Navigating Inflation: The Value of Value Stocks

This chapter explores the benefits of investing in value stocks as a safer alternative during inflationary periods, in contrast to growth stocks tied to volatile consumer behavior. It also examines the implications of interest rates on stock valuations and the treatment of future earnings.

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On today's show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings.

IN THIS EPISODE, YOU'LL LEARN:

Why money supply expansion is not equal to inflation
Understanding the new rules of bond investing in today’s inflation and interest rate environment
How to protect your portfolio against inflation
Whether there is a rational argument for stocks to be trading at 50 times earnings

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 interview with Cullen Roche about equities and COVID-19 impact
Preston and Stig’s interview with Cullen Roche about contrarian investing
Cullen Roche’s website, Pragmatic Capitalism
Cullen Roche’s comprehensive resource, Understanding Money
Ray Dalio’s “Ask me Anything” on Reddit
Preston: Twitter | LinkedIn
Stig: Twitter | LinkedIn

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