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The first half of the year is in the books... And, unfortunately, it was the worst first six-month period since 1970. But the odds are good that we'll be able to climb out of this rut. In this episode of Making Money With Matt McCall, I'm kicking off the second half of 2022 by sitting down with Cullen Roche, the founder and chief investment officer of advisory firm Discipline Funds. This is a must-watch interview full of insights from both Roche and me that could help set you up for a strong finish to 2022. ⭐️ Get Matt's FREE report ➡️ https://bit.ly/3r4zmtl ➡️ Follow us on Facebook: https://www.facebook.com/StansberryResearch ➡️ Follow us on Twitter: https://twitter.com/stansberry ➡️ Follow us on Instagram: https://www.instagram.com/stansberry_research ➡️ Follow us on LinkedIn:
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The first half of the year is in the books... And, unfortunately, it was the worst first six-month period since 1970. But the odds are good that we'll be able to climb out of this rut. In this episode of Making Money With Matt McCall, I'm kicking off the second half of 2022 by sitting down with Cullen Roche, the founder and chief investment officer of advisory firm Discipline Funds. This is a must-watch interview full of insights from both Roche and me that could help set you up for a strong finish to 2022. ⭐️ Get Matt's FREE report ➡️ https://bit.ly/3r4zmtl ➡️ Follow us on Facebook: https://www.facebook.com/StansberryResearch ➡️ Follow us on Twitter: https://twitter.com/stansberry ➡️ Follow us on Instagram: https://www.instagram.com/stansberry_research ➡️ Follow us on LinkedIn:
Topics:
Cullen Roche considers the following as important:
This could be interesting, too:
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| The first half of the year is in the books... And, unfortunately, it was the worst first six-month period since 1970. But the odds are good that we'll be able to climb out of this rut. In this episode of Making Money With Matt McCall, I'm kicking off the second half of 2022 by sitting down with Cullen Roche, the founder and chief investment officer of advisory firm Discipline Funds. This is a must-watch interview full of insights from both Roche and me that could help set you up for a strong finish to 2022. ⭐️ Get Matt's FREE report ➡️ https://bit.ly/3r4zmtl ➡️ Follow us on Facebook: https://www.facebook.com/StansberryResearch ➡️ Follow us on Twitter: https://twitter.com/stansberry ➡️ Follow us on Instagram: https://www.instagram.com/stansberry_research ➡️ Follow us on LinkedIn: https://www.linkedin.com/company/stanberry-research Chapters: 00:00 Cullen Roche intro 3:27 How to pick stocks that go against the trend 5:43 Are we near peak inflation? 10:39 Financial ramifications of a China/Taiwan war 11:38 Will you adjust your portfolio? 14:32 Repercussions of increased mortgage rates 16:59 When can investors start investing during a recession? 21:58 Portfolio allocation breakdown 26:39 Bond market crashes 29:10 What if interest rates don’t go down? 31:58 Who to blame? The Fed or Treasury? 37:25 Cullens's final thoughts on the market |