Lyn Alden

Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • Energy update
  • Impacts of oil prices and Russia/Ukraine war on inflation
  • Recession risk and supply crisis in oil
  • Outlook on recession
  • Recession impacts on commodities vs. equities
  • Which way will the interest rates go?

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lyn will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

Lyn Alden Strategy - MacroVoices July 2022

The Case for a Longer-Term Oil and Gas Bull Market - June 2021 

The Fifth Age of Oil - Dec 2021 

Energy: The Area Under the Curve - July 2022 

Big Picture Trading Chart Book July 14 2022

Erik on Rebel Capitalist with George Gammon (Global Recession, Future Gas Price, Food/Energy Inflation, SPR, Putin's Playbook) 

Lyn Alden's background is a blend of engineering and finance. She began her career in the field of electronics engineering in the aviation industry, and eventually moved into engineering finance and management. In 2016, she founded Lyn Alden Investment Strategy, which provides financial research for retail and institutional investors with an emphasis on value investing with a global macro overlay. Her specialities include equity analysis, precious metals, and international macro comparisons including long-term currency fundamentals.