Taps Coogan – August 1st, 2023

Lyn Alden Investment Research founder Lyn Alden recently spoke with Macro Voices‘ Erik Townsend about her outlook for energy and markets.

The wide ranging interview doesn’t lend itself to excerpts but the punchlines include that Ms. Alden is bullish on oil and gas over the medium/long term – even if there is a recession in the short term. She makes a similar case for uranium and to a lesser extent copper.

While we are sympathetic to the commodity bull case made by Ms. Alden and others, if it ends up being wrong, it will likely be because people are underestimating the pace of economic slowdown in China.