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The 'Blind Spot' of All Asset Managers
Manage episode 353956362 series 1451365
Content provided by Stansberry Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stansberry Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week, one of Dan's favorite guests returns for his fourth Stansberry Investor Hour appearance... Cullen Roche is the founder of portfolio-management firms Orcam Financial and Discipline Funds. He is also the author of two of the most widely circulated research papers in finance and a highly rated book named after his popular financial blog, Pragmatic Capitalism.
But first, Dan and Corey examine the biggest news events of the past week. And some have gotten a little too close for comfort to the extreme scenarios in the "Top 10 Potential Surprises for 2023" episode.
As for our guest's economic outlook, Cullen discusses why disinflation could be this year's theme... why it's too early to be picking bottoms in the "huge, slow-moving beast" of housing... and why he thinks the Federal Reserve is likely to hike rates a bit more before adopting a wait-and-see approach...
➡️ Watch Here
382 episodes
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Manage episode 353956362 series 1451365
Content provided by Stansberry Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stansberry Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week, one of Dan's favorite guests returns for his fourth Stansberry Investor Hour appearance... Cullen Roche is the founder of portfolio-management firms Orcam Financial and Discipline Funds. He is also the author of two of the most widely circulated research papers in finance and a highly rated book named after his popular financial blog, Pragmatic Capitalism.
But first, Dan and Corey examine the biggest news events of the past week. And some have gotten a little too close for comfort to the extreme scenarios in the "Top 10 Potential Surprises for 2023" episode.
As for our guest's economic outlook, Cullen discusses why disinflation could be this year's theme... why it's too early to be picking bottoms in the "huge, slow-moving beast" of housing... and why he thinks the Federal Reserve is likely to hike rates a bit more before adopting a wait-and-see approach...
➡️ Watch Here
382 episodes
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Similar to Stansberry Investor Hour
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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