Cullen Roche: Pragmatic Capitalism

Cullen Roche breaks down how alternative investments can improve a portfolio. #shorts #investing #alts ### 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...

Cullen Roche shares why a stock market correction is healthy. #shorts #investing ### 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...

Cullen Roche explains why he is bearish on the macroeconomy. #shorts #investing ### 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...

Cullen Roche offers an inside look at DSCF (Discipline Fund ETF). ### 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 preserve and...

Cullen Roche breaks down the risk of a stock market crash in 2022. #shorts #investing ### 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...

Here are some things I think I am thinking about. 1. T-Bills at 4% are a screaming deal. Back in another life when I ran my hedge fund I was unknowingly taking advantage of the overnight equity premium phenomenon. That is, I was never exposed to daytime moves. So I was invested in an event driven equity position overnight and had no directional daytime exposure. The goal was to get pure event exposure. The strategy was magical until correlations went to 1 during the financial crisis,...

Cullen Roche answers the question many investors have in 2022, "Are we in a recession?" #shorts #investing ### 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...

The Fed has hiked interest rates multiple times this year, but inflation remains stubbornly high. So are current housing prices unsustainable? If so, when will a housing market correction occur (and how deep will it be)? Cullen Roche, founder and CIO of Discipline Funds, joins the show to discuss what real estate investors should expect going into 2023. Show notes: https://altsdb.com/2022/09/cullen-roche-057/ ### AltsDb produces content and events for High Net Worth investors, family...

Cullen Roche Shares the One Lesson He Would Teach the Average Investor #shorts

Inflation has taken center stage in 2022, but its causes are a lot more complex than many investors assume. Moreover, it’s not yet clear to what extent higher #inflation will sustain into 2023 and beyond (i.e., whether the peak is already in the rear-view mirror). Cullen Roche, founder and CIO of Discipline Funds and author of Pragmatic Capitalism, joins AltsDb host Andy Hagans to demystify inflation, #deflation and disinflation (and what investors need to know). Show notes:...