Follow On The Margin On Spotify: [ Ссылка ]
Follow On The Margin On Apple Podcasts: [ Ссылка ]
Follow Blockworks Macro On YouTube: [ Ссылка ]
--
On today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation.
Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this & more, you'll have to tune in!
--
Follow On The Margin: [ Ссылка ]
Follow Lyn: [ Ссылка ]
Follow Michael: [ Ссылка ]_
Follow Blockworks: [ Ссылка ]_
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research [ Ссылка ]
--
Use code PODS20 to get 20% off Permissionless 2023 in Austin: [ Ссылка ]
--
Referenced In The Show:
Do High Interest Rates Fix High Inflation? [ Ссылка ]
--
Timestamps:
00:00 Introduction
00:50 Inflation
06:18 The Rise Of Fiscal Dominance
13:14 Cyclical vs Secular Inflation
15:33 Permissionless II Ad
16:21 Inflation Today vs The 1940's
28:14 Research Ad
29:04 What Is The End Game?
36:55 Investing In This Environment
41:42 Housing & Real Estate
45:57 How Changing Technology Drove The Evolution Of Money
--
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.
