TIP331: Inflation w/ Cullen Roche

TIP331: Inflation w/ Cullen Roche

Update: 2021-01-103
Share

Description

On today's show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings.

IN THIS EPISODE, YOU'LL LEARN:

  • Why money supply expansion is not equal to inflation 
  • Understanding the new rules of bond investing in today’s inflation and interest rate environment 
  • How to protect your portfolio against inflation
  • Whether there is a rational argument for stocks to be trading at 50 times earnings


BOOKS AND RESOURCES

  • Preston and Stig’s interview with Cullen Roche about equities and COVID-19 impact
  • Preston and Stig’s interview with Cullen Roche about contrarian investing
  • Cullen Roche’s website, Pragmatic Capitalism
  • Cullen Roche’s comprehensive resource, Understanding Money 
  • Tweet directly to Cullen Roche
  • Email Cullen at cullenroche@orcamgroup.com
  • Ray Dalio’s “Ask me Anything” on Reddit
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make BendHSA a part of your financial well-being today. 
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.
  • Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Check out our top picks for the Best Investing Podcasts in 2020
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


GET IN TOUCH WITH PRESTON AND STIG


Comments 
In Channel
loading
Download from Google Play
Download from App Store
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

TIP331: Inflation w/ Cullen Roche

TIP331: Inflation w/ Cullen Roche