Episode Details
| Title | The Fed’s Tools Aren’t Made For Fiscal Dominance | Lyn Alden |
|---|---|
| Date | 1/23/2025 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is expected to reach new highs this year and has potential to challenge gold as a reserve asset in the long-term, though not imminently.
- “I generally expect that we probably will see higher highs in Bitcoin this year.” - Lyn (54:31)
- “If you start to get bigger and bigger Bitcoin, then potentially start to challenge gold more directly, probably not for quite a while.” - Lyn (50:16)
- 🟢 $GOLD - 🔒
- 🟢 $EM - 🔒
Bearish:
- 🔻 $SILVERMINING - 🔒
- 🔻 $USD - 🔒