Navigating Inflation-Linked Investments

This chapter explores the intricacies of investing in Treasury Inflation-Protected Securities (TIPS) amidst current market challenges, examining their limitations and suitability for different investor profiles. It advocates for a diversified investment strategy focused on commodities, real estate, and selective equity choices to effectively manage inflation risks. The discussion underscores the importance of understanding individual investment needs and market dynamics to optimize performance across various asset classes.

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Episode notes

Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. They discuss how to build a global portfolio. Lyn teaches how we can determine the most attractive equity markets, how to identify red flags, and how we can protect ourselves against inflation.

IN THIS EPISODE, YOU'LL LEARN:

00:43 - How does Treasury-Inflation-Protected-Securities (TIPS) work, and is it good inflation protection?
04:26 - Are TIPS a good investment for some investors but not for others?
05:24 - How to protect yourself against inflation
09:53 - How to rank asset classes based on attractiveness?
13:16 - How to value a stock market?
17:41 - Which other factors than valuation can you use to identify the most attractive equity markets.
21:10 - How do you value the USD compared to other currencies?
24:18 - Which equity markets are currently most attractive.
28:29 - How to position in various equity markets.
33:04 - How to consider our currency exposure in our investments.
38:04 - Why the structural deficit in the US doesn't matter until it really matters?
41:55 - What is China's game plan to make its currency more dominant?
45:04 - Is the Chinese market more attractive than the Indian market?
48:04 - How to build a personalized global portfolio?

*Disclaimer: Slight timestamp discrepancies 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.
Lyn Alden's free website.
Lyn Alden's article on TIPS.
Lyn Alden's premium newsletter.
Read the 9 Key Steps to Effective Personal Financial Management.

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