Chaos Rules in D.C.: Lyn Alden on the Fourth Turning and Her Latest Trades: DB- Jan6, 2020
Ed & Ash give a breaking news update, Nick Correa discusses the ADP report, & Lyn Alden tells Jack how recent events have shaped her reflation thesis.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
In this unique edition of the Real Vision Daily Briefing, managing editor Ed Harrison and senior editor Ash Bennington give a breaking news update on the unprecedented events unfolding in Washington, D.C., whether or not they will have impact on the markets having closed at record high, and if they are reflective of events on the ground or are divorced from political and social reality. Then, Real Vision’s Nick Correa discusses the ADP jobs report and the possibility of a jobless recovery for the U.S. economy. In the main segment, Lyn Alden of Lyn Alden Investment Strategy tells Real Vision’s Jack Farley how her reflation thesis has been shaped by recent events such as the Georgia runoff election, the release of the Fed’s FOMC minutes, and the chaos in the nation’s capital. Alden shares her latest trades on EM bank stocks and breaks down various quantitative measures to value Bitcoin.
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