Three Minute Macro Q&A - Part 2

In this video we answer viewer questions in less than 3 minutes about all things macro finance and economics. Topics include Bitcoin, the debt ceiling, the death of 60/40 and navigating market volatility in retirement.

Questions and Chapters:

00:00 Introduction
00:20 How should we think about Bitcoin?
02:48 Is the debt ceiling a legitimate default risk?
05:45 What's your view on ESG investing?
09:19 Is inflation necessary?
13:17 Is the 60/40 stock/bond portfolio dead?
16:55 How should an older or more conservative investor think about navigating the volatility of the financial markets?

Cullen Roche is the CIO of Discipline Funds, an asset management and financial advisory firm. He has managed billions of dollars in his career and helped thousands of people achieve financial independence. He is the author of the best-selling book "Pragmatic Capitalism" as well as the most widely read macroeconomic paper on the SSRN database "Understanding the Modern Monetary System".

Disclaimer - This is for educational purposes only and is not financial advice.

#bitcoin #investing #stocks

[disciplinefunds]

Thanks for watching everyone. I hope you learn something new. Here are the questions and chapters:

00:00 Introduction
00:20 How should we think about Bitcoin?
02:48 Is the debt ceiling a legitimate default risk?
05:45 What's your view on ESG investing?
09:19 Is inflation necessary?
13:17 Is the 60/40 stock/bond portfolio dead?
16:55 How should an older or more conservative investor think about navigating the volatility of the financial markets?

[robertburke]

Interesting! This was the first time I heard of the exigent circumstances clause of the federal reserve act that gives them unparalleled power to act during crises