Exploring Inflation Insights and Upcoming Resources

This chapter concludes the discussion on inflation from the masterclass series, highlighting essential insights and resources for listeners. The speakers also introduce their new YouTube channel and preview upcoming research on asset allocation and financial planning.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

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.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

River
Toyota
Range Rover
Fundrise
AT&T
The Bitcoin Way
USPS
American Express
Onramp
SimpleMining
Public
Vacasa
Shopify

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests