Lyn Alden: The US Debt Crisis Has Already Begun

Lyn Alden joins Darrell to discuss the structural bear market in bonds, and why she believes the U.S. may already be living through a slow-moving sovereign debt crisis. Lyn also explores the transition toward a more multipolar world, central bank gold accumulation, reshoring and commodity demand, the outlook for mining equities, opportunities in Latin America, foreign currencies, and why she believes Bitcoin may have already formed a major bottom.

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0:00 Why bonds may be in a structural bear market

4:03 Are higher yields still a threat to banks?

8:09 Fiscal dominance and the “gradual print”

10:22 Where are we in the long-term debt cycle?

12:23 Why most people don’t understand the bigger macro cycles

17:14 Why the crisis may look like slow stagnation

20:49 Social Security and the generational divide

22:52 Are we already in a sovereign debt crisis?

25:26 Central bank gold buying and the multipolar world

30:48 Reshoring, critical minerals and commodity demand

35:44 Lyn’s outlook for the mining sector

38:23 How Lyn evaluates investments

42:04 Why Lyn remains bullish on Latin America

45:19 Foreign currencies and diversification

47:38 Lyn’s latest outlook for Bitcoin

49:29 Broken Money, fiction and what Lyn is writing next

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