Again, I mentioned I love listening to you. So, there’s a lot that I want to talk about today. But the insightful stuff that’s held up over time, survivorship bias is actually is pretty hard to avoid that in this day and age.Īll right. I’ve tried to delete most of the stuff where I look bad. Meb: The really interesting stuff goes back even farther. So, I’m always a fan of that kind of thing. Actually, I think I cited some of your stuff as far back as probably, like, five years ago in some of my articles. And I’ve been following your work for a while too. But for the podcast listeners out there, where do we find you today? I’ve been wanting to talk to you forever. Meb: I am so excited to have you here today. Please enjoy this episode with Lyn Alden. She shares why she’s bullish on value stocks and real assets and why she’s closely watching European energy prices going forward. monetary policy, what our expectations are for the dollar from here. She touches on the state of inflation in U.S. reminds her not so much of the 1970s but more the 1940s. On today’s show, she gives an overview of how she sees the world today, starting with why the U.S. Our guest is Lyn Alden, Founder of Lyn Alden Investment Strategy, one of my favorite macro-thinkers out there. All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of Cambria Investment Management or its affiliates. Due to industry regulations, he will not discuss any of Cambria’s funds on this podcast. Better investing starts here.ĭisclaimer: Meb Faber is the Co-Founder and Chief Investment Officer at Cambria Investment Management. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. 58:48 – Learn more about Lyn Twitter Message: Welcome to the “Meb Faber Show” where the focus is on helping you grow and preserve your wealth.45:00 – Lyn’s thoughts on the dollar and currencies in general lately.
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