logo
episode-header-image
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.


BOOKS AND RESOURCES


NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:


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!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Today
BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast)
Preston Pysh welcomes back NVK, renowned Bitcoin expert and founder of Coinkite, for an in-depth conversation on the future of Bitcoin, the evolving dynamics of its core development, and the promising rise of decentralized platforms like Nostr. IN THIS EPISODE YOU’LL LEARN: 00:00 ... Show More
1h 3m
Jul 6
TIP735: Compounding with Character w/ Guy Spier
In this episode, Stig Brodersen speaks with Guy Spier who has outperformed the S&P 500 since 1997, with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist, and how friendships, service, and living by an inner scorecard guide his life and investment philosophy. I ... Show More
2h 11m
Jul 4
TIP734: My Investment Philosophy w/ Clay Finck
In this episode, Clay shares the key principles behind his personal investment approach. His approach has been shaped by over a decade of experience and lessons from great investors like Charlie Munger, Nick Sleep, and Chris Mayer. He explains how he builds a portfolio focused on ... Show More
1h 11m
Recommended Episodes
Apr 2023
MI Rewind: How to Beat Inflation w/ Joe Brown
Clay Finck and Joe Brown discuss inflation, the primary drivers of high inflation, how investors can best protect themselves, and more. Joe is the founder of Heresy Financial and is extremely knowledgeable when it comes to inflation. IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02: ... Show More
56m 49s
Mar 2023
MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro. IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:58 - How Tony v ... Show More
43m 10s
Oct 2022
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle
IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate di ... Show More
52m 1s
Nov 2022
MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello
IN THIS EPISODE, YOU’LL LEARN:   01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate.  01:30 - What unconventional monetary policy is and why central banks use these tools.  09:26 - What is quantitative easing (QE) ... Show More
1h 8m
Oct 2022
MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts
IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are some ca ... Show More
1h 3m
Dec 2022
MI Rewind: Long-Term Investing w/ Connor O’Brien
IN THIS EPISODE, YOU’LL LEARN: 01:53 - What it’s like working with Kevin O’Leary, aka - Mr. Wonderful. 26:02 - Connor’s thoughts on what’s to come in the market for 2022. 30:34 - The trends Connor is seeing in the FinTech space. 35:23 - What a sensible asset allocation looks like ... Show More
52m 56s
Oct 2022
REI142: Real Estate Syndications w/ Dan Handford
IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro02:46 - Why you might want to consider attending conferences.06:36 - Why networking is important.09:11 - What a real estate syndication is.12:05 - How syndication investments impact your taxes.19:56 - What a 1031 exchange is.31:10 - How ... Show More
52m 33s
Aug 2023
MI Rewind: Just Keep Buying w/ Nicholas Maggiulli
Robert Leonard chats with Nick Maggiulli about building additional income streams and growing income to build wealth.Nick Maggiulli is the Chief Operating Officer and Data Scientist at Ritholtz Wealth Management, where he oversees operations across the firm and provides insights ... Show More
59m 12s
Oct 2021
MI Rewind: Invest Better Using Focus and Minimalism w/ Greg McKeown
IN THIS EPISODE, YOU’LL LEARN: 5:35 - What it means to follow Essentialism. 11:03 - Why do you feel like you aren’t succeeding? 24:35 - When you need to practice saying no. 29:37 - How can you be a better and more focused investor? And much, much more! *Disclaimer: Slight timesta ... Show More
42m 22s
Sep 2021
MI Rewind: Behind the Scenes of Shark Tank & the Art of an Investor Pitch with Matt Higgins
IN THIS EPISODE, YOU’LL LEARN: 4:30 - How to overcome poor situations and use them as your fuel towards success 11:34 - What it’s really like to be on Shark Tank, both as a Shark and as an entrepreneur 24:43 - The most important characteristics of a great pitch to investors 26:46 ... Show More
33m 48s
Listen to millions of songs and podcasts on Anghami