logo
episode-header-image
Apr 2023
56m 49s

MI Rewind: How to Beat Inflation w/ Joe ...

The Investor's Podcast Network
About this episode

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 - Intro

02:45 - What inflation is, and why it exists in our modern day economy.

29:43 - How investors can best protect themselves against inflation.

43:37 - Who the ‘winners’ and ‘losers’ are in an inflationary system.

45:45 - Whether stocks are a good inflation hedge or not.

53:21 - The unintended consequences of price controls in an economy.

And much, much more!


*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:


Connect with Joe: Website | YouTube | Twitter   

Connect with Clay: Twitter


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

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

Up next
Jul 6
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It’s a powerful conglomerate built by one of the world’s richest me ... Show More
1h 23m
Jun 29
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywhe ... Show More
1h 40m
Jun 15
TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in ... Show More
1h 31m
Recommended Episodes
Dec 2021
TIP404: The Untold History of Money w/ Joe Brown
Trey Lockerbie chats with the very fun, Joe Brown of Heresy Financial. Joe is most known for his youtube channel, providing entertaining videos on a wide range of financial topics. Joe is a wealth of knowledge and provides an amazing framework for thinking through the current eco ... Show More
1h 12m
Jan 2023
TIP512: Top Takeaways from 2022 w/ Trey Lockerbie
IN THIS EPISODE, YOU'LL LEARN: 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham. 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple. 13:17 - How energy impacts inflation with Josh Young. 31:55 - Why investors should consi ... Show More
1h 12m
Feb 2023
BTC117: Bitcoin and the Start of the Information Era w/ Luke Broyles (Bitcoin Podcast)
Preston Pysh talks with Luke Broyles about Bitcoin's impact from a monetary historical perspective. Luke has been creating a lot of great content around why Bitcoin is so important, how we're at the start of the information era, and why scarce digital monetary units are so vital ... Show More
1h 22m
Jan 2023
TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards
IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:31 - How Inflation has been winning the tug of war with Deflation, but not for long.23:58 - The importance of the velocity of money.29:12 - How supply chains have evolved and who we’ve ended up where we are. 55:18 - How China’s power ... Show More
1h 5m
Jul 2019
TIP250: Lessons from Billionaire Michael Bloomberg (Business Podcast)
On today's show, we play questions and answers from billionaire Michael Bloomberg. IN THIS EPISODE YOU’LL LEARN: Michael Bloomberg’s top best advice for a successful business career Michael Bloomberg’s advice to young entrepreneurs What Michael Bloomberg’s childhood was like How ... Show More
31m 22s
Apr 2020
TIP294: Inflation - Deflation - Which One Is It? w/ Jeff Booth author of The Price of Tomorrow (Business Podcast)
On today's show, we talk to entrepreneur and best selling author, Jeff Booth. Jeff is the author of, The Price Of Tomorrow, which is a book about why deflation is the key to an abundant future.   IN THIS EPISODE, YOU'LL LEARN: Why we have too much debt and not enough growth in th ... Show More
1h 8m
Aug 2021
TIP370: Inflation Masterclass w/ Cullen Roche
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 e ... Show More
1h 20m
Sep 2023
TIP574: Broken Money 1/2 w/ Lyn Alden
In this episode, Stig Brodersen and Preston Pysh talk with Lyn Alden about her new book, Broken Money. In this first part episode of two, you’ll quickly hear why Stig and Preston think Broken Money is one of the best books they read in 2023.  IN THIS EPISODE, YOU’LL LEARN:00:00 - ... Show More
1h 18m
Oct 2020
TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)
Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager ... Show More
1h 4m
Apr 2024
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik
On today’s episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%.Joseph is the Portfolio Manager of TCW N ... Show More
1h 11m