51:23

EssentialThe Essential Conversation

Let's Talk Inflation: Investment Strategies, Fiscal Policies & Gaslighting

Featuring Cullen Roche and Wes Gray

Nov 23, 2021 • 51 minutes

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Essential

The Essential Conversation

Let's Talk Inflation: Investment Strategies, Fiscal Policies & Gaslighting

Discipline Fund CIO Cullen Roche talks about the inflation environment, investing in real estate, and cryptocurrencies.

Featuring Cullen Roche and Wes Gray

Nov 23, 2021 • 51 minutes

When it comes to inflation, the pandemic has bred several narratives around the topic. Guest host and CEO of Alpha Architect Wes Gray sits down with Discipline Fund CIO Cullen Roche to discuss the complex causes of inflation, the impact of stimulus checks on the economy, and real estate as an inflation-hedge option. Roche explains that in a modern monetary system, “the money supply has a very elastic quality to it, where the money supply can grow and shrink as we need it to... so inflation, in the long-term is sort of the tradeoff for having a flexible money supply.” He also believes that there seems to be a certain degree of gaslighting from a lot of people who are trying to argue that fiscal policy did not cause inflation. Find out more on this episode of The Interview. Recorded on November 15, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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