The Prof G Pod with Scott Galloway America’s Debt Cycle, Bitcoin, and Bubbles — with Lyn Alden
20 snips
Sep 9, 2021 
Lyn Alden, a full-time investor and independent analyst, shares her insights into America's debt cycle and the current financial landscape. She discusses the symptoms of economic bubbles and explains her bullish stance on Bitcoin, emphasizing its long-term potential. Lyn also highlights investment opportunities in the Russian equity market. Additionally, she explores the challenges in higher education resulting from COVID-19, particularly the decline in male enrollment, and advocates for alternative paths like vocational training.
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Connecting Effort and Reward
- Boys struggle to link academic effort with future success, impacting college enrollment.
- Scott Galloway's mom called his friends at the arcade if he didn't do chores, illustrating parental grit.
America's Debt Cycle
- America's debt cycle resembles the 1940s, with high debt and low interest rates.
- This makes currency devaluation more likely, financially repressing bondholders.
Investing in a High-Debt Environment
- Own scarce assets like high-quality equities, but watch out for valuations.
- Consider emerging markets, value stocks, gold, and Bitcoin to diversify.