Private Market Investing vs. Public Markets: Where the Real Opportunities Lie
Money Tree Investing
Mark Flickinger shares his journey from engineering and building small businesses to working in private market investing at BIP Capital, where he helps both entrepreneurs and high-net-worth investors achieve their goals. He explains that private markets have grown as many high-quality companies remain private longer, creating opportunities for alpha that are less available in public markets, especially as IPO thresholds have risen. Flickinger highlights trends in alternatives, noting that while AI attracts attention, compelling private businesses can now be accessed at lower entry costs. We...
info_outline
Looks Like the Market is Going on Vacation… Me Too
Money Tree Investing
It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy’s stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio’s view that real estate is a poor investment in today’s environment with recent price drops accorss the U.S. Today we discuss... Douglas Heagren | ...
info_outline
The Singularity Paradox with Anders Indset
Money Tree Investing
Anders Inset is here to share on this new work The Singularity Paradox. He shares his journey from capitalist and athlete to author and shares the concept of the technological singularity and the associated risks of creating godlike, self-improving machines without fully understanding their implications. He argues for developing “artificially human intelligence” rooted in human biology to preserve humanity in the face of exponential technological growth. The discussion covers the profound transformations such advancements could bring, from curing diseases and achieving abundant energy to...
info_outline
Is Private Equity Destroying Your Favorite Consumer Products?
Money Tree Investing
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
info_outline
Investing in Comic Books with Vincent Zurzolo
Money Tree Investing
Vincent Zurzolo shares his journey in investing in comic books. Vincent shares his lifelong passion for comics, which he turned into a successful business that has sold some of the most expensive comic books in history, including multiple million-dollar issues. We discuss how comic books have evolved from casual childhood reads to serious investments, and how third-party grading and online auctions have expanded the market. He emphasizes that comics—whether for fun, art, or investment—are still thriving. We discuss... Vincent Zurzolo is the president and co-owner of Metropolis...
info_outline
My Housing Debacle – What Not To Do When Buying A House
Money Tree Investing
Here's what not to do when buying a house! Today we explore my experience with buying a home. We also talk about what it means to be "anti-fragile" in markets that look stable but are actually full of hidden risks. We unpack why markets feel eerily calm despite cracks under the surface, point to red flags like rising margin debt and overvalued equities, and question the rosy government data that doesn’t match what businesses are actually seeing. We also touch on the Fed’s latest rate hold, the performative nature of their messaging, and why Japan might be the next weak link in the global...
info_outline
Taming Your Money Monster with Doug Lynam
Money Tree Investing
Doug Lynam is here today to share about his new book, Taming Your Money Monster. Doug shares his unconventional life journey from a Marine Corps officer to a Benedictine monk for 20 years, where he confronted the inescapability of money even in a monastery and how he later transitioned to become a professional money manager focused on teaching healthier, ethical relationships with money. He discusses how people develop "money monsters"—unhealthy money habits tied to psychological attachment styles. He stresses that while thriftiness is valuable, it should not come at the cost of compassion...
info_outline
Crypto Bonanza… The King Is Dead… Long Live the King
Money Tree Investing
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
info_outline
Advanced Strategies To Slash The Cost Of College
Money Tree Investing
Shaan Patel is here to discuss how you can slash the cost of college through some more advanced strategies. We also discuss major education changes packed into the “Big Beautiful Bill,” starting with the introduction of new Trump Accounts—a kind of IRA for minors with no deductions and withdrawal restrictions until age 18. We cover expanded uses for 529 plans, including tutoring, test prep, homeschool materials, and more. Repayment options are narrowed down to just two, and several popular income-driven plans are scrapped. We also talk about how Pell Grants are being expanded for...
info_outline
Kirk Changes His Tune on Housing
Money Tree Investing
Kirk changes his tune on housing as he moves towards purchasing a new home. Today we explore how homeownership is often more of an emotional choice than a smart financial investment, with many people misunderstanding the real cost compared to renting. We talk about the burden of property taxes, why paying off a mortgage early might not always make financial sense, and the social pressures around owning a home. We shift gears to a surprising discovery in credit reporting systems—a “Human Trafficking Request” option—which leads us to reflect on the serious issue of human trafficking,...
info_outlineDo you have proper protection for your portfolio? If not, gold might be the solution for you. Rich Checkan is here today to discuss the "stealth gold market." He delves into the cultural differences in gold ownership between Eastern and Western investors. He also touches on the distinct dynamics of the silver market and the industrial uses and market behavior of platinum and palladium. We also discuss the manipulation of gold prices and the broader implications of the massive money printing and national debt on the gold market.
Today we discuss...
- Asset Strategies International deals in gold, silver, platinum, palladium, bars, coins, certificates, and rare coins.
- The current gold market is described as a "stealth gold market" due to its consolidation and recent breakout.
- Western investors are hesitant to buy gold at high prices, while Eastern buyers and central banks support the market.
- There has been a significant transfer of gold from the West to the East.
- The premiums for gold are higher on the Shanghai Gold Exchange compared to the London Exchange.
- Central banks are buying gold to reduce their dollar reserves and increase holdings in gold.
- The silver market is also seeing interest, with silver prices at about 50-60% of their all-time highs.
- Platinum and palladium are primarily industrial metals, used in jewelry and catalytic converters.
- The demand for silver is expected to increase due to its use in green technologies like solar panels.
- The gold market is influenced by various factors, including geopolitical issues and economic concerns.
- Central bank buying of gold has been high due to concerns about the US dollar and debt.
- The relationship between debt, currency, and gold is often misunderstood, leading to underestimation of gold's value.
For more information, visit the show notes at https://moneytreepodcast.com/protection-for-your-portfolio-rich-checkan-634
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast