MacroVoices #488 Lyn Alden: Run It Hot!

Macro Voices

Jul 10, 2025•1 hr 16 min•Ep. 1281

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Episode description

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for equity markets. https://bit.ly/4lFuowO

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