Cullen Roche: What Tariffs Mean for Your Portfolio

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 22 April 2025

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The founder and chief investment officer of the Discipline Funds discusses how trade wars might affect the economy and major asset classes, what Treasury bonds are telling us, and whether investors should be concerned about inflation, recession, or both.

Transcript

Click on a timestamp to play from that location

0:00.0	Trading Eschwab is now powered by Ameritrade. Unlocking the power of Think or Swim, the award-winning
0:05.4	trading platforms loaded with features that let you dive deeper into the market. Visualize your
0:10.0	trades in a new light on Think or Swim desktop with robust charting and analysis tools, all
0:15.0	while you uncover new opportunities with up-to-the-minute market news and insights.
0:19.2	Thinkerswim is available on desktop, web, and mobile to meet you where you are.
0:23.6	It's built by the trading obsessed to help you trade brilliantly.
0:27.6	Learn more at Schwab.com slash trading.
0:30.3	Please stay tuned for important disclosure information at the conclusion of this episode.
0:36.4	Hi and welcome to the Longview.
0:38.3	I'm Christine Ben's Director of Personal Finance
0:40.8	and Retirement Planning for Morning Star.
0:43.0	And I'm Dan Lefkowitz, strategist for Morning Star Indexes.
0:46.2	Today on the podcast, we welcome back Cullen Roche.
0:49.2	Cullen is the founder and chief investment officer
0:51.5	of the discipline funds, which manages the discipline fund ETF. In
0:56.1	addition, he heads up Orcham Group, a registered investment advisory firm he established in 2012.
1:02.3	He's authored several books, including pragmatic capitalism, what every investor needs to know about
1:07.9	money and finance, and he has a new book coming out next year called
1:11.5	Your Perfect Portfolio. Colin started his career as an advisor at Merrill Lynch and worked at an
1:17.4	event-driven hedge fund before starting his RAA firm. He received his bachelor's degree in finance
1:23.2	from Georgetown University's McDonough School of Business. Colin, welcome back to the Longview.
1:29.0	It's great to be back.
	...

Transcript will be available on the free plan in 27 days. Upgrade to see the full transcript now.

Previous episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.