TIP523: Financial Wisdom w/ Cullen Roche

<p>Stig Brodersen has invited back investment expert Cullen Roche to discuss how to optimize your portfolio for financial independence and sleeping well at night.</p><p><br></p><p><strong>IN THIS EPISODE YOU’LL LEARN:</strong></p><p>00:00 - Intro</p><p>01:05 - What the difference is between CPI and PCE.</p><p>08:31 - Whether central bankers should be elected?&nbsp;</p><p>14:46 - What the velocity of money is, and how it impacts inflation?</p><p>19:08 - What it means for inflation and the US dollar that the world is decoupling.</p><p>28:19 - What a balance sheet recession is and why it is important to understand investors.</p><p>34:15 - Whether the 60/40 portfolio is still working.</p><p>41:02 - Which longer cycle we are missing in the financial markets.&nbsp;</p><p>41:34 - Whether the next 40 years of stock market performance will look like the previous 40 years.</p><p>46:28 - Whether central banks fight global warming?&nbsp;</p><p>54:31 - Which portfolio to build for independence and sleeping well at night.</p><p>1:09:30 - Which bias does the new generation of investors have.</p><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Listen to Stig's interview with Cullen Roche about <a href="https://link.chtbl.com/WSB486" rel="noopener noreferrer" target="_blank"><strong>Macro Investing - TIP486</strong></a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/macro-investing-w-cullen-roche/" rel="noopener noreferrer" target="_blank"><strong>video</strong></a>.&nbsp;</li><li>Related Episode: Listen to <a href="https://link.chtbl.com/WSB472" rel="noopener noreferrer" target="_blank"><strong>Inflation Masterclass Continued - TIP472</strong></a> or watch the <a href="https://www.theinvestorspodcast.com/episodes/inflation-masterclass-continued-w-cullen-roche/" rel="noopener noreferrer" target="_blank"><strong>video</strong></a>.</li><li>Related Episode: Listen to<a