Episode notes
Stig Brodersen welcomes back renowned macroeconomist and bestselling author Lyn Alden. They explore fiscal dominance, gold, energy markets, and the shifting role of the U.S. dollar in a more fragmented global economy. Lyn also explains why higher interest rates may no longer slow inflation the way they once did, and what this changing macro regime means for investors.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:02:24 - Why you can’t ignore macro in the era of fiscal dominance
00:13:00 - How to think about treasuries and gold with respect to their dilution rates
00:18:08 - Who benefits and who loses from a strong dollar domestically and internationally
00:24:31 - Who are the winners and losers from higher oil prices across countries and sectors
00:32:02 - Whether you are benefiting from fiscal deficits as an investor and consumer
00:34:25 - Why price controls won’t solve the problem
00:52:24 - Why the biggest companies essentially short the US dollar
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community.
- Track The Intrinsic Value Portfolio.
- Lyn Alden’s book, Broken Money.
- Lyn Alden's free website.
- Our interview with Lyn Alden about Dollar Dominance Decline.
- 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.
- Barry Eichengreen’s book, Money without Borders.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
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