David Lin | 'Slow Motion Fiscal Crisis' As U.S. Debt Hits Record $35 Trillion | Lyn Alden @TheDavidLinReport | Uploaded August 2024 | Updated October 2024, 4 hours ago.
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Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the U.S. fiscal situation, monetary policy update, and asset allocation for the remainder of 2024.

*This video was recorded on July 31, 2024

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0:00 - Intro
1:00 - Labor market
3:28 - Fed rate cut
13:13 - Sovereign debt crisis?
15:39 - Bond market
18:20 - Small-cap rotation
20:05 - AI investment themes
24:47 - Copper
27:00 - Bitcoin
30:30 - Liquidity
33:58 - $35 trillion in debt
40:09 - Federal interest payment
43:00 - China's holdings of U.S. Treasuries
46:20 - Yen and BoJ
48:36 - Housing market

#stocks #bitcoin #economy