I’m always on the lookout for podcast guests with unconventional backgrounds, and on this episode, we have one such guest, Lyn Alden. Lyn has an academic background in engineering and currently works at an aviation simulation facility. But on top of her day job, she has developed a widely followed framework for investing in markets. Her approach is value with a global macro overlay and she’s been doing this research for over fifteen years. I learnt a lot in our conversation, and I’m sure you will too. In this podcast we discuss:

1. The differences between today’s tech boom and the dot-com period
2. How she is currently playing tech stocks
3. Finding value in international stocks and in quality stocks
4. Metrics to use for quality
5. Underappreciated sectors like tobacco and energy
6. Views on Tesla, Amazon and Apple
7. Looking at equally-weighted vs market-cap weighted stock indices
8. Bullish on China tech
9. How to think about debt cycles and the special case of Japan
10. Bullish views on gold and bitcoin
11. Book that influenced her: Big Debt Crises