Cullen Roche, Discipline Funds - QE Is Not As Powerful As A Lot Of People Like To Think It Is | #378

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 20 December 2021

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 378, we welcome our guest, Cullen Roche, founder and Chief Investment Officer of Discipline Funds, a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. In today’s episode, Cullen begins by sharing his framework for thinking about inflation and the impact of both monetary and fiscal policy. He explains the difference between the response to the Great Financial Crisis and what we’re experiencing today and then shares what he expects inflation to look like over the next few years. Then we get into Cullen’s newest venture, the Discipline Funds ETF, ticker DSCF. He walks us through why he chose to start the fund, the tax benefits of holding low cost index funds in an ETF wrapper when rebalancing, and what the process of launching an ETF was like. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by GiveWell. GiveWell searches for the charities that save or improve lives the most per dollar. GiveWell recommends a small number of charities that do an incredible amount of good. Visit Givewell.org and donate before the end of the year and have your donation matched up to $250 when you mention "The Meb Faber Show." Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:27.0	opinion of Cambria Investment Management or its affiliates.
0:29.4	For more information, visit Cambria Investments.com.
0:41.0	Welcome everybody, got a fun show today. Our guest is a longtime friend and the founder and chief investment
0:44.8	officer of Discipline Funds, a low-fee financial advisory firm with a focus on helping people
0:49.8	be more disciplined with their finances. And today's show, our guest
0:53.7	begins by sharing his framework for thinking about inflation and the
0:56.6	impact of both monetary and fiscal policy. He explains the difference
1:00.0	between the response to the great financial crisis and what we're experiencing today.
1:04.2	And then shares what he expects in fashion to look like over the next few years.
1:07.6	Then we get into his newest venture.
1:09.3	The Discipline Funds E.T.F. Ticker DSCF. He walks us through why he chose to start the fund, the tax benefits of holding low-cost
1:16.4	index funds and the E.T. F. rapper when rebounding, and what the process of launching an E.T.F.
1:21.0	was like.
1:22.0	This episode is brought to you by 10 East.
1:25.0	Long time listeners know I've invested in private markets quite a bit myself,
1:29.0	but with access to these markets broadening,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Idea Farm, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Idea Farm and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.