Odd Lots

Cullen Roche on the Art of Building a Perfect Portfolio

January 12, 2026·54 min·7-min readconversationalfinance
Podzilla Summary (7 min)
TLDR
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway speak with Cullen Roche, founder of Discipline Funds and author of Your Perfect Portfolio, about the evolving challenges of portfolio construction in a post-2022 macro environment. They explore why traditi

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Guest

C

Cullen Roche

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Cullen RocheWalter MorganJohn BogleWarren BuffettTracy AllowayJoe Weisenthal

Books

Your Perfect Portfolioby Cullen Roche

Companies

Wellington Fund

Topics

EconomicsFinancial IndependenceInflationInvestingMacroeconomicsPersonal FinanceRetirement PlanningStock Market

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