During this 50+ minute interview, Jason asks Lyn about what asset classes or industries are the most affected by the Fed raising interest rates. Many companies are just starting to feel the pain.
Earlier this week Intel slashed dividends by about 65% and more companies with high debt loads are sure to follow soon.
Jason also asks Lyn about Japan’s inability to afford higher interest rates with yield curve control and how normal defensive stocks may not work because of variable interest rate debt on their balance sheet.
To end the interview, Jason asks Lyn about how the supply side problems for energy and some key commodities are not going away.