TIP370: Inflation Masterclass w/ Cullen Roche

We Study Billionaires - The Investor’s Podcast Network

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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