Libsyn Directory

Challenging Conventional Wisdom: Alternative Insights From James Davolos

Release Date: 05/10/2024

Thinking Outside the Box with Alternative Data

Money Tree Investing

Oliver gives us the scoop on Truflation, the solution to finding alternative data on all the economic data. Forget CPI and PCE—Truflation offers a fresh perspective, scooping up real-time data from various sources. Oliver dives into why traditional metrics miss the mark, explaining how Truflation tackles these issues using multiple data sources. Oliver urges us to think beyond the usual metrics and consider real-world factors shaping our economic outlook. Today we discuss... How Truflation offers an alternative view of inflation compared to traditional metrics like CPI and PCE. How...

Crypto Week… It’s Official ETH Is A Go And The Death Of CBDCs

Money Tree Investing

Crypto Week was a double header. ETH ETFs are approved but not yet live. CBDC's area dead... or just sleeping... Don't count them out, but we can party today. Also in the news... US tax trends can get tricky! No matter where you fall on the political spectrum, I think we can all agree, no one wants to pay higher taxes. Today we also discuss the nature of markets. Managing risk is crucial, especially during downturns. Success in investing requires understanding your emotions and personal risk tolerance. Today we discuss... Markets fluctuate: they rise about 70% of the time, fall 30%, and...

Unbiased Annuity Truths and Guidance with The Annuity Man

Money Tree Investing

Stan "The Annuity Man" Haithcock shares annuity truths and how to make informed decisions. Stan's all about cutting through the fog of annuities, giving it to you straight. We've had him on before, and it's always a good time. With a background in major finance firms, he ditched Wall Street to focus on annuity truths. His motto? Annuities are about what they'll actually do, not what they might. Stan's here to clear up the misconceptions and help you make informed decisions for your financial future. Today we discuss... The importance of focusing on what annuities will actually do, not...

The Meme Stock Craze Killed Jim Simons

Money Tree Investing

Let's talk about the meme stock craze and how it impacted Jim Simons! Today we also highlight rising credit card and auto loan delinquencies, the depletion of post-pandemic savings, and financial strains from higher costs of essentials amid high interest rates. And did you know there was also brief resurgence of meme stocks like GameStop and AMC? Join us as we discuss... Jim Simons' investment success using mathematical models. "The Man Who Solved the Market" book by Greg Zuckerman. The Renaissance Technologies and its significant returns. The impact of wealth and charitable giving....

Cultivating Good Financial Habits for Entrepreneurs

Money Tree Investing

Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs. Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss: Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, focusing on entrepreneurs with at least $10 million to invest The unique financial needs and...

Questioning The Basic Narratives of Investing

Money Tree Investing

There are so many different narratives of investing that it's important to know when you need to think twice. Today we delve into the murky waters of legislative bills and how they're often loaded with hidden surprises. We also navigate the labyrinth of regulatory standards and keep a keen eye on broader economic trends, like shifts in commodities such as gold and natural gas. Ultimately, it's about staying sharp, questioning the mainstream narrative, and making informed decisions in both politics and investing. Today we discuss... Politics and its perceived distance from everyday life sparks...

Challenging Conventional Wisdom: Alternative Insights From James Davolos

Money Tree Investing

James Davolos from Horizon Kineticsm discusses the challenges of conventional wisdom in the world of investing. This exciting discussion delved into the intricacies of market dynamics, particularly focusing on the enduring trend of growth outperforming value. Davolos dissected the evolution of this trend, attributing it to factors such as passive investing, low-interest rates, and fiscal spending. Throughout, Davolos provided nuanced insights and offered a thought-provoking analysis of current market conditions. Today we discuss: Factors contributing to the divergence between...

Buffett-Palooza Dominates The Weekend… And In Other News Your Brain Is Broken

Money Tree Investing

Did you know your brain is broken? Today you find out why! In this episode we talk about coffee and humor and of course the stock market. We get into some deep stuff about cognitive dissonance and how it messes with our heads. Of course the conversation reroutes to investing. You gotta stay flexible and open-minded with your strategies. It's all about rolling with the punches and being willing to adapt, you know? Today we discuss: How history can't be viewed through the same lens as the present; it's a different time period. The understanding of science evolves over time; what was...

The Power of Patterns: How This Technical Analysis Model Shapes Investment Strategies

Money Tree Investing

Joseph Furnari comes on to discuss his technical analysis model for investment strategies. By combining fundamental knowledge with technical insights, Joe has crafted a simple yet effective model that prioritizes key indicators such as stock price, moving averages, and trend patterns to predict future performance while minimizing complexity. Joe's journey exemplifies a disciplined and systematic approach to investing, guided by a deep understanding of both fundamental principles and technical analysis techniques, driving ongoing research and refinement to optimize portfolio performance. ...

Something Interesting Happening In The Housing Market

Money Tree Investing

The housing market has been a wild ride since COVID hit, with remote work driving people inland for cheaper homes, though rising interest rates are making it tougher to afford. Surprisingly, despite talk of a housing bubble, foreclosures remain low, suggesting people aren't panicking just yet, despite increasing credit card debt. It's a mixed bag out there, but that's the market for you – always keeping us guessing! Today we discuss: Market expectations of rate cuts not materializing as previously predicted Market prediction metrics and data gathering from betting sites Concerns about...

More Episodes

Today we discuss:

Factors contributing to the divergence between growth and value investing
Historical context of value outperformance following the tech bubble burst
Examination of market structure and the dominance of passive investing
Challenges for value investors amid the current market dynamics
Potential transition points for a shift in market dynamics
Analysis of fundamental and market structure factors affecting investment strategies
Consideration of the real estate market's sensitivity to interest rates
Debate on the sustainability of fiscal spending and its implications
Impact of rising interest rates on the economy and financial markets
Davolos' perspective on the significance of real yields and the value of the US dollar
Resilience of gold prices despite headwinds from real yields and the US dollar

For more information, visit the show notes at https://moneytreepodcast.com/challenging-conventional-wisdom-james-davolos-606

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance

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