Lyn Alden: Macro Maelstrom

Published on
July 28th, 2020
Duration
46 minutes


Lyn Alden: Macro Maelstrom

The Expert View ·
Featuring Lyn Alden

Published on: July 28th, 2020 • Duration: 46 minutes

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: https://rvtv.io/3f76kjV

Comments

Transcript

  • RT
    Randall T.
    5 August 2020 @ 10:18
    The most concise, direct, and logical full Macro view I have heard in a long time. Like a few others have commented, whether you agree with her view or not it is worth the 46 minutes if even to further nail down your own views. This is only my second time to watch her on RV. She has a unique ability to give enough data and information to support her view but not too much that one loses interest or the ears glaze over. I would love to see an interview with Raoul, Mike Green and Lyn - May have to do in segments. Thanks
  • JD
    Jonathan D.
    3 August 2020 @ 04:31
    One of the best vids in a long time. Lyn lays out her Macro thesis and her supporting reasoning very clearly. Whether you agree with her views or not at least you can understand her points. There has been so much neo-Marxist and extremist Keynesian academic nonsense on RV lately, was refreshing to hear someone speak plain English.
  • JL
    James L.
    2 August 2020 @ 16:12
    Lyn, You are at the top of the Macro advisors community!
  • sW
    shane W.
    1 August 2020 @ 06:28
    Orsem
  • RK
    Roger K.
    31 July 2020 @ 16:52
    Crypto bullish as not because of macro but because you simply cannot bet against "crypto exchanges" with unlimited money ( thether)
  • JR
    Jared R.
    31 July 2020 @ 15:48
    I just started hearing about Lyn over the last month or so and I'm consistently impressed. Her clarity in distilling complex frameworks is impressive, and helpful.
  • PK
    Przemyslaw K.
    31 July 2020 @ 12:23
    Great video! For me one of the most informative recently. Opinions provided are very clear and backed up by strong arguments, history and charts.
  • JM
    Jackson M.
    30 July 2020 @ 22:10
    Lyn Alden is one of my favorite macro thinkers, I hope to see her on RV more. Have a few questions if someone would be kind enough to answer: 1. Why is a large deficit and tight MP favorable for USD? 2. What does breakeven mean in relation to USTs? Thank you :)
  • BG
    Brian G.
    30 July 2020 @ 20:30
    Well done Lynne! Very methodical, clear and concise delivery. Enjoyed this interview thoroughly.
  • ea
    edwin a.
    30 July 2020 @ 20:30
    I'm a big fan of Lyn's and was an advocate of inviting her to RV so I'm happy to see her as an increasingly regular guest. A question that I hope Lyn can address regarding her view on the dollar: As maybe is the case with other viewers, I'm struggling to compare and evaluate a range of views from several intelligent / insightful people on RV whp all describe it in quite different terms. Jeff Snider stresses that the Fed isn't "printing money" because bank reserves aren't money and he emphasizes that the global eurodollar system is "bank centered" (rather than "central bank centered"). Mike Green says that the Fed doesn't really print "money" but rather prints "collateral". And people have a range of views on the effectiveness of swap lines. They are all talking about the same topic, but coming to a range of different conclusions. To me, it seems that the issue is not really the magnitude of the central bank / Fed activity worldwide, since those numbers are publicly available, but rather the transmission of these types of quasi-money into the financial markets, international banks, and on to the broader economy. Lyn, can you comment at all on this? It might help understand where your views differ from others'.
  • JG
    Jory G.
    30 July 2020 @ 19:30
    Wow. Very informative. A bit like trying to take a drink from a fire hydrant but good.
  • DL
    Dan L.
    30 July 2020 @ 17:31
    Lyn is awesome - loved how she broke down the factors driving gold and silver with charts and ratios. The Gold/S&P 500 ratio chart (and also the silver one) showing the breakout over the MA line were pictures that tell a 1000 words!
  • CL
    Christopher L.
