We took a break from the 2020 podcast world tour due to some engine problems in the old RV, but we got things working again and we’re back. Just kidding of course, I have been mindlessly working from home and jumping on Zoom calls every few hours.
This time I spoke with Jack Forehand and Justin Carbonneau from Validea Capital. Jack and Justin are great guys and super open-minded about how to navigate the financial markets. You should check out their website and follow them on Twitter if you don’t already.
In this episode we covered a whole slew of topics including:
- Lessons from building my house (check out that mother ‘fer of a door in the background. Took us 7 hours, with a laser level, to get it right.)
- How QE works and why people tend to exaggerate its impacts.
- The impact of the huge 2020 fiscal stimulus.
- The comeback of inflation…but don’t worry, this still isn’t the 1970s.
- And much more.
I hope you enjoy.
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.