Is Hyperinflation Coming? with Lyn Alden

 
 

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“I expect the 2020s to be a pretty inflationary decade. Now hyperinflation has not been my base case in developed markets, but I don’t rule it out as a possibility.”
— Lyn Alden

SHOW DESCRIPTION

Location: Remotely
Date: Monday 25th October
Company: lynalden.com
Role: Macroeconomist

Over the last 18 months, Bitcoin has had an astronomical rise, not just in price. It has gone from a niche asset driven by retail to being held on the balance sheet of some of the most forward-thinking corporations in the world. Not only that, El Salvador's groundbreaking legislation made Bitcoin legal tender. 

During this time, the fiat currency experiment looks to be coming apart at the seams. Over the last 18 months, more than $5 trillion dollars have been created in the US alone. This increasing supply of money is driving prices higher. CPI in the US is now at 5.4%, and while the FED continues to claim inflation will be transitory, this looks highly doubtful.

How high will inflation go, and is bitcoin truly a hedge?

In this interview, I talk to macroeconomist and investment strategist Lyn Alden. We discuss the rising commodities markets, if we are likely to see wide-scale hyperinflation and the pros & cons of Bitcoin futures ETFs.

TIMESTAMPS

00:03:18: Introductions
00:04:43: The long-term debt cycle
00:06:56: 15-year commodity market
00:10:07: The energy market
00:12:51: Nuclear disasters
00:17:30: Aluminium production
00:21:17: Inflation rates and the CPI
00:22:52: Owners' equivalent rent
00:31:44: Hyperinflation
00:39:00: Inflation in the 1940s vs the 1970s
00:46:19: Lyn's investment thesis
00:48:27: Bitcoin ETFs
00:51:30: Price predictions
00:53:20: Aikido
00:56:08: Final comments

 

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SHOW NOTES

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Mentioned in the interview:

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