Summary:
By popular demand, Stig Brodersen has invited back Investment expert Cullen Roche for the 9th time! They continue their inflation masterclass and talk about the current outlook for inflation. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:40 - Why inflation will be moderate in the coming years 00:08:19 - Why deflation is more likely than hyperinflation 00:16:54 - Whether velocity of money is important for inflation 00:21:41 - Whether a negative budget balance leads to inflation 00:32:03 - How you include inflation expectations in your retirement portfolio 00:42:35 - What the optimal inflation or deflationary target is 00:51:41 - What would a deflationary world look like? 00:56:56 - Whether we are entering a period of a "Fed call" 01:04:07 - What the 2Y treasury is telling
Topics:
Cullen Roche considers the following as important:
This could be interesting, too:
By popular demand, Stig Brodersen has invited back Investment expert Cullen Roche for the 9th time! They continue their inflation masterclass and talk about the current outlook for inflation. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:40 - Why inflation will be moderate in the coming years 00:08:19 - Why deflation is more likely than hyperinflation 00:16:54 - Whether velocity of money is important for inflation 00:21:41 - Whether a negative budget balance leads to inflation 00:32:03 - How you include inflation expectations in your retirement portfolio 00:42:35 - What the optimal inflation or deflationary target is 00:51:41 - What would a deflationary world look like? 00:56:56 - Whether we are entering a period of a "Fed call" 01:04:07 - What the 2Y treasury is telling
Topics:
Cullen Roche considers the following as important:
This could be interesting, too:
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By popular demand, Stig Brodersen has invited back Investment expert Cullen Roche for the 9th time! They continue their inflation masterclass and talk about the current outlook for inflation. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:40 - Why inflation will be moderate in the coming years 00:08:19 - Why deflation is more likely than hyperinflation 00:16:54 - Whether velocity of money is important for inflation 00:21:41 - Whether a negative budget balance leads to inflation 00:32:03 - How you include inflation expectations in your retirement portfolio 00:42:35 - What the optimal inflation or deflationary target is 00:51:41 - What would a deflationary world look like? 00:56:56 - Whether we are entering a period of a "Fed call" 01:04:07 - What the 2Y treasury is telling us ✔️ Subscribe to the We Study Billionaires channel: https://www.youtube.com/c/WeStudyBillionaires 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/inflation-masterclass-continued-w-cullen-roche/ ▶️ MENTIONED EPISODES: - (TIP370) Inflation Masterclass w/ Cullen Roche: https://www.theinvestorspodcast.com/episodes/inflation-masterclass-w-cullen-roche/ 💡 OTHER RESOURCES - Connect w/ Cullen: https://twitter.com/cullenroche - Discipline Funds: https://disciplinefunds.com/ - Pragmatic Capitalism: https://www.pragcap.com/ - Cullen's channel: https://www.youtube.com/user/cullenroche - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. 🌍 Website: https://www.theinvestorspodcast.com/we-study-billionaires/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN OR WATCH 🎧 OTHER SHOWS FROM OUR NETWORK: 🏆 Learn from high-profile guests on how to succeed in markets and life on Richer, Wiser, Happier: https://bit.ly/3p3pcHZ 💸 Get introduced to the world of investing and business on Millennial Investing: https://bit.ly/3QakOTf 🏘 Learn the ins and outs of real estate investing on Real Estate 101: https://bit.ly/3JDBXm1 ₿ Get updated on all things Bitcoin on Bitcoin Fundamentals: https://bit.ly/3JEE1di 💰 Learn everything you need to know about investing on The Investor’s Podcast Network: https://www.youtube.com/c/TheInvestorsPodcastNetwork ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ OUR FREE INVESTING COURSES/RESOURCES: 📧Stay up-to-date on financial markets and investing strategies with our daily newsletter, We Study Markets: https://www.theinvestorspodcast.com/newsletters/ 📱Check out our hosts’ favorite apps and services for investing, personal finance, and education: https://www.theinvestorspodcast.com/affiliates/ ✏️We Study Billionaires Starter Pack: https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/ 🎬 Warren Buffet Investing Course: https://www.theinvestorspodcast.com/warren-buffett-investment-strategy/ 🗂 Asset Allocation Course: https://www.theinvestorspodcast.com/asset-allocation-video-course/ 📂 Intrinsic Value Index: https://www.theinvestorspodcast.com/intrinsic-value/ 🔥 If that is not enough: https://www.theinvestorspodcast.com/tip-academy/ MY FAVORITE STOCK INVESTING TOOLS: 💲 (Paid) TIP Finance Tool: https://www.theinvestorspodcast.com/tip-finance/ 🎁 (Free) Fizviz: https://finviz.com/screener.ashx ☑️Complete list of tools I find most valuable: https://www.theinvestorspodcast.com/stock-investing-tools/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ WHO I AM: I’m Stig Brodersen, co-founder of The Investor’s Podcast Network, and host of We Study Billionaires 🎙. I’m an economist with specialty in finance (but please do not hold that against me!) 📈. However, I see myself as a teacher living out the dream of creating free educational 📚finance content for everyone! In my spare time I spend time with my awesome wife, family, and friends. I also love traveling, reading, and playing poker. ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ GET IN TOUCH WITH ME 💬: I’d love to hear from you! Send me a tweet 🐦 directly at https://twitter.com/stig_brodersen if you’d like to have a quick exchange of thoughts! P.S. We’ve been receiving overwhelming messages of support and we can’t thank you enough! 🙏🏼 We try our best to respond to each and everyone. Please bear with us! 😅🙏🏼 ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. |