The Right Investments Now: Own What Matters, When it Matters for You
The first half of the year has already challenged a lot of assumptions.
The question now is what actually matters from here and whether your portfolio is positioned for it.
Over the past six months, we’ve seen shifting narratives, unexpected market reactions, and growing uncertainty around what comes next.
But most investors aren’t struggling because they lack information. They’re struggling to determine what actually matters and what to do about it.
In this midyear webinar, the investment team at Stansberry Asset Management walk through how they're interpreting the current environment, what they're paying attention to, and how portfolios are being positioned for the rest of the year.
What They Cover:
- A clear breakdown of what’s actually driven markets in the first half of 2026
- 3–5 key risks and developments investors should be paying attention to right now
- How the SAM team is positioning portfolios in response to current conditions
- What investors should be thinking about as we move into the second half of the year
Watch to gain a clearer perspective of the forces moving markets in 2026!
Thinking About Your Investment Strategy?
Whether you manage your own investments or already have a financial strategy in place, sometimes a fresh perspective is all it takes. Click the button to schedule a meeting with a member of our team.
Austin Root
Chief Investment Officer
Austin Root is the Chief Investment Officer at Stansberry Asset Management, where he oversees the development and management of investment strategies across all portfolios. He brings extensive experience from his previous roles as Director of Research at Stansberry Research and portfolio manager for Stansberry Portfolio Solutions.
Before joining SAM, Austin co-founded North Oak Capital, a New York-based hedge fund backed by Julian Robertson and Tiger Management. He also held senior investment roles at SAC Capital Advisors, D.F. Dent & Company, and began his career at the Blackstone Group. Austin holds an MBA from Stanford Graduate School of Business and a BS in Commerce from the University of Virginia. Austin resides in Maryland with his wife and three kids and enjoys golf, exercise, card games, and, yes, spends even a lot of his free time learning about businesses and what makes them tick.
.png?width=200&height=200&name=Michael%20Joseph%20Circle%20Headshot%20(1).png "Michael Joseph Circle Headshot (1)")
Michael Joseph, CFA
Deputy Chief Investment Officer, Portfolio Manager
Michael is a Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management. His duties include sourcing investment opportunities and conducting ongoing due diligence across SAM’s portfolios. Michael manages our Income and Tactical Select strategies.
Prior to joining SAM, Michael worked with high-net-worth private clients for the largest independent wealth management firm in the United States. He was also a senior analyst for one of the largest investment-grade bond managers in America. Michael joined SAM in 2017.
Michael’s investment thinking has been featured in dozens of articles published in Fortune, Kiplinger, Advisor Perspectives, and the Stansberry Digest. He is the author of “A Dollar for Fifty Cents: Proven Strategies to Outperform the Market with Closed-End Funds”.
Michael holds an MBA from the University of California, Davis and a BA from San Francisco State University where he majored in History. He earned the Chartered Financial Analyst (CFA) charter in 2017.
Michael currently resides in Arizona with his wife and two children. He serves as a Board Member for Copper State Credit Union and is an Advisory Board Member for the Arizona Council on Economic Education.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262