Macro Investing | Understanding How And Why w/ Cullen Roche (TIP486)

Stig Brodersen has invited back Investment expert Cullen Roche to talk about how the world of investing has changed over the past decades and why you need to think as a macro investor first and foremost. 
 
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:53 - Why and how do we need to understand the macro environment when we invest
00:07:29 - Why we should think of the economy as we think of the human body
00:19:54 - Why the traditional buy-and-hold equity strategy is flawed
00:27:40 - Why a house we live in is typically not a good investment
00:33:05 - How has the stock market performed after inflation and taxes? 
00:37:50 - Why investors are not globally diversified when they  invest in the S&P500
00:47:57 - Why bonds bear markets are different from bear markets in stocks
00:56:05 - Why diversification is about hating some of your portfolio all of the time
01:02:44 - How money creation will change with a digital currency by central banks
01:08:53 - What is yield curve control, and how is it exercised? 
01:13:27 - What is the third mandate of the FED?

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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.

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WHO I AM:
I’m Stig Brodersen, co-founder of The Investor’s Podcast Network, and host of We Study Billionaires 🎙. I’m an economist with specialty in finance (but please do not hold that against me!) 📈.  However, I see myself as a teacher living out the dream of creating free educational 📚finance content for everyone! In my spare time I spend time with my awesome wife, family, and friends. I also love traveling, reading, and playing poker. 

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[JuanValdes]

Criminally underwatched. You need more subs great content.

[KamilMauel]

This is the way the financial stuff should be explained.