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Cullen Roche said that 14 years ago he published an article questioning the existence of passive investing. Roche described how his argument at the time drew significant reactions from some readers.
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Earlier, Roche argued that concerns over AI agents triggering significant cash movements between checking and high-yield accounts were overstated in his critique of potential AI-driven bank runs. He is also slated to present a Fidelity webinar for retail investors on asset-liability matching, according to a recent announcement outlining the session's focus. These discussions build on Roche's ongoing commentary on risks and strategies in financial markets.