Lyn is the founder of Lyn Alden Investment Strategy and Jurrien Director of Global Macro at Fidelity. Lyn and Jurrien discuss the long term debt cycle, is the traditional 60/40 portfolio dead, Bitcoin as a hedge for bonds, the effect of inflation on inequality & their outlook for the U.S Dollar.
They also covered:
- Bitcoin’s total addressable market
- The 2020s compared to other periods throughout history
- and more!
Watch the full episode down below! 👇
“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.
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