We Study Billionaires - The Investor’s Podcast Network
Business:Investing
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.
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