Lyn Alden is the founder of Lyn Alden Investment Strategy, which provides market research to hundreds of thousands of individual investors and financial professionals. Lyn’s focus is on value investing with a global macro overlay, including currency differentials, shifts in monetary policy, and equity valuations.

In this conversation, we discuss long term debt cycle, government finance, sovereign debt problems, trade deficits, petro dollar system, 60/40 portfolios, emerging markets, bitcoin, and value stocks vs value traps.

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Pomp writes a daily letter to over 90,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language, while sharing opinions on various aspects of each industry. You can subscribe at https://www.pompletter.com