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TIP370: Inflation Masterclass w/ Cullen Roche

Aug 15, 2021

Investment expert Cullen Roche returns to share his profound insights on inflation. He breaks down what inflation really means and dispels common misconceptions. Cullen discusses how consumer expectations drive inflation and whether current trends are temporary. He dives into how inflation impacts real estate prices and the regional differences that exist. Additionally, he shares investment strategies for thriving in an inflationary environment, including the benefits of debt and real assets, offering a comprehensive guide for navigating financial markets.

01:20:14

Episode guests

Cullen Roche

Highlights

AI Chapters

Episode notes

Real Estate: A Complex and Sustaining Asset

01:29

Fiscal Policy Trumps Quantitative Easing

01:29

Evaluate Risk Against Reward

01:31

Seek Uncorrelated Assets for True Protection

01:13

Intro

2min

Understanding Inflation Dynamics

19min

The Federal Reserve's Inflation Concerns and Market Responses

4min

Navigating the Real Estate and Inflation Landscape

20min

Understanding Interest Rates and Sovereign Bond Risks

5min

Navigating Inflation: Investment Strategies and Real Assets

29min

Mastering Inflation: Insights and Opportunities

3min

Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one!

IN THIS EPISODE, YOU'LL LEARN:

(01:06) What is inflation, and what is it not.
(06:26) How much of inflation is due to base effects.
(10:28) How can expected inflation drive inflation.
(14:56) If the current inflation is temporary.
(26:12) How is inflation reflected in the real estate prices.
(33:02) Why do we have regional differences in inflation.
(45:15) If investors can profit from the interest rate parity.
(52:38) If investors should take on debt in an inflationary environment.
(58:01) Whether value stocks are a good investment in times of inflation.
(01:06:34) Whether paper assets can be inflation-proofed?
(01:13:00) How Cullen Roche has positioned himself.

*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 interview with Cullen Roche about inflation.
Cullen Roche’s website, Pragmatic Capitalism.
Cullen Roche’s investment company, Orcam Group.
Cullen Roche’s comprehensive resource, Understanding Money.
Tweet directly to Cullen Roche.

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