The Unwinding of the Long Term Debt Cycle | Lyn Alden

[@claytonhufford6922]

Outstanding!

[@thesolitaryadventurer]

Lyn is a gem of macro analysis. Articulate, very honest in saying when it moves from facts to her own opinion, has a real gift for thinking laterally (her point on export country analysis to allay currency exposure fears was fantastic), and she is very patient in having to express the same consistent views across several podcasts each week. Perfect first guest. One of the absolute best out there. I look forward to Luke Gromen, Grant Williams, and some other big hitters in the coming weeks - hopefully that is, no insider knowledge here.

[@BlockworksHQ]

Thank you! You can check out our interview with Grant & Luke from 3 weeks ago on the channel, hope you enjoy.

[@thesolitaryadventurer]

@@BlockworksHQ my bad - I saw that already. Fantastic interview and I shared it to many colleagues. I thought they may all take a turn with Jack F hence my confusion. Thanks for the great content!

[@johnsmith4630]

That is called the “triffin dilemma” whereby the WRC issuer puts itself in the position of needing big trade deficits to feed the global need for the currency w/ the result of deindustrialzation

[@dukerodgers9326]

Has everyone gone mad!! How are all cryptos bought, sold, and traded? They’re exchanged in DOLLARS!! You are all sheep being led to slaughter

[@genericsomething]

I see Lyn, and I click. Good interview!

[@doktorn77]

Me to👌🏾

[@genericsomething]

@@anistar002 ~ I didn't get paid. I knew that I should have insisted on a written contract!

[@vince6466]

@@anistar002 lynn is an absolute lens of clarity in an uncertain world. Would love it if lynn paid me as well as following their advice does.

[@seantatum1484]

Same. I see Lynn and... (bam) click. But, to see a smiling Lyn? Omg! What a beautiful smile. Ive studied macro for 25 years. Lynn is certainly in a class all her own. Not certain if I know anyone who is more capable of effortlessly laying out concepts and angles than her. Simply amazing.

[@allistonrental5073]

Me too

[@fruitloops3718]

The thing I thoroughly enjoy about listening to Lyn is her lack of bs. She talks strictly on topic and is extremely knowledgeable about the topics discussed. Also, points to the host in being able to allow Lyn to speak without interruption.

[@tradingespanol5384]

Gosh I love her. I could sit there and listen to her for hours.

[@oscar45833]

Thank you for including definitions to specific acronyms & terms throughout the video for those of us less financially savvy! (i.e. terms like SAAS)

[@marcgerges1380]

Lyn interview was intuitive, she is brilliant and well done Jack, great way to start with this first instalment !

[@brittburns9582]

Glad to see you again Jack. Was disappointed to see you leave real vision but you couldn’t have kicked it off any better on here!

[@kaii2172]

Always listen to Lyn, I learn so much 😊

[@wjebel]

Jack! Good to see you still doing good work after Real Vision. Also, Lyn is the best. She makes everything easy to understand.

[@sheevamatimbas4300]

The Universe has blessed this Lady with a sound brain

[@countrycorner9337]

still wondering if she is a lady tbh

[@PedroelNegra]

@@countrycorner9337 well, "she" is not. But she knows macro shit really good.

[@DIYDaveT]

@@countrycorner9337 No need to wonder. He's a guy. But I can deal with that because he's just living his life and not trying to cram it down anyone's throat. I say right on with that.

[@jonnes__4657]

@@countrycorner9337 She is special.... that is okay! .

[@TDubya811]

@@countrycorner9337 Lyn is definetly below 4 on the Crazy Axis of the Universal Hot Crazy Matrix.

[@mikerinaldi7170]

I was wondering where you'd pop up. I'm happy you're here

[@bretgreen5314]

ABSOLUTELY FANTASTIC INTERVIEW. Yes shouting; it is that good. . .

