TIP472: Inflation Masterclass continued W/ Cullen Roche

اشتراک گذاری

Manage episode 339153879 series 1394353
توسط Stig Brodersen and The Investor's Podcast Network توسط Player FM و جامعه ما پیدا شده است - کپی رایت توسط ناشر، و نه متعلق به Player FM، و صدا به طور مستقیم از سرور های آنها پخش می شود.برای پیگیری به روز رسانی در Player FM دکمه اشتراک را بزنید، و یا فید URL را به دیگر برنامه های پادکست بچسبانید.


  • 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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