TIP760: Dollar Dominance Decline w/ Lyn Alden
We Study Billionaires - The Investor’s Podcast Network
Capital Controls Risk and U.S. Investability
Stig asks if the U.S. could adopt capital controls; Lyn warns fiscal dominance raises the probability and explains investability trade-offs.
In this episode, Stig Brodersen welcomes back one of the most insightful voices in global macroeconomics, Lyn Alden. In this wide-ranging conversation, they explore the shifting landscape of the U.S. dollar and its role in a rapidly changing world.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:11 - Whether we’re moving from a US dollar system to a three-polar currency system
09:14 - The relationship between the fiscal deficit and the US dollar
18:51 - Why the US dollar may not go back to the strength it had in 2022 any time soon
22:23 - How to use US dollar sanctions (if at all) to achieve your goals
37:01 - Whether the US effectively implements capital controls
41:55 - What would happen if the Fed lost its independence
50:16 - Can the fiscal budget effectively balance?
57:18 - How to think about investing in high-quality equity investing in an era of fiscal dominance
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, Kyle, and the other community members.
- Lyn Alden’s book, Broken Money.
- Our interview with Lyn Alden about Investing during Fiscal Dominance.
- Our interview with Lyn Alden about Gold.
- Our interview with Lyn Alden about Currencies and Debt.
- Our interview with Lyn Alden about her book, Broken Money.
- Our interview with Lyn Alden about How the Fed Went Broke.
- Our interview with Lyn Alden about Macro and the Energy Market.
- Our interview with Lyn Alden about Money.
- Kenneth Rogoff’s book, Our Dollar Your Problem.
- Lyn Alden's free website.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
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