•  

TIP386: Global Investment Opportunities w/ Lyn Alden

0
0

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:

  • Lyn Alden's free website.
  • Lyn Alden's article on TIPS. 
  • Lyn Alden's premium newsletter.
  • Preston, Trey, & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • Read the 9 Key Steps to Effective Personal Financial Management.
  • Communicate your ideas in the best way possible with Canva.
  • Transform how you drive business results and connect with customers with Snap AR.
  • Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Invest in high-quality, cash-flowing real estate without all of the hassle with PassiveInvesting.
  • Trade confidently with BMO adviceDirect. Start trading today with personalized advice with a minimum of just $10,000.
  • Track performance, create custom watch lists, and trade from anywhere with confidence with a BMO InvestorLine Self-Directed account.
  • Start investing in cryptocurrency today with as little as $10. Just go to altoira.com/study.
  • Get 20% off on Simplisafe's newest Wireless Outdoor Security system and get the first month of monitoring service for FREE when you enroll in Interactive Monitoring.
  • Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist. See important disclosures here.
  • Browse through all our episodes (complete with transcripts) here.
  • 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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


No comments yet...
Log in to comment
0 0 0
Yesterday

TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke

Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC, a London-listed FinTech company…
0 0 0
2026-04-05

TIP805: Stock Market Maestros w/ Kyle Grieve

Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winn…
0 0 0
2026-04-03

TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke

On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a spe…
0 0 0
2026-03-29

TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve

Kyle Grieve discusses key mental models from economics and art and how they apply to investing and d…
0 0 0
2026-03-27

TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve

In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as present…
0 0 0
2026-03-22

TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve

In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investor…

We Study Billionaires - The Investor’s Podcast Network

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howar…

Log in to Follow

More episodes from We Study Billionaires - The Investor’s Podcast Network

Top Podcasts Top rated Podcasts

Recent visits Your last viewed items