In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests. We cover:
- “All Duration Investing”
- Cullen’s framework for matching investments to specific time horizons The Fed as Chuck Norris
- Why the threat of Fed action can be more powerful than the action itself QE vs Fiscal Stimulus
- Understanding why QE wasn’t inflationary, but COVID stimulus was International Diversification
- Making the case for looking beyond U.S. markets The Financial System’s Plumbing
- Breaking down complex topics like Fed operations and bank failures Automated Fed Policy
- Could we remove human judgment from monetary policy?
- Saving vs Investing
- A fresh perspective on building wealth through human capital Multi-generational Planning
- How having kids changes your investment timeline
Whether you’re an investor building a portfolio or someone wanting to understand how the financial system actually works, this conversation delivers clear insights from one of finance’s most practical thinkers.
