In this episode, Stig Brodersen welcomes back one of the most insightful voices in global macroeconomics, Lyn Alden. In this wide-ranging conversation, they explore the shifting landscape of the U.S. dollar and its role in a rapidly changing world.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:11 - Whether we’re moving from a US dollar system to a three-polar currency system
09:14 - The relationship between the fiscal deficit and the US dollar
18:51 - Why the US dollar may not go back to the strength it had in 2022 any time soon
22:23 - How to use US dollar sanctions (if at all) to achieve your goals
37:01 - Whether the US effectively implements capital controls
41:55 - What would happen if the Fed lost its independence
50:16 - Can the fiscal budget effectively balance?
57:18 - How to think about investing in high-quality equity investing in an era of fiscal dominance
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Lyn Alden’s book, Broken Money.
Our interview with Lyn Alden about Investing during Fiscal Dominance.
Our interview with Lyn Alden about Gold.
Our interview with Lyn Alden about Currencies and Debt.
Our interview with Lyn Alden about her book, Broken Money.
Our interview with Lyn Alden about How the Fed Went Broke.
Our interview with Lyn Alden about Macro and the Energy Market.
Our interview with Lyn Alden about Money.
Kenneth Rogoff’s book, Our Dollar Your Problem.
Lyn Alden's free website.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
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