GM09: Mistakes from the past to guide us forward ft. Lyn Alden

Aug 26, 2020

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We are very pleased to welcome Lyn Alden to the studio today, the founder of Lyn Alden investment strategy. Lyn is from an engineering background, and hence, as you might expect, brings a logical and rigorous approach to thinking about economics and financial markets. In our fascinating conversation Lyn was able to draw on her considerable knowledge and understanding of history to inform us in thinking about today’s problems. Our discussion spanned high level thinking about multi decade trends, but also very granular recommendations for the portfolio of assets you should hold today.

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Topics Discussed in this Episode:

Long run debt cycles
Deleveraging and inflation in the 1920’s and 1940’s
The 2008 Great Financial Crisis
The Wealth Effect’ vs free markets
Debt and demographics
QE and inflation
Geopolitics and the possibility of war
Portfolio inflation hedging
Bitcoin
Debt jubilees
Pension fund investing in a low yield world

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