Taps Coogan – January 20th, 2023
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Lyn Alden Investment Research founder Lyn Alden recently spoke with Macro Voices‘ Erik Townsend about the macro economic outlook and specifically the fiscal and monetary outlook in light of growing structural deficits, aging demographics, and a looming recession.
The wide ranging and chart-full discussion doesn’t lend itself to excerpts, but Lyn Alden’s punchlines are that while we are likely looking a recession later this year, it is unlikely to be a financial crisis. Instead she sees a grinding multi-year consolidation in markets and growing structural deficits leading to liquidity tightness for financial markets.
Enjoy the full discussion above.