Lyn Alden Schwartzer is the founder of Lyn Alden Investment Strategy and is a contributing analyst to ElliottWaveTrader.net covering equities and alternative investments. With a background blending engineering and finance, Ms. Alden blends fundamental research with a global macro overlay to find opportunities in markets around the world.
In this presentation with Lyn Alden Schwartzer, she will analyze S&P 500 valuations using multiple methods, to show what some of the major risks and opportunities are. This includes its forward return potential and how it stacks up compared to other asset classes.
A sharp reduction in interest rates in 2020 pushed up valuations of long-duration assets, including bonds and growth stocks, to very high levels. One of the biggest risks and opportunities for multiple asset classes for the next few years is navigating the inflation cycle and the prospect of a steepening yield curve as this duration trade potentially unwinds.
This could've been the most important election of our lifetimes. With central bank intervention, government deficits, and social tensions at unprecedented levels, the next 4 years are shaping up to be some of the most volatile in history. So, what do you do to not only survive but thrive in this uncertain financial landscape? How will the results of the election potentially impact stocks, bonds, real estate, the dollar, and precious metals? These are the questions we'll explore in this deep-dive discussion between macro analyst, Lyn Alden, and producer of The Rebel Capitalist Show, George Gammon.
In an era of near-zero interest rates, high equity valuations, and unprecedented uncertainty, Lyn Alden Schwartzer will provide analysis of how various asset classes historically perform in these sorts of environments, and where protection may be found. The presentation will cover the risk of cash and bonds when rates are this low, global equity valuations being cheaper than US equity valuations, gold historically doing well in a negative-real-rate environment, and the opportunity in some high-quality commodity producers.