Top Traders Unplugged With Niels Kaastrup-larsen | Engaging Conversations With The Top Traders & Investors

We are very pleased to welcome Lyn Alden to the studio today, the founder of Lyn Alden investment strategy. Lyn is from an engineering background, and hence, as you might expect, brings a logical and rigorous approach to thinking about economics and financial markets. In our fascinating conversation Lyn was able to draw on her considerable knowledge and understanding of history to inform us in thinking about today’s problems. Our discussion spanned high level thinking about multi decade trends, but also very granular recommendations for the portfolio of assets you should hold today. Topics Discussed in this Episode: Long run debt cycles Deleveraging and inflation in the 1920’s and 1940’s “By the 1940s the private debt bubble was mostly worked off, but then, of course, we entered the WWII period; we had massive federal deficits as a percentage of GDP. … In order to fund those deficits, the Federal Reserve had to take over the Treasury because there wasn’t enough natural appetite for the public to buy all those