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‘Bear Markets Always End’ – How to Prepare for a Market Rebalance With Cullen Roche | Making Money

Summary:
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: 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
Cullen Roche
Former mail delivery boy turned multi-asset investment manager, author, Ironman & chicken farmer. Probably should have stayed with mail delivery....

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