Registration
 
All news
Top Stories
Editors' Picks
Stocks
Crypto
Economics
Currencies
Commodities
Market Voices
Companies
Oleg Tkachenko
Oleg Tkachenko

Cullen Roche: Journalists should scrutinize portfolio managers touting bold narratives

Cullen Roche: Journalists should scrutinize portfolio managers touting bold narratives
Scrutiny for portfolio managers urged

Cullen Roche questions why journalists are often more aggressive in questioning some portfolio managers and their track records than others.

Roche specifically calls out the need for tough scrutiny when managers promote exaggerated narratives, mentioning Michael Saylor and Cathie Wood as examples. He also references Jeremy Grantham, suggesting a more direct approach in commentary.

Roche has previously highlighted that the average tenure of S&P 500 companies has dropped from 30 years in the 1970s to 15 years today, citing rapid corporate change in a recent note. He has also discussed the challenges boutique ETF operators face, emphasizing the importance of distribution and networking in a separate analysis. These observations provide further context for his scrutiny of industry narratives.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Editor's Picks for You

Proof of Reserves: the new standard for cryptocurrency exchanges
  • By Pavlo Kot
  • 10 hours ago
Proof of Reserves: the new standard for cryptocurrency exchanges
Editors' Picks
Three trends that could reshape the crypto market over the next decade
  • By Eugene Komchuk
  • Yesterday
Three trends that could reshape the crypto market over the next decade
Editors' Picks
Trump financial disclosure: How the president's crypto income became a U.S. ethics issue
  • By Oleg Tkachenko
  • 02.07.2026
Trump financial disclosure: How the president's crypto income became a U.S. ethics issue
Editors' Picks
All Editors' Top Picks

Latest Cullen Roche News

Cullen Roche: FICA payroll tracker drops to lowest in 12 months
  • By Parshwa Turakhiya
  • 02.07.2026
Cullen Roche: FICA payroll tracker drops to lowest in 12 months
Market Voices
#Cullen Roche
Jeremy Grantham donated 90% of his fortune to charity, Cullen Roche notes
  • By Andreas Kristo
  • 29.06.2026
Jeremy Grantham donated 90% of his fortune to charity, Cullen Roche notes
Market Voices
#Cullen Roche
SP500 companies now have shorter average lifespans, Cullen Roche notes
  • By Olga Shendetskaya
  • 18.06.2026
SP500 companies now have shorter average lifespans, Cullen Roche notes
Market Voices
#Cullen Roche
All Cullen Roche News
  • Pavlo Kot
  • 10 hours ago
Proof of Reserves: the new standard for cryptocurrency exchanges
  • Eugene Komchuk
  • Yesterday
Three trends that could reshape the crypto market over the next decade
  • Oleg Tkachenko
  • 02.07.2026
Trump financial disclosure: How the president's crypto income became a U.S. ethics issue
  • Pavlo Kot
  • 01.07.2026
Code red: What's behind Bitcoin’s sharp selloff?
  • Anastasiia Chabaniuk
  • 01.07.2026
MiCA is live: How EU new rules are changing crypto market
  • Hlib Chabaniuk
  • 38 min ago
Jaylen Brown deal questioned for $60 million contract, James Surowiecki notes
  • Yaroslav Dmytrenko
  • 1 hour ago
Adam Livingston: Bitcoin represents freedom from centralized money printing
  • Hanna Syniavska
  • 1 hour ago
Strong optimism required for market recovery, Joao Wedson warns
  • Jose Antonio Gastelum
  • 1 hour ago
Tone Vays: Miners unlikely to support unwanted Bitcoin PoW change
  • Parshwa Turakhiya
  • 2 hours ago
Mike McGlone: U.S. food and energy futures show signs of sharp deflation
Weekly Top Bonuses
up to $2,500
deposit bonus for all clients
CLAIM BONUS
Your capital is at risk.
Top News
  • Pavlo Kot
  • 10 hours ago
Proof of Reserves: the new standard for cryptocurrency exchanges
Proof of Reserves: the new standard for cryptocurrency exchanges
  • Parshwa Turakhiya
  • Yesterday
Bitcoin pushes toward $62,000 as risk appetite returns
Bitcoin pushes toward $62,000 as risk appetite returns
  • Ivan Andriyenko
  • Yesterday
EU-U.S. trade boom leaves German carmakers behind
EU-U.S. trade boom leaves German carmakers behind
  • Eugene Komchuk
  • Yesterday
Christine Lagarde may leave ECB earlier than expected
Christine Lagarde may leave ECB earlier than expected
  • Jose Antonio Gastelum
  • Yesterday
Brazil sets tougher standards for crypto service providers
Brazil sets tougher standards for crypto service providers
Live News
  • Anton Kharitonov
  • Now
Microsoft rebounds as AI confidence improves after sharp correction
  • Anton Kharitonov
  • Now
Alphabet extends recovery as AI optimism offsets macro uncertainty
  • Mykhailo Ihnatenko
  • Now
Defense spending pushes Rolls-Royce shares toward record highs
  • Anton Kharitonov
  • Now
Bitcoin rebounds as softer U.S. jobs data lifts risk appetite
  • Anton Kharitonov
  • Now
WTI stays under pressure as weak U.S. jobs data adds demand risk
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org World Association of News Publishers https://gdpr.eu/ GDPR