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#050 Cullen Roche On Macro Outlook And Housing Risks
Cullen Roche, CIO of Discipline Funds and author of Pragmatic Capitalism, joins Julia La Roche on episode 50 for a wide-ranging discussion of the macro environment and Housing — the risk keeping him up at night.
In this episode, Roche raises the point that when it comes to macro research, many economists argue that the U.S. economy is a housing economy, meaning when the housing market slows down a lot, it filters through everything else.
“It’s really up in the air… Does this environment look more like a 2008-type of slowdown? Is it more like a 2002-ish type of long drawn-out slowdown that…
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