IN THIS EPISODE, YOU’LL LEARN:
02:43 - What is causing the semiconductor issues?07:32 - The retreat of globalization15:50 - Why are we not seeing inflation in the other parts of the world?17:57 - What initially caught Lyn's interest with the supply chain issues?33:35 - The impacts on personal consumption spending39:56 - How does the infrastructure impact the markets moving forward?
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Lyn Alden's article on Supply Chain ImpactsLyn Alden's premium newsletterKelly Evan's Chart about personal consumptionGet into a topic quickly, find new topics, and figure out which books you want to...
Preston Pysh talks with renowned analyst, Plan B. He talks about whether the Stock to Flow Model will eventually fail, along with numerous other macro insights.
20 October Finished
Trey Lockerbie sits down with Trung Phan. Trung is a writer for The Hustle and focuses on tech and finance. He also is a purveyor of hilarious financial content on Twitter. His popularity recently afforded him the opportunity to interview legendary investor, Stanley Druckenmiller.
17 October Finished
Trey Lockerbie sits down with Tavi Costa to get his take on the macro environment and how he believes precious metals will outperform in the near term. Tavi is a partner and portfolio manager at Crescat Capital and is Trey's favorite resource when it comes to precious metal research.
15 October Finished
Preston Pysh talks with Bitcoin thought leader, Parker Lewis. Parker talks about his thoughts on the debt ceiling, supply chains, the trillion-dollar coin, and how Bitcoin solves the systematic issues that plague the global economy.
1 hour 22 mins
13 October Finished
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.
10 October Finished
Trey Lockerbie sits down with David Gardner. David is an accomplished investor, author, and entrepreneur, who co-founded the well-known financial advisory company, The Motley Fool.
1 hour 2 mins
8 October Finished