Options Strategies for Modern Investors with Lawrence Kriesmer
Money Tree Investing
Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Breaking News… HUGE Opportunities in Latin America, Silver and Biotechnology
Money Tree Investing
There are financial opportunities in Latin America, silver and more and today we are going to share them with you! We also talk holiday shopping trends and the struggles of retailers in our current economy. We also dive into “confuse-opoly” industries like furniture, mattresses, and healthcare where pricing is intentionally opaque, share personal experiences with overpriced goods, and discuss how margins, supply, and consumer behavior shape retail dynamics. Today we discuss... Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more...
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The Bull Market In Cash Is Coming...
Money Tree Investing
A bull market in cash is coming! Gary Zimmerman, founder and CEO of Max, explains how he discovered major inefficiencies in the cash-deposit market and built a platform that helps clients earn higher yields while staying fully FDIC-insured. We explore how broker-dealer incentives shaped the “always be invested” mindset, why RIAs take a more fiduciary approach to cash, and how most advisors dramatically underestimate how much cash clients actually hold in outside bank accounts. We also dive into the strategic role of cash in portfolios, the psychology and behavioral finance behind loss...
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More Shocking Signs... The Economy Is Breaking
Money Tree Investing
The economy is breaking, and today we discuss the signs. We explore the challenges of navigating today’s markets, highlighting the volatility and skepticism around AI-driven companies, overinflated stock valuations, and earnings season dynamics where “beating expectations” often masks underlying realities. It's important to be cautious investors over high P/E ratios, unsustainable growth, and market timing. You need to focus on risk management over speculation. Critical thinking is also imperative while evaluating data and it's important to question assumptions and focus on market...
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How AI will Transform the Future of Trading with John Bartleman
Money Tree Investing
Barbara Friedberg | Diana Perkins | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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The Stock Market Is Broken… K Shaped Economy
Money Tree Investing
The stock market is broken! Today we talk about a broad range of economic, market, and behavioral topics, beginning with the cognitive bias of sunk costs and how it affects personal decisions, investing, and business choices, emphasizing the importance of recognizing losses and cutting them early. We also explore recent market signals, including distress in the credit and auto-loan markets, and the K-shaped economy. We also critique media and policy narratives, pointing to propaganda around climate change and the pivot to nuclear energy. It's important to be aware and prudent in your...
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Secrets To Spending Less On The Cost Of College
Money Tree Investing
Mark Salisbury shares the secrets to spending less on the cost of college! As the founder of TuitionFit, explains how the college pricing and financial aid system is designed to favor schools over families. He describes how emotional marketing, opaque pricing, and complex financial aid forms create confusion and limit families’ leverage. he outlines how students and parents can regain control by defining their price range first, using resources like TuitionFit and net price calculators, and strategically managing assets, timing, and financial disclosures. He also covers how income, savings,...
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Should The S&P 500 Go Higher?
Money Tree Investing
Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Using AI to Transform Long-Term Care with Lily Vittayarukskul
Money Tree Investing
Lily Vittayarukskul shares her remarkable journey from working at NASA in her teens to founding a company that innovates with AI to transform long-term care planning. We explore why long-term care remains one of the most misunderstood and underserved areas in wealth management, despite being one of the biggest retirement risks. We break down how long-term care works, who needs it most, the pros and cons of self-funding versus insurance products, and why many families fail to plan until it’s too late. We discuss... Barbara Friedberg | Douglas Heagren | Follow on...
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The Stock Market Bubble Is Getting Bigger... This Is When It Will Pop
Money Tree Investing
The stock market bubble is going to pop! And we're going to tell you when. In today's episode we discuss that price is the ultimate indicator of market truth. Charts, narratives, and data often distort reality, while price alone reflects what investors truly believe. Don't overcomplicate investing with speculative indicators, fear-based “chart crimes,” and emotional herd behavior, especially in areas like AI stocks that echo the dot-com bubble. Fundamentals and narratives often mislead, while disciplined attention to price direction and risk management yields better results. We...
info_outlinePeter Berezin is here today to discuss the global meltdown that is coming! The chief strategist at BCA Research discusses the potential for an upcoming U.S. recession. Peter predicts that a recession could lead to a significant market crash, even without deep economic downturns, much like the 2001 recession. He also touches on inflation, budget deficits, and the government's ability to counteract economic downturns.
Today we discuss...
- Predictions of a US recession to start later this year or early next year, contradicting the expectation of a soft landing.
- Economic insulation from job openings and excess pandemic savings is depleting, cooling the economy.
- Real estate markets, including commercial, residential, and single-family homes, look worrying due to high vacancy rates and rising delinquency.
- Small regional banks could face problems due to their exposure to commercial real estate, potentially leading to a steady stream of bad news.
- During a recession, Berezin expects opportunities to buy solid companies at a discount, particularly in tech and healthcare.
- Inflation is expected to stay under control over the next 12 months due to a weakening economy, falling job openings, and lower wage growth.
- Peter explains that printing money to finance fiscal deficits can be inflationary, particularly when unemployment rises and fiscal spending increases.
- The large US budget deficit is troubling, especially as counter-cyclical fiscal policy might be limited during future economic downturns.
- Concern about the continued printing of money in bad times, potentially leading to economic imbalances like income inequality.
- Raising taxes is suggested as a possible path forward, though political challenges could impede this.
- Tax increases are likely if certain tax cuts expire, with potential cuts to defense or social spending as other budget-balancing measures.
- Concerns about worsening fiscal scenarios prompt the idea of hedging with TIPS and gold.
- Global markets, especially outside the U.S., are seen as more attractive due to valuation gaps, with emerging markets managing inflation better recently.
- Commodities, particularly metals, are seen as benefiting from the green energy transition, while oil demand may decrease.
- Gold is positioned as a hedge against geopolitical volatility and long-term inflation, though rising bond yields have made it less attractive recently.
- Bitcoin is unlikely to become a central bank asset due to its anonymity and governments' need to monitor and tax transactions.
For more information, visit the show notes at https://moneytreepodcast.com/global-meltdown-peter-berezin-646
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
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