cover of episode Pragmatic Thinking on COVID-19 With Cullen Roche

Pragmatic Thinking on COVID-19 With Cullen Roche

2020/4/7
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Stay Wealthy Retirement Podcast

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Cullen Roche discusses the unique nature of the COVID-19 pandemic as an exogenous shock to the economy, causing a sudden stop and significant uncertainty. He explains how the financial system is not designed to handle such an event and the potential long-term impacts on asset liability mismatches.

Shownotes Transcript

Today I'm joined by Cullen Roche who is best known for his work on monetary economics and portfolio construction. 

I asked Cullen to join us and share his unique take on what’s happening in the financial markets today.

Specifically:

  • Where we might be headed
  • What retirement investors can do in response
  • The impacts of a $2 trillion stimulus package

I hit record and told him not to hold back today. You may need to listen to this one twice!