Exploring the Complexity of Money Metrics

This chapter explores the limitations and complexities of using money velocity as a financial metric, highlighting skepticism surrounding its definitions. It also includes a segment on sponsors offering products for effective management of digital assets.

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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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