Always interesting thoughts here from David Gerstenhaber of Argonaut Capital. We’ve previously highlighted Gerstenhaber, who believes we are in a “contained depression” (A special thanks to Jay at Market Folly for originally posting this):
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.
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