The Impact of Real Estate Prices on Financial Crisis

During the financial crisis, the downfall of real estate prices by 20-30% caused a significant disruption as investment banks had not accounted for such a possibility. In Japan, where real estate prices had been declining for decades, owning bonds alongside equities helped mitigate losses and led to relative performance stability.

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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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