Episode notes
Cullen Roche talks about the current market conditions and various trade ideas for navigating this landscape.
Cullen has managed hundreds of millions of dollars for the past two decades. He is the founder of Pragmatic Capitalism, the author of multiple investing books, and a regular guest on Bloomberg and major financial news outlets.
IN THIS EPISODE, YOU’LL LEARN:
- The main advantage of centralized currencies.
- Why the risk of inflation is more likely to come from the Treasury than from the Federal Reserve.
- Why growth stocks typically perform better in a low inflation environment and value stocks perform better in a high inflation environment.
- Where to find value in international equities.
- How should investors navigate the current market conditions?
- Ask The Investors: What is the relationship between inflation, interest rates, and house prices?
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Preston and Stig’s interview with Cullen Roche about contrarian investing.
- Cullen Roche’s website, Pragmatic Capitalism.
- Tweet directly to Cullen Roche.
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