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Show Us Your Portfolio: Cullen Roche

Show Us Your Portfolio: Cullen Roche

FromExcess Returns


Show Us Your Portfolio: Cullen Roche

FromExcess Returns

ratings:
Length:
68 minutes
Released:
Sep 7, 2023
Format:
Podcast episode

Description

In this episode, our good friend Cullen Roche returns to the podcast for his 5th appearance. But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We talk about Cullen's unique approach of matching the duration of the asset classes he invests in with his personal goals. We also discuss whether his macro views influence his portfolio, how he looks at international diversification, his views on leaving money to children and a lot more.

We hope you enjoy the discussion.
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Released:
Sep 7, 2023
Format:
Podcast episode

Titles in the series (100)

Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.