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MUST WATCH: Lyn Alden on US deficits ‘Nothing Stops This Train’ “The problem now is with well over 100% debt-to-GDP, when they raise interest rates, they increase the deficit faster than they slow private sector credit growth. Basically… the brakes don’t work anymore.”

Geiger Capital

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174,588 次观看 • 1 年前 •via X (Twitter)

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you see what happens larry 的头像

you see what happens larry1 年前

@LynAldenContact He's a dude

Noble Gold Investments 的头像

Noble Gold Investments3 年前

Protect your money now! Two US banks collapsed, billions trapped. Invest in gold, a retirement hedge outside of the government's control.

Royrogers55 的头像

Royrogers551 年前

@LynAldenContact Do you remember the other nine times the US defaulted? Me neither, because the US doesn't default, it just presses reset. See Plaza Accords, Fiat Currency Regime in '71, WW2, 1913, etc.

Christopher Mcdowell 的头像

Christopher Mcdowell1 年前

@LynAldenContact This analyst is excellent.✅@_Jamie__Jackson 🧡 💛 🫦

Middle Man 的头像

Middle Man1 年前

@LynAldenContact Recession will inevitably occur (always does), and when it does, the markets and bond yields will tumble. Guess what else will tumble at the same time? BTC. It’s just a QQQ proxy.

Marc Burns 的头像

Marc Burns1 年前

@LynAldenContact I guess you haven't read his post yet! 📈📈@SharisaGaymon The analysis is simply amazing! 🎈 🌻 🎉 🎉

Handsome Isaac Azimov 的头像

Handsome Isaac Azimov1 年前

@LynAldenContact Is it a man or a woman? Serious answers only.

EO 的头像

EO1 年前

@LynAldenContact Venezuela here we come

Simon Manning 的头像

Simon Manning1 年前

@LynAldenContact I dont see why, sorry. Strange kid, very low on the learning curve. I'd pay more attention to Scott Bessent

Lata. M e/acc 的头像

Lata. M e/acc1 年前

@LynAldenContact Oh Lyn. These crypto peeps have no understand of geopolitics and how the global system is truly structured. We’re all on fiat. We’re all over 100% debt to GDP but only one nation is the reserve currency. Only one nation defines the global order. Only one nation truly innovates.

Edward Beggs 的头像

Edward Beggs1 年前

@LynAldenContact Bessent is up against it for sure but may have more levers than anyone anticipates. I sure hope so, but Lynn frames things accurately. She has long argued that YCC will likely be used and that is one of the levers

相关视频

Lyn Alden: The market keeps relying on outdated inflation patterns. Everyone learned from the 70s that "the solution to inflation is always higher rates." But that was an era when money creation came from bank lending. "When you're in fiscal dominance... every time they raise interest rates, they actually blow out the fiscal deficit even more." The Fed is fighting the wrong fire with the wrong tool. FT David Lin Lyn Alden ego death capital.

Lyn Alden: The market keeps relying on outdated inflation patterns. Everyone learned from the 70s that "the solution to inflation is always higher rates." But that was an era when money creation came from bank lending. "When you're in fiscal dominance... every time they raise interest rates, they actually blow out the fiscal deficit even more." The Fed is fighting the wrong fire with the wrong tool. FT David Lin Lyn Alden ego death capital.

Milk Road

292,871 次观看 • 1 个月前

Lyn Alden: Financial repression is the endgame for developed countries with too much debt. They hold interest rates artificially below money supply growth. Sometimes they force people to hold the currency - the US literally banned gold ownership. "For the land of the free, you couldn't own a benign yellow metal because it was competition to what they wanted to do with the currency." Over years and decades they siphon value away and "kind of reset the system." FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Lyn Alden: Financial repression is the endgame for developed countries with too much debt. They hold interest rates artificially below money supply growth. Sometimes they force people to hold the currency - the US literally banned gold ownership. "For the land of the free, you couldn't own a benign yellow metal because it was competition to what they wanted to do with the currency." Over years and decades they siphon value away and "kind of reset the system." FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Milk Road

50,131 次观看 • 1 个月前

Lyn Alden: People keep asking "when will the debt matter?" Like there's some big day of reckoning coming. "Sovereign debt tends to work differently. It tends to be more of a process." "It has been mattering... since about 2018/2019." The US deficit is now bigger than ALL private bank lending combined. That's never happened outside a recession before. FT Lyn Alden Danny Knowles.

