TIP394: How to invest in ETFs w/ Cullen Roche

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 7 November 2021

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:

01:43 - Which ETF strategy is right for you?
06:49 - Why there is no such thing as passive investing?
12:17 - How does an ETF technically work, and why is it a tax-efficient investment instrument.
22:18 - What is the difference between the gross and net expense ratio?
26:16 - Should you pay attention to backtesting results when you choose which ETF to invest in?
31:05 - How do you launch your own ETF?
40:12 - Are retail ETF investors at a disadvantage compared to institutional investors?
45:29 - How much does it cost to run an ETF?
48:35 - How to think about fund of funds.
53:27 - Why should you invest in long-term bonds in today’s environment?
1:00:14 - Which implication has the interest rate on ETF investing?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES:

Stig’s interview with Cullen Roche about Inflation Masterclass.
Cullen Roche’s website, The Discipline Funds.
Cullen Roche’s website, Pragmatic Capitalism.
Tweet directly to Cullen Roche.
Email Cullen at [email protected].
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Transcript

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0:00.0	You're listening to TIP.
0:31.0	You're listening to the Investors Podcast.
0:34.0	Where we study the financial markets and read the books that influence self-made billionaires the most.
0:39.0	We keep you informed and prepared for the unexpected.
0:52.0	Welcome to the Investors Podcast. I'm your host, Dick Broaderson.
0:55.0	And we're welcoming back Colin wrote here today, the CIO of Discipline Funds.
1:00.0	Colin, our audience just loves you.
1:02.0	You have last appearance of Episode 370, Masterclass in inflation,
1:07.0	has been one of the absolutely most downloaded We Start Billionaires episodes we ever had.
1:12.0	So, with all of that being said and putting maximum pressure on you here Colin,
1:17.0	thanks for making time yet again to come on the show.
1:20.0	Hey, Stig, thanks for having me again.
1:22.0	I'm not sure if it's a, is it so much that inflation in my comments on it were popular or just super controversial people were spreading them because they hated them.
1:32.0	Who knows, who knows, but like whenever we checked the numbers it was just like boom,
1:36.0	hundreds of thousands of people then it was I don't know.
1:39.0	People loved it and I loved it too.
1:41.0	So let's just say it was all the good things.
1:43.0	Jumping right into the outline of the show Colin,
1:46.0	we're going to talk about ETF investing today.
1:49.0	And we know that we should find an investment strategy that is right for us.
1:54.0	And there are many great strategies, but you also want to pair with our unique personalities.
1:59.0	For example, here on the show, we have this rule of thumb that if you don't read a company's financial statements,
	...

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