TIP700: How to Invest during Fiscal Dominance w/ Lyn Alden
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You're listening to TIP. For episode 700 of The Investors Podcast, I'm joined by none other than Lynn Alden to discuss fiscal dominance. When it comes to macro analysts, there's no one I follow more closely than Lin. While many value investors claim that following the macro environment isn't all that important, Lin makes a 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 Lin 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 Lin's three major trends to never fade in much more. With that, I really hope you enjoyed today's episode with Lynn 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.
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