Alan Gula
Senior analyst at Stansberry Research and member of the Investment Committee for The Total Portfolio and Forever Portfolio, offering market analysis and portfolio-management insights during the episode.
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Jan 26, 2026 • 57min
Using Market Data to Weather Uncertainty
Alan Gula, senior analyst and Investment Committee member known for portfolio analysis, outlines three market worries: low cash, tight credit spreads, and high-beta leadership. He reviews gold’s secular bull behavior and drawdowns. He explains why free-cash-flow yield matters for growth firms and highlights defensive diversification to withstand market drawdowns.
