TIP472: Inflation Masterclass continued W/ Cullen Roche
A.D.D
Description
<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>01:20 - Why inflation will be moderate in the coming years.</li><li>08:44 - Why deflation is more likely than hyperinflation.</li><li>16:46 - Whether velocity of money is important for inflation.</li><li>25:22 - Whether a negative budget balance leads to inflation.</li><li>33:38 - How do you include inflation expectations in your retirement portfolio.</li><li>47:42 - What the optimal inflation or deflationary target is.</li><li>55:42 - What would a deflationary world look like?</li><li>1:00:09 - Whether we are entering a period of a "Fed call".</li><li>1:05:55 - What the 2Y treasury is telling us.</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Stig's first part interview with Cullen Roche about <a href="https://www.theinvestorspodcast.com/episodes/inflation-masterclass-w-cullen-roche/" rel="noopener noreferrer" target="_blank"><strong>Inflation</strong></a><strong> </strong><a href="https://www.theinvestorspodcast.com/episodes/inflation-masterclass-w-cullen-roche/" rel="noopener noreferrer" target="_blank"><strong>Masterclass</strong></a>.</li><li>Cullen Roche's website, <a href="https://disciplinefunds.com/" rel="noopener noreferrer" target="_blank"><strong>The Discipline Funds</strong></a>.</li><li>Cullen Roche's website, <a href="https://www.pragcap.com/" rel="noopener noreferrer" target="_blank"><strong>Pragmatic Capitalism</strong></a>.</li><li>Tweet directly to <a href="https://twitter.com/cullenroche" rel="noopener noreferrer" target="_blank"><strong>Cullen Roche</strong></a>.</li><li>Email Cullen at <a href="mailto:cullenroche@orcamgroup.com" rel="noopener noreferrer" target="_blank"><strong>cullenroche@orcamgroup.com</strong></a>.</li><li>Cullen Roche's <a href="https://www.youtube.com/user/cullenroche" rel="noopener noreferrer" target="_blank"><strong>YouTube channel</strong></a>.</li></ul><p><b