Searching For Value Outside the U.S. — ft. Lyn Alden | Prof G Markets скачать в хорошем качестве

Searching For Value Outside the U.S. — ft. Lyn Alden | Prof G Markets

This week on Prof G Markets, Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Broken Money, returns to the show to break down the latest stock market correction, explaining why it’s a natural part of the market cycle. She explores whether we’re about to see a rotation from U.S. markets to international ones, unpacks why she doesn’t think federal spending will come down under Trump, and gives her take on the national crypto reserve. Finally, Lyn shares an update on her portfolio and reveals the key investment themes she’s focused on for 2025. Order Algebra of Wealth now! https://www.amazon.com/Algebra-Wealth... Timestamps: 00:00 - Today's number 00:20 - Today's episode 03:58 - Market Headlines 04:43 - Klarna's IPO 10:18 - Alphabet's Wiz acquisition 14:31 - Intel's New CEO 18:57 - Ad break 21:29 - Searching For Value Outside the U.S. — ft. Lyn Alden 21:40 - What’s your reaction to the stock market sell-off and how does it compare to previous market corrections? 25:02 - What do you think about the tariffs? 29:32 - How will implementing tariffs impact the dynamic you described? 30:59 - Are we going to see a 10-15 years of underperformance of U.S. markets relative to non-U.S. markets? 34:11 - Do you think an increase in European defense spending could boost European stocks? 35:59 - What is your outlook for fiscal spending under Trump? 38:44 - Ad break 40:12 - What do you make of this national crypto reserve, and is it a good idea? 43:33 - Isn’t the crypto reserve just an optical win? 44:56 - Isn’t this strategic crypto reserve essentially the U.S. choosing to increase the deficit and become asset managers? 49:01 - Are there changes made to your portfolio, and are there investment themes you’re focused on in 2025? 51:22 - How would you rotate out of U.S. stocks into international ones? 54:34 - Credits Subscribe to Prof G Markets on Spotify https://open.spotify.com/show/7syF2ry... Follow us on Apple Podcasts https://podcasts.apple.com/us/podcast... Want more Prof G? Check out everything we're up to at https://profgmedia.com/ #business #news #tech #financemotivation #stockmarket #profg #scottgalloway #profgmarkets #ai #earnings #stocks #inflation #investmentstrategies #investment #investing #gdp #podcast #klarna #google #wiz #intel #trump #crypto #cryptoreserve