I joined the guys on CNN radio last Friday to discuss some of the bigger macro topics impacting markets today. Β Some of the topics:
- Why we’re closer to the end of the Euro crisis than the beginning.
- Why Europe has to move towards fiscal union or fully disband.
- Why the fiscal union is the more likely outcome.
- Fiscal union or some sort of Euro bonds will mark the definitive end of the Euro crisis.
- The end of the Euro crisis will mark the start of a long-term secular bull market.
- Why talking to blonde women is better than talking about Europe’s financial woes.
- Why Germany will not let anyone defect from the Euro.
- Eliminating the solvency risk is the key to fixing the Euro.
- Why the bond vigilantes aren’t coming to Japan or the USA.
Listen to the full interview here.
![Cullen Roche](https://pragcap.com/wp-content/uploads/2022/01/Headshot2022-1-144x144.png)
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.
Comments are closed.