Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the U.S. fiscal situation, monetary policy update, and asset allocation for the remainder of 2024. *This video was recorded on July 31, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW LYN ALDEN: Lyn Alden Investment Strategy: https://www.lynalden.com/ Twitter (@LynAldenContact): / lynaldencontact Broken Money: https://www.amazon.ca/Broken-Money-Fi... FOLLOW DAVID LIN: Twitter (@davidlin_TV): / davidlin_tv TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Labor market 3:28 - Fed rate cut 13:13 - Sovereign debt crisis? 15:39 - Bond market 18:20 - Small-cap rotation 20:05 - AI investment themes 24:47 - Copper 27:00 - Bitcoin 30:30 - Liquidity 33:58 - $35 trillion in debt 40:09 - Federal interest payment 43:00 - China's holdings of U.S. Treasuries 46:20 - Yen and BoJ 48:36 - Housing market #stocks #bitcoin #economy
