Cullen Roche, an investment expert and author of "Pragmatic Capitalism," joins the discussion to share his insights on financial independence and portfolio optimization. He breaks down the differences between CPI and PCE, debates the role of elected central bankers, and discusses the impacts of a decoupling world on inflation and the US dollar. Roche also addresses the concept of balance sheet recessions, questions the future performance of the 60/40 portfolio, and explores how new generations of investors approach risk and resilience.

Cullen Roche, author of 'Pragmatic Capitalism' and founder of The Discipline Funds, delves into the world of macro investing. He argues why understanding the macro landscape is crucial for investors and compares the economy to the human body. Cullen critiques the traditional buy-and-hold strategy and discusses why homes aren't always great investments. He emphasizes the importance of global diversification and explains yield curve control—a key concept in today's economic discourse. His insights on money creation in a digital age are particularly thought-provoking.

Cullen Roche, a renowned financial expert from Discipline Funds, shares his insights on the economy and markets. He challenges the idea of a soft economic landing, emphasizing the complexities involved. Cullen dives into the effects of tariffs as corporate taxes and their inflationary potential. He assesses the national debt's risks while addressing government spending implications. Furthermore, he critiques the bond market's sophistication and discusses how AI technologies are reshaping productivity within corporations.

Cullen Roche, an expert in inflation and deflationary trends, shares his insights on the current economic landscape. He discusses why moderate inflation is expected in the coming years and argues that deflation is more likely than hyperinflation. Roche examines the importance of money velocity for inflation and its implications for retirement planning. He highlights how to integrate inflation expectations into investment strategies and evaluates what a deflationary world might entail, providing listeners with thought-provoking economic perspectives.

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.

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.

Cullen Roche, a contrarian investor renowned for his first principles thinking, shares captivating insights on the current economic climate. He argues that inflation may have peaked and suggests recession risks are low. Cullen discusses the enduring appeal of bonds amidst high inflation and explores the complexities of the financial market. Additionally, he highlights the benefits of diversifying with low-cost index products and dives into the intricacies of I bonds as a hedge against inflation. A thought-provoking conversation for savvy investors!

Investment expert Cullen Roche returns to share his profound insights on inflation. He breaks down what inflation really means and dispels common misconceptions. Cullen discusses how consumer expectations drive inflation and whether current trends are temporary. He dives into how inflation impacts real estate prices and the regional differences that exist. Additionally, he shares investment strategies for thriving in an inflationary environment, including the benefits of debt and real assets, offering a comprehensive guide for navigating financial markets.

Cullen Roche, founder of Pragmatic Capitalism and seasoned financial expert, delves into the intricacies of today’s market conditions. He reveals the unique dynamics between inflation and growth versus value stocks. Cullen explains why inflation risks stem more from the Treasury than the Federal Reserve and discusses navigating international equity value. He provides insights on how investors can adapt strategies amidst ongoing volatility and explores the relationship between inflation, interest rates, and real estate prices.

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.