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We Study Billionaires - The Investor’s Podcast Network
TIP331: Inflation w/ Cullen Roche
Jan 10, 2021
Investment expert Cullen Roche discusses the intricate relationship between inflation and the economy. He highlights why increased money supply doesn’t directly equate to inflation and shares new strategies for bond investing in today's environment. Cullen offers insights on how to safeguard portfolios against inflation, debates the rationale behind stocks trading at 50x earnings, and emphasizes the importance of understanding equity risk premium in relation to inflation expectations. Prepare for an engaging dive into modern investment strategies!
01:05:10
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Quick takeaways
- Cullen Roche argues that an increase in money supply does not automatically lead to inflation, challenging conventional economic views.
- In a rising inflation environment, diversifying investments globally and favoring value stocks can help protect portfolios from domestic currency risks.
Deep dives
Understanding the Money Supply and Its Impact on the Economy
The conversation highlights the essential role of money supply in the economy, emphasizing that it will always expand over the long term in a debt-based financial system. Colin Rhodes challenges the Austrian School of Economics' definition of inflation, stating that an increase in money supply doesn't always lead to inflation as traditionally understood. Instead, loans generate deposits and create liquidity in the economy, addressing the demand for goods and services. This dynamic underlines the importance of understanding how borrowed money is utilized, as productive borrowing can lead to improved economic output.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode