Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one! IN THIS EPISODE, YOU'LL LEARN:<ul><li>(01:06) What is inflation, and what is it not</li><li>(06:26) How much of inflation is due to base effects</li><li>(10:28) How can expected inflation drive inflation</li><li>(14:56) If the current inflation is temporary</li><li>(26:12) How is inflation reflected in the real estate prices</li><li>(33:02) Why do we have regional differences in inflation</li><li>(45:15) If investors can profit from the interest rate parity</li><li>(52:38) If investors should take on debt in an inflationary environment</li><li>(58:01) Whether value stocks are a good investment in times of inflation</li><li>(01:06:34) Whether paper assets can be inflation-proofed?&nbsp;</li><li>(01:13:00) How Cullen Roche has positioned himself</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES:<ul><li>Stig’s interview with Cullen Roche about <a href="https://www.theinvestorspodcast.com/episodes/tip331-inflation-w-cullen-roche/" rel="noopener noreferrer" target="_blank">inflation</a></li><li>Cullen Roche’s website, <a href="https://www.pragcap.com/" rel="noopener noreferrer" target="_blank">Pragmatic Capitalism</a></li><li>Cullen Roche’s investment company, <a href="https://orcamgroup.com/" rel="noopener noreferrer" target="_blank">Orcam Group</a>&nbsp;</li><li>Cullen Roche’s comprehensive resource,&nbsp;<a href="https://orcamgroup.com/understanding-money/" rel="noopener noreferrer" target="_blank">Understanding Money</a>&nbsp;</li><li>Tweet directly to <a href="https://twitter.com/cullenroche" rel="noopener noreferrer" target="_blank">Cullen Roche</a></li><li>Simplify working with multiple freelancers, set budgets, and manage projects with ease with&nbsp;<a href="https://fiverr.com/business" rel="noopener noreferrer" target="_blank">Fiverr Business</a>. Get 1 free year and save 10% on your purchase with promo code INVESTORS</li><li>Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with&nbsp;<a href="https://wildalaskancompany.com/wsb" rel="noopener noreferrer" target="_blank">Wild Alaskan Company</a>. Order today and get $15 off your 1st box of premium seafood</li><li>Communicate your ideas in the best way possible with&nbsp;<a href="https://www.canva.com/" rel="noopener noreferrer" target="_blank">Canva</a></li><li>Join&nbsp;<a href="https://ourcrowd.com/study" rel="noopener noreferrer" target="_blank">OurCrowd</a>&nbsp;and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more</li><li>The all-electric Cooper SE starts at only $29,900. It’s everything you love about&nbsp;<a href="https://miniusa.com/" rel="noopener noreferrer" target="_blank">MINI</a>&nbsp;fully electrified. 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TIP370: Inflation Masterclass w/ Cullen Roche

We Study Billionaires - The Investor’s Podcast Network