Lyn Alden The Macro Landscape & Bull Case for Real Assets | #434

Published: Aug. 8, 2022, 5 p.m.

b"Today\\u2019s guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers.\\nIn today\\u2019s episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds her of the 1940\\u2019s. She touches on the state of inflation and US monetary policy and what her expectations are for the dollar from here. She shares why she\\u2019s bullish on value stocks and real assets, and why she\\u2019s closely watching European energy prices going forward.\\xa0\\xa0\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nToday\\u2019s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\\u2019s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here.\\n-----\\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\\n-----\\nPast guests include\\xa0Ed Thorp,\\xa0Richard Thaler,\\xa0Jeremy Grantham,\\xa0Joel Greenblatt,\\xa0Campbell Harvey,\\xa0Ivy Zelman,\\xa0Kathryn Kaminski,\\xa0Jason Calacanis,\\xa0Whitney Baker,\\xa0Aswath Damodaran,\\xa0Howard Marks,\\xa0Tom Barton, and many more.\\xa0\\n-----\\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\\xa0here!\\xa0\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"