Exploring Inflation and Economic Outcomes

This chapter explores the implications of recent economic developments following a Federal Open Market Committee meeting, focusing on the current state of inflation. It emphasizes the diverse potential outcomes and offers insights for adapting to the evolving financial landscape.

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Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking.

IN THIS EPISODE, YOU'LL LEARN:

1:25 - Ramifications of the most recent FOMC meeting (which was happening while recording).
3:12 - Why Cullen thinks inflation has peaked and the risk of recession is low.
25:07 - Why bonds are still appealing in a low interest/high inflation world.
34:56 - The Greenspan Conundrum.
34:52 - Series I bonds.
57:42 - The benefits of diversifying, especially into low-cost index products.
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Pragmatic Capital's website.
Trey Lockerbie Twitter.

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