TIP486: Macro Investing w/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores the significance of macro investing in today's financial climate, comparing it to individual stock picking. The discussion highlights the necessity of understanding broader economic trends and reflects on the changing landscape of investment strategies over time.
IN THIS EPISODE, YOU’LL LEARN:
- 01:22 - Why and how do we need to understand the macro environment when we invest
- 07:18 - Why we should think of the economy as we think of the human body
- 19:02 - Why the traditional buy-and-hold equity strategy is flawed
- 26:20 - Why a house we live in is typically not a good investment
- 35:16 - How has the stock market performed after inflation and taxes?
- 40:38 - Why investors are not globally diversified when they invest in the S&P500
- 48:27 - Why bonds bear markets are different from bear markets in stocks
- 55:58 - Why diversification is about hating some of your portfolio all of the time
- 1:03:49 - How money creation will change with a digital currency by central banks
- 1:11:53 - What is yield curve control, and how is it exercised?
- 1:16:08 - What is the third mandate of the FED?
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Stig's first part interview with Cullen Roche about Inflation.
- Cullen Roche's website, The Discipline Funds.
- Cullen Roche's website, Pragmatic Capitalism.
- Tweet directly to Cullen Roche.
- Email Cullen at cullenroche@orcamgroup.com.
- Cullen Roche's YouTube channel.
- Cullen Roche’s new research paper, All Duration Investing.
- Cullen Roche’s book, Pragmatic Capitalism – Read reviews here.
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