Cullen Roche: Macro Musings, Part 2

The Security Analysis Podcast

Cullen Roche returns to the podcast! He is the chief investment officer at Discipline Funds, which focuses on low fee, systematic, index based investing.

He is a returning guest to the podcast and I encourage you to check out our first episode from last year. Cullen is a prolific investing blogger where he discusses macroeconomics and the banking system at Pragmatic Capitalism. Welcome to the podcast, Cullen!

Links

* Discipline Funds, which is where Cullen applies his macro insights to investing vehicles. https://disciplinefunds.com/

* Cullen’s classic blog, Pragmatic Capitalism, where he has a long history of explaining complex macro issues. https://www.pragcap.com/blog/

* Three Minute Macro, Cullen’s Youtube channel where he explains complex topics in a three-minute-video format. https://www.youtube.com/@ThreeMinuteMacro

Disclaimer

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