    30 July 2020 @ 16:31
    She's very good at outlining the textbook econonist view.
  • IH
    Igors H.
    30 July 2020 @ 15:13
    Great analysis, yet discussion with somebody having opposite opinion would have been more valuable.
  • AT
    Alun T.
    28 July 2020 @ 09:01
    Fabulous. Love listening to her. Being a 'bear with very little brain' as I am, I find understanding and following someone like Mike Green very difficult, but Miss Alden is very clear, concise with well presented understandable theses. Would love to see her back on a regular basis.
    • ES
      Edward S.
      28 July 2020 @ 11:00
      Yeah I've got a little brain too and Lyn is so great at explaining her view. I almost feel like I understand what she's talking about! Lyn seems to be able to make complex things sound simple, whereas others can make simple things sound complex.
    • HD
      Hannelore D.
      28 July 2020 @ 11:14
      Subscribe to her newsletter. Very smart woman.
    • ES
      Edward S.
      28 July 2020 @ 12:16
      Subscribed! Thanks. Loads of good content on her website. Plenty for newbies like me to get stuck into.
    • TZ
      Tibor Z.
      29 July 2020 @ 20:05
      Yes, she presents in an understandable language for average humans :)
    • JH
      Jesse H.
      30 July 2020 @ 14:16
      True. MG is awesome but so damn intelligent it’s hard to follow him at times. Near genius level. He did a recent interview on The Grant Williams Podcast, which was superb (hope this is OK to mention here on RV now that Grant left the team).
  • PM
    Park M.
    28 July 2020 @ 13:29
    Terrific presentation. Very intelligent woman with excellent communicative skills. For me, one of the most lucid and understandable presentations I've heard on RV. Please have her back.
    • JH
      Jesse H.
      30 July 2020 @ 14:13
      Well said. Think we need to get her (RV needs to get her, rather) on a panel!
  • TS
    Tim S.
    28 July 2020 @ 15:15
    Jeff snider (the messiah) called M2 money supply "bullshit."
    • JA
      John A.
      28 July 2020 @ 15:55
      I worship at the altar of Snider too, but even if he is right it is hard to argue against the prevailing narrative right now. I will keep an offsetting position in UUP to keep myself honest, but it is hard not to be in SLV right now as a trade on EURUSD weakness and this whole relation/weak dollar narrative. But outside of EURUSD, I don't see emerging market USD pairs being nearly as enthusiastic which makes me think this move is more about EU markets outperforming in the medium term and the value of the carry trade being diminished now that we are closer to the zero bound. I can't give up the belief that there is going to be a sudden deflation push till we see what happens when the solvency shoe drops. I do think that the upcoming stimulus is going to be a policy error. Cutting support of the lowest rung of the working class is going to have side effects. Even without COVID, there isn't going to be enough jobs for everyone who lost them.
    • TS
      Tim S.
      28 July 2020 @ 16:42
      Well said John. I dont disagree that there's loads of money to be made in the short term off of peoples misperceptions of how money works, Im only advising caution for the inevitable reckoning. Im keeping the gold trade but I cant handle the stress of SLV knowing it will be an eventual bloodbath. And there wont be an eventual deflation push, because its still very much occuring right now. Credit creation (money creation/inflationary pressure) is falling dead in the private sector (people are saving and lenders are tightening). Stimulus is the only answer, not QE, to combat it and get money flowing in the economy (not just asset bubbles). I think the US is the only country on earth that can get away with the amount of stimulus (treasury issuance) needed to combat the deflation, because treasuries are the most valuable asset on earth in deflationary times. This will drive up the dollar, along with the fact swap lines do not effectively get dollars to all foreigners who need them. And once the world realizes that the US can print actual money to aid the real economy without devaluing the currency even more money will flow in, creating a self-fullfilling cycle.
    • LC
      Liliana C.
      29 July 2020 @ 03:43
      Beware of Mesiah; He’s human and can be wrong too.
    • DR
      David R.
