The Meb Faber Show

In episode 378, we welcome our guest, Cullen Roche, founder and Chief Investment Officer of Discipline Funds, a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. In today’s episode, Cullen begins by sharing his framework for thinking about inflation and the impact of both monetary and fiscal policy. He explains the difference between the response to the Great Financial Crisis and what we’re experiencing today and then shares what he expects inflation to look like over the next few years. Then we get into Cullen’s newest venture, the Discipline Funds ETF, ticker DSCF. He walks us through why he chose to start the fund, the tax benefits of holding low cost index funds in an ETF wrapper when rebalancing, and what the process of launching an ETF was like. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Tod