TIP386: Global Investment Opportunities w/ Lyn Alden

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

🧾️ Download transcript

Summary

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:

Lyn Alden's free website.
Lyn Alden's article on TIPS.
Lyn Alden's premium newsletter.
Preston, Trey, & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Read the 9 Key Steps to Effective Personal Financial Management.
Communicate your ideas in the best way possible with Canva.
Transform how you drive business results and connect with customers with Snap AR.
Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.
Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
Invest in high-quality, cash-flowing real estate without all of the hassle with PassiveInvesting.
Trade confidently with BMO adviceDirect. Start trading today with personalized advice with a minimum of just $10,000.
Track performance, create custom watch lists, and trade from anywhere with confidence with a BMO InvestorLine Self-Directed account.
Start investing in cryptocurrency today with as little as $10. Just go to altoira.com/study.
Get 20% off on Simplisafe's newest Wireless Outdoor Security system and get the first month of monitoring service for FREE when you enroll in Interactive Monitoring.
Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist. See important disclosures here.
Browse through all our episodes (complete with transcripts) here.
Support our free podcast by supporting our sponsors.

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

Click on a timestamp to play from that location

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,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Stig Brodersen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.