TIP523: Financial Wisdom w/ Cullen Roche

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

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 12 February 2023

⏱️ 83 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stig Brodersen has invited back investment expert Cullen Roche to discuss how to optimize your portfolio for financial independence and sleeping well at night. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:05 - What the difference is between CPI and PCE. 08:31 - Whether central bankers should be elected? 14:46 - What the velocity of money is, and how it impacts inflation? 19:08 - What it means for inflation and the US dollar that the world is decoupling. 28:19 - What a balance sheet recession is and why it is important to understand investors. 34:15 - Whether the 60/40 portfolio is still working. 41:02 - Which longer cycle we are missing in the financial markets. 41:34 - Whether the next 40 years of stock market performance will look like the previous 40 years. 46:28 - Whether central banks fight global warming? 54:31 - Which portfolio to build for independence and sleeping well at night. 1:09:30 - Which bias does the new generation of investors have. Disclaimer: Slight discrepancies in the timestamps 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. Listen to Stig's interview with Cullen Roche about Macro Investing - TIP486 or watch the video. Related Episode: Listen to Inflation Masterclass Continued - TIP472 or watch the video. Related Episode: Listen to Inflation Update and the recent FOMC Meeting - TIP420 or watch the video. Cullen Roche's website, The Discipline Funds. Cullen Roche's website, Pragmatic Capitalism. Tweet directly to Cullen Roche. Email Cullen at cullenroche@orcamgroup.com. Cullen Roche's YouTube channel. Cullen Roche’s book, Pragmatic Capitalism – Read reviews here. Gavin Jackson’s book, Money in One Lesson - Read reviews here. 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: River Toyota Range Rover Vacasa AT&T The Bitcoin Way USPS American Express Onramp Found SimpleMining Public Shopify 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! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.7	In today's episode, I'm joined by Colin Roach.
0:06.5	As I'm sure Everett List on Sprednope by now, Colin is one of the most insightful thinkers
0:10.7	on macro and building right portfolio.
0:13.3	In today's episode, we talk about whether central bankers should be elected, how to optimize
0:17.5	for independence and sleeping well at night, and everything else in between.
0:22.2	Colin is such a wealth of knowledge and you just know that you'll be in good company
0:25.8	and get a more nuanced view of financial markets whenever you're around him.
0:30.2	So without further ado, here is our conversation.
0:33.8	You are listening to the Investors podcast.
0:40.2	Where we study the financial markets and read the books that influence self-made billionaires
0:44.6	the most.
0:45.6	We keep you informed and prepared for the unexpected.
0:48.8	Welcome to the Investors podcast.
0:59.7	I'm your host, Stake Brodison and I'm here with Colin Roach.
1:03.2	Colin, how are you?
1:05.2	I'm doing great, Stake.
1:06.5	It's always great to be back.
1:08.8	So Colin, let's just jump right into it.
1:11.6	One of our favorite topics and I'm sure the listener would know this giving that you've
1:15.3	been a guest here so many times.
1:16.7	One of the favorite topics that we've been almost always talk about is inflation and this
	...

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