TIP386: Global Investment Opportunities w/ Lyn Alden

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 10 October 2021

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. They discuss how to build a global portfolio. Lyn teaches how we can determine the most attractive equity markets, how to identify red flags, and how we can protect ourselves against inflation. IN THIS EPISODE, YOU'LL LEARN: 00:43 - How does Treasury-Inflation-Protected-Securities (TIPS) work, and is it good inflation protection? 04:26 - Are TIPS a good investment for some investors but not for others? 05:24 - How to protect yourself against inflation 09:53 - How to rank asset classes based on attractiveness? 13:16 - How to value a stock market? 17:41 - Which other factors than valuation can you use to identify the most attractive equity markets. 21:10 - How do you value the USD compared to other currencies? 24:18 - Which equity markets are currently most attractive. 28:29 - How to position in various equity markets. 33:04 - How to consider our currency exposure in our investments. 38:04 - Why the structural deficit in the US doesn't matter until it really matters? 41:55 - What is China's game plan to make its currency more dominant? 45:04 - Is the Chinese market more attractive than the Indian market? 48:04 - How to build a personalized global portfolio? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Lyn Alden's free website. Lyn Alden's article on TIPS. Lyn Alden's premium newsletter. Read the 9 Key Steps to Effective Personal Financial Management. 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: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! 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Transcript

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0:00.0	You're listening to TIP.
0:04.0	You are listening to the Investors Podcast, where we study the financial markets and read
0:12.6	the books that influence self-made billionaires the most.
0:15.7	We keep you informed and prepared for the unexpected.
0:19.2	Welcome to the Investors Podcast. I'm your host, Dick Broderson, and I can already feel
0:32.9	that this is going to be a great episode because today we are joined by the one and only
0:37.0	Lynn Alden.
0:38.0	Lynn, welcome back on the show.
0:39.7	Hey, happy to be back.
0:41.2	Always glad to be here.
0:43.4	So Lynn, I wanted to talk to you and the audience about global investment opportunities,
0:47.5	but I want to talk about inflation first because inflation is just such a tax on everything
0:53.3	that we do.
0:54.3	So I wanted to have that powered as our foundation before we went into the different investment
0:59.0	opportunities that you see in the market.
1:01.6	And you recently wrote a great blog post about Treasury inflation, protect securities or
1:06.4	tips.
1:07.4	So let's kick this off and perhaps you could explain how tips work and whether it's a good
1:12.7	inflation hatch in today's environment.
1:14.8	Yeah, so at the current time, we're seeing a pretty good amount of inflation compared
1:19.2	to the historical average over the past couple decades.
1:22.4	And it looks like there's certain areas that's rolling over, but it's still quite elevated,
	...

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