Cullen Roche: Pragmatic Capitalism

Here are some things I think I am thinking about. 1) Are the markets losing their minds?  I’ve tried my best to caution people in recent months over the excessive pessimism of the permabears. There have been numerous comparisons from the usual suspects about how this was the next Great Depression and how the next financial crisis was right around the corner. As I noted in April and is now becoming clear this was very wrong. But there’s still a long road ahead and I somewhat sympathize with...

(Sorry for the radio silence here. It’s been a crazy couple of weeks between this whole new dad thing, the global pandemic, running a business, STILL building my house and eating my way through the lockdown.  Hopefully life starts to normalize a bit now and I can find more time for writing!)  I always describe the stock market as a temporal conundrum. What I mean by that is that the stock market is basically a perpetual instrument whose future cash flows are unknown so its price movements...

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...

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...

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...

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...

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 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, 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, the consequences of not having recessions, how markets would look with no QE, and what he thinks about Bitcoin & gold.