TIP386: Global Investment Opportunities w/ Lyn Alden

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
W

We Study Billionaires - The Investor’s Podcast

Guest
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




NEW TO THE SHOW?




SPONSORS

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!

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

Continue reading...
 

Similar threads

W
Replies
0
Views
27
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
37
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
29
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
40
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
31
We Study Billionaires - The Investor’s Podcast
W
Back
Top