How Tariffs Will Transform U.S. Dollar Capital Flows Worldwide | Lyn Alden

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Lyn Alden of Lyn Alden Investment Strategy explains the connection between the capital and financial imbalances the U.S. has with the rest of the world and its trade imbalances which are under so much scrutiny by the current U.S. administration. Alden argues that turbulence in markets, particularly U.S. assets, could continue, and warns listeners not to be exposed beyond their risk limits at a juncture that could be a historic time for markets and the global economy. Recorded April 10, 2025.

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The material must be preceded or accompanied by a prospectus. Before investing you should carefully consider the VanEck Merk Gold ETF’s (“OUNZ” or the “Trust”) investment objectives, risks, charges and expenses.

An investment in the VanEck Merk Gold ETF (“OUNZ” or the “Trust”) is subject to significant risk and may not be suitable for all investors. OUNZ is not an investment company registered under the Investment Company Act of 1940 (the “1940 Act”) and therefore is not subject to the same protections as mutual funds or ETFs registered under the 1940 Act.

The request for redemption of shares for gold is subject to a number of risks including but not limited to the potential for the price of gold to decline during the time between the submission of the request and delivery. Delivery may take a considerable amount of time depending on your location.

The Sponsor for the Trust is Merk Investments, LLC. The Marketing Agent for
the Trust is Van Eck Securities Corporation.

Timestamps
00:00 Intro
00:42 VanEck $OUNZ Pre-roll
01:45 U.S. Trade Imbalances And Capital Imbalances Are Related
06:20 Is Trump Admin Looking For A Weaker U.S. Dollar In Order To Make Exports More Competitive?
09:45 Financial Consequences Of Tariffs
13:46 The Long-Term Debt Cycle
16:39 VanEck $OUNZ Mid-roll
17:30 “Nothing Stops This Train” Of High U.S. Fiscal Deficits
21:57 Economic Consequences of Tariffs
24:56 What Happens To Companies That Make Things In China And Sell in U.S.?
29:08 U.S. Stock Market Exposure To Chinese Tariffs
30:32 Chinese Stock Market Bull Market Likely “On Pause”
34:20 Keeping Track Of Rapidly Changing Markets
37:42 Gold And Bitcoin
41:04 Turbulence In U.S. Treasury Market
43:05 Foreign Stock Market Outlook
46:37 Uncertainty Itself Is Bearish Because People Pause and Don’t Invest/Spend
48:37 Tariff Levels Are So High It’s Hard To Offset Them With Fiscal Stimulus (i.e. New Tax Cuts)
50:04 Economic Impact of Tightening Financial Conditions
51:09 Selling Volatility
53:06 April 2nd Liberation Day = Historic Moment For Market And Global Trade??
54:48 Long-Run Bearish View of U.S. Dollar
56:38 The Triffin Dilemma
1:01:29 Federal Reserve Reaction Function To Tariffs
1:04:22 Could Foreign Investors Start Dumping Dollar Assets?

#stocks #tradewar #investing #tariffs #inflationstrategies #trumptariffs #bonds #hedgefunds #economy #recession #stockmarketcorrection #usdollar #uschinaconflict #chinaeconomy #dollar #dollarcollapse #eurodollar

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