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Cullen Roche

Cullen Roche

Former mail delivery boy turned multi-asset investment manager, author, Ironman & chicken farmer. Probably should have stayed with mail delivery....

Videos by Cullen Roche

Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche

There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific position and interpret the facts in a way to accomplish that goal. In this episode, we wanted to take a step back cover the facts about the Federal Reserve and how it operates. And we couldn’t think of a better person to do that with than our friend Cullen Roche. We discuss the history of the Fed, what its mandates are, the tools it can use to achieve its goals, and how all of that applies to the situation we find ourselves in today.

We hope you enjoy the discussion.

MORE ABOUT CULLEN
https://disciplinefunds.com
https://www.pragcap.com
https://twitter.com/cullenroche

ABOUT THE PODCAST

Excess Returns is an investing podcast

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Cullen Roche – Debunking Common Investment Myths (Live from San Diego)

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Cullen Roche. Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds. Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.

Tune in to hear:

– What is “all duration investing” and what behavioral upside might this approach have for investors?

– How can you better organize a bucketing approach to reflect those investments’ time horizons?

– What about the tendency for all time horizons to become today in the face of

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How The U.S. Tries To Control Inflation | Inflation Masterclass w/ Cullen Roche (TIP472)

By popular demand, Stig Brodersen has invited back Investment expert Cullen Roche for the 9th time! They continue their inflation masterclass and talk about the current outlook for inflation. 
 
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:40 – Why inflation will be moderate in the coming years
00:08:19 – Why deflation is more likely than hyperinflation
00:16:54 – Whether velocity of money is important for inflation
00:21:41 – Whether a negative budget balance leads to inflation 
00:32:03 – How you include inflation expectations in your retirement portfolio 
00:42:35 – What the optimal inflation or deflationary target is
00:51:41 – What would a deflationary world look like? 
00:56:56 – Whether we are entering a period of a "Fed call"
01:04:07 – What the 2Y treasury is telling

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‘Bear Markets Always End’ – How to Prepare for a Market Rebalance With Cullen Roche | Making Money

The first half of the year is in the books… And, unfortunately, it was the worst first six-month period since 1970. But the odds are good that we’ll be able to climb out of this rut.

In this episode of Making Money With Matt McCall, I’m kicking off the second half of 2022 by sitting down with Cullen Roche, the founder and chief investment officer of advisory firm Discipline Funds. This is a must-watch interview full of insights from both Roche and me that could help set you up for a strong finish to 2022.

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What Is Money?

We had to cover the most essential question there is. What is money? We go into the essential properties of money and the scale of moneyness. All in less than 3 minutes. #money #bitcoin #stocks

Links to learn more:
1) What is money? IMF
https://www.imf.org/external/pubs/ft/fandd/2012/09/basics.htm

2) What is money? Pragmatic Capitalism
https://www.pragcap.com/what-is-money/

3) Understanding the Modern Monetary System. Cullen Roche
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1905625

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Three Minute Money Intro

Welcome to Three Minute Minute where we talk about all things money without wasting your most valuable asset – TIME.

My name is Cullen Roche and I’ve spent the last 20 years studying money. I’ve written best selling books, some of the most widely read research in the world and managed billions of dollars in investments. And now I want to spread the knowledge and keep learning. I am excited to help you learn about and navigate the world of money.

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Cullen Roche: Total Portfolio Fees

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

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For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
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For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: Alternative Sleeves, Why Bother?

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

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For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: Demographics and Housing

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

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For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: The Home Ownership Fallacy

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

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For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: The Core Satellite Approach

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

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For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: The Portfolio Hedge

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

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For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: The Train is Heading Somewhere

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

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For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: Governments and Conflict of Interest

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

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For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roach: Blunt Instruments and Winners

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

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For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: MMT, Inflation and Make Work Projects

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

=============================================================
For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: Theoretical vs Perceived MMT

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

=============================================================
For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: What’s Causing Inflation

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

=============================================================
For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: The Wealth Channel

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

=============================================================
For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: I Have No Idea

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

=============================================================
For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

View more

Cullen Roche: QE and the Banking Stuff

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

=============================================================
For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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Cullen Roche: Aha Moments

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly"
https://www.youtube.com/watch?v=zSmK1TLLvvA

=============================================================
For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/
=============================================================
For our latest research insights and exclusive content visit our website!

Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-center/#mcca|0
Podcasts: https://investresolve.com/podcasts/

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ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly

Our guest this week was Cullen Roche, CIO of Disciplined Funds, founder of Orcam Financial Group and author of Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance. We discussed topics that included:
– Disciplined Funds’ macro-oriented investment approach
– Cullen’s rude awakening – classic economics learned in university is largely at odds with real world economics
– Taking a step back and learning public finances from first principles
– Digging into the mechanics of quantitative easing, fiscal policy and other major interventions
– “If you’re not confused, you don’t understand what’s going on”
– The Kalecki Equation and wealth concentration
– Fiscal Stimulus – how much is too much
– An introduction to Modern Monetary Theory
– The role played by a “currency

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FOMC Meeting w/ Cullen Roche (TIP420)

Fan favorite Mr. Cullen Roche brings the best contrarian view points and when you dig into them, you realize they are rooted in first principles thinking.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:57 – Ramifications of the most recent FOMC meeting (which was happening while we were recording)
0:02:44 – Why Cullen thinks inflation has peaked and the risk of recession is low
0:14:43 – On Jeremy Grantham’s “Superbubble” Warning
0:20:39 – Why bonds are still appealing in a low interest/high inflation world
– The Greenspan Conundrum
0:29:39 – The FEDs potential overreactions and the risks involved
0:35:34 – Series I bonds
0:39:25 – The benefits of diversifying, especially into low cost index products
0:50:28 – Mutual Funds
0:54:06 – GBTC

📌 Disclaimer: This is a paid partnership

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420 TIP. Inflation Update and the recent FOMC Meeting w/ Cullen Roche

Fan favorite Mr. Cullen Roche brings the best contrarian view points and when you dig into them, you realize they are rooted in first principles thinking.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:57 – Ramifications of the most recent FOMC meeting (which was happening while we were recording)
0:02:44 – Why Cullen thinks inflation has peaked and the risk of recession is low
0:14:43 – On Jeremy Grantham’s “Superbubble” Warning
0:20:39 – Why bonds are still appealing in a low interest/high inflation world
– The Greenspan Conundrum
0:29:39 – The FEDs potential overreactions and the risks involved
0:34:24 – Series I bonds
0:38:15 – The benefits of diversifying, especially into low cost index products
0:49:18 – Mutual Funds
0:53:00 – GBTC

📌 Disclaimer: This is a paid partnership

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Do We Really Understand Inflation? with Cullen Roche

SHOW NOTES:
https://www.whatbitcoindid.com/podcast/do-we-really-understand-inflation

In this interview, I talk to investment strategist and founder of the educational website Pragmatic Capitalism, Cullen Roche. We discuss the drivers for inflation, the role of government, investment strategies during uncertain times, and the place for Bitcoin in asset portfolios.

THIS EPISODE’S SPONSORS:
Gemini – https://www.gemini.com/
BlockFi – https://blockfi.com/peter
Sportsbet.io – https://sportsbet.io/?ref=wbd
Casa – https://keys.casa/?pk_campaign=wbd-yearly-sponsor&pk_medium=sponsorship&pk_source=what-bitcoin-did
Ledger – https://www.ledger.com/
Compass Mining – https://compassmining.io/
BCB Group – https://hubs.ly/Q011cb730
LVL – https://www.lvl.co/wbd

TIMESTAMPS:
00:00:00 Introduction

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Timeless Investing Lessons: Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle

10 Lessons From Our 5 Most Popular Podcasts of 2021 – Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle

Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have outside guests on the podcast, but it quickly became evident that bringing in voices other than our own would significantly help us in achieving our goal. Starting with our first interview in 2020 with Tobias Carlisle up until our most recent one with Dave Wright from Sierra Investment Management, we have tried to put together the best group of guests we could with the goal of learning what has made them successful investors and how all of us can benefit from their experience.

We hope

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378 – Cullen Roche, Discipline Funds – Inflation, The Federal Reserve & Disciplined Investing

To see links or read the transcript of the episode, visit us at:

https://mebfaber.com/2021/12/20/e378-cullen-roche/

In episode 378, we welcome our guest, Cullen Roche, founder and Chief Investment Officer of Discipline Funds, a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.

In today’s episode, Cullen begins by sharing his framework for thinking about inflation and the impact of both monetary and fiscal policy. He explains the difference between the response to the Great Financial Crisis and what we’re experiencing today and then shares what he expects inflation to look like over the next few years.

Then we get into Cullen’s newest venture, the Discipline Funds ETF, ticker DSCF. He walks us through why he chose to start the

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