TIP472: Inflation Masterclass continued W/ Cullen Roche

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By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

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646 episodes