2025-02-21
1 小时 5 分钟You're listening to tip for episode 700.
Of the Investors Podcast.
I'm joined by none other than Lyn Alden to discuss fiscal dominance.
When it comes to macro analysts, there's no one I follow more closely than Lyn.
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, and her conclusions have helped shape how I think about managing my own portfolio.
During this episode, we discuss what fiscal dominance is and why it matters, why The S&P 500 is at all time highs with the backdrop of higher interest rates, whether Lyn expects US Big Tech to continue to outperform where we're at in the liquidity cycle, how to invest during a period of fiscal dominance, Lyn's three major trends to never fade, and much more.
With that, I really hope you enjoy today's episode with lyn Alden.
Since 2014 and through more than 180 million downloads, we've studied the financial markets and read the books that influence self made billionaires the most.
We keep you informed and prepared for the unexpected.
Now for your host, Clay Fink.
Welcome to the Investors Podcast.
I'm your host Clay Fink and today I'm thrilled to welcome Lynn Alden to the podcast.
Lyn, welcome back to the show.
Happy to be back.
Always happy to talk.
So this is actually my first time interviewing you on the podcast, but I've been following your work for quite some time and I must say I'm a huge fan.
I had to go back and see what was the first time you were on We Study Billionaires.
It was June of 2020 and you've been a guest on the show many times since then.
So it's crazy to think it's been coming up on five years you've been in this space doing all the great work that you do.
I enjoy doing it.