TIP331: Inflation w/ Cullen Roche


Manage episode 281927387 series 1394353
By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

On today's show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings.


  • Why money supply expansion is not equal to inflation
  • Understanding the new rules of bond investing in today’s inflation and interest rate environment
  • How to protect your portfolio against inflation
  • Whether there is a rational argument for stocks to be trading at 50 times earnings


  • Preston and Stig’s interview with Cullen Roche about equities and COVID-19 impact
  • Preston and Stig’s interview with Cullen Roche about contrarian investing
  • Cullen Roche’s website, Pragmatic Capitalism
  • Cullen Roche’s comprehensive resource, Understanding Money
  • Tweet directly to Cullen Roche
  • Email Cullen at cullenroche@orcamgroup.com
  • Ray Dalio’s “Ask me Anything” on Reddit
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged.
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  • Check out our top picks for the Best Investing Podcasts in 2020
  • Browse through all our episodes (complete with transcripts) here
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369 episodes