      29 July 2020 @ 19:31
      Mr Snider has respectively long been wrong on the dollar. Crumbling USA, crumbling dollar. Get used to it!
    • JH
      Jesse H.
      30 July 2020 @ 14:11
      Snider has said thing same thing, over and over again, and seems to have no real sense of how to think about markets. He is a bright guy, but I tire of his pontifications. My view, anyway. Not meaning to put him down, but I find his work mostly academic when it comes to investing and not necessarily accurate at all.
  • DB
    Donald B.
    28 July 2020 @ 16:23
    I have already listened to this presentation twice. Phenomenal! When she walks into the room the average IQ rises by 10 percent. A Real Vision Diamond in the Sun.
    • JH
      Jesse H.
      30 July 2020 @ 14:08
      Amen. She really raises the bar. Just look at the ratio of Thumbs Up to Thumbs Down. That says it all.
  • HC
    Hao C.
    28 July 2020 @ 18:32
    I can’t get enough of Lyn. I’ve listened to so many of her interviews in the past month and love her approach to investing.
    • JH
      Jesse H.
      30 July 2020 @ 14:06
      She is very rigorous, very smart and absolutely no fluff in her work. Simply awesome.
  • JH
    Jesse H.
    30 July 2020 @ 14:00
    Fan-bloody-tastic! This is the best single investor presentation I’ve seen in at least the last 12 mo.
    • JH
      Jesse H.
      30 July 2020 @ 14:01
      Raoul - you need Lyn on a top-notch panel (Mike Green, Ben Melkman, Julian and Lyn). Unbelievably good presentation IMO.
    • JH
      Jesse H.
      30 July 2020 @ 14:03
      Hell - just have Lyn on twice a year, and you can charge me the same RV Plus subscription fee.
  • tc
    thomas c.
    29 July 2020 @ 01:52
    Highest signal to noise ratio of anyone on RV. No wasted time. Makes a very convincing case for her convictions. Subscription to her portfolios well worth it. Where is Raoul these days? Would be nice to hear any shifts in his thinking.
    • JH
      Jesse H.
      30 July 2020 @ 13:54
      Absolutely. Well said.
  • KP
    Kelvin P.
    30 July 2020 @ 09:15
    Nice interview!
  • BR
    Brian R.
    29 July 2020 @ 22:15
    really enjoy following Lyn's work, always good, thank you
  • CE
    Carl E.
    28 July 2020 @ 21:00
    I am seeing some comments calling Lin Alden a smart woman and I believe it would be more authentic to simply say she is smart. Saying she is a smart woman implies she is smart for a woman which I do not believe is the users intent but it comes across as such. Thank you
    • RM
      Robert M.
      28 July 2020 @ 21:11
      It only comes across that way to you because you're looking for something to virtue signal
    • GB
      Griffin B.
      28 July 2020 @ 21:26
      Idk Rob, really no reason to mention her gender
    • AA
      Amilcar A.
      28 July 2020 @ 21:59
      I read 4 lines and got zero info. Time is the most valuable human asset. You just wasted a lot of it for lots of people.
    • PS
      Paul S.
      29 July 2020 @ 01:03
      if "virtue signalling" is a response to the casual misogyny I see every day on investor bulletin boards and other social media channels, I'm signalling away with you Carl E.
    • bm
      brian m.
      29 July 2020 @ 03:16
      You havo no right to imply any meaning from another persons comments.There is nothing authentic about your comment.
    • Jv
      Juri v.
      29 July 2020 @ 20:40
      not a place for identity politics Carl, don't comment if you don't have anything to say
  • UJ
    Ulf J.
    28 July 2020 @ 09:17
    One interesting thing about Gold price is the way CPI was calculated in the 80s was different than today and if you look at Shadowstats 1980 Gold record price CPI-adjusted at 80s CPI would be today USD9000 before we are in the record Gold price.
    • DS
      David S.
