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On today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation.
Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this & more, you'll have to tune in!
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Referenced In The Show:
Do High Interest Rates Fix High Inflation? https://www.lynalden.com/inflation-vs-interest-rates/
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Timestamps:
(00:00) Introduction
(00:50) Inflation
(06:18) The Rise Of Fiscal Dominance
(13:14) Cyclical vs Secular Inflation
(15:33) Permissionless II Ad
(16:21) Inflation Today vs The 1940's
(28:14) Research Ad
(29:04) What Is The End Game?
(36:55) Investing In This Environment
(41:42) Housing & Real Estate
(45:57) How Changing Technology Drove The Evolution Of Money
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.