Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:
- Long-term debt cycle
- Lessons from the 1940’s financial repression
- Will the government keep the inflation going?
- Bonds vs. Inflation
- Broad money and CPI
- The oil cycle
- Perspectives on monetary and fiscal policy
- Portfolio composition in current landscape
Download the podcast transcript: [Click Here]
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Lyn Alden's background is a blend of engineering and finance. She began her career in the field of electronics engineering in the aviation industry, and eventually moved into engineering finance and management. In 2016, she founded Lyn Alden Investment Strategy, which provides financial research for retail and institutional investors with an emphasis on value investing with a global macro overlay. Her specialities include equity analysis, precious metals, and international macro comparisons including long-term currency fundamentals.