Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation 2021. You don’t want to miss out on this one!
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:45 – What is inflation, and what is it not
00:05:51 – How much of inflation is due to base effects
00:09:53 – How can expected inflation drive inflation
00:14:21 – If the current inflation is temporary
00:21:37 – How is inflation reflected in the real estate prices
00:28:27 – Why do we have regional differences in inflation
00:36:40 – If investors can profit from the interest rate parity
00:44:02 – If investors should take on debt in an inflationary environment
00:49:26 – Whether value stocks are a good investment in times of inflation
00:57:59 – Whether paper assets can be inflation-proofed?