Lyn Alden on Japan’s Unwinding, US Recession & Social Unrest
Lyn Alden is a macroeconomist, investment strategist and General Partner at Ego Death Capital. In this interview, we discuss the unwinding of the Japan carry trade, the Fed cutting interest rates, how broken money leads to social unrest and what all of this means for Bitcoin.
“It’s much harder to have debates over fiscal policy than it is to have over social war stuff. So, when the fiscal policy or just the overall economic situation gets messier, fewer people are able to articulate it. So, they’re articulated in more visible ways, more social ways. That’s where a lot of that anger gets expressed.”
— Lyn Alden
SHOW NOTES:
https://www.whatbitcoindid.com/podcast/lyn-alden-on-japans-unwinding-us-recession-social-unrest
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00:00:00 Introduction
00:01:21 The Japan carry trade & deleveraging
00:10:01 Japanese intervention & interest rates
00:15:19 Is Japan’s economy breaking?
00:20:29 The rotation to emerging markets
00:26:00 Will the Fed cut interest rates
00:33:22 How broken money can lead to social unrest
00:44:45 Broken money, broken media, broken politics
00:46:49 What does this mean for Bitcoin?
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#Bitcoin #Finance #Money #Crypto #Economics
22 Comments
The cookie example is ridiculous. Yes our politicians have betrayed us. And while it’s not all Muslims there is a large proportion of Muslims with extreme ideology and the number of Islamic terror events is off the charts.
Lyn is the best
Japan's financial repression comes at the expense of Japanese citizens – at some point even the complacent Japanese public objects! The US and Europe populations are much less accepting of currency debasement, but money illusion is still the unmentionable official policy due to the excessive public debt service.
I prefer Tone Vays over Peter
The policy problem is that American consumers vote.
Yes, institutions find it difficult to adapt to change.
Japan’s population rate is negative. That’s a huge fail. That’s an indication of bad policy. I think they’re worried. In 40 years there won’t be a japan
Lyn is smitten.
Thanks for the well-timed podcast. One of the unexpected benefits of the Bitcoin era is bringing in new leaders of economic trends that include Michael Saylor and Lyn Alden and the phasing out of the gold, stock market, and real estate evangelists.
Why are we required to disclose how we are doing today before conversation…
Thanks for this! Well done!
Lyn Alden is my "click crack"😂
I always learn something new!
Would like to see when Germany, Japan and Italy get out of US control and become independent economies…its a multipolar world, not a rules based US led economy
0.1 to 0.25 may sound small, but it means rates have more than doubled in the blink of an eye.
If you were paying $100 a month in interest at 0.1%, you're now paying $250 a month. That's a big change.
I'm no longer confident in my investment strategy due to the impending recession. I aim to reallocate my $450K portfolio. What's the most effective strategy to do it right?
I'm no longer confident in my investment strategy due to the impending recession. I aim to reallocate my $250K portfolio. What's the most effective strategy to do it right?
I'm no longer confident in my investment strategy due to the impending recession. I aim to reallocate my $250K portfolio. What's the most effective strategy to do it right?
🤮🤮🤮🤮🤮
Lyn Alden… the Spock of finance. Been saying for the last number of years- she's the best there is.
I love both of you guys. I'm going to miss these conversations. I listen to a lot of speakers on economics, and WBD with Lyn is my absolute favorite. I hope you guys find a way to keep these going. Peter's questions are just right. Lyn's take is so valuable. Balanced, intelligent interpretations are such a breath of fresh air, and she's really fun. Damn she smart! 🙂 I hope for more down the road.
She makes it sound so confusing. For first time I don’t like a video from her.
Debt is not a problem. Until you can’t make the payments most Americans are almost underwater. You raise it a quarter percent a half a percent, doesn’t seem like much but that’s how close we are not making our payments.