TIP303: Investing During Chaos w/ Lyn Alden (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 27 June 2020

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

Lyn Alden talks about how discount rates have changed, how investors should be thinking about risk-free rates, investing in nominal terms versus buying power terms, and more. Lyn has been in the investment research space for more than 15 years, and she’s a contributor to major publications like Forbes, Business Insider, CNBC, and many others. IN THIS EPISODE YOU’LL LEARN: How money is printed and why it has changed. What is the role of swap lines during the COVID-19? Why you should use the expected inflation rate in money supply as your discount rate. Why the stock market truly peaked in 2018 and not when it reached an all-time high in 2020. Ask the Investors: Is China the next empire? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Contact Lyn Alden on Twitter. Lyn Alden’s website. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.2	On today's show we have the thoughtful Lynn Alden.
0:06.2	Lynn has been in the investment research space for more than 15 years and she's a contributor
0:09.9	on major publications like Forbes, Business Insider, CNBC and many others.
0:14.4	I'm a personal fan of Lynn's work because she comes with an insane amount of breadth
0:18.6	and knowledge about global macro situations while also having a deep value investing background.
0:24.3	On today's show we talk about how discount rates have changed and how investors should
0:28.0	be thinking about risk-free rates.
0:30.0	We also talk about investing in nominal terms versus buying power terms.
0:34.0	We talk about central banking policy during COVID-19 and what the rest of 2020 might look
0:39.0	like.
0:40.0	This is an amazing discussion and I'm sure you guys will really enjoy it so let's go
0:43.4	ahead and get started.
0:44.7	You are listening to the Investors podcast.
0:50.8	Where we study the financial markets and read the books that influence self-made billionaires
0:55.1	the most.
0:56.1	We keep you informed and prepared for the unexpected.
1:03.1	Hey everyone, welcome to the Investors podcast.
1:09.8	I'm your host Preston Pish and I'm always accompanied by my co-host, Stig Broderson.
1:14.4	And today I am super pumped to have our guests because I'm kind of an admirer from Twitter
1:20.7	versus Lynn for your profile.
1:23.7	You post some amazing content and some amazing charts and I've never had the opportunity
	...

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