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.
IN THIS EPISODE, YOU'LL LEARN:
- 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
BOOKS AND RESOURCES
- 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
- Support our free podcast by supporting our sponsors
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