127- Is This the End? | Lyn Alden
This is Lyn’s third appearance on Bankless. Each time she’s on, it usually means something is breaking in the macro markets. And something definitely is.
Lyn thoroughly explains everything from whether we’re repeating history to what would turn this recession into a depression to whether or not we’re going to be okay. Don’t worry, Lyn shares her advice on how to be exactly that and more.
Her superpower is to provide clarity during unclear times and this episode is no different.
TIMESTAMPS
0:00 Intro
6:12 Is this the End?
11:08 Debt Cycle Arc
15:40 The Dollar Milkshake Theory
20:05 Historial Analogs
30:35 How Do We Get Stable?
38:30 Weak Market Links
48:24 Raising Rates
55:03 Deflation & Softer Landings
1:00:19 Fed Meme & Competency
1:07:52 Recession vs. Depression
1:13:06 Markets to Watch
1:18:15 Are We Going to be Okay?
1:22:58 Energy, Food, & Fertilizer Markets
1:29:21 The New Normal
1:36:02 Mental Health
1:38:37 Closing & Disclaimers
RESOURCES
Lyn Alden
https://www.lynalden.com/
The Death of the Dollar Dominance
https://youtu.be/_Kqcrz3u8rQ
Inflation in 2021
https://youtu.be/dyDsQ-XCoNo
Fed Meme
https://twitter.com/cobie/status/1542562195573297153