Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 8 August 2022

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers. In today’s episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds her of the 1940’s. She touches on the state of inflation and US monetary policy and what her expectations are for the dollar from here. She shares why she’s bullish on value stocks and real assets, and why she’s closely watching European energy prices going forward. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Fabor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Meck Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.2	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:26.9	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	Welcome, my friends. We got an awesome show for you today.
0:42.2	Our guest is Lynn Alden, founder of Lynn Alden Investment Strategy, one of my favorite macro thinkers out there.
0:48.0	In today's show, she gives an overview of how she sees the world today, starting with why the US reminds her not of so much of the 1970s, but more the 1940s.
0:58.0	She touches on the state of inflation and US monetary policy, what our expectations are for the dollar from here.
1:03.9	She shares why she's bullish on value stocks and real assets and why she's closely watching
1:08.1	European energy prices going forward.
1:11.4	This episode is brought to you by 10 East.
1:13.0	Long time listeners know I've invested in private markets quite a bit myself,
1:18.0	but with access to these markets broadening, it can be hard to know where to find vetted high quality offerings.
1:23.4	That's where Ten East comes in.
1:25.1	Ten East is a platform where qualified investors can co-invest
1:28.5	on a deal by deal basis across private equity, private credit,
1:32.3	real estate, venture, and other one-off opportunities typically unavailable through traditional channels.
	...

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