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FOMC Meeting w/ Cullen Roche (TIP420)

Summary:
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 appealing in a low interest/high inflation world - The Greenspan Conundrum 0:29:39 - The FEDs potential overreactions and the risks involved 0:35:34 - Series I bonds 0:39:25 - The benefits of diversifying, especially into low cost index products 0:50:28 - Mutual Funds 0:54:06 - GBTC 📌 Disclaimer: This is a paid partnership

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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 appealing in a low interest/high inflation world

- The Greenspan Conundrum

0:29:39 - The FEDs potential overreactions and the risks involved

0:35:34 - Series I bonds

0:39:25 - The benefits of diversifying, especially into low cost index products

0:50:28 - Mutual Funds

0:54:06 - GBTC



📌 Disclaimer: This is a paid partnership with Titan and at the time of publication our host is not yet invested in Titan's strategies.



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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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