About this episode
Cullen Roche is the founder & CIO of Discipline Funds. In this conversation, we talk about the macro economy, inflation, interest rates, debt ceiling, Fed policy, savings rate, credit card debt, banking crisis, and much more. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/