We Study Billionaires - The Investor’s Podcast Network TIP386: Global Investment Opportunities w/ Lyn Alden
Oct 10, 2021
Lyn Alden, an investment expert renowned for her insights on global portfolio building and inflation protection, joins the discussion. She reveals how to effectively gauge equity markets and rank investment attractiveness. Delving into TIPS, she highlights their pros and cons for various investors. Alden also discusses the valuation of the USD and predicts market trends in China and India. Listeners learn about protecting assets against inflation, along with strategies for navigating currency exposures in a diversified global portfolio.
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TIPS and Inflation
- TIPS adjust returns based on CPI, offering inflation protection but with lower yields than regular bonds.
- They can be useful but are not a perfect hedge, especially with potential discrepancies between official and "true" inflation.
Inflation Hedges
- Consider commodities, real estate, and certain stocks for inflation protection.
- Diversify commodity holdings and focus on companies with pricing power and controlled costs.
Dynamic Asset Allocation
- Asset class attractiveness changes over time.
- Diversification and tilting towards attractive assets are important.