Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- 01:20 - Why inflation will be moderate in the coming years.
- 08:44 - Why deflation is more likely than hyperinflation.
- 16:46 - Whether velocity of money is important for inflation.
- 25:22 - Whether a negative budget balance leads to inflation.
- 33:38 - How do you include inflation expectations in your retirement portfolio.
- 47:42 - What the optimal inflation or deflationary target is.
- 55:42 - What would a deflationary world look like?
- 1:00:09 - Whether we are entering a period of a "Fed call".
- 1:05:55 - What the 2Y treasury is telling us.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Stig's first part interview with Cullen Roche about Inflation Masterclass.
- Cullen Roche's website, The Discipline Funds.
- Cullen Roche's website, Pragmatic Capitalism.
- Tweet directly to Cullen Roche.
- Email Cullen at cullenroche@orcamgroup.com.
- Cullen Roche's YouTube channel.
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