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Cullen Roche interview with Credo Wealth

Summary:
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 is the national debt? 30:30 Cullen's views on MMT 35:00 Michael Burry's hyperinflation call 37:00 Why are stocks and bonds the core of portfolios? 41:30 The prospects of Bitcoin going forward 47:00 The passive investing myth 49:30 The future of capitalism 54:10 Read some more of Cullen's work 56:00 The keys

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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 is the national debt?

30:30 Cullen's views on MMT

35:00 Michael Burry's hyperinflation call

37:00 Why are stocks and bonds the core of portfolios?

41:30 The prospects of Bitcoin going forward

47:00 The passive investing myth

49:30 The future of capitalism

54:10 Read some more of Cullen's work

56:00 The keys to productivity
Cullen Roche
Former mail delivery boy turned multi-asset investment manager, author, Ironman & chicken farmer. Probably should have stayed with mail delivery....

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