Stig brings back one of our most popular and thoughtful guests, investment expert Lyn Alden. Together, they discuss how the Fed went broke and what the implication is for us as investors.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:28 - What is on the balance sheet of the FED.
07:32 - Why the Fed should be profitable.
11:36 - Should central bankers be e ... Show More
Yesterday
TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley revisit the two luxury houses they passed on last time — Hermès (EPA: RMS), the 189-year-old maker of the Birkin bag, and LVMH (EPA: MC), the 75-brand conglomerate behind Louis Vuitton, Dior, Tiffany, and Hennessy. Both stocks now sit near their ... Show More
1h 15m
Oct 4
TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and organic expansion, how they appr ... Show More
1h 17m
Oct 1
TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley
In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the scale advantages behind Walmar ... Show More
1h 16m
Mar 2025
Searching For Value Outside the U.S. — ft. Lyn Alden
Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Broken Money, returns to the show to break down the latest stock market correction, ... Show More
56m 50s
Sep 2024
What the 2024 Rate Cutting Cycle Could Mean For Investors — ft. Lyn Alden
Scott and Ed open the show by discussing a judge’s decision to allow bets on Congressional elections, Apple’s newest iPhone, and the fight to change the dual-class share structure at News Corp. Then Lyn Alden, independent analyst and author of “Broken Money,” joins the show to di ... Show More
52m 49s
Apr 2023
Prof G Markets: Liquidity and Portfolio Management in an Inflationary Decade — With Lyn Alden
This week on Prof G Markets, Scott speaks with Lyn Alden, an independent analyst and full time investor, about banking regulations, the promises of borderless bitcoin technology, and her three pillar investment strategy. They also discuss the productivity gains of AI, opportuniti ... Show More
40m 36s
Jun 2025
277. Lyn Alden Nothing Stops This Train
<p>Lyn Alden, author of Broken Money, discusses the US fiscal situation and bitcoin.</p><p>Enjoyed this episode? Join Saifedean's online learning platform to take part in weekly podcast seminars, access Saifedean’s four <a href='https://saifedean.com/courses'>online economic ... Show More
1h 9m
Sep 2021
America’s Debt Cycle, Bitcoin, and Bubbles — with Lyn Alden
Lyn Alden, a full-time investor and independent analyst, joins Scott to discuss the symptoms of an economic bubble and America’s debt cycle. Lyn also explains why she’s bullish on Bitcoin and shares her investment strategy, including why she’s paying attention to the Russian equi ... Show More
49m 5s
May 2024
Doomsday Inflation and a Bull Case for Bitcoin — with Lyn Alden
Lyn Alden, independent analyst and author of “Broken Money,” joins the show to discuss the U.S. deficit and the threat of persistent inflation. She also shares why she remains bullish on Bitcoin, and breaks down what supports its current value.
Further reading: https://www.lynal ... Show More
50m 55s