Searching For Value Outside the U.S. — ft. Lyn Alden

Prof G Markets

Prof G Media & Vox Media

Investing, Entrepreneurship, Business

4.3 • 1.4K Ratings

🗓️ 20 March 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Broken Money, returns to the show to break down the latest stock market correction, explaining why it’s a natural part of the market cycle. She explores whether we’re about to see a rotation from U.S. markets to international ones, unpacks why she doesn’t think federal spending will come down under Trump, and gives her take on the national crypto reserve. Finally, Lyn shares an update on her portfolio and reveals the key investment themes she’s focused on for 2025. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	The Autopilot Order.
0:01.7	Now, informal.
0:02.9	The strong urge felt at the ordering kiosk or drive-through
0:05.6	that takes over the entire body and mind
0:07.8	and results in a person ordering a Big Mac without even having to think.
0:11.5	Related phrases.
0:12.5	Looks like I've ordered a Big Mac again.
0:14.6	The Autopilot Order at McDonald's.
0:18.0	Surf from 11am, subject to availability.
0:20.2	I'm making a robot head with an Amazon box.
0:23.3	I've painted it silver and Daddy help me make...
0:25.6	At Amazon, we're actually using paper bags for more of our deliveries.
0:28.7	And now I'm making a paper hot air balloon
0:30.9	and I even made a little brown basket
0:33.3	and I'm making a dog that looks just like Monty.
0:35.8	Just one of the ways we've reduced the weight of our packaging by more than 40% since 2015,
0:40.7	which is still good for playtime.
0:42.7	Mom, where's the scissors?
0:45.7	To learn more, visit aboutamason.com.com.
0:48.0	U.K. forward slash sustainability.
0:51.6	Race the rudder. Raise the sails, raise the sales.
0:55.2	Captain, an unidentified ship approaching, over.
	...

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