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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
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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)