      28 July 2020 @ 19:16
      Interesting on several levels. Do you have a reference – CPI or GDP? I am not doubting, but I did not realize that the difference over time has compounded that much. Thanks. DLS
    • TZ
      Tibor Z.
      29 July 2020 @ 20:07
      Where does it bring us in silver prices today?
  • TG
    Terry G.
    28 July 2020 @ 11:29
    More Lyn and less Raoul please
    • TG
      Terry G.
      28 July 2020 @ 11:32
      Good to have a lady among the sausages..
    • SD
      S D.
      28 July 2020 @ 12:00
      Raoul kinda annoying huh
    • ES
      Edward S.
      28 July 2020 @ 12:10
      What's Terry's problem with Raoul? Let me guess... he copied his entire thesis without proper position sizing and risk management and is now bitter that dollar has gone against him (even though the rest was spot on).
    • SD
      S D.
      28 July 2020 @ 12:23
      Jks obviously. I appreciate Raoul
    • TG
      Terry G.
      28 July 2020 @ 12:37
      Edward cant take jokes, such a small minded man. Obv joking mate.
    • KD
      Kenneth D.
      28 July 2020 @ 13:01
      Raoul interviews Lyn...let's do this!
    • ES
      Edward S.
      28 July 2020 @ 13:41
      Sorry Terry. Brilliant joke.
    • RD
      Rick D.
      28 July 2020 @ 16:43
      @Terry - Great joke bro. It's even funnier because you reuse it over and over. And over.
    • DS
      David S.
      28 July 2020 @ 19:12
      If they are jokes, they are poor jokes. Did they start out as jokes, or only end up as jokes? DLS
    • ND
      Nicole D.
      28 July 2020 @ 19:49
      Less Terry please.
    • TZ
      Tibor Z.
      29 July 2020 @ 20:06
      We like Raoul!
  • TZ
    Tibor Z.
    29 July 2020 @ 20:03
    This was a higher quality in content than usual! Loved it!
  • AA
    Amilcar A.
    28 July 2020 @ 21:58
    Bitcoin (BTC) was the best asset of the past decade BY FAR and will be even bigger the next decade. People can ignore it but the facts are there on the chart. Vs Fiat, vs the S&P, Gold, Silver, everything, BTC beats everything. It's the best savings technology mankind ever had. Kudos to Lyn for finally having realized it (too late IMO) but she's still way too defensive. BTC Is not risky anymore, that ship has sailed. 2020 is totally different from 2014. You do not want 2% in BTC at this stage. It's 10%. Bitcoin is not the risky asset... it's the Insurance protecting you from all your other fiat-based-rubbish assets (plus the very limited gold). 10% minimum at this stage. The "volatility" is an illusion.
    • PS
      Paul S.
      29 July 2020 @ 00:48
      "It's the best savings technology mankind ever had". A couple of weeks ago the app that accesses my cold wallet suddenly stopped working. Turned out it required a (not obvious) firmware update. The risk is not so much the asset, it's the custody risk that will make most investors run for the hills. Plus exchanges are still getting hacked and scams abound. Probably why most RIs have exposure through Greyscale Bitcoin Trust (GBTC). Amazingly, they are 5th in the top holdings for Millenials at Charles Schwab, behind Amazon, Apple, Telsa and Facebook, above Berkshire Hathaway, Disney, Netflix and Miscrosoft (https://cointelegraph.com/news/how-grayscale-investments-sells-bitcoin-to-financial-advisors)
    • EA
      Emmanuel A.
      29 July 2020 @ 03:02
      Paul, Banks can now custody it for folks who may be be comfortable doing it themselves. https://www.occ.gov/news-issuances/news-releases/2020/nr-occ-2020-98.html
    • PS
      Paul S.
      29 July 2020 @ 19:27
      Yeah, sort of ironic isn't it? See Ledger sales database also got hacked exposing 9.5K people to a so-called "rubber hose attack".
  • OS
    Oliver S.
    29 July 2020 @ 18:18
    Enjoyed the methodical, muti-asset summary.
