Security Analysis
The Security Analysis Podcast
Cullen Roche - Monetary Policy, The Debt Ceiling, and the Banking Crisis

Cullen Roche - Monetary Policy, The Debt Ceiling, and the Banking Crisis

Cullen Roche is an expert on monetary policy and macroeconomics. His work helped me shed a lot of my misconceptions about monetary policy and how macroeconomics actually works.

The conversation is a timely discussion about macroeconomics, the role of the Fed, and the current (May 2023) debt ceiling situation and recent bank failures.


  1. Discipline Funds, which is where Cullen applies his macro insights to investing vehicles.

  2. Cullen’s classic blog, Pragmatic Capitalism, where he has a long history of explaining complex macro issues.

  3. Three Minute Macro, Cullen’s Youtube channel where he explains complex topics in a three-minute-video format.


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Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

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Security Analysis
The Security Analysis Podcast
This podcast explores investment strategies, economics, personal finance, and stock analysis. It features real conversations and analysis to inform, educate, and entertain. Note that nothing in this podcast is investment advice and it is for entertainment & discussion purposes only. Do your own due diligence before making any investment.