Stig Brodersen has invited back investment expert Cullen Roche to discuss how to optimize your portfolio for financial independence and sleeping well at night.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:05 - What the difference is between CPI and PCE.

08:31 - Whether central bankers should be elected? 

14:46 - What the velocity of money is, and how it impacts inflation?

19:08 - What it means for inflation and the US dollar that the world is decoupling.

28:19 - What a balance sheet recession is and why it is important to understand investors.

34:15 - Whether the 60/40 portfolio is still working.

41:02 - Which longer cycle we are missing in the financial markets. 

41:34 - Whether the next 40 years of stock market performance will look like the previous 40 years.

46:28 - Whether central banks fight global warming? 

54:31 - Which portfolio to build for independence and sleeping well at night.

1:09:30 - Which bias does the new generation of investors have.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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