TIP278: Contrarian Investing Ideas w/ Cullen Roche (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 19 January 2020

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's show, we talk to investment expert, Cullen Roche, about contrarian market ideas at the start of 2020. IN THIS EPISODE, YOU'LL LEARN: Why you can’t truly be a passive investor. Why the stock market is a better inflation hedge than gold. What are the differences and similarities between financial markets and the economy. If the US government running out of money. Ask The Investors: Should I invest in a leveraged ETF if I think the stock market will go up over the next few decades? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Preston's book recommendation, You Can Be A Stock Market Genius by Joel Greenblatt. Preston and Stig’s interview with Cullen Roche about Pragmatic Capitalism. Cullen Roche’s website, Pragmatic Capitalism. Tweet directly to Cullen Roche. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	You're listening to TIP.
0:03.1	On today's show, we bring back a guest from five years ago, Mr. Colin Roche from Pragmatic
0:07.9	Capitalism.
0:09.4	Colin's private investment partnership was able to navigate the 2008 crisis with a 15%
0:14.9	positive return when the rest of the market was down more than 50%.
0:19.0	Before starting his own investment firm, Colin managed to half a billion dollars for
0:22.5	Merrill Lynch in the early 2000s.
0:24.7	And on today's show, we talk about contrarian ideas and Colin's top down thinking for
0:29.2	economic principles.
0:30.9	So without further delay, here's our discussion with Colin Roche.
0:37.7	You are listening to the Investors podcast where we study the financial markets and read
0:42.8	the books that influence self-made billionaires the most.
0:46.0	We keep you informed and prepared for the unexpected.
0:58.2	What comes to today's show?
0:59.2	I'm your host, Stig Broderson, and as always, I'm here with my co-host Preston Pish.
1:04.8	We are here with Colin Roche from Pragmatic Capitalism.
1:08.0	Colin, thank you so much for taking the time to speak with us here today.
1:11.0	Hey guys, thanks so much for having me.
1:13.8	So Colin, again, thank you so much for making time to speak with us because on today's
1:18.3	show, we'll debunk different myths in economics and investing.
1:22.5	But before we do that, I want to talk to you about a very hot topic these days.
1:26.8	I want to talk about this whole discussion about active and passive investing and more
	...

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