6 Lyn Alden's 2021 Mid-Year Macro Outlook

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Lyn Alden of Lyn Alden Investment Strategy is our guest on Raise Your Average. Lyn is one of today's foremost and profound macro-economic strategists and thinkers. She provides tens of thousands of investors per month with her proprietary investment research. Lyn's investing framework primarily involves fundamental equity investing with a global macro overlay, and while her research is meticulous, multi-layered, and inter-connected in it's findings, one of Lyn Alden's gifts is her ability to appeal to a wide range of investors, from beginners all the way up to market intellectuals.

Our discussion is wide ranging. Lyn describes how she ended up in the investment research arena (she's an engineer), what her interests are, how she's constructed her research framework, what she's looking for in her research, how she identifies bottlenecks and roadblocks, and how she's investing.

We get into the subject of the economy, interest rates, yields, and inflation expectations, Lyn leads the discussion on how the base effects of April-May 2020, when the economy and consumption troughed, is temporarily distorting investors' view on economic growth.

In addition to her equity and macroeconomic research, Lyn has also conducted in-depth research into Bitcoin and cryptocurrencies, and we get into that in some detail too here. There's so much here.

Full transcript:

Pierre Daillie: [00:00:00] Our special guest today is Lyn Alden of Lyn Alden Strategy. You're watching episode six of Raise Your Average.

Disclaimer: [00:00:10] The views and opinions expressed in this podcast are those of the individual guests and do not necessarily reflect the official policy or position of adviser, annalise.com or of our guests. This broadcast is meant to be for informational purposes only. Nothing discussed in this broadcast is intended to be considered as advice.

Pierre Daillie: [00:00:28] Hello everyone I'm  Pierre Daillie Managing  Editor of AdvisorAnalyst.com,  my co-hosts are Mike Philbrick and  Rodrigo Gordillo of  ReSolve Asset Management Global and our very special guest is Lyn Alden of Lyn Alden Strategy um, for those of you who don't know it, Lyn is one of the most profound macro economic thinkers in the market today.


Lyn Alden Investment Strategy - https://www.lynalden.com/
Lyn Alden on Linkedin - https://www.linkedin.com/in/lynalden/
Lyn Alden's Newsletter - https://www.lynalden.com/investing-newsletter/

How Market Capitalization Works: A Look at Rolling Bubbles - https://www.lynalden.com/market-capitalization/
Ulimate Guide to Inflation - https://www.lynalden.com/inflation/
Economic Japanification: Not What You Think - https://www.lynalden.com/economic-japanification/

ReSolve Asset Management - https://investresolve.com/
ReSolve Asset Management Blog - https://investresolve.com/blog/
Mike Philbrick - https://www.linkedin.com/in/michaelphilbrick/
Rodrigo Gordillo - https://www.linkedin.com/in/rodrigogordillo/
Adam Butler - https://www.linkedin.com/in/adamdbutler/

Pierre Daillie - https://www.linkedin.com/in/pierre-daillie-advisoranalyst/
AdvisorAnalyst.com - https://advisoranalyst.com

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