Lynn Alden Highlights Investment Strategy Amid Economic Challenges
Lynn Alden describes the economy as experiencing a rangebound malaise, with broad equity indices facing challenges while sector-specific opportunities remain. She highlights industries vulnerable to recession risks, such as U.S. regional banks and commodity producers, advising caution towards overvalued tech giants.
Alden's investment strategy is based on three pillars:
- High-quality global equities
- Hard monies (Bitcoin, gold, commodities)
- Cash equivalents for flexibility
She maintains a strong conviction in Bitcoin, viewing it as a key asset amid ongoing fiscal dominance and institutional adoption trends.
Alden identifies tariffs as a hidden tax impacting consumers and businesses, contributing to slower U.S. economic growth. Despite high inflation and fiscal deficits, she anticipates dovish policies from future Fed leadership that could lower rates, though this may not reduce mortgage or long-term borrowing costs.
Alden underscores the significance of scarce assets like Bitcoin and gold, expressing greater bullishness on Bitcoin due to its growth potential relative to gold.