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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

Cullen Roche interview with Credo Wealth

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

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Fireside Chat with Cullen Roche

The latest Fireside Chat hosted by Credo Wealth was a thought-provoking conversation between Deon Gouws and Cullen Roche. They discussed a wide range of topics, including the role of the US Federal Reserve, the outlook for inflation and its impact on interest rates, Bitcoin, and the myth of passive investing.

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RR #132 – Cullen Roche: Understanding the Modern Monetary System

With so many moving parts, it’s difficult to develop a clear view of the US monetary system. Today we speak with Pragmatic Capitalism author and Founder of Orcam Financial Group Cullen Roche, leveraging his expertise to build a comprehensive understanding of the monetary system. We open our interview with Cullen by asking him the deceptively simple question, “what is money?” We then explore where money comes from, the role of the central bank in securing our money supply, and why poor capitalization restrains banks. After discussing where the value of money derives from, Cullen shares his insights on how decentralized digital currencies are challenged by their lack of flexibility and credit options. We talk more about the role of central banks before diving into quantitative easing; what

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331 TIP. Inflation w/ Cullen Roche

On today’s show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings.

Cullen is the father of Pragmatic Capitalism, the author of multiple investing books, and the regular guest of Bloomberg and major financial news outlets. He has also minced hundreds of millions of dollars for the past two decades and is always a wealth of information.

IN THIS EPISODE, YOU’LL LEARN:
– Why money supply expansion is not equal to inflation
– Understanding the new rules of bond investing in today’s inflation and interest rate environment
– How to protect your portfolio against inflation
– Whether there is a rational argument for stocks to be trading at 50 times earnings

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TIP331: Inflation w/ Cullen Roche

On today’s show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings.

Cullen is the father of Pragmatic Capitalism, the author of multiple investing books, and the regular guest of Bloomberg and major financial news outlets. He has also minced hundreds of millions of dollars for the past two decades and is always a wealth of information.

IN THIS EPISODE, YOU’LL LEARN:
– Why money supply expansion is not equal to inflation
– Understanding the new rules of bond investing in today’s inflation and interest rate environment
– How to protect your portfolio against inflation
– Whether there is a rational argument for stocks to be trading at 50 times earnings

Subscribe

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What Quantitative Easing Is and Why It Hasn’t Caused Inflation

In this excerpt from our interview with Cullen Roche, we talk about quantitative easing an why most economists were wrong about it causing inflation.

FULL EPISODE
https://youtu.be/fh5sDAZMD4E

FOLLOW CULLEN ON TWITTER
https://twitter.com/cullenroche

ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA

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Interview: Making Sense of Fed Intervention, Fiscal Stimulus and MMT with Cullen Roche

The way economic policy is implemented has undergone some major changes in the past decade. The Federal Reserve’s response to the Great Financial Crisis, and the continued quantitative easing in its aftermath, marked a significant change in the way the central bank implements monetary policy. And the fiscal policy response to the current crisis also marked a significant departure from how things have been done in the past.

In this episode we are joined by one of our favorite economic thinkers, Cullen Roche, to help us make sense of all of this. Cullen is an expert on Federal Reserve policy and one of the few people who predicted that the outcome of quantitative easing would not be the significant inflation that many thought it would. We discuss a variety of topics including why

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* 307 TIP. Cullen Roche on Stocks, Inflation, & COVID-19

Download Stig & Preston’s 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist

Subscribe to We Study Billionaires podcast show: https://link.chtbl.com/WSB

Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/

ABOUT THE EPISODE:
On today’s show we bring back investment expert Cullen Roche to talk about stock picks during inflationary periods and COVID-19 impacts.

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* 307 TIP. Cullen Roche on Stocks, Inflation, & COVID-19

Download Stig & Preston’s 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist Subscribe to We Study Billionaires podcast show: https://link.chtbl.com/WSB Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/ ABOUT THE EPISODE: On today’s show we bring back investment expert Cullen Roche to talk about stock picks during inflationary periods and COVID-19 …

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* 278 TIP. Contrarian Investing Ideas with Cullen Roche

Download Stig & Preston’s 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist Subscribe to The Investors Podcast on iTunes: https://itunes.apple.com/us/podcast/the-investors-podcast/id928933489 Subscribe to The Investors Podcast on Stitcher: https://www.stitcher.com/podcast/theinvestorspodcast/the-investors-podcast?refid=stpr Subscribe to The Investors Podcast on SoundCloud: https://soundcloud.com/theinvestorspodcast Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/ ABOUT THE EPISODE: On today’s show, we …

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* 278 TIP. Contrarian Investing Ideas with Cullen Roche

Download Stig & Preston’s 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist

Subscribe to The Investors Podcast on iTunes: https://itunes.apple.com/us/podcast/the-investors-podcast/id928933489

Subscribe to The Investors Podcast on Stitcher: https://www.stitcher.com/podcast/theinvestorspodcast/the-investors-podcast?refid=stpr

Subscribe to The Investors Podcast on SoundCloud: https://soundcloud.com/theinvestorspodcast

Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/

ABOUT THE EPISODE:
On today’s show, we talk to investment expert, Cullen Roche, about contrarian market ideas at the start of 2020.

