Searching For Value Outside the U.S. — ft. Lyn Alden
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What investment opportunities are discussed by Ed and Scott?
Welcome to Prop G Markets. Today, that's right, first job. Can you imagine what a great employer I was? Today, we're speaking with Lynn Alden, independent analyst and the author of Broken Money. But first, it's time for banter. Ed, did you have a pet rabbit? No, I did not have a pet rabbit.
And I just want to say- Did you have any pets? I did. I had a dog.
And I've told you about that. The dog you didn't like.
That's right.
Okay, you remember. Yeah, you're the first person I've ever met. It's like, yeah, I wasn't a big fan of my dog.
I wasn't a big fan of my dog. He was lame. And he bit other dogs. I think I've said this before. I just want to point out, I tweeted about this. On Twitter. You're still on Twitter. I also posted it on threads. Yeah. I'm going to cast a wide net. Okay. Sorry, go ahead. So I assume you watched White Lotus this weekend. I did, yeah. So the scene that everyone's talking about where Sam Rockwell is talking about— Getting railed by other men as he's—yeah, right?
Yeah. Correct. I call that a Tuesday night.
Yeah. Okay, so the face that the other guy makes, that's me at the opening of every single show on this podcast.
Right.
Why is Klarna's IPO significant?
I did see that thread and people loved it.
Your reaction?
I've always thought a decent, a non-zero probability is my end is very similar to Kung Fu star Keith Carradine. There were several prostitutes involved in Thailand. And I thought, you know, if you're going to go, go out with all guns blazing. Did you ever see Kung Fu? Then a white guy playing like a monk who could kick the shit out of like, it was kind of politically incorrect, but very kind of politically correct at the same time. And then next half hour, I'd be like, okay, Tonto, like smell the ground for other savages.
Right now, I feel like the guy on White Lotus. I'm like, oh, oh, really? Hmm. I didn't know that.
And then, and then you know what I'd watch? Let's go through. I mean, it would be impossible for me not to be like pretty fucked up based on the steady diet of media. I watched two hours a day, four episodes of I Dream of Jeannie. We were one of the first communities in Orange County to get cable TV and they had Jeannie on four times a day. I watched all four of them.
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Chapters
5 chapters
1
What investment opportunities are discussed by Ed and Scott?
2:17–3:38
2
Why is Klarna's IPO significant?
3:38–12:22
3
How does Google's acquisition of Wiz impact its strategy?
12:22–25:12
4
What changes are happening at Intel under new leadership?
25:12–36:08
5
What insights does Lyn Alden provide on the stock market correction?
36:08–57:42
Speakers
4 identifiedMore from Prof G Markets
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