Retirement Solutions & Challenges For Each Generation
Money Tree Investing
Anne Lester is here to discuss the retirement solutions and challenges that are facing each generation. Ann shares insights into the challenges of saving for retirement, influenced by her personal experiences as a former "terrible saver." There is a lot the anxiety surrounding retirement savings, the pitfalls of focusing on "the number," and the importance of understanding personal spending flexibility and failure lines. Ann discusses generational differences in retirement preparedness and highlights strategies for building retirement savings, such as saving future raises and adjusting...
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A Summary of How a Trump Presidency Affects Your Investments
Money Tree Investing
The Trump presidency is going to affect your investments and today we discuss how! We talk about focusing on shifting paradigms, market trends, and the need for pragmatic investing. We criticize tech stocks, social media’s evolving role in information dissemination, and reflections on media partisanship. Our overarching goal is for you to focus on investment opportunities created by policy changes rather than being swayed by ideology. Today we discuss... Reflections on self-awareness and understanding societal perceptions after the election. Observations...
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Real Estate Opportunities for 2025
Money Tree Investing
Marco Santarelli returns to share real estate opportunities you should be jumping on in 2025! Despite rising interest rates, Marco remains optimistic about real estate as one of the best opportunities to be a part of. He explains that high demand and low supply in many U.S. markets create opportunities, particularly in non-tier-one markets, and encourages investors to focus on "where" to invest rather than "when" to start. Most people who do start investing in real estate regret that they didn't invest even more! Today we discuss... Marco Santarelli shares his journey as a serial...
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Election Results… And the Winners Are…
Money Tree Investing
The election results are in and the real winners are the American people who do not have to watch politics ads anymore! Today we dive into the aftermath of the recent elections and what happens next for the markets. We talk about the ineffectiveness of government spending and the evolving view of political parties. There needs to be greater personal accountability and unity in navigating the nation's political landscape. No matter what we will be sure to see the impact of political dynamics on society and markets. The market will definitely respond to the political events of the next four...
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Becoming a Super Host: Secrets to Creating a Successful AirBNB
Money Tree Investing
Mark Lumpkin is here to discuss real estate investing through creating a successful AirBNB. He delves into what it means to be a "super host," by enhancing a property's visibility and appeal. If you have a unique properties that can serve as part of the travel experience, you can find yourself a niche in the industry, and tailor your property for maximum appeal and profitability. Many new investors rush in, lured by promises of high yields but lack a strategic approach. Mark shares the secrets of how to maximize your success. Today we discuss... Mark explains his and his wife's travel...
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Election Shenanigans… Here’s What You Can Expect After the Election
Money Tree Investing
The election just happened and that means there will be some shenanigans after the election! Today we talk divisiveness in political discourse, the inefficiencies in government spending, and the challenges posed by increasing national debt and interest payments. The inefficiency in government spending and decision-making extends across the board so you need to be aware of your own finances and investments. Focus on your pragmatic investment strategies amidst economic uncertainty, especially after the election, and you'll be on a better track. Today we discuss... How politics is...
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The US Sovereign Wealth Fund… Origins Revealed
Money Tree Investing
Richard Duncan is back to share the concept of a U.S. sovereign wealth fund, an idea to drive national economic growth through large-scale public investment in emerging industries and technologies. Recent bipartisan support from both the Trump and Biden camps highlights growing momentum for this initiative, and Richard thinks it could accelerate technological breakthroughs in fields like AI, quantum computing, and biotech. Such a fund would not only help reduce the national debt but also bolster U.S. competitiveness against China’s rapid advancements in technology and defense. Today we...
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The Problem with the Election… It’s Not You… It’s Me
Money Tree Investing
There's a problem with the election and it's not just about you, it's me too. Our conversation today highlights how U.S. political party priorities have evolved with shifts in censorship power dynamics now seen in tech and government interactions. Voter turnout patterns by state reveal high engagement in blue states, sparking a discussion on potential impacts and a reflection on whether blockchain could offer fairer and more secure elections. Today we discuss... Most recent information is likely to be unreliable, especially with the election looming. Historical context regarding political...
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How the Profit First System Will Transform Your Taxes
Money Tree Investing
Today I'm joined by my good friend, The Tax Goddess to discuss the Profit First system. Shauna Wekherlien's background in helping people legally minimize taxes and maximize savings and focuses on the Profit First system, a financial management approach for businesses and individuals. We explain how this system promotes discipline by prioritizing profit before expenses. Shauna also shares strategies to reduce tax bills legally. Today we discuss... Shauna Wekherlein shares her work as a tax strategist, helping people manage money and keep it away from the government legally. The...
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Where is Bitcoin going next?
Money Tree Investing
Where is Bitcoin going next? Today we discuss Bitcoin and how it's currently crashing and what that means for it's future! We also talk about how consumer confidence fluctuates based on political affiliation and reflect on how political leanings shape people's perception of reality. We analyze charts "chart crimes," emphasizing how misleading technical analysis can be. We also touch on America's ever growing debt. Today we discuss... There's only two weeks between Halloween and the election! The University of Michigan Consumer Expectations Index reveals an inverse correlation between...
info_outlineBob Elliott discusses how investing in hedge funds can be for everyone! Elliott highlighted the traditional "two-and-twenty" fee structure, common in hedge funds, private equity, and other alternative assets, which can significantly erode investor returns. His firm aims to replicate these strategies, including equity long-short and global macro, using advanced machine learning to infer hedge fund positions from return data, making them accessible at lower fees for the average investor.
Today we discuss...
- Bob's focus to bring low-cost indexing to the world of two-and-twenty, similar to the impact of stock and bond indexing.
- Hedge fund strategies, despite being expensive, offer good returns with lower volatility and drawdowns compared to stocks.
- Various hedge fund strategies include equity long-short, global macro, fixed income, and emerging market strategies.
- Real-time performance data helps in understanding and replicating hedge fund strategies.
- The current economic cycle is income-driven rather than credit-driven, making it more durable to rising interest rates.
- Overvaluation and high expectations suggest that now may not be the best time to invest heavily in stocks.
- The similarities between the current period and the 1970s highlight the importance of diversified portfolios.
- Factors like de-globalization, geopolitical tensions, and inflationary pressures could influence future economic dynamics.
- Volatility in market expectations and the reality of economic conditions contribute to the current buoyant market despite high interest rates.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
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For more information, visit the show notes at https://moneytreepodcast.com/investing-in-hedge-funds-bob-elliot-632