Navigating Inflation: Investment Strategies and Risks

This chapter explores how fiscal policies and central banking measures shape inflation and their impact on investors. It provides strategies for portfolio adjustment, emphasizing diversification with harder assets, value stocks, and international markets to mitigate risks associated with inflation and structural deficits.

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Stig brings back one of our most popular and thoughtful guests, investment expert Lyn Alden. Together, they discuss how the Fed went broke and what the implication is for us as investors.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:28 - What is on the balance sheet of the FED.

07:32 - Why the Fed should be profitable.

11:36 - Should central bankers be elected?

21:09 - Why Lyn is bullish on India and Brazil.

36:39 - Whether the commercial bank system will allow a central bank digital currency.

41:20 - How to build a monetary system for Argentina.

49:12 - How to build a portfolio optimizing for both sleeping well at night and independence.

54:00 - How do we know that what we know about financial markets is true.

58:40 - Why you’re too concentrated if you’re super excited about your portfolio.

1:01:50 - How to spend money to optimize for happiness.

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

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to our interview with Lyn Alden about Macro and the energy market or watch the video.
Listen to our interview with Lyn Alden about Money or watch the video.
Listen to our interview with Lyn Alden about Gold and Commodities or watch the video.
Lyn Alden's free website.
Lyn Alden's premium newsletter.
Lyn Alden’s blog post, Energy: Area Under the Curve.
Lyn Alden’s blog post, How the Fed went broke.

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