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We Study Billionaires - The Investor’s Podcast Network
TIP307: Cullen Roche on Stocks, Inflation, & COVID-19 (Business Podcast)
Jul 25, 2020
Cullen Roche, founder of Pragmatic Capitalism and seasoned asset manager, shares his insights on navigating today's tumultuous market. He emphasizes that inflation risks likely stem more from Treasury activities than the Federal Reserve. The discussion highlights why growth stocks thrive in low inflation and value stocks in high inflation. Cullen also delves into finding value in international equities and the intricate relationship between inflation, interest rates, and housing prices, offering strategic advice for investors amid uncertainty.
57:48
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Quick takeaways
- Cullen Roche emphasizes the importance of understanding the coexistence of centralized and decentralized currencies in today's financial landscape.
- He argues that inflation risk is more likely influenced by government fiscal policy rather than directly by central bank actions.
Deep dives
Current Market Conditions and Trade Insights
The discussion highlights the current market landscape, focusing on equities and inflation. Colin Roach emphasizes the importance of understanding the balance between centralized and decentralized monetary systems. He suggests that the existing fiat-based system, particularly the US dollar, is likely to coexist with emerging decentralized forms of money like Bitcoin, as both have their unique advantages. This coexistence illustrates the complexity of navigating financial markets today and points to the need for strategic investment approaches.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode