IN THIS EPISODE, YOU’LL LEARN:

• How money is printed and why it has changed.
• What is the role of swap lines during the COVID-19?
• Why you should use the expected inflation rate in money supply as your discount rate.
• Why the stock market truly peaked in 2018 and not when it reached an all-time high in 2020.
• Ask the Investors: Is China the next empire?

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Intro  00:00
You’re listening to TIP.

Preston Pysh  00:03
On today’s show, we have the thoughtful Lyn Alden. Lyn has been in the investment research space for more than 15 years, and she’s a contributor to major publications like Forbes, Business Insider, CNBC, and many others. I’m a personal fan of Lynn’s work because she comes with an insane amount of breadth of knowledge about global macro situations while also having a deep value-investing background. 

On today’s show, we talked about how discount rates have changed and how investors should be thinking about risk-free rates. We also talked about investing in nominal terms versus buying power terms. We talked about central banking policy during COVID-19 and what the rest of 2020 might look like. This is an amazing discussion and I’m sure you guys will really enjoy it, so let’s go ahead and get started.

Intro  00:47
You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. 

Preston Pysh  01:07
Hey, everyone. Welcome to The Investor’s podcast. I’m your host, Preston Pysh, and, as always, I’m accompanied by my co-host, Stig Brodersen. Today I am super pumped to have our guest because I’m kind of an admirer from Twitterverse. Lyn, from your profile, you post some amazing content and some amazing charts. 

I’ve never had the opportunity to talk to you. I just get to see your charts and tweet 100 characters at you at a time, so it’s really exciting for me to have a conversation with you, one on one. Welcome to the show. 

Lyn Alden  01:41
You, as well. Thanks for having me. 

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BOOKS AND RESOURCES

• Contact Lyn Alden on Twitter.
• Lyn Alden’s website.

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