Comments
Transcript
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TDWhy has Catherine Wood not hired, this little cute macro brain, gal? Please, someone, give her a few active-ETFs to manage, mine are not making me happy!
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RMAnother awesome analysis of the markets and various investment vehicles.
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BSEvery time I hear her speak I have to check the playback speed. Its great she speaks so quickly and packs so much into her videos. Brilliant Macro mind a work. Thanks for getting her on RV.
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JSWe need more Lyn! We need her on RVDB as well. I would like to see Roger interview Lyn on RVDB one time monthly. Do you agree guys?
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MDThis 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.
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TGMore Lyn and less Raoul please
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RTThe 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
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JDOne 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.
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JLLyn, You are at the top of the Macro advisors community!
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sWOrsem
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RKCrypto bullish as not because of macro but because you simply cannot bet against "crypto exchanges" with unlimited money ( thether)
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JRI 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.
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PKGreat video! For me one of the most informative recently. Opinions provided are very clear and backed up by strong arguments, history and charts.
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JMLyn 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 :)
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BGWell done Lynne! Very methodical, clear and concise delivery. Enjoyed this interview thoroughly.
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eaI'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'.
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JGWow. Very informative. A bit like trying to take a drink from a fire hydrant but good.
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DLLyn 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!
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CLShe's very good at outlining the textbook econonist view.
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IHGreat analysis, yet discussion with somebody having opposite opinion would have been more valuable.
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ATFabulous. 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.
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PMTerrific 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.
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TSJeff snider (the messiah) called M2 money supply "bullshit."
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DBI 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.
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HCI 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.
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JHFan-bloody-tastic! This is the best single investor presentation I’ve seen in at least the last 12 mo.
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tcHighest 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.
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KPNice interview!
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BRreally enjoy following Lyn's work, always good, thank you
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CEI 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
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UJOne 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.
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TZThis was a higher quality in content than usual! Loved it!
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AABitcoin (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.
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OSEnjoyed the methodical, muti-asset summary.
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ptall hail the Queen! misogynistic trump MAGAgts gettin an intellectual beat down!
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EWIts 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.
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FPLyn is one of the best speakers and analysts on RV. Clear, concise and methodical.
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TJExcellent synopsis. I echo all the other positive comments of praise. Lyn is an invaluable new member of the Real Vision commentary premier team.
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TOAny subscribers to here service here?
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ASWe love Lyn.
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YByou could replace all other RV guests combined with just a weekly upade from Lyn and it would improve the value proposition of this platform.
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JBLyn is definitely in my top 3 market commentators. Detailed but clearly explained and backed up by a fantastic analytical mind.
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RGSeriously good interview Lyn. Looking forward to seeing you again
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JHThis is epic. She’s so sharp. My favorite RV guest by far!!!
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MTThis 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.
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HNGreat analysis
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RAAbsolutely Brilliant. So informative and insightful. Nice interview.
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ENNo BS or platitudes, just straight information. Love it.
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FMLyn is an exceptional macro analyst. Hope to see more of her insights on RV in the future.
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XFthank you Lyn ! excellent, alot of what you say resonated with me.
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MRThis is great concise analysis. Just the facts. Thank You RV and Lyn.
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EHFull of great insights. May I suggest you get Alden for a RVDB?
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TPLyn is an excellent speaker. She is able to clearly articulate her ideas and thoughts which are well reasoned and rounded.
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MCWow, tour de force. Very succinct and well constructed. Please have her back.
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LCThe vol of BTC is reducing as is clearly demonstrated in the graph. QQQ is far more volatile than BTC IMHO.
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ESWhat a smart, well-spoken individual. Please schedule her for an extended interview.
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SSExcellent piece. Well-thought out perspective on the major assets. Lyn does exceptional quantitative work and communicates her insights with unmatched clarity.
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THI want Lyn to run the Fed, the Treasury and the world.
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PGI think I need to listen this a few more times to better perceive everything said
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BTGreat interview. But nothing new, ie pretty much a consistent rehash of her website, twitter and other interviews online.
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CRLyn Alden ROCKS!....love her ability to utilize numbers/facts to bring things into perspective as opposed to just spouting "opinions"
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mhWow just fantastic. Clear intelligent presentation, thank you!
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CEIf 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.
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PUWill you marry me Lyn!
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BAShe is absolutely brilliant. Highly recommend her other work to everyone.
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TPLyn 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.
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ROTime 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.
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THI want to marry her
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DSGreat interview. Thanks. DLS
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MJOnce again from Lyn, great insight and presentation!!! Keep them coming👍🏻
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RDShe is beyond brilliant, incredible guest!
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TSLyn thinks growth is about to occur? Excuse me?
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ABNo BS. Straight to the point. Well structured presentation. Nice job Lyn!
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PDAlways a very educational listen for me.
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JPLyn is great
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LPAlways great insight with Lyn !
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PDI'm learning so much. Lyn is great!
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JNLyn Alden is awesome. More Lyn!
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RKGreat piece!
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AYSharp and such a great communicator
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OTMasterclass in communicating complex ideas in a clear manner. Great video
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MGNice job Lyn always clear and to the point.
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TNThank 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.
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JOCan 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.
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ESAmazing summary. Clearest and best I've seen on RV.
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MJA very clear, concise, logical and understandable presentation. Thank you Lyn.
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JSSharp as always – I have just bought her book (available on her website). Splendid presentation as ever.