In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 36 months & more. Enjoy!

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Timestamps:
00:00 Introduction
00:49 The Rate Cutting Cycle
05:09 Is The Economy Slowing?
08:51 Will We See A Recession?
11:02 The Small Cap Rotation
13:34 Mantra Ad
14:43 The Rise Of Fiscal Dominance
18:12 The Election Impact
21:34 Bitcoin As A Strategic Reserve Asset
33:13 Permissionless Ad
33:54 Oil & Energy
42:05 Stocks, Bonds & The Three Pillar Portfolio

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.