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

TIP394: How to invest in ETFs w/ Cullen Roche

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

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 7 November 2021

⏱️ 71 minutes

🧾️ Download transcript

Summary

By popular demand, Stig Brodersen has invited back investment expert Cullen Roche. They discuss how to execute on the best possible ETF strategy. 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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. 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 cullenroche@orcamgroup.com. Read the 9 Key Steps to Effective Personal Financial Management. 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Transcript

Click on a timestamp to play from that location

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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