BTC042: Supply Chain Impacts & Bitcoin Discussion w/ Lyn Alden (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 8 September 2021

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:

02:43 - What is causing the semiconductor issues?
07:32 - The retreat of globalization
15:50 - Why are we not seeing inflation in the other parts of the world?
17:57 - What initially caught Lyn's interest with the supply chain issues?
33:35 - The impacts on personal consumption spending
39:56 - How does the infrastructure impact the markets moving forward?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Lyn Alden's article on Supply Chain Impacts
Lyn Alden's premium newsletter
Kelly Evan's Chart about personal consumption
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Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to TIP.
0:03.0	Hey everyone, welcome to this Wednesday's release of the podcast where we're talking about
0:06.1	Bitcoin and macro.
0:07.8	Today's guest needs very little introduction as I'm accompanied by the one and only Lynn
0:11.8	Alden.
0:12.8	Lynn is one of the smartest macro thinkers in the space and she recently caught my attention
0:16.6	due to an article she wrote on the supply chain impacts that are plaguing the markets.
0:21.2	On the show today, we talk about some of her findings in that article and we also cover
0:25.3	some different topics on Bitcoin.
0:27.2	To without further delay, here's my chat with the brilliant Lynn Alden.
0:34.2	You're listening to Bitcoin Fundamentals by the Inverster's podcast network.
0:39.7	Now for your host, Preston Pish.
0:44.2	All right, so like I said in the introduction, I'm here with Lynn Alden.
0:56.2	Lynn, welcome back to the show.
0:57.5	I have no idea how many times this is almost like an Alec Baldwin SNL type thing going
1:02.6	on here for Lynn Alden appearances on TIP, but welcome back.
1:06.3	Always happy to be here.
1:07.5	Thanks for having me.
1:09.3	This supply chain stuff is crazy.
1:11.1	I posted something on Twitter just a couple days ago.
1:14.2	I think I had a thousand comments of people providing firsthand accounts.
1:19.5	And I mean, it wasn't like the same thing.
	...

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