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Debt Ceiling Battle in 2025: Lyn Alden Reveals Most Bullish Assets

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Manage episode 449215804 series 3614106
内容由The David Lin Report提供。所有播客内容(包括剧集、图形和播客描述)均由 The David Lin Report 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Sign up for STLLR Gold's (TSX: STLR | OTCQX: STLRF | FSE: O9D) exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the main drivers of the economy into 2025, as well as her most bullish assets into next year. *This video was recorded on October 29, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW LYN ALDEN: Lyn Alden Investment Strategy: https://www.lynalden.com/ Twitter (@LynAldenContact): https://twitter.com/LynAldenContact Broken Money: https://www.amazon.ca/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6 Ego Death Capital: https://egodeath.capital/team FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Global Risks & Markets 1:08 - Fiscal Deficits & Policy 2:48 - 2025 Debt Ceiling Crisis 5:00 - TGA & Liquidity 7:49 - Stock Market Outlook 10:16 - Inflation Pressures 12:06 - Recession Risk 14:11 - Inflation Types 16:03 - Energy & Inflation 17:11 - Tariffs & Trade 20:40 - Fiscal Policy in 2025 22:38 - Fed Policy & Inflation 24:16 - Rate Cuts Impact 27:08 - Global Rate Sensitivity 30:25 - Bitcoin & Liquidity 33:07 - Stocks, Gold, Bitcoin Correlation 34:58 - Quality Asset Rally 36:19 - Lyn’s Top Picks for 2025 37:41 - Current Projects & Closing #economy #investing #stocks

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289集单集

Artwork
icon分享
 
Manage episode 449215804 series 3614106
内容由The David Lin Report提供。所有播客内容(包括剧集、图形和播客描述)均由 The David Lin Report 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Sign up for STLLR Gold's (TSX: STLR | OTCQX: STLRF | FSE: O9D) exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the main drivers of the economy into 2025, as well as her most bullish assets into next year. *This video was recorded on October 29, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW LYN ALDEN: Lyn Alden Investment Strategy: https://www.lynalden.com/ Twitter (@LynAldenContact): https://twitter.com/LynAldenContact Broken Money: https://www.amazon.ca/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6 Ego Death Capital: https://egodeath.capital/team FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Global Risks & Markets 1:08 - Fiscal Deficits & Policy 2:48 - 2025 Debt Ceiling Crisis 5:00 - TGA & Liquidity 7:49 - Stock Market Outlook 10:16 - Inflation Pressures 12:06 - Recession Risk 14:11 - Inflation Types 16:03 - Energy & Inflation 17:11 - Tariffs & Trade 20:40 - Fiscal Policy in 2025 22:38 - Fed Policy & Inflation 24:16 - Rate Cuts Impact 27:08 - Global Rate Sensitivity 30:25 - Bitcoin & Liquidity 33:07 - Stocks, Gold, Bitcoin Correlation 34:58 - Quality Asset Rally 36:19 - Lyn’s Top Picks for 2025 37:41 - Current Projects & Closing #economy #investing #stocks

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289集单集

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