TIP331: Inflation w/ Cullen Roche

[We Study Billionaires - The Investor’s Podcast]

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

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• 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
• Ray Dalio’s “Ask me Anything” on Reddit
• Preston: Twitter | LinkedIn
• Stig: Twitter | LinkedIn

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