Thanksgiving And Turkey Hangover Is Over… Santa Clause Rally Here We Come
Release Date: 12/11/2024
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...
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Trailblazers, Heroes and Crooks
Money Tree Investing
Steve Foerster, a finance professor and investment historian, to talk his latest book, Trailblazers, Heroes and Crooks: Stories to Make You a Smarter Investor. Steve shared insights into famous financial scandals, such as Bernie Madoff's Ponzi scheme, the Bre-X gold mining fraud, and the Salad Oil Swindle that almost toppled American Express. He highlighted key lessons from these events, including the importance of skepticism, recognizing red flags, and understanding how fraudsters exploit exclusivity and credibility to deceive. These historical stories underscore timeless lessons in...
info_outlineThanksgiving is over and now we're heading into Christmas season! Today we touch on financial planning, likening it to solving a maze by starting at the end: envisioning life goals and working backward to build a plan. We talk about the concept of a "Misogi" or a major annual goal to focus on, aligning it with strategies like bucket lists and planning retirement activities early to maximize fulfillment. Financial freedom isn't just about amassing wealth but about enabling experiences and meaningful life choices and these choices are even important during Christmas!
Today we discuss...
- Time is the most valuable resource because it cannot be created or extended, unlike money.
- Social engagement and new activities are crucial for mental well-being, especially in retirement.
- Retirement follows five stages, from anticipation to reflection on health and family as priorities.
- Over-spending is common in the early retirement phase due to increased free time and enthusiasm.
- Financial planning should begin with identifying life goals and working backward to achieve them.
- A "bucket list" approach helps ensure meaningful experiences are prioritized early in life.
- Start financial planning by envisioning retirement goals and deconstructing them into actionable steps.
- Inflation, taxes, market volatility, longevity, liquidity, and spending are critical risks to consider in financial planning.
- Longevity compounds other risks like inflation, taxes, and volatility, making it crucial to plan for extended lifespans.
- Extending working years is another strategy, but it is subject to factors like health and employment opportunities.
- Spending adjustments are a common way people adapt to financial limitations, underscoring human resilience.
- Behavioral finance plays a significant role in managing wealth and mitigating emotional biases.
- Leveraging Bitcoin or other assets on a company’s balance sheet can offer growth opportunities but requires careful risk assessment.
- Many financial planners fail to address college and housing costs effectively, leading to unnecessary wealth loss.
- A long-term focus and proactive planning are essential for achieving financial and familial goals.
For more information, visit the show notes at https://moneytreepodcast.com/thanksgiving-is-over-667
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners
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