TIP486: Macro Investing w/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
Understanding Bonds and Listener Engagement
This chapter explores the lasting qualities of financial instruments, emphasizing the stability of the 10-year bond. It also includes a sponsor message and segues into a myth-busting discussion from a featured book.
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.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- Fundrise
- 7-Eleven
- The Bitcoin Way
- Onramp
- Public
- Vanta
- ReMarkable
- Connect Invest
- SimpleMining
- Miro
- Shopify
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