Lyn Alden: Why The Market Is Missing The Next Energy Shock

About this episode

Lyn Alden discusses the implications of rising bond yields, energy market risks, and her current investment views on various assets.

Recorded: 3rd of June 2026 Lyn Alden returns to the Macroscopic Podcast where we cover a lot of ground: why sovereign bond yields keep climbing across the G7, what the Strait of Hormuz closure actually means for energy markets and global supply chains, and why Lyn thinks the risk is still underpriced. We also get into gold officially overtaking US Treasuries as the world's top reserve asset — what drove that shift and whether it continues — plus the "gradual print" thesis, stablecoins as dollar infrastructure, and where the AI stock rally goes from here. We close with Lyn's current asset views: Latin American financials, energy companies, Bitcoin in the $60k range, and why she's less convicted on silver and mining stocks than she was a year ago. Lyn's website: https://www.lynalden.com/ 📲 Download the GoldRepublic app: - Google Play: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://play.google.com/store/apps/details?id=com.goldrepublic⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Apple Store: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://apps.apple.com/nl/app/goldrepublic/id475643876⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🟠 Buy and store physical allocated gold, silver and platinum. 👉 Open an account: ⁠https://bit.ly/38stf7p ⁠ ⚠️ DISCLAIMER ⚠️ The views and opinions expressed in this program are…

People in this episode

Guest: Lyn Alden

Topics covered

• energy markets
• sovereign bond yields
• global supply chains
• reserve assets
• financial views
• stablecoins
• AI stock rally

Keywords

• energy shock
• bond yields
• gold
• Bitcoin
• Latin American financials
• stablecoins
• AI stocks

Sponsors

GoldRepublic

Mentioned in this episode

Products: Bitcoin, gold, silver, US Treasuries

Places: Strait of Hormuz, G7

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