The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network TIP303: Investing During Chaos w/ Lyn Alden (Business Podcast)
Jun 27, 2020
Lyn Alden, an investment researcher with over 15 years of experience and contributions to big names like Forbes and Business Insider, shares her insights on navigating financial chaos. She explains how changing discount rates affect investment strategy and why traditional methods may no longer suffice. Alden discusses the role of money printing, swap lines during COVID-19, and the implications of inflation on asset values. She even delves into Bitcoin's role in a portfolio and the rising influence of China in global markets, making a compelling case for strategic asset allocation.
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Portfolio Advice for Retirees
- Consider harder assets like a paid-off home, precious metals, and diversified equities, but not an overemphasis on equities.
- Rely on cash and treasuries mainly for liquidity, not as a store of value.
Competitive Devaluation
- Competitive devaluation is happening as countries print money at varying rates.
- The US has been the most aggressive printer since September 2019, surpassing other major peers.
Future of Money Printing
- Money printing is expected to continue for years, followed by yield curve control.
- This will keep treasury yields below inflation, further impacting returns.