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TIP370: Inflation Masterclass w/ Cullen Roche

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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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  • Check out our Investing Starter Packs about business and finance
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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