We Study Billionaires - The Investor’s Podcast Network

TIP472: Inflation Masterclass continued W/ Cullen Roche

Aug 28, 2022

Cullen Roche, an expert in inflation and deflationary trends, shares his insights on the current economic landscape. He discusses why moderate inflation is expected in the coming years and argues that deflation is more likely than hyperinflation. Roche examines the importance of money velocity for inflation and its implications for retirement planning. He highlights how to integrate inflation expectations into investment strategies and evaluates what a deflationary world might entail, providing listeners with thought-provoking economic perspectives.

01:06:22

Episode guests

Cullen Roche

Highlights

AI Chapters

Episode notes

The Biggest Lesson From the Financial Crisis

01:34

Diversifying Assets for Inflation Protection

01:35

The Impact of Real Estate Prices on Financial Crisis

01:37

Intro

2min

Government Spending and Economic Trends Post-Pandemic

19min

Exploring the Complexity of Money Metrics

3min

Government Spending and Economic Balance

8min

Navigating Inflation in Retirement Planning

10min

Convenient Solutions for Everyday Living

3min

Navigating Inflation: The Fed's Dual Mandate

22min

Exploring Inflation Insights and Upcoming Resources

2min

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.

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