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Real Vision: Finance & Investing

Lyn Alden on Gold, Real Bond Yields, and the Treasury s Bloated War Chest

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.11.1K Ratings

🗓️ 22 March 2021

⏱️ 46 minutes

🧾️ Download transcript

Summary

DB- Mar22, 2021. Lyn Alden of Lyn Alden Investment Strategy returns to the Daily Briefing to update Real Vision’s Jack Farley to share her analysis on the prospects of U.S. Treasury bond yields, given the Federal Reserve’s decision to give exemptions to banks’ supplementary leverage ratio (SLR) expire, and its apparent aversion to yield curve control (YCC). Alden tells Farley that forthcoming headline inflation figures could appear higher than true inflation due to base effects, and explains the how the record-high Treasury’s General Account (TGA) will affect bond yields going forward. Alden explains why she expects yields to be the release valve of volatility rather than the dollar, and notes that heightened uncertainty over macro variables makes this environment a paradise for pickers of individual stocks. Lastly, Alden shares her bullish thesis on Adobe Inc ($ADBE) and her evolving views on non-fungible tokens (NFTs).  For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:28.1

Teas and Seas Apply.

0:42.3

U.S. equities advance today with the Nasdaq Surging 1.4%

0:46.2

as U.S. Treasury yields retreated.

0:48.5

Meanwhile, a U.S. clinical trial validated the AstraZeneca vaccine

0:52.1

finding it to be 79% effective.

0:55.0

And in other news, the Turkish lira crashed 14%

0:57.8

as Turkish President Erdogan fired central bank chief Najee Abel.

1:02.2

That's the news of the day.

1:03.2

Now with her analysis on gold, banks, and the dollar, here's Lynn Alden.

1:07.4

Lynn, welcome back to Real Vision.

1:08.7

How are you doing?

1:09.7

I'm good.

...

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