What podcasts say about Cullen Roche

Every statement, with the speaker, the exact quote and the moment it was said.

What Cullen Roche has said on podcasts

16 statements · 9 positive · 7 negative

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)
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)
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)
on 10-year TIPSPositiveSep 17, 2026· Animal Spirits Podcast
A 2.6% ten-year TIPS yield is attractive.
“a 10-year tips yield is at 2.6% today, that's really attractive.”
Listen at 36:29
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on 30-year US TreasuriesNegativeSep 17, 2026· Animal Spirits Podcast
Buying 30-year Treasuries may still be unwise.
“should you be buying 30-year treasuries? That's still maybe a little crazy to me.”
Listen at 36:58
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on One-year Treasury billsPositiveSep 17, 2026· Animal Spirits Podcast
One-year Treasury bills offer an attractive 4.6% yield.
“a T-bill is yielding 4.6% today.”
Listen at 37:07
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on One-year Treasury billsPositiveSep 17, 2026· Animal Spirits Podcast
US Treasury bills have effectively zero default risk.
“you have zero probability of that asset going to zero because of default.”
Listen at 37:32
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on Household financial risksNegativeSep 17, 2026· Animal Spirits Podcast
Households’ main financial risks are long-term inflation and short-term funding needs.
“your biggest risk is really, what is it? Probably long-term inflation and being able to fund your short-term needs.”
Listen at 39:12
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on Equity (finance)PositiveSep 17, 2026· Animal Spirits Podcast
Equities are the best hedge against households’ long-term risks.
“the equity market is the best hedge against the long-run risks that most of us face.”
Listen at 39:51
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on 10-year Treasury notesPositiveSep 17, 2026· Animal Spirits Podcast
The risk-reward profile of Treasuries has improved substantially since yields rose.
“the risk reward has substantially changed.”
Listen at 42:25
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on Artificial IntelligencePositiveSep 17, 2026· Animal Spirits Podcast
AI will substantially reduce inflation over the long run.
“I think AI is incredibly disinflationary in the long run”
Listen at 49:02
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on RobotsPositiveSep 17, 2026· Animal Spirits Podcast
Widespread robotic labor will sharply reduce unit labor costs.
“once you get to a point where robots really are meaningfully doing a lot of the work across lots of components of the economy, unit labor costs collapse.”
Listen at 49:11
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on Hyperscaler AI investmentNegativeSep 17, 2026· Animal Spirits Podcast
Hyperscaler investment is currently the largest recession risk.
“the hyperscalers are probably the biggest risk.”
Listen at 50:21
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on Data-center and AI investmentNegativeSep 17, 2026· Animal Spirits Podcast
A pullback in data-center and AI investment would slow real GDP growth.
“if you start to really get a pullback in data center investment and AI investment in general. What does that do to GDP? Then you're entering Mike's world where all of a sudden real GDP is slowing.”
Listen at 50:46
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on US federal debtNegativeSep 17, 2026· Animal Spirits Podcast
The primary risk from rising US federal debt is inflation.
“The risk is inflation.”
Listen at 51:47
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)
on United States government debtPositiveSep 17, 2026· Animal Spirits Podcast
The United States remains the most attractive major sovereign borrower comparatively.
“we're a dirty shirt, but we're the cleanest dirty shirt in the closet.”
Listen at 56:14
Open the episode · How to Talk To Your Clients About Ray Dalio (EP. 482)

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.