  • jt
    john t.
    28 July 2020 @ 16:59
    all hail the Queen! misogynistic trump MAGAgts gettin an intellectual beat down!
    • LF
      Liam F.
      28 July 2020 @ 20:14
      They (MAGAgts) do tend towards the douchey, don't they? I mean at this point! Really?
    • TP
      Timothy P.
      29 July 2020 @ 03:16
      Your TDS is showing...
    • LF
      Liam F.
      29 July 2020 @ 17:56
      TDS??? Trump Dip Shit?
  • EW
    Evan W.
    29 July 2020 @ 16:01
    Its not that this is a bad interview (it isn't), its just that 2 weeks ago she gave the same interview on MacroVoices podcast, and 3 weeks ago she gave the same interview on The Investor's Podcast.
    • RP
      Ryan P.
      29 July 2020 @ 16:40
      They call that conviction
    • EW
      Evan W.
      29 July 2020 @ 17:05
      My point was more that interviews I like most on RV can be found free elsewhere. It wasn't meant in regard to the content.
  • FP
    Facundo P.
    29 July 2020 @ 15:18
    Lyn is one of the best speakers and analysts on RV. Clear, concise and methodical.
  • TJ
    Terry J.
    29 July 2020 @ 14:30
    Excellent synopsis. I echo all the other positive comments of praise. Lyn is an invaluable new member of the Real Vision commentary premier team.
  • TO
    Truls O.
    29 July 2020 @ 12:57
    Any subscribers to here service here?
  • AS
    Ash S.
    29 July 2020 @ 09:41
    We love Lyn.
  • YB
    Yuriy B.
    29 July 2020 @ 09:10
    you could replace all other RV guests combined with just a weekly upade from Lyn and it would improve the value proposition of this platform.
  • JB
    Jamie B.
    29 July 2020 @ 08:09
    Lyn is definitely in my top 3 market commentators. Detailed but clearly explained and backed up by a fantastic analytical mind.
  • MD
    Matt D.
    29 July 2020 @ 06:35
    This is not a criticism - Lyn's intel is detailed and some of the best I've seen. So clearly explained, and logically presented (which makes sense after learning today of her engineering background which gives contextual information to her approach). Yet - predicting the future to me is an art, an intuition, and the best logic in the world often falls short. I would have the same comments about pure technical analysis too. To comment more accurately I'd have to know more about her actual trades etc to know how she "translates" these facts into trades. Thanks Lyn.
  • RG
    Rob G.
    29 July 2020 @ 06:16
    Seriously good interview Lyn. Looking forward to seeing you again
  • JH
    John H.
    29 July 2020 @ 06:04
    This is epic. She’s so sharp. My favorite RV guest by far!!!
  • GT
    George T.
    29 July 2020 @ 06:01
    This is a superb video Lyn, many thanks. Packed full of useful data and insights which is very helpful as we try to make sense of where things stand and the path forward.
  • HN
    Hoang N.
    29 July 2020 @ 05:53
    Great analysis
  • RA
    Rohit A.
    29 July 2020 @ 05:30
    Absolutely Brilliant. So informative and insightful. Nice interview.
  • EN
    Elizabeth N.
    29 July 2020 @ 05:01
    No BS or platitudes, just straight information. Love it.
  • FM
    Fabio M.
    29 July 2020 @ 03:31
    Lyn is an exceptional macro analyst. Hope to see more of her insights on RV in the future.
  • XF
    Xavier F.
    29 July 2020 @ 02:46
    thank you Lyn ! excellent, alot of what you say resonated with me.
  • MR
    Michael R.
    29 July 2020 @ 02:26
    This is great concise analysis. Just the facts. Thank You RV and Lyn.
  • EH
    Erik H.
    29 July 2020 @ 02:04
    Full of great insights. May I suggest you get Alden for a RVDB?
  • TP
    Tim P.
    29 July 2020 @ 00:53
    Lyn is an excellent speaker. She is able to clearly articulate her ideas and thoughts which are well reasoned and rounded.
