TIP370: Inflation Masterclass w/ Cullen Roche

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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.

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:

  • 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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442 episodes