On today's episode of "On the Margin", Lyn Alden of Lyn Alden Investment Strategy joins the show. Lyn begins by explaining the energy shock she spotted in 2021 walking through her most recent piece "Energy: The Area Under the Curve".
Lyn then shares her outlook on the U.S Dollar wrecking ball as the DXY breaches 20 year highs trading over 108. How will a rising U.S Dollar effect the chances of a recession, stress in credit markets and more importantly U.S treasury market liquidity? Could this be "checkmate" for the Fed? To find out, you'll have to tune in!
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Referenced In The Show:
Energy: The Area Under the Curve: https://www.lynalden.com/the-area-under-the-curve/
Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ
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Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
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Timestamps:
(00:00) Introduction
(00:51) Energy: The Area Under the Curve
(04:50) Energy Crisis In Europe
(07:58) Are Rising Energy Prices Leading To A Recession?
(14:09) Should We Expect An Earnings Recession?
(16:53) Signs Of Stress In The Treasury Market
(20:36) Fireblocks Ad
(21:55) Can The Fed Really Tighten?
(28:14) How A U.S Dollar Spike Could Lead To Treasury Market Illiquidity
(34:08) Universal Basic Income
(41:52) The Decade Ahead
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Disclaimer: Nothing discussed on On The Margin 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.