  • MC
    Michael C.
    29 July 2020 @ 00:37
    Wow, tour de force. Very succinct and well constructed. Please have her back.
  • LC
    Lee C.
    28 July 2020 @ 23:14
    The vol of BTC is reducing as is clearly demonstrated in the graph. QQQ is far more volatile than BTC IMHO.
  • ES
    Edward S.
    28 July 2020 @ 18:18
    What a smart, well-spoken individual. Please schedule her for an extended interview.
    • MC
      Mark C.
      28 July 2020 @ 22:49
      Her and Brent Johnson had an excellent discussion back in June on here. Was very good. Lots of global insight and understanding.
  • SS
    Steven S.
    28 July 2020 @ 22:11
    Excellent piece. Well-thought out perspective on the major assets. Lyn does exceptional quantitative work and communicates her insights with unmatched clarity.
  • TH
    Tal H.
    28 July 2020 @ 12:50
    I want Lyn to run the Fed, the Treasury and the world.
    • AD
      Antonio D.
      28 July 2020 @ 21:27
      True, but all the smartest people make too much money being in the private sector.
  • PG
    Pavel G.
    28 July 2020 @ 15:04
    I think I need to listen this a few more times to better perceive everything said
    • AD
      Antonio D.
      28 July 2020 @ 21:26
      Gold, Silver, Bitcoin, maybe Equities (EM outperforms US). No bonds.
  • BT
    Billy T.
    28 July 2020 @ 15:19
    Great interview. But nothing new, ie pretty much a consistent rehash of her website, twitter and other interviews online.
    • DT
      David T.
      28 July 2020 @ 16:38
      I agree, nothing new and especially interesting.
    • DI
      Daniel I.
      28 July 2020 @ 17:27
      Nothing new in general. This type of market “insight” is plentiful. She’s absolutely great at summarizing markets but her takes are not very insightful.
    • DS
      David S.
      28 July 2020 @ 19:03
      I really enjoyed Ms. Alden presentation. Since I do not follow ...her website, twitter and other interviews..., it was a great presentation for me. Very sharp and direct. DLS
    • AD
      Antonio D.
      28 July 2020 @ 21:25
      Indeed it's nothing new, but not wrong. Raoul, Luke, and Lyn have overlapping opinions - the only outlier is Brent, although it leads to the same outcome: Got Gold.
  • CR
    Chiel R.
    28 July 2020 @ 15:38
    Lyn Alden ROCKS!....love her ability to utilize numbers/facts to bring things into perspective as opposed to just spouting "opinions"
    • DI
      Daniel I.
      28 July 2020 @ 17:25
      Numbers without an “opinion” are worthless. She’s great for exactly the reason you describe, framing, but she lacks concrete views/positions.
    • LF
      Liam F.
      28 July 2020 @ 21:08
      @Daniel I. And opinions are like what? And how many opinions are wrong, conflicting, biased, etc? The framing and data are excellent. Take the facts and framing and form your own opinions. Or utilize the framing as a drop-kick-test against your favorite macro pontificator.
    • AD
      Antonio D.
      28 July 2020 @ 21:24
      Her opinions are there, gathered from the data. If you want to know how to act on those opinions, it's on the last 10 seconds of the video summarized by Real Vision. If you want her to act on those opinions for you, then have her manage your money.
  • mh
    miles h.
    28 July 2020 @ 20:58
    Wow just fantastic. Clear intelligent presentation, thank you!
  • CE
    Carl E.
    28 July 2020 @ 20:53
    If you want to see more of Lyn she will be live with Jeff Booth on Swan Signal Podcast tomorrow at 2 P.M. ET on YouTube.
  • PU
    Peter U.
    28 July 2020 @ 15:42
    Will you marry me Lyn!
    • CE
      Carl E.
      28 July 2020 @ 20:43
      I believe someone named Schwartzer beat you to it.
  • BA
    Benjamin A.
