Prof G Markets Searching For Value Outside the U.S. — ft. Lyn Alden
142 snips
Mar 20, 2025 
Lyn Alden, an independent analyst and author of "Broken Money," brings her insights on stock market trends and investment strategies. She discusses the recent market correction, framing it as a natural cycle, and speculates about a potential shift from U.S. to international markets. Lyn also critiques federal spending under Trump and discusses the implications of a national crypto reserve. Lastly, she shares key investment themes she's targeting for 2025, emphasizing the importance of diversification and exploring global opportunities.
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Stock Market Correction
- The 2025 stock market correction is a natural part of the market cycle, influenced by factors like high valuations and geopolitical anxieties.
- Diversification, including international equities and assets like gold, can mitigate the impact of corrections.
Truisms of Finance
- Traditional financial principles, such as diversification and investing in dividend stocks, are regaining importance.
- Over-reliance on US tech stocks might be less effective now.
Trade Deficits and Dollar Dominance
- US trade deficits are linked to the dollar's reserve currency status.
- This strong dollar makes importing cheaper and exporting harder for the US.
