In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests.
We cover:
"All Duration Investing" - Cullen's framework for matching investments to specific time horizons
The Fed as Chuck Norris - Why the threat of Fed action can be more powerful than the action itself
QE vs Fiscal Stimulus - Understanding why QE wasn't inflationary, but COVID stimulus was
International Diversification - Making the case for looking beyond U.S. markets
The Financial System's Plumbing - Breaking down complex topics like Fed operations and bank failures
Automated Fed Policy - Could we remove human judgment from monetary policy?
Saving vs Investing - A fresh perspective on building wealth through human capital
Multi-generational Planning - How having kids changes your investment timeline
Whether you're an investor building a portfolio or someone wanting to understand how the financial system actually works, this conversation delivers clear insights from one of finance's most practical thinkers.
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