Episode notes
Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one!
IN THIS EPISODE, YOU'LL LEARN:
- (01:06) What is inflation, and what is it not.
- (06:26) How much of inflation is due to base effects.
- (10:28) How can expected inflation drive inflation.
- (14:56) If the current inflation is temporary.
- (26:12) How is inflation reflected in the real estate prices.
- (33:02) Why do we have regional differences in inflation.
- (45:15) If investors can profit from the interest rate parity.
- (52:38) If investors should take on debt in an inflationary environment.
- (58:01) Whether value stocks are a good investment in times of inflation.
- (01:06:34) Whether paper assets can be inflation-proofed?
- (01:13:00) How Cullen Roche has positioned himself.
*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 interview with Cullen Roche about inflation.
- Cullen Roche’s website, Pragmatic Capitalism.
- Cullen Roche’s investment company, Orcam Group.
- Cullen Roche’s comprehensive resource, Understanding Money.
- Tweet directly to Cullen Roche.
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