Stig Brodersen has invited back investment expert Cullen Roche to discuss how to optimize your portfolio for financial independence and sleeping well at night.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:05 - What the difference is between CPI and PCE.
08:31 - Whether central bankers should be elected?
14:46 - What the velocity of money is, and how it impacts inflation?
19:08 - What it means for inflation and the US dollar that the world is decoupling.
28:19 - What a balance sheet recession is and why it is important to understand investors.
34:15 - Whether the 60/40 portfolio is still working.
41:02 - Which longer cycle we are missing in the financial markets.
41:34 - Whether the next 40 years of stock market performance will look like the previous 40 years.
46:28 - Whether central banks fight global warming?
54:31 - Which portfolio to build for independence and sleeping well at night.
1:09:30 - Which bias does the new generation of investors have.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!