TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 6 February 2022

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking. IN THIS EPISODE, YOU'LL LEARN: 1:25 - Ramifications of the most recent FOMC meeting (which was happening while recording). 3:12 - Why Cullen thinks inflation has peaked and the risk of recession is low. 25:07 - Why bonds are still appealing in a low interest/high inflation world. 34:56 - The Greenspan Conundrum. 34:52 - Series I bonds. 57:42 - The benefits of diversifying, especially into low-cost index products. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES: Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Discipline Funds' website. Pragmatic Capital's website. Trey Lockerbie Twitter. NEW TO THE SHOW? 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Transcript

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0:00.0	You're listening to TI-P.
0:03.0	Today's guest is a fan favorite and that is Mr. Colin Roach.
0:07.0	Colin brings the best contrarian viewpoints and when you dig into them you realize they're
0:10.8	rooted in first printables thinking.
0:12.8	In this episode we discuss ramifications of the most recent FOMC meeting, which was happening
0:17.9	while we were recording.
0:19.4	Why Colin thinks inflation has peaked in that the risk of recession is low?
0:23.3	Why bonds are still appealing in a low interest high inflation world?
0:26.8	The Greenspan Conundrum Series Eye Bonds, recent comments from billionaire Jeremy Grantham,
0:32.3	the benefits of diversifying especially into low-cost index products and a whole lot more.
0:36.9	Personally I've been a longtime fan of Colin's and this was my first conversation with them
0:40.4	it was a lot of fun.
0:41.8	So I hope you enjoyed the always insightful Colin Roach.
0:45.8	You're listening to THE Investors Podcast.
0:51.8	So we study the financial markets and read the books that influence self-made billionaires
0:56.2	the most.
0:57.2	We keep you informed and prepared for the unexpected.
1:06.2	Welcome to THE Investors Podcast.
1:10.8	I'm your host, Tray Lockerby.
1:12.7	I'm here with Colin Roach back on the show.
1:15.2	Colin, we've never spoken but I've been a big fan of yours for a long time.
1:18.2	I'm really excited to have you back and let's dig into it.
	...

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