Trump, Tariffs & The Dollar’s Fate: Lyn Alden’s Macro Predictions for 2025

This Bankless podcast interviews Lyn Alden about the impact of Donald Trump's presidency on macroeconomic factors and their effects on financial markets, particularly equities and crypto. The conversation covers fiscal dominance, the strength of the dollar, potential trade wars and their implications for inflation, and the role of the Federal Reserve. Alden highlights the importance of tariff policy as a key variable influencing market liquidity and suggests that a "Mar-a-Lago Accord" (similar to the Plaza Accord) could be used to devalue the dollar strategically. Listeners gain insights into the interplay between fiscal and monetary policies under a fiscally dominant regime, and the potential implications for their investment strategies. The discussion also touches upon the growing interest of central banks in Bitcoin as a reserve asset.