Navigating Inflation and Investment Strategies

This chapter focuses on the complexities of determining an appropriate discount rate for investors in light of potential inflation, critiquing traditional methods like the Consumer Price Index. It combines this analysis with insights on the growth of the money supply, the value of Bitcoin in a portfolio, and promotional content around a real estate investment fund.

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Episode notes

Lyn Alden talks about how discount rates have changed, how investors should be thinking about risk-free rates, investing in nominal terms versus buying power terms, and more.

Lyn has been in the investment research space for more than 15 years, and she’s a contributor to major publications like Forbes, Business Insider, CNBC, and many others.

IN THIS EPISODE YOU’LL LEARN:

How money is printed and why it has changed.
What is the role of swap lines during the COVID-19?
Why you should use the expected inflation rate in money supply as your discount rate.
Why the stock market truly peaked in 2018 and not when it reached an all-time high in 2020.
Ask the Investors: Is China the next empire?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Contact Lyn Alden on Twitter.
Lyn Alden’s website.

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