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Successful investing boils down to choosing the right investments. But that requires a lot of work... and sometimes even more patience. Matt has always believed that there are three pillars to investing – money management, portfolio management, and risk management. And when you successfully accomplish all three, you and your client can sleep much better at night. So on this episode of Making Money With Matt McCall, Matt welcomes back Austin Root, chief investment officer at Stansberry Asset Management, and picks his brain on the investing process.
Matt and Austin dive into how best to implement those three pillars in your own investing. Then, Austin shares what he's watching in the market. He highlights some of the hot trends he likes today and what sectors he's paying closest attention to. Plus, he explains his process for finding the next big winners. This is a great refresher course on the basics of investing that you don't want to miss.
#investing #stockmarket #housingmarket #artificialintelligence #cybersecurity
00:00 Austin Root Introduction
2:57 Market Momentum
4:56 Will the Magnificent 7 Slow Down?
7:29 Why the AI Boom is Not a Bubble
11:17 Cyber Security Sector Lagging
13:45 Identifying Small and Mid-Cap Trends
16:23 'Wall of Macro Worries is High'
21:00 Austin's Approach to Managing Risk
25:15 U.S. Construction Surging
27:39 AZEK & TREX
28:16 U.S. Home Construction ETF (ITB)
29:33 Austin's Investment to Own for Next 10-Years
Please Note: Stansberry & Associates Investment Research ("Stansberry Research") and Stansberry Asset Management ("SAM") are separately operated and are overseen by different boards. SAM has no special or early access to Stansberry Research's investment research. SAM receives information from Stansberry Research just like any other Stansberry Research subscriber does – after any material is published.
