Episode Details
Back to EpisodesCullen Roche: Macro Is About Understanding the World for What It Is
Description
Our guest today is Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds. In addition, Cullen heads up Orcam Group, a registered investment advisory firm he established in 2012. Cullen also authors the popular blog "Pragmatic Capitalism," where he writes about a range of macroeconomic and investing topics. He is active on social media, including Twitter, where you can find him at @cullenroche. Cullen started his career as an advisor at Merrill Lynch and did a stint at an event-driven hedge fund before starting his RIA firm. He received his bachelor's degree in finance from Georgetown University's McDonough School of Business..
Background
Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance, by Cullen Roche
Macroeconomics and Financial Planning/Advice
“Three Things I Think I Think—Macro Thoughts,” by Cullen Roche, pragcap.com, Aug. 3, 2021.
The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, by Morgan Housel
“The Most Important Investment Factor—Behavior,” by Cullen Roche, pragcap.com, April 6, 2018.
“What Is the Value of Financial Advice?” by Cullen Roche, pragcap.com, Sept. 18, 2019.
“Understanding Quantitative Easing,” by Cullen Roche, papers.ssrn.com, Feb. 10, 2014.
“2 Reasons the Surging Deficit Worries Me,” by Cullen Roche, pragcap.com, Sept. 26, 2018.
Economic Cycle and Fiscal Picture
“Three Things I Think I Think: Cycles, Hunting Biden and Life,” by Cullen Roche, pragcap.com, Oct. 15, 2020.
“Three Things I Think I Think: Housing Bubble 2.0, Passive Investing and Hyperinflation,” by Cullen Roche, pragcap.com, April 8, 2021.
“Should House Prices Be in the CPI?” by Cullen Roche, pragcap.com, Aug. 24, 2021.
“Understanding Government Liabilities,” by Cullen Roche, pragcap.com, March 28, 2021.
Inflation and Interest Rates
“Let’s Talk About Inflation,” by Cullen Roche, pragcap.com, May 12, 2021.
“Is Hyperinflation Coming?” by Cullen Roche, pragcap.com, Oct. 25, 2021.
“Three Things I Think I Think—Myths That Never Die,” by Cullen Roche, pragcap.com, Oct. 5, 2021.
“Government Bond Markets Aren’t ‘Free’ Markets,” by Cullen Roche, pragcap.com, Oct. 8, 2020.<