Cryptocurrency Up… Gold Down… What Could Possibly Go Wrong?
Release Date: 11/27/2024
Trend Alert…Unchaining The Block Chain
Money Tree Investing
Joe Kelly shares how he is unchaining the block chain through his company Unchained. He shares his entrepreneurial journey and insights on Bitcoin and its evolving role in finance. He detailed Unchained's services, which cater to long-term Bitcoin holders by addressing security, inheritance, IRAs, and financial tools like trading and lending. We talk Bitcoin's pivotal developments, including the approval of ETFs, institutional support, and the potential for a U.S. strategic Bitcoin reserve. We also explore mining economics and the broader industry's role in cementing Bitcoin as a foundational...
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Is Donald Trump Inflationary?
Money Tree Investing
Today we ask a burning question: is Donald Trump inflationary? We dive into the economic implications of Trump's policies, emphasizing their inflationary and deflationary effects. These measures could impact GDP, unemployment, wages, and inflation. We also explore the challenges of rising costs in basic necessities like food, transportation, and utilities, alongside broader concerns about the stock market's bullishness, potential corrections, and the need for sustainable economic growth. We also talk the commodity trends like coffee and the stock market's relationship to the Chinese...
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All Weather Investing Strategies
Money Tree Investing
Eric Crittenden is here to share the investing strategies for all weather! No matter what the situation is, you should be prepared to invest your money wisely. Eric shares insights on blending equities, bonds, and systematic global macro strategies like trend-following to navigate volatile markets, emphasizing the importance of managing downside risk and incorporating uncorrelated assets. We also reflect on macroeconomic trends, and compare today’s inflationary pressures to the 1970s, expressing skepticism about inflation being fully contained and stressing the value of systematic investing...
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The Two Handed Economist Surprise Prediction
Money Tree Investing
The two handed economist has a surprise prediction! Today we cover a wide range of topics such as market movements and our perceptions of the current economic and political climate. We talk our current leadership, particularly criticizing Gavin Newsom's handling of California's challenges, including wildfires and insurance issues. We also talk economic frameworks, including the effects of inflation and deflation on purchasing power. Today we discuss... The growing popularity of pickleball and its origins, along with its appeal to older demographics. Effective leadership styles by...
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Technological Revolution in Manufacturing
Money Tree Investing
Renan Devillieres discusses the currect techological revolution in manufacturing! This revolution is caused by geopolitical shifts and technological advancements, but also brings the challenges of decoupling from China, the pressing need for new factories and energy infrastructure, and the trade-offs of reshoring and more! Renan also shared insights into the role of AI-powered tools, autonomous roots, and emerging materials in shaping modern manufacturing. Today we discuss... Manufacturing is undergoing an unprecedented pace of change due to aging populations, geopolitical tensions, and...
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2025 Inflation Predictions
Money Tree Investing
Ready for inflation predictions? We discuss the places inflation could strike again in 2025. We also talk economic trends, inflationary patterns, and government spending's role in the economy. We also share the policy implications under different administrations, and how they will impact us going forward. Today we discuss... Reflection on broader U.S. economic issues, such as government spending and budgetary challenges. Analysis of past inflation cycles and comparisons to current monetary policy efforts. Speculation on future economic strategies and challenges in addressing discretionary...
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The Housing Crisis and Inflation: Barriers to the American Dream
Money Tree Investing
Economist Bob Frick joins us to talk about how the housing crisis and inflation and how they have become barriers to the American Dream. Bob draws from his unique background as a financial journalist and behavioral economist to address topics such as labor market dynamics, credit card debt, and more. Bob emphasizes the critical shortage of housing and potential economic impacts of policy changes, and their possible inflationary effects. We also talk about the interplay between economic growth, housing supply, and affordability. We discuss... Bob Frick shares his background as a...
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2025 Stock Market Predictions
Money Tree Investing
Get ready to invest because today we have your 2025 stock market predictions! Today we talk about how market predictions are typically futile due to the unpredictable nature of financial markets. We explore the trends of 2024, including the standout performers like Nvidia and Bitcoin, but don't assume that means they'll be the winners this year. We also talk active vs. passive management and investing strategies while addressing systemic issues in modern financial markets. Today we discuss... Annual tradition of financial predictions, and their inherent uncertainty. Recap of 2024's...
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Supercommunicators
Money Tree Investing
We are joined by one of my favorite authors Charles Duhigg to discuss his new book, Supercommunicators! We also jump around to chat about other topics like the role of crypto in politics, broader technology trends and AI, and challenges in private equity. Listen to learn more about how you can be the best communicator through having a strong connection. Today we discuss... Charles Duhigg's new book, Super Communicators, and reflects on his earlier works, The Power of Habit and Smarter Faster Better. Charles' background as a business journalist covering finance and technology for The New...
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Year End 2024 Wrap Up And Good Cheer
Money Tree Investing
2024 is over so we're going to share a 2024 wrap up! We explore reflections on the holiday season and its implications for financial markets. We share some touching on lighthearted holiday moments. And we also talk some broader topics such as the role of resilience in success and more! Join us as we wrap up 2024. Today we discuss... Low trading volume during the holidays is an opportunity to find potential deals, though the speaker suggests this may not be worth pursuing for most. The annual "best year ever" planning process, focusing on setting clear, intentional goals and narrowing...
info_outlineAs the Friday before Thanksgiving unfolds, we are seeing cryptocurrency up and gold down! The markets are in a reflective yet volatile state. The emergence of Bitcoin options sparks intrigue and skepticism, with aggressive call-to-put ratios suggesting speculative fervor but also significant risk. Amid these market shifts, a broader discussion unfolds on the profitability of writing versus buying options, with no definitive data but a clear invitation for insights from more experienced market participants.
Today we discuss...
- The Thanksgiving holiday week is historically a peculiar time for trading, with irregular schedules impacting market activity.
- The introduction of Bitcoin options has sparked curiosity, with high premiums signaling extreme market expectations but posing significant risks.
- Bitcoin's potential inclusion as a U.S. reserve asset has revived discussions, despite being a long-standing topic without concrete developments.
- Options trading serves as a tool for managing risk, with ongoing debate about whether option writers consistently outperform buyers.
- Advanced data and analysis on options market outcomes could provide valuable insights for seasoned investors.
- The Ethereum market has rebounded to a normal range but has underperformed Bitcoin.
- Bitcoin has benefited from two factors: election outcomes and speculation about its potential role as a reserve asset.
- Trump was strongly pro-Bitcoin, while Harris has shown lukewarm support, affecting market perceptions.
- Speculation on Bitcoin's role as a reserve asset has driven short-term price spikes.
- There are significant challenges to making Bitcoin a reserve asset due to its price volatility and speculative nature.
- Bitcoin's fixed supply and hoarding behavior contribute to its price volatility and limit its practicality as a currency.
- The U.S. government could use confiscated Bitcoin for reserves without impacting the market.
- Michael Saylor's leveraged Bitcoin strategy demonstrates the high-risk, high-reward nature of such plays.
- Bitcoin is increasingly seen as an asset class rather than a functional currency.
- The limited liquidity in Bitcoin due to speculative holding patterns mirrors challenges in other markets with reduced float.
- Small-cap stocks have performed well post-election, partly due to optimism about domestic economic policies.
- Small-cap indexes like the S&P 600 are stricter on profitability compared to the broader Russell 2000, impacting valuation clarity.
- Structural differences in today's IPO and investment landscape may affect the long-term potential of small caps.
For more information, visit the show notes at https://moneytreepodcast.com/cryptocurrency-up-663
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Phil Weiss | Apprise Wealth Management
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