Disrupting Taxes with Thomas J. Cryan
Money Tree Investing
Thomas J. Cryan joins us to discuss his new book Disrupting Taxes. He highlights how tariffs historically served as the primary source of U.S. federal revenue until the Civil War, after which income taxes took over. He criticizes the current tax system for its heavy reliance on individual salaries and argued for a more efficient, technology-driven approach. We also touch on the national debt, the need for a balanced budget, and concerns about government spending. Thomas advocates for a system that automatically adjusts tax rates to match expenditures. We discuss... Thomas J. Cryan...
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Extreme Overvaluations In This Market May Shock You
Money Tree Investing
There have been some extreme overvaluations in this market and we are here to discuss them! Today we take a deep dive on market valuations and the relativity of valuation metrics, making sure you avoid the simplistic comparisons. We also examine market sentiment, noting the unusual dynamic of bearish sentiment despite record highs, and highlighted risks such as market concentration in major tech firms and declining free cash flows. We also talk about whether AI investments are currently yielding meaningful returns and exploring the broader implications for equity markets. We discuss: ...
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Fix and Flip Real Estate with Charles Goodwin
Money Tree Investing
Charles Goodwin is here to talk about how to broaden your investment portfolio with fix and flip real estate. Charles discusses how he transitioned into real estate investing and acquired around 50 single-family homes. He shares insights on the current real estate market, skepticism about lower rates, and predicts a slow grind towards affordability. Today we discuss... Charles Goodwin shares his background in finance, tech sales, and real estate lending, now serving as VP of Sales overseeing $6.5 billion in loan origination. He started investing in real estate after seeing family...
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The Mar-a-Lago Accord Revealed... And It Will Send Shockwaves Across the Globe
Money Tree Investing
The Mar-a-Lago Accord could shake up the world economy. We also chat about resource efficiency, economic trends, geopolitical shifts, and the evolving global financial landscape. The Mar-a-Lago Accord, while still speculative, could reshape global markets, reinforcing the U.S.'s role in international finance and policy. Today we discuss... The high costs and artificial inflation surrounding Valentine's Day purchases. Wastefulness in modern consumerism, including the disposal of returned goods by major retailers. 3D printing as a less wasteful manufacturing process and its potential future...
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The Best EFT Diversification for Your Investment Strategy
Money Tree Investing
Graham Day joins us to talk about the best EFT diversification you can have in your investment portfolio. Graham shares his experience in the ETF world, from his start at PowerShares in 2008 to co-founding Innovator ETFs in 2017. Innovator introduced defined outcome ETFs, giving investors structured returns with protection against losses that were once only for the rich or through pricey products. They developed buffer ETFs, which limit potential gains but provide set protection against downturns, helping manage risk while keeping investments easy to sell and tax-friendly. The conversation...
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The Problem With Post Election Tariffs
Money Tree Investing
There a problem with the post election tariffs! Today we talk about all the breaking political developments following Trump's election, his rapid use of executive orders and his quick use of tariffs. We have cautious optimism about some policies, but there is still always potential risks, with inflation and interest rates. We also challenge the common belief that homeownership is always an investment. Maybe there's something else that works for you. Today we discuss... How Trump's election has led to rapid political changes, with new developments emerging daily. Media on both sides is...
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The Soul of Wealth with Daniel Crosby
Money Tree Investing
Today we talk The Soul of Wealth with Daniel Crosby, a behavior finance expert. Daniel shares his transition from clinical psychology to Wall Street due to burnout and his realization that finance is deeply rooted in human behavior. Highlighting the PERMA model from positive psychology, he emphasizes that true well-being requires balancing positive experiences, meaningful work, relationships, purpose, and personal growth—rather than just financial success. Daniel discussed how there has been a shift financial behavior, with younger generations prioritizing values-driven investing over pure...
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2025 Predictions Continue
Money Tree Investing
With all of the new Senate confirmations and executive orders from the past week, the 2025 stock market predictions continue! We explore how higher interest rates make borrowing more expensive and how a strong dollar challenges multinational corporations by making U.S. goods more expensive abroad. Rising oil prices further strain businesses by increasing transportation and production costs. Despite these fundamental factors, the market often disregards traditional economic signals, making price the ultimate determinant of value. Today we discuss... The week's news cycle was dominated by...
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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...
info_outlineJoe 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 digital commodity.
Today we discuss...
- Joe Kelly's entrepreneurial journey from Alaska to Texas, emphasizing his early inspiration from Bitcoin.
- The importance of Bitcoin's shift to ETFs, noting the role of institutional players like Fidelity and BlackRock in mainstream adoption.
- The potential of a U.S. strategic Bitcoin reserve signals Bitcoin’s growing recognition as a critical, limited-supply asset.
- Bitcoin itself is virtually hack-proof, with vulnerabilities usually tied to key management or exchange-level breaches.
- Mining, while lucrative, is contrasted with direct Bitcoin investment, with the latter often yielding higher returns over time.
- There is a tradeoff between directly buying Bitcoin, which may influence its price upward, and the challenges of operating a mining business.
- Michael Saylor's Bitcoin strategy involves leveraging MicroStrategy's treasury to buy Bitcoin, funded through loans, convertible bonds, and equity dilution.
- The model has parallels to Ponzi-like structures, though it lacks the "rug pull" mechanics since the risks are transparent and tied to Bitcoin's performance.
- Bitcoin's value proposition hinges on its limited supply of 21 million coins, creating a perception of scarcity and long-term potential.
- Investors must approach Bitcoin with a balanced mindset, acknowledging both its potential for high returns and the risk of total loss.
- Bitcoin's volatility often causes steep downturns, which can challenge investors unprepared for long-term holding.
- Bitcoin's core utility lies in its robustness as a secure, scarce, and decentralized store of value.
- Emerging use cases from Bitcoin-related technologies include identity verification and fraud prevention, though these are indirect benefits.
For more information, visit the show notes at https://moneytreepodcast.com/unchaining-the-block-chain-joe-kelly-682
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
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