Excess Returns

Show Us Your Portfolio: Cullen Roche

Sep 7, 2023

Financial expert and portfolio manager, Cullen Roche, discusses his unique approach of matching duration of asset classes with personal goals. They explore whether macro views influence his portfolio, international diversification, leaving money to children, and more. They also discuss time horizons in portfolio planning, retirement perspectives and planning mistakes, understanding time horizons and asset allocation, asset classes and insurance in portfolio construction, Bitcoin as a long-duration insurance hedge, saving and investing for children, and investing in value beyond financial return.

01:08:08

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Episode guests

Cullen Roche

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Episode notes

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Quick takeaways

Understanding the time horizons of different assets is crucial in portfolio management.

Retirement planning should go beyond focusing solely on financial aspects.

When constructing a portfolio, it is important to consider the asset classes that will be included.

Deep dives

Importance of Time Horizons in Portfolio Management

Understanding the time horizons of different assets is crucial in portfolio management. It allows for the optimization of consumption and the creation of certainty across various time horizons. By quantifying liabilities and matching assets to specific time horizons, investors can optimize their portfolios. Time horizons also play a role in managing short-term burdens and considering multi-generational perspectives.

Introduction

2min

Considering Time Horizons in Portfolio Planning

7min

Perspectives on Retirement and Planning Mistakes

9min

Understanding Time Horizons and Asset Allocation

9min

Asset Classes and Insurance in Portfolio Construction

20min

Bitcoin as a Long-Duration Insurance Hedge

11min

Saving and Investing for Children: Balancing Support and Independence

3min

Investing in Value Beyond Financial Return

7min

In this episode, our good friend Cullen Roche returns to the podcast for his 5th appearance. But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We talk about Cullen's unique approach of matching the duration of the asset classes he invests in with his personal goals. We also discuss whether his macro views influence his portfolio, how he looks at international diversification, his views on leaving money to children and a lot more.

We hope you enjoy the discussion.

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