TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything

In this episode, Stig Brodersen welcomes back renowned macroeconomist and bestselling author Lyn Alden. They explore fiscal dominance, gold, energy markets, and the shifting role of the U.S. dollar in a more fragmented global economy. Lyn also explains why higher interest rates may no longer slow inflation the way they once did, and what this changing macro regime means for investors. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:24 - Why you can’t ignore macro in the era of fiscal dominance 00:13:00 - How to think about treasuries and gold with resp...