Cullen Roche joins Credo Wealth for a discussion about the macro environment in 2021 including the future of inflation, interest rates, Bitcoin and much more. Chapters:
0:00 Introduction – Deon says way too many nice things about Cullen
2:51 Why Finance Twitter is great
4:00 Cullen’s journey in finance
6:45 What is the Fed?
10:45 Grading the Fed’s response to the GFC and COVID
15:00 The future of inflation from QE & fiscal policy
24:45 Where are interest rates headed?
27:00 How scary is the national debt?
30:30 Cullen’s views on MMT
35:00 Michael Burry’s hyperinflation call
37:00 Why are stocks and bonds the core of portfolios?
41:30 The prospects of Bitcoin going forward
47:00 The passive investing myth
49:30 The future of capitalism
54:10 Read some more of Cullen’s work
56:00 The keys