The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)
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Aug 23, 2020 
Lyn Alden is an independent macroeconomist, Luke Gromen is a financial analyst and author, and Jeff Booth is an entrepreneur known for his insights on Bitcoin. They delve into the potential return of a liquidity crisis and whether another currency could replace the USD as the global reserve. Discussions include the implications of rising national debts, the role of Bitcoin on corporate balance sheets, and the evolving landscape towards a multipolar currency system amidst global tensions. They also explore the complexities of transitioning back to a gold standard and the future of digital currencies.
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Repricing Event
- Currency fluctuations are hard to predict short-term.
- A repricing of everything is inevitable, due to policy error or loss of faith in currencies.
Parabolic Money Growth
- The parabolic increase in the global monetary base reflects an exponential growth in debt.
- Policymakers struggle to balance deflationary technological pressures with exponentially increasing debt.
SDRs and Geopolitics
- The future role of SDRs is uncertain due to geopolitical tensions, especially between the US and China.
- A multilateral reserve asset like SDRs requires cooperation, which is currently lacking.
