Money Tree Investing
Jean-Baptiste Wautier is here to talk growing global debt and the impact on the economy. He draws on decades of private-equity and macro experience to discuss accelerating global change, arguing that rising debt, AI, and political polarization are reshaping the economic and geopolitical order. We discuss Europe’s recent market strength, China as an unavoidable, though risky, investment given its scale and AI ambitions, and gold and crypto as hedges rather than true currency alternatives. He also warms that global debt dynamics will force restructuring in places like Japan and parts of...
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Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Shellee Howard is on the show today to talk how to do college without crushign debt for your kids. She shares how her journey as a “mom on a mission” led her to help families navigate the college process strategically, emphasizing early preparation, self-discovery, and return on investment rather than prestige alone. She explains why overcrowded school counselors fall short, how students should clarify their values, talents, and career goals before choosing colleges, and why college should be viewed as a business decision and a stepping stone to adulthood, and not a status symbol. With the...
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We're in the middle of a run it hot economy. Today our discussion ranged from geopolitics into markets, including precious metals. Silver’s recent surge is best understood as a reversion toward historical gold–silver ratios rather than a knowable fundamental catalyst. Silver’s parabolic move looks unstable compared to gold’s healthier, slower uptrend. But no one can truly know why prices move, so investors should be clear about why they own precious metals since that purpose should drive allocation size and risk tolerance. We also talk macro conditions, the U.S. may be pursuing an...
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Barbara Friedberg | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Arrash Yasavoli discusses how you should jump on investing in bitoin in 2026! Arrash's path from data engineering at LinkedIn into quantitative trading, crypto, and building Glitch, a SaaS platform that gives broader access to advanced trading strategies gives a unique perspective into possible 2026 investing plans. We also talk Bitcoin’s role as a potential store of value, the divergence between Bitcoin and altcoins, the growing importance of real utility and valuation in crypto projects, the rise of ETFs and stablecoins as bridges to mainstream adoption, and more. We discuss... Barbara...
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There are a lot of year end surprises in store with the 2025 wrap up. The year has come to an end and we are here to discuss everything from year-end reflections and personal anecdotes to a broad market outlook. We focused on the recent surge and volatility in precious metals, especially silver, explaining how futures-market leverage and exchange rule changes (like margin requirement hikes) are used to cool speculative excess, why parabolic price moves are unhealthy, and why investors should be cautious in the near term even if long-term fundamentals remain bullish. We also talked government...
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Elliot Holland joins us to explore the realities of building and sustaining a high-quality, trust-driven professional business in an era dominated by AI hype, declining marketing efficiency, and algorithmic noise. We discuss skepticism around AI’s real-world impact especially in high-stakes financial decisions. We also talk marketing and content strategy, why sensationalism and clickbait may win algorithms but will always repel discerning clients. We also unpack our frustrations with modern marketing platforms like Google, Facebook, and HubSpot as they grow increasingly expensive and...
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Today we're sharing the tax loss selling secrets you need to know before 2026! We also talk understanding personal strengths and psychological limits in investing. It's good to avoid shiny-object strategies like day trading and prioritize risk management through diversification. We explore how market structure, valuations, and historical data suggest future returns may be lower and more volatile, making stress-testing portfolios and aligning risk with temperament essential. Remember long-term success comes from discipline, education, adaptability, and thoughtful strategy rather than chasing...
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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