Cullen Roche: Macro Is About Understanding the World for What It Is

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 11 January 2022

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The popular blogger and financial advisor discusses the macro outlook, the link between portfolio construction and investor behavior, his new ETF, and more.

Transcript

Click on a timestamp to play from that location

0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.5	Hi, and welcome to the Longview. I'm Jeff Battack, Chief Ratings Officer for Morningstar Research Services.
0:38.1	And I'm Christine Ben's, Director of Personal Finance and Retirement Planning for Morningstar.
0:42.6	Our guest today is Cullen Roche. Cullen is the founder and chief investment officer of the
0:47.7	discipline funds. In addition, Cullen Heads Up Orcom Group, a registered investment advisory firm
0:53.2	he established in 2012.
0:56.0	Cullen also authors the popular blog, Pragmatic Capitalism, where he writes about a range of macroeconomic and investing topics.
1:03.0	He's active on social media, including Twitter, where you can find him at at Cullen Roche.
1:09.0	Cullen started his career as an advisor at Merrill Lynch and did a stint in an event-driven hedge fund
1:14.0	before starting his RAA firm.
1:16.7	He received his bachelor's degree in finance from Georgetown University's McDonough School of
1:21.5	Business.
1:22.6	Colin, welcome to the Longview.
1:24.6	Hi, guys.
1:25.3	Thanks for having me.
1:26.6	Oh, it's our pleasure.
1:27.3	Thanks so much for joining us.
	...

Please login to see the full transcript.

Previous episode | Next episode

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

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