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What Longer Cycles Should We Pay Attention to as Investors Going Forward?
We have this bias to extrapolate trends in financial markets. If it's going up, it's always going up. If it goes down, it will go down. And I remember how sound investing was equated to real estate before the Great Finance of Crisis. Now with all of that being said, which longer cycles should we pay attention to as investors going into 2023? This is a really actually important question.
Stig Brodersen 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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