Introduction1:59 - Overview of economy6:38 - Gradual print9:22 - Yield curve control13:03 - FED cut rates?16:24 - FED still needed?17:49 - Fiscal Dominance & US Hegemony19:25 - Economic Statecraft21:56 - Chinese manufacturing inbalance27:12 - Chokepoints29:34 - West moving to Chinese led model?32:34 - AI Capex36:09 - Which sectors Lyn is watching?39:49 - Central banks buying gold42:39 - US dollar price setter46:54 - One message to takeaway?Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in her 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/LinkedIn - https://www.linkedin.com/in/lynalden/Twitter - https://twitter.com/lynaldencontact?lang=enWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas