On today’s episode, Clay is joined by Lyn Alden to discuss fiscal dominance and its implications for investors. While many value investors claim that following the macro environment isn’t all that important, Lyn makes the compelling case that fiscal dominance has a considerable impact on financial markets overall.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:03 - What fiscal dominance is and why it matters.
08:39 - Why the S&P 500 is at all-time highs with the backdrop of higher interest rates.
11:36 - Whether Lyn expects US big tech to continue to outperform.
19:05 - How the US will continue to run large fiscal deficits.
28:55 - Why nothing stops the fiscal dominance train.
36:20 - Where we are at in the liquidity cycle.
41:08 - How to invest during a period of fiscal dominance.
55:19 - Lyn’s three major trends to never fade.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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