We Study Billionaires - The Investors Podcast
TIP386: Global Investment Opportunities w/ Lyn Alden
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:53:59
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Sinopse
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. IN THIS EPISODE, YOU'LL LEARN: 00:43 - How does Treasury-Inflation-Protected-Securities (TIPS) work, and is it good inflation protection? 04:26 - Are TIPS a good investment for some investors but not for others? 05:24 - How to protect yourself against inflation 09:53 - How to rank asset classes based on attractiveness? 13:16 - How to value a stock market? 17:41 - Which other factors than valuation can you use to identify the most attractive equity markets. 21:10 - How do you value the USD compared to other currencies? 24:18 - Which equity markets are currently most attractive. 28:29 - How to position in various equity markets. 33:04 - How to consider our currency exposure in our investments. 38:04 - Why the structura