Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation 2021. You don’t want to miss out on this one!

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:45 – What is inflation, and what is it not
00:05:51 – How much of inflation is due to base effects
00:09:53 – How can expected inflation drive inflation
00:14:21 – If the current inflation is temporary
00:21:37 – How is inflation reflected in the real estate prices
00:28:27 – Why do we have regional differences in inflation
00:36:40 – If investors can profit from the interest rate parity
00:44:02 – If investors should take on debt in an inflationary environment
00:49:26 – Whether value stocks are a good investment in times of inflation
00:57:59 – Whether paper assets can be inflation-proofed?

Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation 2021. You don’t want to miss out on this one!

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:45 – What is inflation, and what is it not
00:05:51 – How much of inflation is due to base effects
00:09:53 – How can expected inflation drive inflation
00:14:21 – If the current inflation is temporary
00:21:37 – How is inflation reflected in the real estate prices
00:28:27 – Why do we have regional differences in inflation
00:36:40 – If investors can profit from the interest rate parity
00:44:02 – If investors should take on debt in an inflationary environment
00:49:26 – Whether value stocks are a good investment in times of inflation
00:57:59 – Whether paper assets can be inflation-proofed?

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

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.

In this excerpt from our interview with Cullen Roche, we talk about Modern Monetary Theory and what is means for our economy.

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
https://www.validea.com/

FOLLOW

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

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

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

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

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

2017 Stansberry Conference & Alliance Meeting

2017 Stansberry Conference & Alliance Meeting

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.

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 …

2017 Stansberry Conference & Alliance Meeting

2017 Stansberry Conference & Alliance Meeting

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 …

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

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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.

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 …

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.

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 …

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.

On this week’s episode of the Stansberry Investor Hour, Dan opens the show ranting about The Heroes Act passed by the House of Representatives… a stimulus package with a $3 trillion price tag. Both sides of the aisle have agreed to print money like it’s going out of style.

Dan also shares an interesting silver trade that was brought to his attention from one of Stansberry’s top traders.

Then on this week’s interview, Dan welcomes guest Cullen Roche on to the show. Cullen is the founder of Orcam Financial Group, which is a financial services firm offering research, personal advisory, institutional consulting, and educational services. Before founding his own business, Cullen oversaw $500 million in AUM with Merrill Lynch Global Wealth Management.

During the interview, Cullen

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
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Cullen’s Twitter: https://twitter.com/cullenroche
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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

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 …

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 …

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/

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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.

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, …

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.