127 - Is this the End? | Lyn Alden
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 11 July 2022
⏱️ 93 minutes
🧾️ Download transcript
Summary
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/127-lyn-alden-debrief
Lyn Alden is the Founder of Lyn Alden investment strategy and is a leading expert in macro markets. She focuses on long-term debt cycles and how it’s impacting crypto, fiat, bonds, and equities markets. 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.
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Topics Covered:
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
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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
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Bankless, where we explore the frontier internet money and internet finance. |
| 0:11.6 | This is how to get started, how to get better, and how to front run the opportunity. |
| 0:15.2 | This is Ryan Chong Adams. |
| 0:16.2 | I'm here with David Hoffman, and we are here to help you become more bankless. |
| 0:21.2 | Once again, guys, the bankless journey has veered into macro territory because we got |
| 0:25.1 | some big questions. |
| 0:26.4 | These are tumultuous times in macro markets, and we brought on Lynn Alden, who is the perfect |
| 0:31.7 | person to tell us more about this. |
| 0:33.6 | Our basic question for Lynn, David, was, are we going to be okay? |
| 0:37.8 | Her answer was, kind of. |
| 0:39.9 | It depends. |
| 0:40.9 | Not really. |
| 0:41.9 | It's complicated. |
| 0:43.1 | The big question is, how are we going to get out of this? |
| 0:45.6 | This is what we asked Lynn a few things to look out for in this episode. |
| 0:49.3 | Number one, what's the checkmate for central banks? |
| 0:52.7 | What do they come to an end of their capabilities? |
| 0:55.6 | Number two, why crypto is the only honest market left? |
| 1:00.2 | Lynn makes the case for that. |
| 1:01.4 | Number three, is this capital R recession going to turn into a capital D depression? |
| 1:07.3 | And number four, a theme of this episode is, what decade are we in? |
| 1:11.0 | Is this the 1940s, the 1970s, or, oh my god, is it the 1930s? |
... |
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