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307 TIP. Cullen Roche on Stocks, Inflation, & COVID-19

Download Stig & Preston’s 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist Subscribe to We Study Billionaires podcast show: https://link.chtbl.com/WSB Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/ ABOUT THE EPISODE: On today’s show we bring back investment expert Cullen Roche to talk about stock picks during inflationary periods and COVID-19 …

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307 TIP. Cullen Roche on Stocks, Inflation, & COVID-19

Download Stig & Preston’s 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist

Subscribe to We Study Billionaires podcast show: https://link.chtbl.com/WSB

Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/

ABOUT THE EPISODE:
On today’s show we bring back investment expert Cullen Roche to talk about stock picks during inflationary periods and COVID-19 impacts.

View more

TIP307: Cullen Roche on Stocks, Inflation, & COVID-19

Download Stig & Preston’s 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist Subscribe to We Study Billionaires podcast show: https://link.chtbl.com/WSB Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/ ABOUT THE EPISODE: On today’s show we bring back investment expert Cullen Roche to talk about stock picks during inflationary periods and COVID-19 …

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TIP307: Cullen Roche on Stocks, Inflation, & COVID-19

Download Stig & Preston’s 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist

Subscribe to We Study Billionaires podcast show: https://link.chtbl.com/WSB

Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/

ABOUT THE EPISODE:
On today’s show we bring back investment expert Cullen Roche to talk about stock picks during inflationary periods and COVID-19 impacts.

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Avoiding Pitfalls & Crisis Investing

Kevin Kelly welcomes Cullen Roche, Founder & CIO of Orcam Financial Group, for a lively discussion on crisis investing, elevated risks in fixed income & Treasuries, the growing disconnect between stocks and economic readings, and much more! Visit Orcam Financial Group: https://t.co/2QrUqP2CBW?amp=1 – Twitter: Cullen’s Twitter: https://twitter.com/cullenroche Kevin’s Twitter:https://twitter.com/Kevin_Kelly_II Chain Reaction Twitter: https://twitter.com/chainpodcast Support The Show Our …

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Avoiding Pitfalls & Crisis Investing

Kevin Kelly welcomes Cullen Roche, Founder & CIO of Orcam Financial Group, for a lively discussion on crisis investing, elevated risks in fixed income & Treasuries, the growing disconnect between stocks and economic readings, and much more!
Visit Orcam Financial Group: https://t.co/2QrUqP2CBW?amp=1

Twitter:
Cullen’s Twitter: https://twitter.com/cullenroche
Kevin’s Twitter:https://twitter.com/Kevin_Kelly_II
Chain Reaction Twitter: https://twitter.com/chainpodcast
Support The Show
Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8

Access Delphi’s Research Here: https://www.delphidigital.io/

 
 
Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any

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Pragmatic Capitalist (guests: Cullen Roche, Morris Sachs) – Market Huddle Ep.81

In episode #81, Patrick Ceresna and Kevin Muir welcome Cullen Roche to the show where he tells us how an East Coast boy ended up being a San Diegan outside-the-box-alternative-macro money manager. Then, veteran hedge fund trader Morris Sachs tells us a story about his career making trade that you won’t want to miss!

Fast forward to:
00:00:44 Feature Interview with Cullen Roche
01:12:23 Interview with Morris Sachs
01:57:51 Talking Charts
02:04:21 This Week in Trading History
02:14:51 WTF Clip of the Week
02:19:44 Top 3 Things to Watch

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

#markethuddle #investing #trading

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Cullen Roche: 7 trillion dollar deficit, 5% inflation in 22 and stagflation for years to come.

Publicado em 14 de mai. de 2020

https://youtu.be/1IiK5HGevFU

This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Cullen Roche, the Founder at Orcam Financial Group.

In this conversation, we discuss how the Fed works, what is the most common misconceptions, whether we will see deflation or inflation in the future, the consequences of not having recessions, how markets would look with no QE, and what he thinks about Bitcoin & gold.

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The government is like a bank, it issues credit. Cullen Roche, Orcam Capital

Publicado em 14 de mai. de 2020

This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Cullen Roche, the Founder at Orcam Financial Group.

In this conversation, we discuss how the Fed works, what is the most common misconceptions, whether we will see deflation or inflation in the future, the consequences of not having recessions, how markets would look with no QE, and what he thinks about Bitcoin & gold.

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Can Quantitative Easing Actually Cause Deflation? Cullen Roche Weighs In

This is an episode of The Pomp Podcast with host Anthony “Pomp” Pompliano and guest, Cullen Roche, the Founder at Orcam Financial Group. Listen and subscribe on the platform of your choice: Apple | https://podcasts.apple.com/us/podcast… Spotify | https://open.spotify.com/show/2QwpFjz… Google | https://play.google.com/music/listen?…

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Can Quantitative Easing Actually Cause Deflation? Cullen Roche Weighs In

This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Cullen Roche, the Founder at Orcam Financial Group.

Listen and subscribe on the platform of your choice:
Apple | https://podcasts.apple.com/us/podcast…
Spotify | https://open.spotify.com/show/2QwpFjz…
Google | https://play.google.com/music/listen?…

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Investor Who Predicted No Inflation After 2008 Crisis Explains Why National Debt Levels Don’t Matter

This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Cullen Roche, the Founder at Orcam Financial Group.

In this conversation, Cullen and Anthony discuss [EPISODE DESCRIPTION].

Listen and subscribe on the platform of your choice:
Apple | https://podcasts.apple.com/us/podcast…
Spotify | https://open.spotify.com/show/2QwpFjz…
Google | https://play.google.com/music/listen?…

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