Lyn Alden: The Bursting Of The Sovereign Bond Bubble

In October 2021, Lyn Alden, renowned macroeconomic thinker and investor, joined Forward Guidance for its first episode to argue that the sovereign bond market was vulnerable to inflationary pressures.

1 year later, with investors having dumped many trillions worth of government bonds, Alden returns to share her thinking on the long-term debt cycle, the energy markets, and what she sees as growing pressures for central banks to reliquify their beleaguered bond markets.

Filmed on October 20th, 2022.

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Timestamps:

(00:00) Introduction

(19:54) What Will Cause The Fed To Pivot?

(26:21) The Treasury Market Is Not In Full Panic Mode Yet

(33:45) Recession Risk

(35:24) Asset Allocation

(38:26) The Dollar and Emerging Markets

(45:45) Energy

(53:49) When Will The Dollar Stop Rising?

(01:01:54) The Long-Term Debt Cycle

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Disclaimer: Nothing discussed on Forward Guidance 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.