We Study Billionaires - The Investor’s Podcast Network
Business:Investing
Stig 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 - Intro
01:05 - What the difference is between CPI and PCE.
08:31 - Whether central bankers should be elected?
14:46 - What the velocity of money is, and how it impacts inflation?
19:08 - What it means for inflation and the US dollar that the world is decoupling.
28:19 - What a balance sheet recession is and why it is important to understand investors.
34:15 - Whether the 60/40 portfolio is still working.
41:02 - Which longer cycle we are missing in the financial markets.
41:34 - Whether the next 40 years of stock market performance will look like the previous 40 years.
46:28 - Whether central banks fight global warming?
54:31 - Which portfolio to build for independence and sleeping well at night.
1:09:30 - Which bias does the new generation of investors have.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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