    28 July 2020 @ 20:42
    She is absolutely brilliant. Highly recommend her other work to everyone.
  • TP
    Timothy P.
    28 July 2020 @ 16:15
    Lyn is absolutely correct about Bitcoin. The stock-to-flow scenario is playing out as we speak, and with the Fed adding massive amounts to its balance sheet these forces will continue.
    • jl
      jordan l.
      28 July 2020 @ 17:19
      I enjoy Lyn. She does not know or understand Bitcoin. She is just learning.
    • TP
      Timothy P.
      28 July 2020 @ 20:10
      @jordan Honestly if that is the best comment you can come up with, I'd go back to the drawing board. When you're an analyst, price is what matters and how it trades. I can tell you're not well-versed, or you wouldn't slag her so casually.
  • RO
    Robert O.
    28 July 2020 @ 19:23
    Time frame and preference of stock sector? Gold/Silver miners. Commodity stocks. Utilities. REITS - residential. Biotech. Telecom. Banks by size and region; example BPOP, FBP? Energy. Consumer staples. Other.
  • TH
    Todd H.
    28 July 2020 @ 19:21
    I want to marry her
  • DS
    David S.
    28 July 2020 @ 19:04
    Great interview. Thanks. DLS
  • MJ
    Marius J.
    28 July 2020 @ 18:01
    Once again from Lyn, great insight and presentation!!! Keep them coming👍🏻
  • RD
    Reginald D.
    28 July 2020 @ 07:47
    She is beyond brilliant, incredible guest!
    • TP
      Timothy P.
      28 July 2020 @ 16:23
      Bet you this comment makes it into the "Distillery". They tend to pick the ones that are only short and ebullient.
  • TS
    Tim S.
    28 July 2020 @ 16:11
    Lyn thinks growth is about to occur? Excuse me?
  • AB
    Andy B.
    28 July 2020 @ 15:54
    No BS. Straight to the point. Well structured presentation. Nice job Lyn!
  • PD
    Paul D.
    28 July 2020 @ 15:37
    Always a very educational listen for me.
  • JP
    John P.
    28 July 2020 @ 15:11
    Lyn is great
  • LP
    Lionel P.
    28 July 2020 @ 15:08
    Always great insight with Lyn !
  • PD
    Peter D.
    28 July 2020 @ 13:35
    I'm learning so much. Lyn is great!
  • JN
    Jack N.
    28 July 2020 @ 13:23
    Lyn Alden is awesome. More Lyn!
  • KR
    Kiril R.
    28 July 2020 @ 13:02
    Great piece!
  • AY
    Abhimanyu Y.
    28 July 2020 @ 12:40
    Sharp and such a great communicator
  • OT
    Omar T.
    28 July 2020 @ 12:28
    Masterclass in communicating complex ideas in a clear manner. Great video
  • MG
    Miguel G.
    28 July 2020 @ 12:06
    Nice job Lyn always clear and to the point.
  • TN
    Tim N.
    28 July 2020 @ 12:02
    Thank you Lyn. Very clear and logical presentation of ideas. I would have liked your views on the timing of how you think events are likely to unfold. The dollar bear argument I believe only holds in the hope phase of the current crisis or if there is a genuine recovery which seems unlikely for 2-3 years. However, if an insolvency crisis arrives everyone is going run to the dollar which will explode.
  • JO
    J O.
    28 July 2020 @ 11:22
    Can we please have Lyn Alden on more often? Her ability to speak in very lucid terms across the asset classes is quite rare. A top guest for sure.
  • ES
    Edward S.
    28 July 2020 @ 08:32
    Amazing summary. Clearest and best I've seen on RV.
  • MJ
    Max J.
    28 July 2020 @ 08:00
    A very clear, concise, logical and understandable presentation. Thank you Lyn.
  • JS
    Jon S.
    28 July 2020 @ 06:45
    Sharp as always – I have just bought her book (available on her website). Splendid presentation as ever.