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MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?, Sonic AI
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MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
Macro Voices
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Jun 25, 2026
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1:00:19
Interview
MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
From
MacroVoices
Eric Townsend
(Host)
•
Patrick Ceresna
(Host)
•
Lyn Alden
(Bestselling Author)
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Executive Summary
The de-escalation of the Iran conflict is causing a significant repricing in markets, with oil prices falling, the US dollar breaking out, and gold declining.
The artificial intelligence boom is driving a massive capital expenditure cycle, benefiting semiconductor and hardware companies, but is also creating valuation concerns and straining the free cash flow of cloud providers.
The next major bottleneck for the AI industry is shifting from semiconductor supply to electricity and power generation, creating long-term opportunities in energy and infrastructure.
Despite the growth of stablecoins creating new demand for US Treasuries, persistent, large US budget deficits remain a significant long-term structural challenge for the US economy.
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Geopolitical Risk Repricing
The AI Investment Cycle and Valuation Bubble
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Processed Jun 25, 2026
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