Lyn Alden: People keep asking "when will the debt matter?" Like there's some big day of reckoning coming. "Sovereign debt tends to work differently. It tends to be more of a process." "It has been mattering... since about 2018/2019." The US deficit is now bigger than ALL private bank lending combined. That's never happened outside a recession before. FT Lyn Alden Danny Knowles.

Milk Road

299,407 次观看 • 1 个月前

Rick Rule: Politically, the Fed will ultimately have to lower interest rates. We have entered an inflationary era similar to the 70s, but the fiscal situation is vastly different. - Debt/GDP: ~30% then vs ~123% now - Interest expense: ~$50B then vs ~$1.2T now - Deficits: ~1–4% then vs ~6% now In fact, the government now pays more in annual interest expenses than the entire US debt was in the late 70s. But it’s not just the government that can’t afford higher rates. Markets will feel it too: - Private credit - Consumer durables - Real estate All are heavily impacted by higher interest rates. Sooner rather than later, political pressure will force the Fed to lower rates. Volcker was able to hike aggressively because debt/GDP had been inflated away after WW2. Today, debt/GDP is above WW2-era levels, which is why the US can’t fight inflation the same way it did in the early 80s. First you inflate the debt away to a more manageable level... Then you raise rates to kill inflation. Not the other way around.

Rick Rule: Politically, the Fed will ultimately have to lower interest rates. We have entered an inflationary era similar to the 70s, but the fiscal situation is vastly different. - Debt/GDP: ~30% then vs ~123% now - Interest expense: ~$50B then vs ~$1.2T now - Deficits: ~1–4% then vs ~6% now In fact, the government now pays more in annual interest expenses than the entire US debt was in the late 70s. But it’s not just the government that can’t afford higher rates. Markets will feel it too: - Private credit - Consumer durables - Real estate All are heavily impacted by higher interest rates. Sooner rather than later, political pressure will force the Fed to lower rates. Volcker was able to hike aggressively because debt/GDP had been inflated away after WW2. Today, debt/GDP is above WW2-era levels, which is why the US can’t fight inflation the same way it did in the early 80s. First you inflate the debt away to a more manageable level... Then you raise rates to kill inflation. Not the other way around.

Lukas Ekwueme

54,518 次观看 • 1 个月前

Central banks now hold more gold than U.S. Treasuries for the first time since 1996. Gold above $3,560/oz. Futures at $3,630. Trust in fiat is cracking. As Lyn Alden warns: “Nothing stops this train.” the U.S. is locked in a sovereign debt loop of fiscal dominance that can only end through inflation, devaluation, or reset. I break it down with Lyn Alden watch

Central banks now hold more gold than U.S. Treasuries for the first time since 1996. Gold above $3,560/oz. Futures at $3,630. Trust in fiat is cracking. As Lyn Alden warns: “Nothing stops this train.” the U.S. is locked in a sovereign debt loop of fiscal dominance that can only end through inflation, devaluation, or reset. I break it down with Lyn Alden watch

Michelle Makori

55,779 次观看 • 11 个月前

Timothy Ash (Timothy Ash), Chatham House expert: Türkiye has a strong entrepreneurial culture. Public finances are in decent shape. Public sector debt GDP is quite low, less than 30%. They're doing the right things now. They raised interest rates. They tightened policy. There's evidence now inflation is moderating.

Timothy Ash (Timothy Ash), Chatham House expert: Türkiye has a strong entrepreneurial culture. Public finances are in decent shape. Public sector debt GDP is quite low, less than 30%. They're doing the right things now. They raised interest rates. They tightened policy. There's evidence now inflation is moderating.

Clash Report

14,950 次观看 • 8 个月前

LYN ALDEN: "Let's say you have a $500 billion hole that shows up in private credit. That's three months of US deficit spending. You can snap your fingers and make that problem go away. We live in a fiat world. But when you have molecules that just can't get to where they have to go at that scale… the Fed can't print oil." Lyn Alden

LYN ALDEN: "Let's say you have a $500 billion hole that shows up in private credit. That's three months of US deficit spending. You can snap your fingers and make that problem go away. We live in a fiat world. But when you have molecules that just can't get to where they have to go at that scale… the Fed can't print oil." Lyn Alden

Danny Knowles

333,486 次观看 • 4 个月前

The national debt soared to record highs with the US facing trillion dollar deficits and record debt. Why should top earners and corporations pay even less in taxes than they do now? Watch Now ➡️ #kennedyshanahan24 #therealdebate

The national debt soared to record highs with the US facing trillion dollar deficits and record debt. Why should top earners and corporations pay even less in taxes than they do now? Watch Now ➡️ #kennedyshanahan24 #therealdebate

