TIP472: Inflation Masterclass continued W/ Cullen Roche

IN THIS EPISODE, YOU’LL LEARN:

• 01:20 - Why inflation will be moderate in the coming years.
• 08:44 - Why deflation is more likely than hyperinflation.
• 16:46 - Whether velocity of money is important for inflation.
• 25:22 - Whether a negative budget balance leads to inflation.
• 33:38 - How do you include inflation expectations in your retirement portfolio.
• 47:42 - What the optimal inflation or deflationary target is.
• 55:42 - What would a deflationary world look like?
• 1:00:09 - Whether we are entering a period of a "Fed call".
• 1:05:55 - What the 2Y treasury is telling us.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Stig's first part interview with Cullen Roche about Inflation Masterclass.
• Cullen Roche's website, The Discipline Funds.
• Cullen Roche's website, Pragmatic Capitalism.
• Tweet directly to Cullen Roche.
• Email Cullen at [email protected].
• Cullen Roche's YouTube channel.

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