[@jliu5240]

Lyn knows her stuff! Best choice for 1st interview of FG!! 😎

[@lancechapman3070]

Hollywood! Nice to see you and with such a great guest :)

[@judyc9112]

Yay, glad to see Jack on another channel I'm following!

[@pran10000]

I see Lyn, I watch, I like. Simple!

[@TylerMerjo]

Your videos on markets and current macro trends are one of the best on KZbin Forsure. Really great information

[@AudioSticks214]

Jack, great to see you on the tube. And your hair is perfect.

[@MetRoamer]

Im so glad Jack you are here

[@ananthkumar12]

This is phenomenal.. Lyn is hands down the best and no BS thoughts. Jack doesn't hesitate from asking tough questions

[@coliniveson2122]

Good to see you again Jack. Great interview.

[@michaelpatrick1236]

Good Show. Long Term Debt Cycles are Greek to me even though I have a decent handle on Greek. TY for the Education.

[@justcallmeccrazy2116]

Please consider showing charts as they are being talked about. The last chart in this presentation was hard for me to grasp.

[@geheckert]

Great interview. Congrats Jack, and for anyone not following Lyn and reading her newsletter you are missing out

[@futureofmoney2010]

As per usual. Very informative. Thanks.

[@frankrio6389]

Lyn is a complete genius!!

[@voytekx4860]

“If you’re bullish on a country but bearish on the currency look at exporters” - this is a brilliant strategy

[@rodsilver19]

What does it mean

[@voytekx4860]

@@rodsilver19 As international trade is settled in hard currency (usually USD), exporters are a natural hedge against domestic currency declining. Also, as domestic currency declines, exports usually pick up as prices denominated in trade currencies get cheaper.

[@ml9372]

I had to double check to make sure I wasn’t watching Real Vision. Lyn Alden is hands down one of the best in her field. She always gives insightful and actionable information. Thank you Lyn!

[@kiwoongpk91]

followed Jack Farley here. Great hire!

[@happyfishing3349]

What an amazing lady, Lyn is intelligent and has a way of explaining complex concepts simply. I especially liked her explanation at 27.40 where she suggests the $US is likely to become a regional reserve currency rather than the world reserve currency - a much more rational and realistic proposal than some other commentators who predict the end of civilisation as we know it as the $US loses hegemony (I love Peter Shiff’s enthusiasm and passion but he can be a bit of a bore when he has narrow minded opinions and dismisses bitcoin, shares, and other investment alternatives). Good questions from the interviewer and very insightful responses from Lyn - I really enjoy listening to her :)

[@byrnedegrandpre8884]

Superb interview. Your own knowledge base was very impressive as were your questions. Very thorough interview. Thanks, B

[@Prash1c]

Having Lyn Alden as your first interviewee is quite the achievement! She's the P2P Finance's Retailer Rockstar and Quant Queen!

[@jamesmorton7881]

engineers rock . . . . they even MAKE things

[@cwhite7925]

Jack, congrats on your new role at BlockWorks. Followed you as a RV Pro member. Great first interview with Lynn.

[@JoanGentili]

Lyn is such a smart lady 👍

[@scottr8360]

Thanks for the great interview. Adjust volume up next time please.

[@giffica]

NO WAYYYYYY JACK! JACKKKKKK LETS GOOOOOOOOO YES

[@chrisyooo9321]

Best of luck to you Jack. I think you will bring a lot to Blockworks. I am a long time real vision subscriber.

[@patrickt873]

Good interview 👍

[@davidcollins8150]

Jack, good to see you found another spot. Blockworks has a future.

[@laurencerogers4741]

Lyn brilliant as ever!

[@allenazar8609]

Jack Farley new and improved!

[@dasbof]

Great interview. Good luck Jack!

[@AndrewNation13]

Lyn is my favorite analyst hands down.

[@bits_for_bytes]

Yeah he’s cool

[@IRWBRW964]

Huge respect for Lyn Alden. Always learn something new every time I listen to her commentary.

[@robertbannister]

The era from 1970-1990 which approximates Japan's strength in trade was achieved on the back of a worldwide over supply of resources and as a result was able to smooth out the impact of commodity price cycles and potential imbalances between demand/supply.

[@maplenook]

Thanks Lynn

[@dmcac1]

Lynn is just incredible

[@rodiculous9464]

Always love hearing from Lyn. I was a bit taken aback that by her analysis of the dollar reserve currency collapse. I wonder if she still feels the same now 🤔

[@vplan]

fantastic interview

[@choski76]

Amazing insight

[@patriark]

Jack, you are improving fast as an interviewer in the macro space. Good questions, letting your guests speak, clearly knowledgeable yourself. Blockworks did a good hire!

[@GaryABArmstrong]

Glad to see Jack again!

[@colemarsh13]

Love Lyn 💖💖💖

[@idyllyrien]

Great guest, great questions!

[@guillaume_tca]

Ah nice, starting to look at content from Blockworks. Great and free content. Not a bad option either to compare with RV.

[@shaileshparikh6920]

Wonder if this is the time to buy asset classes [ commodities, PM, Real Estate, oil , bitcoin. etc] she mentioned or wait as many think they will drop when market corrects................

[@dwdelve]

Love this girl

[@brentr3164]

Thank you for the good thought process going into this. Your voice came across well, however Lyn's was less projective.

[@brianborse3555]

Great interview

[@bigmotor3845]

Lyn is Super smart as well as a Beautiful!

[@daveng8887]

Volume needs to be higher

[@helenachase78]

Lovely Lyn

[@MT-dm2gd]

Nice work

[@johnsmith4630]

Congrats on your new gig m8, you are doing a great job.

[@wayneatwell7039]

Yeah, I was a bit confused at first. WTF, this isn’t RealVision

[@Kianquenseda]

Great video thanks

[@30yearstockcycle]

In order for the Long Term Debt Cycle to unwind, the debt in absolute and relative (debt to GDP ratio) terms has to stop increasing. Ms. Alden will therefore have to adjust her timeline.

[@paulosimoes322]

Hi jack! Welcome!

[@masseysubra6814]

Superb

[@yecyec3927]

LYN ALDEN , YES PLEASE.

[@brianabare7515]

Brilliant!

[@NyquistLP]

Jack + Blockworks + Lyn = kaboom!

[@claspihlstrom7335]

Very good!

[@jax-sx9pk]

@52:15 Canada is the only country with over 100% of debt/gdp in each of the three categories. Is this like the bulkhead failures of the watertight compartments on the Titanic situation? Geez, I hope not 🤔

[@gregorya326]

Lyn's great very good interview!

[@henryclinton9317]

There might be an economical turmoil but there is no doubt that this is still the best time to invest.

[@andrewmamikins693]

Best time to invest? thats funny tho because in the last four months I have lost more than $47,900 in stock market which is the biggest I have loss since I ventured into stock investment.

[@henryclinton9317]

you could be right or wrong depends on your expertise, I once made such loss when i invested thinking i have gathered enough trading skills from youtube videos but now its a different ball game for me because I was lucky to have met "Tamara Diane Hagan", a financial manager and stock expert, I have made more than $165,000 in 6 weeks under her supervisions.

[@lucythompson5841]

Really? people are cashing in from the stock market and frankly speaking its comforting seeing someone admit to the fact that they actually seek help from professionals. please how can i reach Tamara ?

[@henryclinton9317]

search her name on the internet to reach her

[@lucythompson5841]

thanks for the info . Found her website and it really impressive

[@Jay86978]

Is it too late to ask you to turn on the English subtitles? 🙏

[@georgedagnino5017]

why do you think this is "outstanding"? Lyn, are yields going up or down?

[@milastran663]

Always enjoy and appreciate Lyn work. Lyn, Mike Green, Raoul Pal and Ray Dalio are my favourites, especially Mr. Dalio.

[@yordankalchev8324]

A new macro series and the first episode is with "Hollywood" Jack Farley and Lyn Alden = simply amazing. Much wow! Thanks and keep up the great content ;)

[@ericaroundtheworld]

Sorry I'm having a bit trouble in grasping the information. The stock market has come down 10+% and individual stocks have down 30-80% does it mean the pain is going to continue?

[@Tomkinsbc]

This video has a real volume problem. Other videos have good volume, but this one I have had to use my ear plugs and it is still hard to hear.

[@punlap]

Why did jack leave RV?

[@amusinglover]

FED will increase the rates. Markets will crash. Housing will get wiped out. The crash will go into history books.

[@johnsmith4630]

(X)

[@georgedagnino5017]

....but YIELDS in the US are going to go up or down according to Lyn?

[@mithra2396]

Thanks Lyn 😊

[@philippe2715]

net international investment position. I learned something new.

[@pocobelli]

Hey, it’s Jack 👋

[@Kanefires]

You go Jack! Glad to see you land.

[@johntakacs6482]

Hey Jack, great interview. Big loss for RV.

[@vladi2296]

The volume is low🙂

[@centralscrutinizer76]

Off to a good start , good interview

[@PlanetFrosty]

Self Custody of “Stocks” via tokenization of equities gives individuals the ability to self custody their own equities. This is Wall Street’s big fear.

[@martinlutherkingjr.5582]

It wouldn’t be self-custody, they won’t put stocks on a permissionless decentralized blockchain even if they tokenize things.

[@actionjackson9290]

I'm a big fan of Lyn Alden, she provides historical facts with her comments...not just opinion.

[@noyb154]

Wait, why is Jack over here? I thought he was on realvision. I love Jack. rock on.

[@jackfarley4157]

Appreciate the kind words. I work at Blockworks now and will be hosting macro interviews on Tuesdays and Fridays (name of the show is "Forward Guidance"). -JF

[@jasongood5499]

I agreed with Lyn's mindset that Inflation will erode the Dollar currency; however, real company's earnings will fall faster than this Inflation number in which will cause Deflation in the real mainstreet economy.

[@arnoldbioursckii6639]

BEST GUEST POSSIBLE. THANKS. I ONLY WISH I UNDERSTOOD MORE OF WHAT SHE SAYS….BUT I ‘M TRYING.

[@NAC79]

Audio is way too quiet. If you're worried about clipping use a limiter

[@controlaltdelete1824]

only half way through and well great as always lyn knocks everything out of the park well done love it!! dont stress on the fed being able to hold the debt and monetary system there is a central bank in all but 3 countries around the world and every county's central bank is intertwined with all the others, so even if the USD falls it will be same game to play just another ticker to trade against and a MIC to protect it

[@tcpwiz1]

Is Jack bailing on RV? He is generous in terms of "years" collaborating. He works to understand the topic and asks decent questions.

[@putonghua73]

He has left RV I believe, because he announced on a RV Daily Briefing a week or so ago, that it was his last as host as he was departing to pursue other opportunities / ventures. Commentary have speculated that with the RV focus ever more on the crypto space, perhaps Jack felt that his investment style and interest would be better served elsewhere. I also note that there is a heck of a lot less RV content on YT. I suspect this is because previously Essential Tier viewers were getting a rather raw deal. Thus, the content is either Essential or Plus Tier membership (I suspect more the latter). Raoul has a business to run and I get that. I'd much prefer if RV was more transparent with what content was available behind their Tier membership.

[@stanisgmi]

Ditto that point on RV transparency. I wasn’t able to find the Saylor interview anywhere and to this day I have no idea where it js

[@steveuk789]

@@stanisgmi yeah what the hell, was looking for it as well a couple of weeks back couldn’t find it. I honestly think real vision has gone down hill and lack transparency i suspect they get paid to allow guests on to shill projects. I know Grant Williams left as he didn't agree on the direction. Also there is always something else you need to pay for, they have those event 'special events' that cost an extra $250 etc.