Episode notes
In this episode, Stig Brodersen welcomes back one of the most insightful voices in global macroeconomics, Lyn Alden. In this wide-ranging conversation, they explore the shifting landscape of the U.S. dollar and its role in a rapidly changing world.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:11 - Whether we’re moving from a US dollar system to a three-polar currency system
09:14 - The relationship between the fiscal deficit and the US dollar
18:51 - Why the US dollar may not go back to the strength it had in 2022 any time soon
22:23 - How to use US dollar sanctions (if at all) to achieve your goals
37:01 - Whether the US effectively implements capital controls
41:55 - What would happen if the Fed lost its independence
50:16 - Can the fiscal budget effectively balance?
57:18 - How to think about investing in high-quality equity investing in an era of fiscal dominance
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Lyn Alden’s book, Broken Money.
- Our interview with Lyn Alden about Investing during Fiscal Dominance.
- Our interview with Lyn Alden about Gold.
- Our interview with Lyn Alden about Currencies and Debt.
- Our interview with Lyn Alden about her book, Broken Money.
- Our interview with Lyn Alden about How the Fed Went Broke.
- Our interview with Lyn Alden about Macro and the Energy Market.
- Our interview with Lyn Alden about Money.
- Kenneth Rogoff’s book, Our Dollar Your Problem.
- Lyn Alden's free website.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Check out our We Study Billionaires Starter Packs.
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
