#722 The Macro Economy and Your Portfolio w/ Lyn Alden

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 15 November 2021

⏱️ 41 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 inflation, employment, supply chain disruptions, monetary policy, fiscal policy, stocks, bonds, commodities, and bitcoin. ======================= 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 ======================= Circle is a global financial technology firm that enables businesses of all sizes to harness the power of stablecoins and public blockchains for payments, commerce and financial applications worldwide. Circle is also a principal developer of USD Coin (USDC), the fastest growing, fully reserved and regulated dollar stablecoin in the world. The free Circle Account and suite of platform API services bridge the gap between traditional payments and crypto for trading, DeFi, and NFT marketplaces. Create seamless, user-friendly, mainstream customer experiences with crypto-native infrastructure under the hood with Circle. Learn more at circle.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
0:07.4	podcast, simply the best podcast out there. Now let's kick this thing off. Lynn Alden is the founder of Lynn
0:13.5	Alden Investment Strategy, which provides market research to hundreds of thousands of individual investors and financial professionals.
0:19.8	Lynn's focus is on value investing
0:21.4	with a global macro overlay, including currency differentials, shifts in monetary policy and equity
0:26.2	valuations. In this conversation, we discuss inflation, employment, supply chain disruptions,
0:31.7	monetary policy, fiscal policy, stocks, bonds, commodities, and Bitcoin. I really enjoyed this conversation with Lynn,
0:39.1	and I hope you do as well. Before we get to this episode, though, I want to quickly talk about
0:43.6	our sponsors. First up is BlockFi. BlockFi provides financial products for crypto investors.
0:48.8	Those products include a high yield interest account, a U.S. dollar loan product against your
0:53.4	crypto collateral, and a no-fee
0:55.5	cryptocurrency trading platform. BlockPy also just released a brand new product of Bitcoin rewards
1:01.1	credit card. It's a normal credit card that when you swipe it, you earn back Bitcoin rather than
1:06.3	cashback or airline miles. Normal credit card, Bitcoin rewards, no cash back, no airline miles.
1:12.7	It's awesome. I've been using it now for a couple of months, and I got to say that not only am I
1:18.2	earning Bitcoin back, but also, it's a great feeling when you're swiping your card
1:22.7	knowing that it's going to end up being much less expensive than it is today. Go check it out at blockfi.com slash pomp.
1:29.8	Again, blockfi.com slash pomp to start with that Bitcoin Rewards Credit Card today, BlockFi.com slash pomp.
1:36.4	Next up is choice. It's time to stop paying capital gains taxes on your Bitcoin and choices here to help.
1:42.5	They are rebuilding the way Bitcoiners approach retirement by making it possible to invest in Bitcoin and choices here to help. They are rebuilding the way Bitcoiners approach retirement
1:44.7	by making it possible to invest in Bitcoin and 19 other digital assets inside your IRA. Right now,
1:51.0	every time you make a trade, you have to pay capital gains taxes that can be as high as 37%. Choice
	...

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