Want to create an interactive transcript for this episode?
Podcast: The Julia La Roche Show
Episode: #123 Cullen Roche On Inflation, Why The Fed Won't Cut Rates Soon, And Is The S&P 500 Broken?
Description: Cullen Roche, CIO of Discipline Funds and author of Pragmatic Capitalism, returns to The Julia La Roche Show for episode 123.
Going into 2023, Cullen’s big call was disinflation, which was a largely correct call. In this episode, Cullen shares his views that it might take a full year for the Federal Reserve to hit the 2% target. Because of that, the Fed can’t start signaling rate cuts without risking a resurgence in inflation. Therefore, Cullen believes the Fed will remain tighter well into 2024, increasing the risk of a hard landing or credit event as we ge...