TIP472: Inflation Masterclass continued W/ Cullen Roche

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

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 28 August 2022

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: 01:20 - Why inflation will be moderate in the coming years. 08:44 - Why deflation is more likely than hyperinflation. 16:46 - Whether velocity of money is important for inflation. 25:22 - Whether a negative budget balance leads to inflation. 33:38 - How do you include inflation expectations in your retirement portfolio. 47:42 - What the optimal inflation or deflationary target is. 55:42 - What would a deflationary world look like? 1:00:09 - Whether we are entering a period of a "Fed call". 1:05:55 - What the 2Y treasury is telling us. *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. Stig's first part interview with Cullen Roche about Inflation Masterclass. Cullen Roche's website, The Discipline Funds. Cullen Roche's website, Pragmatic Capitalism. Tweet directly to Cullen Roche. Email Cullen at cullenroche@orcamgroup.com. Cullen Roche's YouTube channel. 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: SimpleMining AnchorWatch Human Rights Foundation Onramp Superhero Leadership Unchained Vanta Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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

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0:00.0	You are listening to TIP.
0:03.0	In today's episode I've joined by one of our most popular guests, Mr. Colin Roach, for the ninth time.
0:09.0	As you quickly learn, there is a very good reason why audience always wants to learn more from Colin.
0:14.0	He is as smart as they come.
0:16.0	We'll continue where we're left off on episode 370 with our inflation masterclass.
0:21.0	We'll learn why deflation is more likely than hybrid inflation,
0:25.0	while the two-year trust risk telling us and whether we're entering a period of the Fed call.
0:30.0	Colin has been spot on so far and today provides an updated outlook for inflation.
0:35.0	You definitely don't want him to miss out on this one. Here we go.
0:42.0	You are listening to the Investors Podcast, where we study the financial markets and read the books that influence self-made billionaires the most.
0:50.0	We keep you informed and prepared for the unexpected.
1:02.0	Welcome to the Investors Podcast. I'm your host, Dick Broderson, and I'm here with fan favorite Colin Roach.
1:08.0	And whenever I say fan favorite, I mean it.
1:11.0	This is the ninth time we had Colin on our show. So Colin, welcome back.
1:16.0	It's great to be here. I love talking to you guys.
1:21.0	So Colin, we'll continue almost where we left off on episode 370 in our masterclass about inflation.
1:28.0	Inflation is still the target of the town and today it's no different.
1:32.0	You are on record to have predicted the high inflation.
1:35.0	And even though you also said that you've been surprised by the persistence of COVID and the warning crane like the rest of us.
1:41.0	But you're now saying that inflation will moderate in the coming years. Why?
1:46.0	Well, you know, I think I've mentioned this and I mentioned this in the masterclass.
1:50.0	I think that the big important takeaway from COVID versus the financial crisis is such a nice comparison because a lot of the policies were very similar.
	...

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