We Study Billionaires - The Investor’s Podcast Network

TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche

Feb 6, 2022

Cullen Roche, a contrarian investor renowned for his first principles thinking, shares captivating insights on the current economic climate. He argues that inflation may have peaked and suggests recession risks are low. Cullen discusses the enduring appeal of bonds amidst high inflation and explores the complexities of the financial market. Additionally, he highlights the benefits of diversifying with low-cost index products and dives into the intricacies of I bonds as a hedge against inflation. A thought-provoking conversation for savvy investors!

01:01:41

Episode guests

Cullen Roche

AI Chapters

Episode notes

Intro

3min

Navigating Inflation and Fiscal Policy

18min

Exploring Inflation and Economic Outcomes

4min

Navigating Bonds in a Volatile Market

12min

Assessing Inflation Risks and Economic Uncertainty

4min

Navigating Inflation and Investment Strategies

21min

Analyzing GBTC's NAV Discrepancies and ETF Conversion Prospects

3min

Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking.

IN THIS EPISODE, YOU'LL LEARN:

1:25 - Ramifications of the most recent FOMC meeting (which was happening while recording).
3:12 - Why Cullen thinks inflation has peaked and the risk of recession is low.
25:07 - Why bonds are still appealing in a low interest/high inflation world.
34:56 - The Greenspan Conundrum.
34:52 - Series I bonds.
57:42 - The benefits of diversifying, especially into low-cost index products.
And a whole lot more!

*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.
Discipline Funds' website.
Pragmatic Capital's website.
Trey Lockerbie Twitter.

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