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TIP394: How to invest in ETFs w/ Cullen Roche

Nov 7, 2021

Cullen Roche, investment expert and CIO of Disciplined Funds, returns to share his ETF investing wisdom. He explains why there's no such thing as truly passive investing, detailing the mechanics of ETFs and their tax advantages. Cullen emphasizes the importance of selecting an appropriate ETF strategy tailored to personal goals and discusses the risks of solely relying on backtesting. He also covers the nuances of ETF costs and the implications of interest rates on investing, offering insights for both retail and institutional investors.

01:08:00

Episode guests

Cullen Roche

AI Chapters

Episode notes

Intro

2min

Navigating ETF Investment Strategies

21min

Navigating Finance Careers and Innovative Tools

3min

The Cautionary Tale of Backtesting in ETF Investing

5min

Navigating the ETF Launch Landscape

13min

The Launch and Marketing of ETFs

4min

Mastering Discipline in Investment Strategies

25min

By popular demand, Stig Brodersen has invited back investment expert Cullen Roche. They discuss how to execute on the best possible ETF strategy.

IN THIS EPISODE, YOU’LL LEARN:

01:43 - Which ETF strategy is right for you?
06:49 - Why there is no such thing as passive investing?
12:17 - How does an ETF technically work, and why is it a tax-efficient investment instrument.
22:18 - What is the difference between the gross and net expense ratio?
26:16 - Should you pay attention to backtesting results when you choose which ETF to invest in?
31:05 - How do you launch your own ETF?
40:12 - Are retail ETF investors at a disadvantage compared to institutional investors?
45:29 - How much does it cost to run an ETF?
48:35 - How to think about fund of funds.
53:27 - Why should you invest in long-term bonds in today’s environment?
1:00:14 - Which implication has the interest rate on ETF investing?

*Disclaimer: Slight timestamp discrepancies 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 interview with Cullen Roche about Inflation Masterclass.
Cullen Roche’s website, The Discipline Funds.
Cullen Roche’s website, Pragmatic Capitalism.
Tweet directly to Cullen Roche.
Email Cullen at cullenroche@orcamgroup.com.
Read the 9 Key Steps to Effective Personal Financial Management.

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