Stansberry Investor Hour

In this week's Stansberry Investor Hour, Dan welcomes Cullen Roche back to the show. Cullen is the founder of portfolio-management firm Discipline Funds. He is also the author of several books, his most recent one titled Your Perfect Portfolio.   Cullen kicks things off with his thoughts on market uncertainty due to the Middle East conflict. He believes that volatile oil prices (and other commodities) will have an impact on the market. Additionally, he says that the U.S.'s attacks could prompt an escalating confrontation with China – where the latter decides to invade Taiwan and seize control of Taiwan Semiconductor Manufacturing (TSM), the world's largest semiconductor producer. And he expresses his desire to see a freer market unhindered by tariffs. (0:00)   Next, Cullen delves deep into AI and how it relates to his investing strategies. He states the risk that the technology poses with many companies and sectors pouring money into it. However, he doesn't see that outcome playing out. He then shares how