Investing Beyond Returns

This chapter explores the multifaceted aspects of investing, focusing on risk management, independence, and the construction of a thoughtful portfolio. It highlights generational differences in financial behavior, the emotional challenges of market downturns, and the importance of resilience and long-term strategies. Additionally, the chapter provides valuable resources and insights to aid listeners in navigating their investment journeys effectively.

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Episode notes

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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to Stig's interview with Cullen Roche about Macro Investing - TIP486 or watch the video.
Related Episode: Listen to Inflation Masterclass Continued - TIP472 or watch the video.
Related Episode: Listen to Inflation Update and the recent FOMC Meeting - TIP420 or watch the video.
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 book, Pragmatic Capitalism – Read reviews here.
Gavin Jackson’s book, Money in One Lesson - Read reviews here.

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