We Study Billionaires - The Investor’s Podcast Network TIP278: Contrarian Investing Ideas w/ Cullen Roche (Business Podcast)
8 snips
Jan 19, 2020 In this engaging discussion, investment expert Cullen Roche, founder of Pragmatic Capitalism and known for his savvy during the 2008 crisis, dives into contrarian investing ideas. He challenges the myth of passive investing and explains why the stock market outperforms gold as an inflation hedge. Cullen breaks down the importance of understanding market dynamics versus economic realities and warns against the risks of leveraged ETFs. Emphasizing personalized, long-term investment strategies, he promotes a mindful approach to navigating today's financial landscape.
AI Snips
Chapters
Books
Transcript
Episode notes
Active vs. Passive Investing
- The active vs. passive debate is largely a marketing tactic.
- All investment management involves activity, even in "passive" index funds.
Counter-Cyclical Investing
- Understand the pro-cyclical nature of traditional portfolios like a 60/40.
- Consider counter-cyclical approaches to better manage behavioral risk during market downturns.
Economic Booms and Busts
- Economic booms often contain the seeds of future busts.
- Identifying pro-cyclical elements helps understand potential risks.
