Practical Lessons from Cullen Roche

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. SEE LATEST EPISODES ????????????????????????????????????????????????????????????????????????????????????https://excessreturnspod.com?????????????????????????????????? FIND OUT MORE ABOUT VALIDEA CAPITAL ????????????????????????????????????????????????????????????????????????????????????https://www.valideacapital.com???????????????????????????????????????????????????????????????????????????????????? FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ????????????????????????????????????????????????????????????????????????????????????https://sunpointeinvestments.com/???????????????????????????????????????????????????????????????????????????????????? FOLLOW JACK Twitter: ????????????????????????????????????????????????????????????????????????????????????https://twitter.com/practicalquant???????????????????????????????????????????????????????????????????????????????????? LinkedIn: ????????????????????????????????????????????????????????????????????????????????????https://www.linkedin.com/in/jack-forehand-8015094???????????????????????????????????????????????????????????????????????????????????? FOLLOW JUSTIN Twitter: ????????????????????????????????????????????????????????????????????????????????????https://twitter.com/jjcarbonneau?????