The Security Analysis Podcast

Cullen Roche: Macro Musings, Part 2

Aug 28, 2024
Cullen Roche, chief investment officer at Discipline Funds and a seasoned investing blogger at Pragmatic Capitalism, shares insights on macroeconomic principles and investment strategies. He delves into the active versus passive investing debate while discussing the implications of inflation and the Federal Reserve's policies. The conversation touches on AI's potential impact on the labor market and the necessity of aligning asset allocation with personal financial needs. Roche’s blend of expertise and practical advice makes for a thought-provoking discussion.
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