#446: Lyn Alden on Investing Across Asset Classes

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 7 December 2020

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Lyn Alden is the founder of Lyn Alden Investment Strategy, which provides market research to hundreds of thousands of individual investors and financial professionals. Lyn’s focus is on value investing with a global macro overlay, including currency differentials, shifts in monetary policy, and equity valuations. In this conversation, we discuss long term debt cycle, government finance, sovereign debt problems, trade deficits, petro dollar system, 60/40 portfolios, emerging markets, bitcoin, and value stocks vs value traps. ======================= Choice is a new self-directed IRA product that I'm really excited about. If you are listening to this, you are likely part of the 7.1 million bitcoin owners who have retirement accounts with dollars in them, but not bitcoin. I was in that situation too. Now you can actually buy real Bitcoin in your retirement account. I'm talking about owning your private keys and using tax-advantaged dollars to do it too. Absolute game changer. https://www.retirewithchoice.com/pomp ======================= Pomp writes a daily letter to over 90,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language, while sharing opinions on various aspects of each industry. You can subscribe at https://www.pompletter.com

Transcript

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0:00.0	What's up, everyone? This is Anthony Pompliano. Most of you know me as Pomp. You're listening to the Pomp
0:05.2	podcast, simply the best podcast out there. Let's kick this thing off. Lynn Alden is the founder of
0:11.1	Lynn Alden Investment Strategy, which provides market research to hundreds of thousands of
0:15.3	individual investors and financial professionals. Lynn's focus is on value investing with a global
0:20.7	macro overlay, including
0:22.1	currency differentials, shifts in monetary policy, and equity valuations. In this conversation,
0:28.6	we discuss long-term debt cycles, government finance, sovereign debt problems, trade deficits,
0:35.4	the petro dollar system, 60-40 portfolios, emerging markets, Bitcoin, and
0:41.1	value stocks versus value traps. I really enjoyed this conversation with Lynn, and I hope
0:46.5	you do as well. Before we get into this episode, though, I want to quickly talk about our sponsors.
0:51.6	First up is BlockFi. You guys know I'm a big fan and you will be too
0:55.5	if you become a customer. BlockFi has three products today. You can buy and sell crypto on their
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1:05.0	or you can deposit crypto and earn up to 8.6% EPY on an interest-bearing account. BlockFi provides financial products
1:13.6	for crypto investors and their world-class added. I'm an investor and I sit on the board. But the thing I'm
1:18.9	most excited about after that interest-bearing account is that BlockFi is going to be launching a Bitcoin
1:23.9	Rewards credit card. That's right. You'll be able to use a credit card that they provide you,
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1:34.1	You can head to your BlockFi account today and sign up on the waiting list.
1:37.2	Or you can go to BlockFi.com slash pomp to sign up.
1:41.3	Again, blockfi.com slash pomp.
	...

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