CR

Cullen Roche

Person

Heard in 1 episode across 1 show since Sep 2026

Cullen Roche is an American investment strategist, economist, and author known for his work on monetary economics, financial markets, and portfolio management. He founded Pragmatic Capitalism and is associated with Discipline Funds.

Episodes

1
across 1 show

First heard

Sep 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20261
Oct 20260

What Cullen Roche has said on podcasts

16 statements

  1. on United States government debtPositiveSep 17, 2026· Animal Spirits Podcast

    The United States’ domestic-currency borrowing reduces its risk of sovereign default.

    “the United States very specifically does not borrow in a foreign currency. And that's really the crucial aspect that I think distinguishes the United States from A lot of countries that actually go broke.”

    Listen at 33:57

    Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
  2. on US government debt and spendingNegativeSep 17, 2026· Animal Spirits Podcast

    US fiscal risk is inflation rather than sovereign default.

    “The risk is not that the country is going to go broke. The risk is that a lot of this government spending can cause inflation.”

    Listen at 35:15

    Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
  3. on Long-duration US TreasuriesNegativeSep 17, 2026· Animal Spirits Podcast

    Longer-duration Treasuries provide less protection against inflation.

    “the longer you are, especially on the Treasury curve, the further out you go, the more exposed you are to less and less inflation protection.”

    Listen at 36:12

    Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
See all 16 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Cullen Roche, newest first