TIP370: Inflation Masterclass w/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
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Navigating the Real Estate and Inflation Landscape
This chapter explores the complexities of the current real estate market, highlighting a 15% surge in home prices despite stagnant rents. It examines the supply shock impacting housing due to low inventory and regulatory challenges, while discussing the nuanced relationship between inflation and housing quality over the decades. Additionally, the chapter contrasts the U.S. inflation measurement with that of Japan and the EU, analyzing the effects of fiscal policies and the roles of central banks versus treasuries in the economic landscape.
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