We cover:
"All Duration Investing" - Cullen's framework for matching investments to specific time horizons
The Fed as Chuck Norris - Why the threat of Fed action can be more powerful than the action itself
QE vs Fiscal Stimulus - Understanding why QE wasn't inflationary, but COVID stimulus was
International Diversification - Making the case for looking beyond U.S. markets
The Financial System's Plumbing - Breaking down complex topics like Fed operations and bank failures
Automated Fed Policy - Could we remove human judgment from monetary policy?
Saving vs Investing - A fresh perspective on building wealth through human capital
Multi-generational Planning - How having kids changes your investment timeline
Whether you're an investor building a portfolio or someone wanting to understand how the financial system actually works, this conversation delivers clear insights from one of finance's most practical thinkers.
0:00 Intro & Opening Clips
0:32 Welcome & Show Introduction
2:44 All Duration Investing
12:06 Understanding QE vs Fiscal Stimulus
19:14 International Diversification
26:52 The Humility of Experience
31:15 The Fed as Chuck Norris
36:13 Automating Fed Policy
39:58 Saving vs Investing
47:22 Portfolio Goals & Time Horizons
53:03 Outro & Contact Information
#investing #finance #portfolio #Fed #financialplanning
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