Significant Capital Rotation as Global Investors Exit with Lyn Alden

WTFinance

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Interview recorded - 26th of August, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”.
During our conversation we spoke about what is happening in the markets, rotation out of the US, which markets are investable, broadening US markets, energy, China and more. I hope you enjoy!
0:00 - Introduction
1:50 - What has happened the past few weeks in markets?
7:20 - International investors leaving US?
9:05 - International markets
11:10 - Which countries to benefit?
13:50 - Who benefits from rate cuts?
15:45 - Broadening of US market?
18:38 - Powell made right decision?
22:26 - Similarities to 90’s?
24:19 - Fiscal repression
29:50 - Interest payments impact on deficit?
32:28 - Solution for social securities?
36:03 - AI to fix outcomes?
37:58 - Energy shift
43:46 - Chinese manufacturing growth to continue?
46:13 - West less control over China?
48:32 - Chinese soft power
51:23 - One message to takeaway from our conversation?
Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets.
Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in my 30s.
Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling.
Lyn Alden -
Website - https://www.lynalden.com/
LinkedIn - https://www.linkedin.com/in/lynalden/
Twitter - https://twitter.com/lynaldencontact?lang=en
WTFinance -
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Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas