Investing Insights: Navigating Markets Amid Geopolitical Concerns

This chapter explores the intricate dynamics between personal investment choices and the geopolitical landscape, with a spotlight on China and Bridgewater's views. It raises alarms about market manipulation by governments and emphasizes the need to scrutinize the motivations behind financial advice in authoritarian regions.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Lyn Alden talks about how discount rates have changed, how investors should be thinking about risk-free rates, investing in nominal terms versus buying power terms, and more.

Lyn has been in the investment research space for more than 15 years, and she’s a contributor to major publications like Forbes, Business Insider, CNBC, and many others.

IN THIS EPISODE YOU’LL LEARN:

How money is printed and why it has changed.
What is the role of swap lines during the COVID-19?
Why you should use the expected inflation rate in money supply as your discount rate.
Why the stock market truly peaked in 2018 and not when it reached an all-time high in 2020.
Ask the Investors: Is China the next empire?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Contact Lyn Alden on Twitter.
Lyn Alden’s website.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Bluehost
Fintool
PrizePicks
Vanta
Onramp
SimpleMining
Fundrise
TurboTax

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests Top books