Lyn Alden: Macro Maelstrom

Lyn Alden of Lyn Alden Investment Strategy returns to give an update on her dollar thesis, as well as share her views on gold, silver, bonds, and bitcoin. She analyzes the rally in gold by looking at historical rallies and comparing them to real yields, M2 per capita, as well as U.S. equities. Alden explores why some foreign central banks didn’t use the dollar swap lines at all, and why this doesn’t change her view on the U.S. dollar. Alden also looks at the stock market and bitcoin. Filmed on July 23, 2020. Lyn’s charts can be viewed here:

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