Cullen Roche: Pragmatic Capitalism

Stig Brodersen has invited back Investment expert Cullen Roche to discuss how to optimize your portfolio for financial independence and sleeping well at night.  IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:38 - What the difference is between CPI and PCE 00:08:23 - Whether central bankers should be elected?  00:15:24 - What the velocity of money is, and how it impacts inflation? 00:20:23 - What it means for inflation and the US dollar that the world is...

My guest today is Cullen Roche, the founder of Orcam Financial Group, a financial services company based out of San Diego. He also runs a very well-known blog called Pragmatic Capitalism (pragcap.com). The topic is his book Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance. In this episode of Trend Following Radio we discuss: ▪️ Entrepreneurism ▪️ Investing in yourself ▪️ The advantages of starting a blog ▪️ Why the word “pragmatic” is a word that...

Cullen Roche, CIO of Discipline Funds and author of Pragmatic Capitalism, joins Julia La Roche on episode 50 for a wide-ranging discussion of the macro environment and Housing — the risk keeping him up at night. In this episode, Roche raises the point that when it comes to macro research, a lot of economists argue that the U.S. economy is a housing economy, meaning when the housing market slows down a lot, it filters through everything else. “It’s really up in the...

Markets went crazy after last week's employment report. What happened and what are the important takeaways from it all? In this video we explain three of the most important charts in the economy today and what they could mean for the future of the financial markets and the economy. Chapters: 0:08 Intro 00:24 Average hourly earnings and the wage price spiral relief 00:36 Why would rising wages be bad? 00:58 Temp help and why it matters 01:41 Fed Funds Futures 02:24 Three big takeaways...

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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sat down with Cullen Roche, author, macro investor, and Chief Investment Officer at Discipline Funds. Cullen discusses the current macroeconomic environment, similarities and differences to 2008, and how stocks will respond as we reach peak interest rates for this cycle. Follow Cullen on Twitter: https://twitter.com/cullenroche Cullen's Book 'Pragmatic Capitalism':...

Cullen Roche is the Founder of Discipline Funds. Discipline Funds is a low fee financial advisory and asset management firm. Prior to establishing his own business, Mr. Roche founded his own investment partnership in 2005 after working at Merrill Lynch Global Wealth Management where he helped oversee $500MM+ in assets under management. During the the 7 years running the partnership he was able to guide the small business to high risk adjusted returns with no negative full year returns during...

Stig Brodersen has invited back Investment expert Cullen Roche to talk about how the world of investing has changed over the past decades and why you need to think as a macro investor first and foremost.    IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:53 - Why and how do we need to understand the macro environment when we invest 00:07:29 - Why we should think of the economy as we think of the human body 00:19:54 - Why the traditional buy-and-hold equity strategy is...

In this video we discuss the underlying dynamics of interest rates and why banks pay you interest on your deposits. We also go into the basics of how a savings account and money market fund works. Lastly, we discuss some of the best options for beating the low rates currently offered by banks. Useful links: 1) Treasury Direct https://www.treasurydirect.gov/ 2) Why do Banks Need Deposits? https://www.youtube.com/watch?v=IbJjJMr4jDc&t=2s Cullen Roche is the CIO of Discipline Funds,...

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...