Stig Brodersen and Lyn Alden discuss fiscal dominance, gold, energy, the U.S. dollar, inflation, and what it means for investors. What you'll learn here: 00:00:00 - Intro 00:01:08 - Why you can’t ignore macro in the era of fiscal dominance 00:11:53 - How to think about treasuries and gold with respect to their dilution rates 00:17:29 - Who benefits and who loses from a strong dollar domestically and internationally 00:23:59 - Who are the winners and losers from higher oil prices across countries and sectors 00:31:00 - Whether you are benefiting from fiscal deficits as an investor and consumer 00:34:25 - Why price controls won’t solve the problem 00:51:03 - Why the biggest companies essentially short the US dollar Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/lyn-alden-on-why-fiscal-dominance-changes-everything/ 🤝 Join a curated group of passionate investors focused on intrinsic value, disciplined analysis, and uncovering high-quality stock ideas. https://theinvestorspodcast.com/mastermind ▶️ Related Episodes: - Mohnish Pabrai: Berkshire, Big Mistakes & Letting Winners Run: https://youtu.be/IBzSnyJ9z9M - Is Berkshire Hathaway Undervalued Right Now? (Chris Bloomstran Explains): https://youtu.be/j7OLFxaflS4 - Current Market Opportunities | Mercado Libre, Amazon, & Constellation Software: https://youtu.be/VgvTImPYGeU 📖 Books Mentioned: - ⁠Money without Borders by Barry Eichengreen⁠: https://amzn.to/4dqm8hT - Broken Money by Lyn Alden⁠: https://amzn.to/4ws7sY5 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #LynAlden #MacroInvesting #FiscalDominance #GoldInvesting #DollarDominance