This Macro Voices episode features an interview with Lyn Alden, discussing market corrections, the impact of the Trump administration on market volatility, and international diversification strategies. The discussion covers various asset classes including U.S. equities, international markets (emerging markets and specific countries like China, Brazil, and Japan), Bitcoin, gold, and energy (oil, natural gas, and nuclear). Alden suggests that the current market is headline-driven, influenced by policy uncertainty, and that international diversification may be more attractive than U.S. equities. The hosts and guest also analyze the potential for a nuclear renaissance and the implications of AI on energy demand. Listeners gain insights into market analysis, investment strategies, and geopolitical factors influencing various asset classes.
