Here’s the second batch of answers from the Ask Me Anything. If you missed part 1 you can catch it here.
Topics include Bitcoin, ESG investing, the debt ceiling, the death of 60/40 and more.
I hope you enjoy this and if you do please like and subscribe to the YouTube channel and we’ll do more videos in the future.
Video chapters:
00:00 Introduction
00:20 How should we think about Bitcoin?
02:48 Is the debt ceiling a legitimate default risk?
05:45 What’s your view on ESG investing?
09:19 Is inflation necessary?
13:17 Is the 60/40 stock/bond portfolio dead?
16:55 How should an older or more conservative investor think about navigating the volatility of the financial markets?
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.