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Aug 2021
1h 20m

TIP370: Inflation Masterclass w/ Cullen ...

The Investor's Podcast Network
About this episode

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.


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