Robert F. Kennedy Jr

191,356 次观看 • 2 年前

The US trade deficit is HOMEMADE. US savings are less than US investments. The gap is filled by a trade deficit. Trade deficits have been GOOD for Americans. They allow Americans to consume more than they produce. My debate with UChicago Prof. Tomas Philipson at Al Arabiya English:

The US trade deficit is HOMEMADE. US savings are less than US investments. The gap is filled by a trade deficit. Trade deficits have been GOOD for Americans. They allow Americans to consume more than they produce. My debate with UChicago Prof. Tomas Philipson at Al Arabiya English:

Steve Hanke

13,326 次观看 • 1 年前

🚨BREAKING: President Trump CALLS TO LOWER INTEREST rates after historic GDP GROWTH. "Unfortunately, this is the only country in the world where you announce great numbers, and the stock market goes DOWN! Why can't they announce great numbers, and LOWER the interest rates!"

🚨BREAKING: President Trump CALLS TO LOWER INTEREST rates after historic GDP GROWTH. "Unfortunately, this is the only country in the world where you announce great numbers, and the stock market goes DOWN! Why can't they announce great numbers, and LOWER the interest rates!"

The Patriot Oasis™

173,593 次观看 • 10 个月前

Lyn Alden gave one of the clearest breakdowns of why the U.S. is on an unstoppable fiscal path—and why Bitcoin matters more than ever because of it. Lyn Alden walks through the numbers behind the federal deficit, interest expenses, Social Security, and the structural changes that happened post-2008. The short version? We’re in a new era. One where the government can’t slow down even if it wanted to. The debt is compounding. The interest expense is rising. The trust funds are running dry. And the political will to do anything about it doesn’t exist. Her phrase: “Nothing stops this train.” Not because of ideology, but because of math—and human nature. This isn’t hyperinflation doom-talk. It’s a sober look at what happens when a system built on ever-growing debt reaches its limits—and why Bitcoin, with its fixed supply and transparent rules, is the opposite of that system. Highly recommend watching this one all the way through.

Lyn Alden gave one of the clearest breakdowns of why the U.S. is on an unstoppable fiscal path—and why Bitcoin matters more than ever because of it. Lyn Alden walks through the numbers behind the federal deficit, interest expenses, Social Security, and the structural changes that happened post-2008. The short version? We’re in a new era. One where the government can’t slow down even if it wanted to. The debt is compounding. The interest expense is rising. The trust funds are running dry. And the political will to do anything about it doesn’t exist. Her phrase: “Nothing stops this train.” Not because of ideology, but because of math—and human nature. This isn’t hyperinflation doom-talk. It’s a sober look at what happens when a system built on ever-growing debt reaches its limits—and why Bitcoin, with its fixed supply and transparent rules, is the opposite of that system. Highly recommend watching this one all the way through.

Lysander

417,342 次观看 • 1 年前

LYN ALDEN SAYS THE OLD BITCOIN CYCLE IS DEAD Lyn Alden said the traditional 4-year Bitcoin cycle isn’t as relevant anymore. With BTC’s annual supply growth now well under 1% -- lower than gold -- halvings aren’t the main driver they used to be. What matters more now is sentiment and valuation. 💯 She pointed out that interest has shifted to AI and gold, #Bitcoin treasury premiums have collapsed, and on-chain metrics have compressed — making $BTC more attractive, not less. Her takeaway is this isn’t the time to chase excitement, but it’s the time to lean in when Bitcoin feels boring and ignored. That’s usually where long-term entries get built. 💪 📹 Paul Barron Network

LYN ALDEN SAYS THE OLD BITCOIN CYCLE IS DEAD Lyn Alden said the traditional 4-year Bitcoin cycle isn’t as relevant anymore. With BTC’s annual supply growth now well under 1% -- lower than gold -- halvings aren’t the main driver they used to be. What matters more now is sentiment and valuation. 💯 She pointed out that interest has shifted to AI and gold, #Bitcoin treasury premiums have collapsed, and on-chain metrics have compressed — making $BTC more attractive, not less. Her takeaway is this isn’t the time to chase excitement, but it’s the time to lean in when Bitcoin feels boring and ignored. That’s usually where long-term entries get built. 💪 📹 Paul Barron Network

CryptosRus

76,910 次观看 • 8 个月前

If you gave your child a credit card and they kept hitting the limit, you wouldn’t just raise their credit limit—you’d sit down and help them figure out where they could cut back on spending. The same is true of our debt. Now is the time for a responsible debt limit increase.

