TIP370: Inflation Masterclass w/ Cullen Roche

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.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.