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This week I have the pleasure of introducing Cullen Roche, Founder and Chief Investment Officer at Discipline Funds. He founded Discipline Funds to help investors obtain access to low-fee, diversified portfolios that help them meet their financial goals. Cullen is also the founder of pragmatic capitalism where he attempts to cut through the noise and describe the world as it is while providing answers to some of the toughest questions in finance and economics. He is also the author of a number of books, one of the most popular being Pragmatic Capitalism - What Every Investor Needs to Know About Money and Finance.

Cullen is a macro expert with primary skills in global macro portfolio construction, quantitative risk management, monetary economics, financial accounting, and behavioural finance.

In this interview, we discuss the current macro backdrop in stocks, the precarious situation with US house prices, how the modern monetary system works, and how individuals can avoid thinking short term. Cullens' insights are second to none.

disciplinefunds.com

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Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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Cullen Roche - Pragmatic Capitalism and Monetary Economics

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