TIP386: Global Investment Opportunities w/ Lyn Alden

  • Thread starter We Study Billionaires - The Investor’s Podcast
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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.



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