386 TIP. Global Investment Opportunities w/ Lyn Alden

We bring back one of our most popular guests, investment expert Lyn Alden. Together, we explore how to build a global portfolio. Lyn teaches us 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:
0:00:00 - Intro
0:00:16 - How Does Treasury-Inflation-Protected-Securities (Tips) Work, and Is It Good Inflation Protection?
0:04:24 - Are Tips a Good Investment for Some Investors but Not for Others?
0:05:30 - How to Protect Yourself Against Inflation
0:10:45 - How to Rank Asset Classes Based on Attractiveness?
0:14:34 - How to Value a Stock Market
0:19:47 - Which other factors than valuation can you use to identify the most attractive equity markets
0:23:49 - How Do You Value the USD Compared to Other Currencies?
0:27:27 - Which Equity Markets Are Currently Most Attractive
0:32:14 - How to Position in Various Equity Markets
0:37:46 - How to Consider Our Currency Exposure in Our Investments
0:43:38 - Why the Structural Deficit in the Us Doesn’t Matter Until It - Really – Matters
0:48:14 - What Is China’s Gameplan to Make Its Currency More Dominant
0:52:07- Is the Chinese Market More Attractive Than the Indian Market?
0:55:52 - How to Build a Personalized Global Portfolio?

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DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

[m.s.andbitcoinlife]

Every word Lynn says is intelligent and factual. She doesn’t waste 1 word. Amazing talent.

[jamesgallant]

She's good. Very educated on global markets. Impressed

[tubedogsurf]

Lyn is my favorite interviewee. Original investing OG

[Soilfoodwebwarrior]

Lyn is the real deal, she is the best investment I have ever made

[KAS-kldn]

I'll have to watch that again she's intelligent.

[rogerrabbit]

I love this podcast and i love this channel, been following it for years. But seriously, think about buying some better microphones, you guys can afford it. ;)

[tonyhewon]

Give us the exact developing market etf to invest in

[Ruth-wuvf]

Good interview. Great insights as usual Lyn. Thank you. Kind regards from Australia. (We have same problem as Denmark here, not as many opportunities globally.)

[mickhurley]

Lynn is amazing. You could get a 30 minute segment out of any one point she touches on.
It's like listening to a financial savant, as a mere mortal I struggle to keep pace with the truth bombs she drops before she has moved onto another incisive critique of what's going on.

[sivi]

Imho, if you have a mortgage, no problem to own bonds as long it does not exceed your debts .

[THEMOSTGODLESSGGR]

He said he would reference Lyn's vlog but he didn't the link is NOT in the description.

[John-epin]

Stig you know you don't have to lean into the mic to speak 🙊

[James-vjhz]

I miss the old TIP with Preston ans Stig together.

[meditationnostalgia]

Housing doesn’t appreciate all the time. Not with mass producing developers

[matt_glista]

The assumption that Western companies are "well managed" may soon become a fallacy. I'm speaking from third, second, and first-hand experience.

[aconsideredmoment]

Shiller was unsuccessful as a fund manager. Seeking 25% higher returns by pursuing undervalued markets seems like it relies on an overall long-term regression to the mean/opportunities flowing to low cost high return areas. That strategy seems to be presented with so many qualifiers including timing in/out and other risks including sovereign/political, security, climate, and more that it seems almost meaningless as a strategy. Does it really beat the S&P on a risk adjusted basis including currency and taxes? Value versus growth discussion seems flawed unless one follows Munger's advice and understand which industries and companies are declining to extinction on a 100-year cycle, such as Big ICE and Big Oil, and which are shifting from ? to Stars. Otherwise, it is technical analysis, reading shapes without qualitative factors on too narrow a range. Then it just becomes money porn for the greedy. Anyone wanting to invest globally like that should study Area Studies and read CIA country reports.

[jacknaneek]

Lyn, get a new painting for background

[missunique]

she should cite examples - can't follow what she's saying...

[missunique]

It means your value stock did NOTHING for three years! not a real good case for value, einstein.

[missunique]

get an announcer that speaks english next time - he was very hard to understand.