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Cullen Roche: Macro Musings, Part 2

The Security Analysis Podcast

CHAPTER

Understanding Passive Investing and Economic Indicators

This chapter explores the implications of passive investing, particularly the S&P 500, and its potential limitations in capturing global opportunities. It emphasizes the interplay between employment trends and financial planning, along with the Federal Reserve's interest rate policies and their impacts on inflation and labor markets. Additionally, the discussion offers a historical perspective on economic challenges while assessing the current housing market dynamics and the sustainability of residential real estate amidst interest rate fluctuations.

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