Cullen Roche(@cullenroche):This was too much fun. We talked about How Countries *actually* Go Broke and why Ray Dalio is wrong about the USA. We also talked about how the US debt and inflation can have a very different impact on different bond durations and why bonds under 5 years actually look very attractive now.

Cullen Roche

@cullenroche

Founder & CIO @disciplinefunds 📊 | Author of Your Perfect Portfolio & Pragmatic Capitalism 📖| Defined Duration Investing ⌛| Board at Cambria ETFs 💸

参加 February 2009

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Cullen Roche@cullenroche

2026.09.17 15:48

This was too much fun. We talked about How Countries *actually* Go Broke and why Ray Dalio is wrong about the USA. We also talked about how the US debt and inflation can have a very different impact on different bond durations and why bonds under 5 years actually look very attractive now.

The Compound@TheCompoundNews

2026.09.17 10:10

How to Talk to Your Clients About Ray Dalio @michaelbatnick and @awealthofcs are joined by @cullenroche to discuss AI extinction fears, bearish hedge fund managers, why the stock market is so confusing, bonds looking attractive, Fed hikes, government debt fears and more LIVE from @FutureProof_HQ🌴🎙️