Sunday , May 5 2024
Home / Cullen Roche: Pragmatic Capitalism (page 5)
The author Cullen Roche
Cullen Roche
Former mail delivery boy turned multi-asset investment manager, author, Ironman & chicken farmer. Probably should have stayed with mail delivery....

Cullen Roche: Pragmatic Capitalism

Cullen Roche: MMT, Inflation and Make Work Projects

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly" https://www.youtube.com/watch?v=zSmK1TLLvvA ============================================================= For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/ ============================================================= For our latest research insights and exclusive content visit our...

Read More »

Cullen Roche: Theoretical vs Perceived MMT

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly" https://www.youtube.com/watch?v=zSmK1TLLvvA ============================================================= For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/ ============================================================= For our latest research insights and exclusive content visit our...

Read More »

Cullen Roche: What’s Causing Inflation

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly" https://www.youtube.com/watch?v=zSmK1TLLvvA ============================================================= For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/ ============================================================= For our latest research insights and exclusive content visit our...

Read More »

Cullen Roche: The Wealth Channel

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly" https://www.youtube.com/watch?v=zSmK1TLLvvA ============================================================= For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/ ============================================================= For our latest research insights and exclusive content visit our...

Read More »

Cullen Roche: I Have No Idea

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly" https://www.youtube.com/watch?v=zSmK1TLLvvA ============================================================= For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/ ============================================================= For our latest research insights and exclusive content visit our...

Read More »

Cullen Roche: QE and the Banking Stuff

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly" https://www.youtube.com/watch?v=zSmK1TLLvvA ============================================================= For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/ ============================================================= For our latest research insights and exclusive content visit our...

Read More »

Cullen Roche: Aha Moments

Taken from "ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly" https://www.youtube.com/watch?v=zSmK1TLLvvA ============================================================= For the transcript of this video visit: https://investresolve.com/podcasts/resolve-riffs-with-cullen-roche-on-decoding-mmt-the-good-the-bad-and-the-ugly/ ============================================================= For our latest research insights and exclusive content visit our...

Read More »

ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly

Our guest this week was Cullen Roche, CIO of Disciplined Funds, founder of Orcam Financial Group and author of Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance. We discussed topics that included: - Disciplined Funds’ macro-oriented investment approach - Cullen’s rude awakening – classic economics learned in university is largely at odds with real world economics - Taking a step back and learning public finances from first principles - Digging...

Read More »

420 TIP. Inflation Update and the recent FOMC Meeting w/ Cullen Roche

Fan favorite Mr. Cullen Roche brings the best contrarian view points and when you dig into them, you realize they are rooted in first principles thinking. IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:00:57 - Ramifications of the most recent FOMC meeting (which was happening while we were recording) 0:02:44 - Why Cullen thinks inflation has peaked and the risk of recession is low 0:14:43 - On Jeremy Grantham’s “Superbubble” Warning 0:20:39 - Why bonds are still...

Read More »

FOMC Meeting w/ Cullen Roche (TIP420)

Fan favorite Mr. Cullen Roche brings the best contrarian view points and when you dig into them, you realize they are rooted in first principles thinking. IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:00:57 - Ramifications of the most recent FOMC meeting (which was happening while we were recording) 0:02:44 - Why Cullen thinks inflation has peaked and the risk of recession is low 0:14:43 - On Jeremy Grantham’s “Superbubble” Warning 0:20:39 - Why bonds are still...

Read More »