Cullen Roche: Pragmatic Capitalism

Here are some things I think I am thinking about: 1) The Jim Cramer ETFs. A firm has launched a set of inverse and long Jim Cramer ETFs. The basic gist of the funds is to be able to piggyback on the view that Jim Cramer is a great investor or a good contrarian indicator. I don’t know what I actually think I think about this. Part of me hates these gimmicky style funds that prey on people’s emotions. And another part of me says that people should be allowed to buy whatever they want...

Am I providing my family with the best possible life I can? That was the question that Cullen Roche, an accomplished author, writer, and expert in global macroeconomics, behavioral finance, and monetary theory, brought to our attention during our conversation. We also discussed the topic of inflation, what it is, how to understand it, and where it is going. Do you ever wonder why the US government is not bankrupt because of the national debt? It's because the US government is not...

Cullen Roche addresses if The Fed will cause a severe recession in 2023. ### AltsDb produces content and events for High Net Worth investors, family offices and financial advisors who place capital in alternative investments. Founded in 2021 by Jimmy Atkinson and Andy Hagans, our mission is to provide our audience with the critical information they need to make smarter investment decisions. Our podcasts, newsletters, and events focus on tax-advantaged investment strategies to help...

Cullen Roche explains the difference between the 2008 housing crisis and where the housing market stands now in 2022-2023. ### AltsDb produces content and events for High Net Worth investors, family offices and financial advisors who place capital in alternative investments. Founded in 2021 by Jimmy Atkinson and Andy Hagans, our mission is to provide our audience with the critical information they need to make smarter investment decisions. Our podcasts, newsletters, and events focus on...

Cullen Roche discusses inflation and deflation in the 1970s versus the 2020s. ### AltsDb produces content and events for High Net Worth investors, family offices and financial advisors who place capital in alternative investments. Founded in 2021 by Jimmy Atkinson and Andy Hagans, our mission is to provide our audience with the critical information they need to make smarter investment decisions. Our podcasts, newsletters, and events focus on tax-advantaged investment strategies to help...

Here are some things I am thinking about heading into the weekend. 1) Balancing Intrinsic and Extrinsic goals to achieve happiness. Adam Grant posted this wonderful paper discussing intrinsic and extrinsic goals relative to overall happiness. In short, intrinsic goals are things like relationships, community and health. They’re things that you can measure based on your own subjective views. Extrinsic goals are things like wealth, fame and beauty. They are measured by other people’s...

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Is the Federal Reserve tightening policy too far and too fast? In this video we discuss how the monetary policy transmission mechanism works, how it’s impacting the global economy today and whether it might be starting to break things. In this video you’ll learn about how monetary policy can filter through the economy and why the Fed’s interest rate moves are having such a big impact on housing and global currency markets. Some helpful links: 1) Will the surging dollar crash the...

Cullen Roche shares his take on what inflation really looks like. #inflation ### AltsDb produces content and events for High Net Worth investors, family offices and financial advisors who place capital in alternative investments. Founded in 2021 by Jimmy Atkinson and Andy Hagans, our mission is to provide our audience with the critical information they need to make smarter investment decisions. Our podcasts, newsletters, and events focus on tax-advantaged investment strategies to help...

Cullen Roche discusses the 2023 housing market outlook and answers the question, "is a crash coming?" #shorts #realestate ### AltsDb produces content and events for High Net Worth investors, family offices and financial advisors who place capital in alternative investments. Founded in 2021 by Jimmy Atkinson and Andy Hagans, our mission is to provide our audience with the critical information they need to make smarter investment decisions. Our podcasts, newsletters, and events...