): Greg Foss Executive Director at Validus Power Corp. ![]()
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