Diversify, Because 'Nobody Knows What the Hell Is Coming Down the Pike'

Stansberry Investor Hour

Stansberry Research

America, How, To, Crash, Money, Learn, Stansberry, Income, Research, Debt, Stocks, Porter, Business, Realestate, Banking, Investment, American, Investing, Invest, Howtosave, Sjuggerud, Ferris, Eifrig, Jubilee, Buck, Sexton, Market, Bonds, Churchouse, Savings, Options, Lashmet

4.4 • 677 Ratings

🗓️ 7 March 2022

⏱️ 81 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week on Stansberry Investor Hour, Dan brings back Cullen Roche, one of his "favorite people to talk to," for a third interview. As the Fed readies to "tap the brakes" on its quantitative-easing programs, an unimaginably wide range of potential outcomes exists for the markets. However, one thing is certain: Years of volatility loom ahead. So for investors looking to build their own "all-weather" portfolios, Cullen shares some portfolio-designing tips – many of which are near and dear to Dan's heart.

Transcript

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0:00.0	Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour.
0:11.5	Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour.
0:20.0	Sign up for the free show archive at InvestorHour.com.
0:23.6	Here's your host, Dan Ferris.
0:26.6	Hello and welcome to the Stansberry Investor Hour.
0:29.6	I'm your host, Dan Ferris.
0:31.6	I'm also the editor of Extreme Value published by Stansberry Research.
0:36.6	Today, we'll talk with Cullen Roach. He's really great at
0:40.8	explaining complex macro issues, and that's what he'll do for us today. In the mailback today,
0:46.6	questions about gold, free cash flow, trailing stops, and a lot more. And remember, you can call
0:51.9	our listener feedback line, 800, 381,357. Tell us what's on your mind
0:57.6	and hear your voice on the show. For my opening rant this week, we'll talk about balance sheets,
1:03.6	as I promised to, and once again, the Russian invasion of Ukraine. That and more right now on the
1:10.0	Stansberry Investor Hour.
1:11.6	So I promised to talk about the five financial clues, and we've talked about free cash flow margins and today we'll talk about balance
1:29.9	sheets and this is going to be real quick there's two kinds of great balance sheets right
1:36.3	the balance sheet shows you the assets and liabilities of a company it's you know you do this in
1:41.3	your own life right you know how much debt you have you know how much cash you have in the bank, you know how much
1:45.6	money you make, boom, there it is.
1:49.2	So there are two kinds of good balance sheets to find.
1:54.0	One of them is where a company has more cash than debt, right?
1:59.1	Because you could theoretically pay off all your debt and still have
	...

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