Lyn Alden
founder, Lyn Alden Investment Strategy
“the next bottleneck is not just chips, it's electricity and what makes natural gas increasingly important as a bridge fuel.”
“fiscal is more powerful than people expect.”
“if they start to show that inflation's rolling over, we might start to see more patient language.”
“this is unfortunately going to be a headline that continues with us... the memorandum of understanding still leaves a ton of details to work out.”
Lyn Alden
One-line summary: Founder of Lyn Alden Investment Strategy; tracked for macro views on energy bottlenecks, fiscal dominance, Fed policy, and the Iran/oil shock.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On ai-capex-to-power-and-materials-cascade:
"the next bottleneck is not just chips, it's electricity and what makes natural gas increasingly important as a bridge fuel." — 2026-06-25-podcast-macro-voices-macrovoices-538-lyn-alden-is-the-war-really-over (2026-06-25)
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On supply-shock-inflation-persistence:
"fiscal is more powerful than people expect." — 2026-06-25-podcast-macro-voices-macrovoices-538-lyn-alden-is-the-war-really-over (2026-06-25)
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On warsh-higher-for-longer-to-brokerage-nii-rerate:
"if they start to show that inflation's rolling over, we might start to see more patient language." — 2026-06-25-podcast-macro-voices-macrovoices-538-lyn-alden-is-the-war-really-over (2026-06-25)
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On supply-shock-inflation-persistence:
"this is unfortunately going to be a headline that continues with us... the memorandum of understanding still leaves a ton of details to work out." — 2026-06-25-podcast-macro-voices-macrovoices-538-lyn-alden-is-the-war-really-over (2026-06-25)
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