by Summary:
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 flawed 00:27:40 - Why a house we live in is typically not a good investment 00:33:05 - How has the stock market performed after inflation and taxes? 00:37:50 - Why investors are not globally diversified when they invest in the S&P500 00:47:57 - Why bonds bear markets are different from bear markets in stocks 00:56:05
Topics:
Cullen Roche considers the following as important:
This could be interesting, too:
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 flawed 00:27:40 - Why a house we live in is typically not a good investment 00:33:05 - How has the stock market performed after inflation and taxes? 00:37:50 - Why investors are not globally diversified when they invest in the S&P500 00:47:57 - Why bonds bear markets are different from bear markets in stocks 00:56:05
Topics:
Cullen Roche considers the following as important:
This could be interesting, too:
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| 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 flawed 00:27:40 - Why a house we live in is typically not a good investment 00:33:05 - How has the stock market performed after inflation and taxes? 00:37:50 - Why investors are not globally diversified when they invest in the S&P500 00:47:57 - Why bonds bear markets are different from bear markets in stocks 00:56:05 - Why diversification is about hating some of your portfolio all of the time 01:02:44 - How money creation will change with a digital currency by central banks 01:08:53 - What is yield curve control, and how is it exercised? 01:13:27 - What is the third mandate of the FED? ✔️ Subscribe to the We Study Billionaires channel: https://www.youtube.com/c/WeStudyBillionaires 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/macro-investing-w-cullen-roche/ 📖 BOOK MENTIONED: - Pragmatic Capitalism by Cullen Roche: https://amzn.to/3VquRGS Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀 ▶️ EPISODE MENTIONED: - (TIP370) Inflation Masterclass w/ Cullen Roche: https://bit.ly/3Tou3k0 - (TIP478) Market Cycle Masterclass w/ David Stein: https://bit.ly/3g9L0Aq 💡 OTHER RESOURCES - Connect w/ Cullen: https://twitter.com/cullenroche - Check out Discipline Funds: https://disciplinefunds.com/ - Visit Pragmatic Capitalism: https://www.pragcap.com/ - Cullen's new research paper: https://bit.ly/3yNrSyx - Subscribe to Three Minute Money: @Three Minute Money - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. 🌍 Website: https://www.theinvestorspodcast.com/we-study-billionaires/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN OR WATCH 🎧 OTHER SHOWS FROM OUR NETWORK: 🏆 Learn from high-profile guests on how to succeed in markets and life on Richer, Wiser, Happier: https://bit.ly/3p3pcHZ 💸 Get introduced to the world of investing and business on Millennial Investing: https://bit.ly/3QakOTf 🏘 Learn the ins and outs of real estate investing on Real Estate 101: https://bit.ly/3JDBXm1 ₿ Get updated on all things Bitcoin on Bitcoin Fundamentals: https://bit.ly/3JEE1di 💰 Learn everything you need to know about investing on The Investor’s Podcast Network: https://www.youtube.com/c/TheInvestorsPodcastNetwork ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ OUR FREE INVESTING COURSES/RESOURCES: 📧Stay up-to-date on financial markets and investing strategies with our daily newsletter, We Study Markets: https://www.theinvestorspodcast.com/newsletters/ 📱Check out our hosts’ favorite apps and services for investing, personal finance, and education: https://www.theinvestorspodcast.com/affiliates/ ✏️We Study Billionaires Starter Pack: https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/ 🔥 If that is not enough: https://www.theinvestorspodcast.com/tip-academy/ MY FAVORITE STOCK INVESTING TOOLS: 💲 (Paid) TIP Finance Tool: https://www.theinvestorspodcast.com/tip-finance/ 🎁 (Free) Fizviz: https://finviz.com/screener.ashx ☑️Complete list of tools I find most valuable: https://www.theinvestorspodcast.com/stock-investing-tools/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ WHO I AM: I’m Stig Brodersen, co-founder of The Investor’s Podcast Network, and host of We Study Billionaires 🎙. I’m an economist with specialty in finance (but please do not hold that against me!) 📈. However, I see myself as a teacher living out the dream of creating free educational 📚finance content for everyone! In my spare time I spend time with my awesome wife, family, and friends. I also love traveling, reading, and playing poker. ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ GET IN TOUCH WITH ME 💬: I’d love to hear from you! Send me a tweet 🐦 directly at https://twitter.com/stig_brodersen if you’d like to have a quick exchange of thoughts! ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. |