Investing Across Asset Classes | Lyn Alden | Pomp Podcast

Описание: This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Lyn Alden, the founder of Lyn Alden Investment Strategy, which provides market research to hundreds of thousands of individual investors and financial professionals. Lyn’s focus is on value investing with a global macro overlay, including currency differentials, shifts in monetary policy, and equity valuations.

In this conversation, we discuss long term debt cycle, government finance, sovereign debt problems, trade deficits, petro dollar system, 60/40 portfolios, emerging markets, bitcoin, and value stocks vs value traps.

Pomp writes a daily letter to over 50,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

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TIMESTAMPS:
00:00 - Intro
00:12 - Lyn's background
01:07 - Long-term debt cycle
03:41 - How government financing affects the debt cycle
05:58 - Money printing
08:17 - Paying for sovereign debt
10:40 - Why trade deficits matter
17:22 - A new Bretton Woods
23:15 - Bonds
26:49 - Gold
30:08 - Oil
31:32 - Timber
32:20 - Real estate
33:41 - Domestic non-tech stocks
35:21 - Domestic tech stocks
36:14 - Europe, Japan, and Canada
38:11 - Bitcoin
46:14 - Portfolio construction
49:29 - Favorite book
50:49 - Aliens
51:35 - Lyn's question for Pomp