So, I’m convinced you will enjoy our conversation with Lyn Alden of Lyn Alden Investment Strategy. Our Guest today is absolutely brilliant when it comes to removing financial noise and filtering it down into precise and actionable information. We’re not looking for trade ideas or random guesses about an unknown future but rather knowledge accumulated over the course of decades in the markets to try to make us better-informed investors and we want to share those conversations with you. We also want to ask questions outside our normal rules-based playground. We want to understand the experiences that have shaped them, the processes they follow, and the historical events that have influenced them. In this series, I along with my co-hosts, Robert Carver and Moritz Seibert, want to continue our education by digging deeper into the minds of some of the thought leaders when it comes to how the world economy and global markets really work to try and learn how they think.
#Lyn alden education series
Nielsįor me, the best part of my podcasting journey has been a chance to refine my own investment framework through a series of conversations with extraordinary investors in every corner of the world. I’m not saying it will, but I’m saying I wouldn’t be utterly shocked if one day it did.
So, it’s not hard to see bitcoin eventually hitting a one trillion dollar market cap. Gold is like a large-cap store of value bitcoin is a smaller cap speculative store of value. It’s still a very low investor allocation to bitcoin. Ever since my view, in early 2020, of becoming more firmly bullish, it seems odd to me not to have, say, 1% in bitcoin because the market cap, right now, fluctuates between one and two hundred billion but gold’s market cap is like ten trillion based on estimates for how much gold (above ground gold) exists in the world and what its current price is.
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