If you gave your child a credit card and they kept hitting the limit, you wouldn’t just raise their credit limit—you’d sit down and help them figure out where they could cut back on spending. The same is true of our debt. Now is the time for a responsible debt limit increase.

Kevin McCarthy

3,603,334 次观看 • 3 年前

Why is fiscal dominance inevitable? On U Got Options, I ask Lyn Alden why "this train doesn't stop." She explains the historical rotation from private debt bubbles to the public ledger. When the system hits the zero-bound, the only path forward is printing and fiscal injections. The momentum of 50 years of debt is now the driver. Full episode:

Why is fiscal dominance inevitable? On U Got Options, I ask Lyn Alden why "this train doesn't stop." She explains the historical rotation from private debt bubbles to the public ledger. When the system hits the zero-bound, the only path forward is printing and fiscal injections. The momentum of 50 years of debt is now the driver. Full episode:

Cem Karsan 🥐

63,737 次观看 • 3 个月前

Lyn Alden: Social security, pensions, Medicare... "it's basically a Ponzi scheme at the end of the day." They were all built on the assumption that every generation would be bigger than the last. Fertility rates collapsed. Now a shrinking group of young workers has to support a massive aging population. The politicians who designed it are long gone. And now the bill falls on people who had no say in any of it. FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Lyn Alden: Social security, pensions, Medicare... "it's basically a Ponzi scheme at the end of the day." They were all built on the assumption that every generation would be bigger than the last. Fertility rates collapsed. Now a shrinking group of young workers has to support a massive aging population. The politicians who designed it are long gone. And now the bill falls on people who had no say in any of it. FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Milk Road

151,524 次观看 • 1 个月前

In this new episode with Sam Callahan we break down fiscal dominance, DOGE and efforts to cut the deficit (does the math add up?), entitlement spending, growing our way out of debt, Bitcoin & much more. Sam recently wrote a report commissioned by the brilliant Lyn Alden, and this is a very approachable explainer about why Lyn and Sam say "Nothing Stops This Train!" Let us know what you think! Timecodes: 00:00 Fiscal vs. Monetary Dominance 10:03 Should the Fed lower interest rates? 12:00 Can DOGE cut government spending? 16:11 What can DOGE do? 24:19 Can we touch entitlement programs? 28:35 The issues with the GDP metric 29:04 How can Bitcoin help? 33:49 Will Trump eliminate the income tax? 37:14 Does taxing the rich work? 39:51 Will there be a recession/major crash?

In this new episode with Sam Callahan we break down fiscal dominance, DOGE and efforts to cut the deficit (does the math add up?), entitlement spending, growing our way out of debt, Bitcoin & much more. Sam recently wrote a report commissioned by the brilliant Lyn Alden, and this is a very approachable explainer about why Lyn and Sam say "Nothing Stops This Train!" Let us know what you think! Timecodes: 00:00 Fiscal vs. Monetary Dominance 10:03 Should the Fed lower interest rates? 12:00 Can DOGE cut government spending? 16:11 What can DOGE do? 24:19 Can we touch entitlement programs? 28:35 The issues with the GDP metric 29:04 How can Bitcoin help? 33:49 Will Trump eliminate the income tax? 37:14 Does taxing the rich work? 39:51 Will there be a recession/major crash?

Natalie Brunell ⚡️

124,441 次观看 • 1 年前

I was in Washington, DC this week speaking with economic leaders of both parties to go over the mechanics of the serious debt problem, to see if they can agree on it, and to see if there can be agreement on what to do about it. While I’m happy to report that they all appreciated going over the mechanics and agreed with the need to cut the deficit to about 3% of GDP, they are now in the middle of their debt limit and budget fights which need to be resolved before they can undertake discussions about how to hit that target. Interestingly, there was some openness to having people make the 3% pledge and even setting up a bipartisan commission to figure out how to achieve it. Stay tuned. #economics #debt #deficit #principles

I was in Washington, DC this week speaking with economic leaders of both parties to go over the mechanics of the serious debt problem, to see if they can agree on it, and to see if there can be agreement on what to do about it. While I’m happy to report that they all appreciated going over the mechanics and agreed with the need to cut the deficit to about 3% of GDP, they are now in the middle of their debt limit and budget fights which need to be resolved before they can undertake discussions about how to hit that target. Interestingly, there was some openness to having people make the 3% pledge and even setting up a bipartisan commission to figure out how to achieve it. Stay tuned. #economics #debt #deficit #principles

Ray Dalio

128,257 次观看 • 1 年前