Lyn Alden – The Macro Landscape & Bull Case for Real Assets | #434
The Meb Faber Show - Better Investing
Introduction
Met aber is the co founder and chief investment officer cambria investment management. He will not discuss any of cambria Investment Management's products on this podcast. Len albon gives an over view of how she sees the world to day, starting with why the us. Reminds her not so much of the 19 seventies, but more the 19 forties. She touches on the state of inflation and us. Monetary policy,. what her expectations are for the dollar from here. Why she's bullished on value stocks and real assets, and why she's closely watching european energy prices going forward.
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