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cover of episode Searching For Value Outside the U.S. — ft. Lyn Alden

Searching For Value Outside the U.S. — ft. Lyn Alden

2025/3/20
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Prof G Markets
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The discussion explores Klarna's decision to file for an IPO, the skepticism around the Buy Now, Pay Later model, and Klarna's strategic focus on AI and a youthful demographic to drive growth.
  • Klarna filed for an IPO on the New York Stock Exchange, valued at around $15 billion.
  • The valuation has decreased significantly from its $46 billion peak during the pandemic.
  • Klarna's business model, 'Buy Now, Pay Later,' is seen as a rebranding of traditional credit, raising criticisms.
  • The company has improved transparency in its offerings and focuses on AI to enhance operations.
  • Klarna targets young consumers, with 70% of users being Gen Z or millennials, featuring celebrities in marketing campaigns.

Shownotes Transcript

Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Broken Money, returns to the show to break down the latest stock market correction, explaining why it’s a natural part of the market cycle. She explores whether we’re about to see a rotation from U.S. markets to international ones, unpacks why she doesn’t think federal spending will come down under Trump, and gives her take on the national crypto reserve. Finally, Lyn shares an update on her portfolio and reveals the key investment themes she’s focused on for 2025. 

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