TIP591: Currencies and Debt w/ Lyn Alden

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 3 December 2023

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, Stig Brodersen talks with investment expert Lyn Alden about currencies, debt, inflation, and how to invest in an uncertain world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro Why the bull theses are always more thoughtful and plentiful, and how to account for that The relationships between debt, inflation, and wars. How to best take advantage of debt in your portfolio How capital controls work How a debt restructuring works in practice Can technology be so deflationary that the FED can print us to inflation? The future role of the Euro on the global scene Whether China is in a balance sheet recession The pros and cons of Argentina dollarizing its economy Disclaimer: Slight discrepancies in the timestamps 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 book, Broken Money – Read reviews here Our interview with Lyn Alden about her book, Broken Money Our interview with Lyn Alden about How the Fed Went Broke Our interview with Lyn Alden about Macro and the Energy Market Our interview with Lyn Alden about Money Our interview with Lyn Alden about Gold and Commodities Lyn Alden's free 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: River AlphaSense Noble Gold Investments Wise American Express Business Gold Card Shopify Ka’Chava Babbel Alto Vanta Salesforce Percent NetSuite Toyota Glengoyne Whisky Monetary Metals 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!

Transcript

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0:00.0	You're listening to TIP.
0:03.0	In today's episode with fan favorite Lynn Old,
0:05.3	we talk about currencies, debt, inflation,
0:07.7	and how to invest in an uncertain world.
0:10.3	We discuss why companies like Berkshire Heatherway take on debt where they could be without it,
0:14.5	and how to think like a micro investor in a world that might at a glance seem to be rapidly changing.
0:19.8	Lynn Alden is a master of breaking down complex macroeconomic concepts for all of us and making them relevant regardless of the investment strategy you might be following.
0:29.7	And if you're unsure about what a debt restructuring is,
0:33.2	the relationship between world conflicts and currencies,
0:35.9	and how to best take advances of inflation.
0:38.7	This is most certainly not an episode you want to miss out on. You are listening to The Investors Podcast, where we study the financial markets and read the books that
0:51.5	influence self-made billionaires the most.
0:54.1	We keep you informed and prepared for the unexpected. You're listening to the investors podcast. I'm your host Dick Brodison and as you can
1:10.1	hopefully tell from my voice here I am I'm very excited because I'm here with someone who's really really special and that is
1:17.4	Lynn all then how are you today?
1:19.9	Oh good. Thanks for me back
1:22.0	So Lynn you recently published Broken Money and we already talked a lot about that, but if you'll forgive me, I would like to start talking about your wonderful book here at the top of the interview.
1:32.0	You know, this is already my
1:33.8	favorite book in 2023 and being a micro investor I was surprised to see how
1:40.1	excited it was for a book that's so macro-based and I would say I haven't been as
1:45.1	excited about a book in macro since Delia's book the Changing World Order
1:48.8	which in case someone's like what do you mean is it's just my way of praising a book but anyway so
	...

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