Our guest is Lyn Alden, Founder of Lyn Alden Investment Strategy, one of my favorite macro-thinkers out there.
All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of Cambria Investment Management or its affiliates.
Due to industry regulations, he will not discuss any of Cambria’s funds on this podcast. Better investing starts here.ĭisclaimer: Meb Faber is the Co-Founder and Chief Investment Officer at Cambria Investment Management. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. 58:48 – Learn more about Lyn Twitter Message: Welcome to the “Meb Faber Show” where the focus is on helping you grow and preserve your wealth.45:00 – Lyn’s thoughts on the dollar and currencies in general lately.41:31 – The Price of Time by Edward Chancellor Whether we’re seeing parallels between the US today and the UK back in the 40s.40:44 – The stay rich portfolio ( link).33:39 – Lyn’s take on why gold hasn’t performed better.30:33 – Thinking about commodities and the real asset space.22:02 – How do bonds fit within portfolios given the inflationary environment?.18:05 – Choices for governments to manage the state of markets ( link).
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1:54 – Having a background in aviation engineering and shifting into finance.She shares why she’s bullish on value stocks and real assets, and why she’s closely watching European energy prices going forward.Ĭomments or suggestions? Interested in sponsoring an episode? Email us from the Episode: She touches on the state of inflation and US monetary policy and what her expectations are for the dollar from here. Summary: In today’s episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds her of the 1940’s. Guest: Lyn Aldenis the founder of Lyn Alden Investment Strategy, an investment research firm. Episode #434: Lyn Alden – The Macro Landscape & Bull Case for Real Assets
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