TIP426: Gold and Commodities w/ Lyn Alden

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

Stig Brodersen

Education, Business, Investing

4.6 • 3.6K Ratings

🗓️ 27 February 2022

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. Together, they explore the role of gold and commodities investing in a period of inflation. IN THIS EPISODE, YOU’LL LEARN: 01:03 - Why do commodities perform well in inflationary periods? 08:55 - Why do different generations and nationalities look differently at gold? 11:26 - How to best invest in commodities. 15:21 - How can commodities markets be manipulated andHow much should your portfolio be exposed to commodities? 19:57 - Why you should compare the price of gold to real interest rates. 29:13 - Are there any classes that investors should not hold? 33:30 - Why the M2 money supply growth should be your default yardstick when measuring real returns for asset classes. 52:18 - Should you own gold or gold stocks? 1:03:03 - What will the next monetary system look like? *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 premium newsletter. Emil Sandsted’s book, Money Dethroned – Read reviews of this book. Peter Bernstein’s book, The Power of Gold – Read reviews of this book SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ 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 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 TI-P.
0:02.6	With the crazy macro environment and the heavy money printing we see these days,
0:06.7	it seems right to take a step back and look at how to position our portfolios in the time of inflation and uncertainty.
0:13.4	In this episode, I sit down with Fain Favorite Lin-Alton.
0:16.5	We explored whether now is the time to invest in goal of commodities
0:19.9	and what we can learn by tracking the growth in the M2 money supply.
0:23.6	So without further ado, here's my interview with the always thoughtful Lin-Alton.
0:31.2	You are listening to the Investors podcast where we study the financial markets
0:36.4	and read the books that influence self-made billionaires the most.
0:39.8	We keep you informed and prepared for the unexpected.
0:43.2	Welcome to the Investors podcast. I'm your host, Dick Brodison, and I am here with one of our most popular guests, Lin-Alton.
0:59.0	Then welcome to the show.
1:00.8	Thanks for having me back. Happy to be here.
1:03.2	So, Lin, let's just jump right into the discussion here today.
1:06.8	So in the research, Payretide, the best strategy is for inflationary times.
1:10.7	The author looked back to 1926 and started the eight different inflationary regimes,
1:16.4	which was 19% of the time.
1:18.8	So I'm just going to throw some stats out there.
1:21.1	If we look at equities in those inflationary times,
1:24.5	equities had a negative real return of minus 7%,
1:29.1	and a positive 10% real return whenever it was not.
1:33.0	And all the entire period, the real return for equities was 7%.
	...

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