Today
SpaceX Raised $111B — It Already Needs More
Ed Elson is joined by John Foley to unpack why SpaceX is looking to borrow $40 billion, what’s driving its stock, and whether he thinks the current price is justified. Then, Ronan Farrow returns to break down the rise of the annoyance economy and the legislation aimed at combatin ... Show More
36m 47s
Yesterday
Why The S&P Just Hit A Record High — Despite Soaring Yields
Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will take for conditions to improve, and whethe ... Show More
36m 42s
Oct 6
Brazil’s Far-Right Is Surging — Investors Love It
Ed Elson is joined by Monica de Bolle to unpack her takeaways from the Brazil election results, how the market reacted, and why the runoff could mark a major turning point for the country. Then, Kathryn Anne Edwards returns to break down the September jobs report and the warning ... Show More
41m 24s
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
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
Oct 2021
TIP386: Global Investment Opportunities w/ Lyn Alden
Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. They discuss how to build a global portfolio. Lyn teaches how we can determine the most attractive equity markets, how to identify red flags, and how we can protect ourselves against inflation ... Show More
53m 59s
Dec 2023
TIP591: Currencies and Debt w/ Lyn Alden
In this episode, Stig Brodersen talks with investment expert Lyn Alden about currencies, debt, inflation, and how to invest in an uncertain world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 06:00 - Why the bull theses are always more thoughtful and plentiful, and how to account ... Show More
1h 16m
Oct 2025
TIP760: Dollar Dominance Decline w/ Lyn Alden
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: 0 ... Show More
1h 18m
Dec 2020
SLP232 Lyn Alden - Bitcoin as Emerging Store of Value
<p>Lyn Alden of Lyn Alden Investment Strategy joins me to talk about how Bitcoin is emerging as a new store of value. We discuss misconceptions on bitcoin, the impact of the constant low key influx of new capital, gold vs bitcoin, concentration of bitcoin, and the broader macro e ... Show More
57m 28s
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 discuss the upcoming rate-cutting cycle. She explains why she’s still long-term bu ... Show More
