TIP486: Macro Investing w/ Cullen Roche

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
W

We Study Billionaires - The Investor’s Podcast

Guest
IN THIS EPISODE, YOU’LL LEARN:

  • 01:22 - Why and how do we need to understand the macro environment when we invest
  • 07:18 - Why we should think of the economy as we think of the human body
  • 19:02 - Why the traditional buy-and-hold equity strategy is flawed
  • 26:20 - Why a house we live in is typically not a good investment
  • 35:16 - How has the stock market performed after inflation and taxes?
  • 40:38 - Why investors are not globally diversified when they invest in the S&P500
  • 48:27 - Why bonds bear markets are different from bear markets in stocks
  • 55:58 - Why diversification is about hating some of your portfolio all of the time
  • 1:03:49 - How money creation will change with a digital currency by central banks
  • 1:11:53 - What is yield curve control, and how is it exercised?
  • 1:16:08 - What is the third mandate of the FED?



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



BOOKS AND RESOURCES




SPONSORS

Support our free podcast by supporting our sponsors:




Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm


Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Continue reading...
 

Similar threads

W
Replies
0
Views
8
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
7
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
9
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
6
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
11
We Study Billionaires - The Investor’s Podcast
W
Back
Top