Lyn Alden: The Bursting Of The Sovereign Bond Bubble

Published: Oct. 27, 2022, 11 a.m.

b"In October 2021, Lyn Alden, renowned macroeconomic thinker and investor, joined Forward Guidance for its first episode to argue that the sovereign bond market was vulnerable to inflationary pressures.\\n\\n1 year later, with investors having dumped many trillions worth of government bonds, Alden returns to share her thinking on the long-term debt cycle, the energy markets, and what she sees as growing pressures for central banks to reliquify their beleaguered bond markets.\\n\\nFilmed on October 20th, 2022.\\n\\nFollow Lyn Alden on Twitter https://twitter.com/LynAldenContact\\nFollow Jack Farley on Twitter https://rb.gy/uesguv\\nFollow Forward Guidance on Twitter https://rb.gy/cy0dki\\nFollow Blockworks on Twitter https://rb.gy/igyzsj\\n--\\nJoin Kraken, Binance, Arrington Capital, and 2000 others in heading to Dubai this fall for Algorand's DECIPHER conference, happening November 28-30.\\xa0Tickets are available now -- use code DecipherFam22 for 25% off: https://fgpodcast.link/algorand\\n--\\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\\nhttps://rb.gy/5weeyw\\n\\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \\u201cDaily Debrief\\u201d Newsletter:\\nhttps://rb.gy/feusos\\nFind out more about the Blockworks video editor role here: https://blockworks.co/careers/\\n--\\nTimestamps:\\n(00:00) Introduction\\n(19:54) What Will Cause The Fed To Pivot?\\n(26:21) The Treasury Market Is Not In Full Panic Mode Yet\\n(33:45) Recession Risk\\n(35:24) Asset Allocation\\n(38:26) The Dollar and Emerging Markets\\n(45:45) Energy\\n(53:49) When Will The Dollar Stop Rising?\\n(01:01:54) The Long-Term Debt Cycle\\n--\\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets."