nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a: Money Is ‘Broken’, Markets Face ‘Rerating’ Risks
Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the outlook for a mild recession, risks to equity markets. #macro #finance #economy
0:00 - Intro
1:00 - Economic outlook
5:15 - Fitch credit downgrade
8:00 - Unsustainable debt levels
13:50 - Inflation outlook
20:00 - Unemployment and inflation
21:30 - Causes of lower inflation
24:36 - Higher interest rates vs inflation
26:30 - Fed's next moves
27:25 - Market outlook
30:17 - Attractive sectors
32:00 - "Broken Money"
37:00 - Best form of money