TIP307: Cullen Roche on Stocks, Inflation, & COVID-19 (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 25 July 2020

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. 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. SPONSORS Support our free podcast by supporting our sponsors: Hardblock AnchorWatch Cape Intuit Shopify Vanta reMarkable Abundant Mines Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to TI-P.
0:03.0	On today's show, we have our good friend Colin Roach with us.
0:06.0	Colin has managed hundreds of millions of dollars to the past two decades and he always
0:09.6	comes with unique insights.
0:11.4	During the 2008 financial crash, Colin's private investment partnership was up 15% for
0:16.3	the year.
0:17.3	Colin is the founder of Pragmatic Capitalism and the author of multiple investing books
0:21.5	and a regular guest on Bloomberg and major financial news outlets.
0:25.1	On the show today, we talk about the current market conditions and various trade ideas
0:29.2	for navigating this landscape.
0:31.2	So with that, let's go ahead and get started.
0:33.4	You are listening to the Investors podcast where we study the financial markets and read
0:41.5	the books that influence self-made billionaires the most.
0:44.7	We keep you informed and prepared for the unexpected.
0:48.1	Welcome to today's show.
0:58.3	I'm your host, Stake Brodison and as always, I'm here with my co-host Preston Pish.
1:03.4	On today's show, we'll be talking about equities, inflation and what to expect in the
1:08.2	financial markets.
1:09.6	Therefore, we're also excited to bring back one of our favorite guests, Colin Roach.
1:15.0	Colin, thank you so much for joining us today.
1:17.8	Hey guys, thanks for having me.
1:20.8	So Colin, we talked a lot about the potential of a new monetary system here on our show.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Stig Brodersen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.