Navigating Inflation: The Role of Hard Assets in Today's Economy

This chapter explores the current market landscape influenced by inflation, emphasizing the protective role of hard assets such as gold and Bitcoin. It reflects on a decade of asset price inflation fueled by rampant money printing, prompting discussions on currency value in changing economic conditions.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

On today’s episode, Clay Finck invites Stig Brodersen to discuss current market conditions and one of Stig’s favorite books — Poor Charlie’s Almanack.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:23 - How Stig and Clay think about today’s market.

08:02 - Why we expect the stock market to continue to hit new all-time highs.

08:02 - How Stig is protecting himself against potential inflation going forward.

39:49 - Why Stig re-reads Poor Charlie’s Almanack each year.

49:55 - The psychological biases we need to be mindful of.

01:02:14 - How the endowment effect can be detrimental to our portfolio’s returns.

01:11:45 - How we can apply Munger’s principle of inversion to our lives and our portfolios.

01:27:00 - How you can attend the live events TIP is hosting in Omaha during the Berkshire weekend.

And so much more!

Disclaimer: Slight discrepancies in the timestamps 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, Kyle, and the other community members.
Book discussed: Poor Charlie's Almanack.
Check out Stig’s portfolio here.
Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Hardblock
SimpleMining
CFI Education
Netsuite
Vanta
Found
The Bitcoin Way
Shopify
Fintool
Unchained
Onramp
TurboTax
Fundrise

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests