
businessJun 8, 20261:02:47pending
Lyn Alden: Why The Market Is Missing The Next Energy Shock
About this episode
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/
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