EPISODE · Jun 8, 2026 · 1H 2M
Lyn Alden: Why The Market Is Missing The Next Energy Shock
from Macroscopic Podcast · host GoldRepublic
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 those of the speakers and do not necessarily reflect the views or positions of any entities they represent. The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.
What this episode covers
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 those of the speakers and do not necessarily reflect the views or positions of any entities they represent. The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.
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Lyn Alden: Why The Market Is Missing The Next Energy Shock
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