Episode Details

IN THIS EPISODE YOU’LL LEARN:

• 01:24 - What are the primary drivers of inflation in 2022.
• 08:34 - How different asset classes perform during inflationary time periods.
• 21:45 - Why gold and cash flowing real estate can give good inflation protection.
• 25:36 - Why TIPS can help investors hedge against inflation.
• 36:39 - Warren Buffett’s advice on hedging inflation.
• 39:57 - Clay’s intrinsic value analysis of Adobe and Microsoft.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Tune into the recent We Study Billionaires' episode covering Ray Dalio's thesis on the long-term debt cycle.
• Learn about the Lessons from Billionaire Howard Marks.
• Lyn Alden’s article: Investing During Stagflation and Four Simple Reasons to Buy Gold.
• Related Episode: Stig’s recent interview with Lyn Alden.
• Thomas Chua’s blog: Steady Compounding. 
• Ray Dalio’s books: Big Debt Crises & The Changing World Order.
• Check out William Green’s conversation with Ray Dalio here.
• Check out Preston and Stig’s overview of Big Debt Crisis here.
• Follow Clay on Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

• Bluehost
• Fintool
• PrizePicks
• Vanta
• Onramp
• SimpleMining
• Fundrise
• TurboTax

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