Volcker's Legacy: Inflation and Insights

This chapter examines the complex legacy of Paul Volcker's time as Fed Chair, focusing on the interplay between job creation and inflation in the 1970s. It also emphasizes the importance of critical thinking in investing, highlighting insider transactions and fundamental financial knowledge as key to successful investment strategies.

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Episode notes

Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager for billionaire Peter Thiel’s macro investment firm, and is now the partner and chief strategist at Logica Funds.

IN THIS EPISODE, YOU’LL LEARN:

The relationship between the velocity of money and liquidity.
Why we’re not living in a time of uncertainties, but actually living with certainty more than ever.
Why Ray Dalio’s idea of predicting cycles is not valid.
Why passive investing has Ponzi scheme traits when the money stops flowing in.
Why Paul Volker was a terrible FED chair.
Ask The Investors: Is insider trading important when investing in stocks?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s podcast episode on Common Stocks and Uncommon Profits.
Preston and Stig’s podcast episode on Margin of Safety.
Preston and Stig’s podcast episode on Stock Market Wizards.
Alan Blinder’s book, The Anatomy of Double-Digit Inflation in the 1970s.
Mike Green’s company, Logica Funds.
Connect with Mike Green on Twitter.
Insider Buying and Selling Website Preston mentioned, https://www.insidearbitrage.com/.
Subscribe to "Real Vision: Finance, Business & Global Economy” on Apple Podcasts, Spotify or wherever you listen to podcasts.

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