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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.
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