1 hr 6 min

Inflation Masterclass continued W/ Cullen Roche We Study Billionaires - The Investor’s Podcast Network

    • Investing

Listen on Apple Podcasts
Requires subscription and macOS 11.4 or higher

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:

River

Toyota

NetSuite

CI Financial

Fidelity

Wise

TurboTax

Fundrise

NDTCO

Linkedin Marketing Solutions

Vacasa

Babbel

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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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:

River

Toyota

NetSuite

CI Financial

Fidelity

Wise

TurboTax

Fundrise

NDTCO

Linkedin Marketing Solutions

Vacasa

Babbel

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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

1 hr 6 min

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