Cullen Roche: Pragmatic Capitalism

Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation 2021. You don’t want to miss out on this one! IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:45 - What is inflation, and what is it not 00:05:51 - How much of inflation is due to base effects 00:09:53 - How can expected inflation drive inflation 00:14:21 - If the current inflation is temporary 00:21:37 - How is inflation reflected in the real estate prices 00:28:27 - Why do we have...

Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation 2021. You don’t want to miss out on this one! IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:45 - What is inflation, and what is it not 00:05:51 - How much of inflation is due to base effects 00:09:53 - How can expected inflation drive inflation 00:14:21 - If the current inflation is temporary 00:21:37 - How is inflation reflected in the real estate prices 00:28:27 - Why do we have...

Cullen Roche joins Credo Wealth for a discussion about the macro environment in 2021 including the future of inflation, interest rates, Bitcoin and much more. Chapters: 0:00 Introduction - Deon says way too many nice things about Cullen 2:51 Why Finance Twitter is great 4:00 Cullen's journey in finance 6:45 What is the Fed? 10:45 Grading the Fed's response to the GFC and COVID 15:00 The future of inflation from QE & fiscal policy 24:45 Where are interest rates headed? 27:00 How scary...

The latest Fireside Chat hosted by Credo Wealth was a thought-provoking conversation between Deon Gouws and Cullen Roche. They discussed a wide range of topics, including the role of the US Federal Reserve, the outlook for inflation and its impact on interest rates, Bitcoin, and the myth of passive investing.

In this excerpt from our interview with Cullen Roche, we talk about Modern Monetary Theory and what is means for our economy. FULL EPISODE https://youtu.be/fh5sDAZMD4E FOLLOW CULLEN ON TWITTER https://twitter.com/cullenroche ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing,...

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,...

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,...

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,...

In this excerpt from our interview with Cullen Roche, we talk about quantitative easing an why most economists were wrong about it causing inflation. FULL EPISODE https://youtu.be/fh5sDAZMD4E FOLLOW CULLEN ON TWITTER https://twitter.com/cullenroche ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor...

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...