We Study Billionaires - The Investor’s Podcast Network cover image

TIP472: Inflation Masterclass continued W/ Cullen Roche

We Study Billionaires - The Investor’s Podcast Network

00:00

Government Spending and Economic Trends Post-Pandemic

This chapter explores the stark contrast in government spending during the COVID-19 pandemic compared to the financial crisis, emphasizing the role of fiscal policy. The discussion includes the impact of rising interest rates on housing demand, potential deflation versus hyperinflation, and the influence of globalization and demographic shifts on economic growth. It also examines the relationship between inflation and money velocity, challenging traditional views on monetarism and the effects of quantitative easing.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app