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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.”

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Geiger Capital

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174,588 просмотров • 1 год назад •via X (Twitter)

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Комментарии: 11

Фото профиля you see what happens larry
you see what happens larry1 год назад

@LynAldenContact He's a dude

Фото профиля Noble Gold Investments
Noble Gold Investments3 лет назад

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

Фото профиля Royrogers55
Royrogers551 год назад

@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.

Фото профиля Christopher Mcdowell
Christopher Mcdowell1 год назад

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

Фото профиля Middle Man
Middle Man1 год назад

@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.

Фото профиля Marc Burns
Marc Burns1 год назад

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

Фото профиля Handsome Isaac Azimov
Handsome Isaac Azimov1 год назад

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

Фото профиля EO
EO1 год назад

@LynAldenContact Venezuela here we come

Фото профиля Simon Manning
Simon Manning1 год назад

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

Фото профиля Lata. M e/acc
Lata. M e/acc1 год назад

@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.

Фото профиля Edward Beggs
Edward Beggs1 год назад

@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

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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.
1:07

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 просмотров • 1 месяц назад

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 🏴‍☠️🇬🇧🇮🇪.
2:27

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 просмотров • 1 месяц назад

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.
2:03

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 просмотров • 1 месяц назад

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.
1:41

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 просмотров • 1 месяц назад

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
3:06

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 просмотров • 11 месяцев назад

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.
2:15

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 просмотров • 8 месяцев назад

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
9:39

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 просмотров • 4 месяцев назад

Trump: We could have GDP of 10, 12, 15 times if they just leave us alone. Let interest rates go down. It’s a very unfair system. They should drop interest rates because it means we have a strong country and it's all based on credit, meaning good credit, and we have the best credit and we'd pay off the debt very easily, very quickly.
1:43

Trump: We could have GDP of 10, 12, 15 times if they just leave us alone. Let interest rates go down. It’s a very unfair system. They should drop interest rates because it means we have a strong country and it's all based on credit, meaning good credit, and we have the best credit and we'd pay off the debt very easily, very quickly.

Acyn

1,562,923 просмотров • 2 дней назад

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:
0:45

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 просмотров • 1 год назад

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
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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 просмотров • 2 лет назад

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.
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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

417,477 просмотров • 1 год назад

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
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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 просмотров • 8 месяцев назад

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:
1:58

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 просмотров • 3 месяцев назад

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.
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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

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