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
Subscribe
View moreTIP331: 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
View moreInterview: 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
View more* Cullen Roche 2/2
2017 Stansberry Conference & Alliance Meeting
View more* Cullen Roche 2/2
2017 Stansberry Conference & Alliance Meeting
View more* 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.
* 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 …
View more* Cullen Roche 1/2
2017 Stansberry Conference & Alliance Meeting
View more* Cullen Roche 1/2
2017 Stansberry Conference & Alliance Meeting
View more* 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 …
View more* 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.
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.
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 …
View moreTIP307: 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 …
View moreTIP307: 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.
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 …
View moreAvoiding 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
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 …
View morePragmatic 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
View moreCullen Roche: 7 trillion dollar deficit, 5% inflation in 22 and stagflation for years to come.
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, …
View moreCullen 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.
View moreThe 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.
View moreThe 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, …
View moreCan 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?…
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?…
View moreInvestor 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?…
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?…
View moreHow Does The Government Create Money Out of Thin Air? – Cullen Roche on the Fed’s Core Function
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?…
How Does The Government Create Money Out of Thin Air? – Cullen Roche on the Fed’s Core Function
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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