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TIP591: Currencies and Debt w/ Lyn Alden

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In this episode, Stig Brodersen talks with investment expert Lyn Alden about currencies, debt, inflation, and how to invest in an uncertain world.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

Why the bull theses are always more thoughtful and plentiful, and how to account for that

The relationships between debt, inflation, and wars.

How to best take advantage of debt in your portfolio

How capital controls work

How a debt restructuring works in practice

Can technology be so deflationary that the FED can print us to inflation? 

The future role of the Euro on the global scene 

Whether China is in a balance sheet recession 

The pros and cons of Argentina dollarizing its economy


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES


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