Lyn Alden: The Era of Fiscal Dominance

> "[**The**] whole economic investment cycle is heavily impacted by fiscal deficits in a way that is historically not common on a sustained basis." - Lyn Alden (Defining the shift in market dynamics) [[00:01:31](https://youtu.be/5kybrEqjyDw?t=91)] > "**Gold** only has on average a **1.5%** annual supply growth rate... [**it**] doesn't pay a yield... but that's kind of the hurdle rate that you're comparing dollars…