Excess Returns The Next Chapter for Inflation with Cullen Roche
Feb 15, 2024
Cullen Roche, founder of Discipline Funds, joins the podcast to discuss measuring inflation, the relationship between inflation and the labor market, and the future path of inflation. They also touch on the potential impact of a Trump victory on inflation and the market, as well as the role of artificial intelligence in revolutionizing the economy and reducing inflation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Understanding the Government's Involvement and Avoiding Investment Mistakes
01:48 • 2min
Measuring Inflation and Its Impact on Investors
04:10 • 33min
The Potential Impact of a Trump Victory on Inflation and the Market
37:28 • 8min
The Impact of Artificial Intelligence on the Economy and Inflation
45:33 • 14min
Learning more about discipline funds and their blog
59:56 • 2min