TIP370: Inflation Masterclass w/ Cullen Roche

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 15 August 2021

⏱️ 83 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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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Transcript

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0:00.0	You're listening to TI-P.
0:02.8	We have episodes we were excited about.
0:04.8	We also have episodes we even more excited to share with the world.
0:08.0	And then we have episodes like these with Column Roads that takes all of us to another level.
0:12.8	You can't find a heart of finance to topic that inflation here in 2021.
0:16.4	And you probably can't find a more misunderstood concept either.
0:20.0	Ladies and gentlemen, here are Masterclass in inflation with Mr. Column Roads.
0:24.4	You're listening to the Investors Podcast.
0:26.4	Where we study the financial markets and read the books that influence self-made billionaires the most.
0:30.4	We keep you informed and prepared for the unexpected.
0:34.4	Welcome to the Investors Podcast.
0:36.4	I'm your host, Stick Broaderson.
0:38.4	And today I'm here to talk about the most important things that you can do to help us with.
0:42.4	And I'm here to talk about the most important things that you can do to help us with.
0:46.4	And I'm here to talk about the most important things that you can do to help us with.
0:50.4	Here are the Investors Podcast. I'm your host, Stick Broaderson. And today I'm here with one of my good friends.
0:56.4	Who also happens to be a fan favorite.
0:58.4	And that is Mr. Column Roads.
1:00.4	Thank you for joining me on the audience here today, Column.
1:02.4	Hey, Stick. Thanks for having me on again.
1:06.4	Column, this episode is named Masterclass in inflation in a podcast feed.
1:10.4	So it might sound a little surprising that I would start with a...
	...

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