Lyn Alden on How Fiscal Dominance Reshapes Markets (TIP815)
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摘要
Stig Brodersen and Lyn Alden discuss fiscal dominance, gold, energy, the U.S. dollar, inflation, and what it means for investors.
What you'll learn here:
00:00:00 - Intro
00:01:08 - Why you can’t ignore macro in the era of fiscal dominance
00:11:53 - How to think about treasuries and gold with respect to their dilution rates
00:17:29 - Who benefits and who loses from a strong dollar domestically and internationally
00:23:59 - Who are the winners and losers from higher oil prices across countries and sectors
00:31:00 - Whether you are benefiting from fiscal deficits as an investor and consumer
00:34:25 - Why price controls won’t solve the problem
00:51:03 - Why the biggest companies essentially short the US dollar
Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/lyn-alden-on-why-fiscal-dominance-changes-everything/
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- Mohnish Pabrai: Berkshire, Big Mistakes & Letting Winners Run: https://youtu.be/IBzSnyJ9z9M
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📖 Books Mentioned:
- Money without Borders by Barry Eichengreen: https://amzn.to/4dqm8hT
- Broken Money by Lyn Alden: https://amzn.to/4ws7sY5
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
#LynAlden #MacroInvesting #FiscalDominance #GoldInvesting #DollarDominance
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