Money Tree Investing
This hidden bull market is actually lying in plain sight! Find out what it is today as we discuss media fear-mongering, unhelpful propaganda, Bitcoin and gold, and more. The central banks continue accumulating gold, emphasizing its historical role as a long-term store of value, and noting that despite the rise of digital assets like Bitcoin (which the U.S. now holds as a reserve), gold's cultural and material significance remains deeply embedded worldwide. Oh, and we also got a new Pope! We discuss... A new Pope from the U.S., Pope Leo XIV (formerly Robert Prevost of Chicago), was...
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Anthony Georgiades shares the future of venture capital in the age of AI. He shares his journey from an early failed startup to becoming a deeply technical investor focused on frontier technologies. He emphasizes the importance of technical literacy in venture capital, especially when evaluating deep tech. We also touch on the economic and existential risks of AI, emphasizing the need for governance, transparency, and decentralized control, while pointing to robotics as a slower-moving but ultimately transformative force in the physical economy. We discuss... Anthony Georgiades shared...
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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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Diana Perkins shares how you can master your emotions through discipline for trading success. Her journey has taken her from a childhood fascination with finance to building a career in trading and eventually launching her own trading education business. She mentors aspiring traders and emphasizes that long-term success is overwhelmingly about emotional discipline and risk management. We discuss... Diana Perkins shares that she knew finance was her calling from a young age, charging her sister interest on loans at age nine. She fell in love with trading stock options and...
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This is a big move in this shiny asset! While everything else in the market is seeing big changes, gold is not different. We are also in earnings season, and major companies' reports can influence markets. Business uncertainty, especially around tariffs, has caused a dramatic slowdown in corporate spending. Forecasting has become very difficult, but there are signs of a potential recession, yet it's still important to avoid echo chambers when forming investment views. We discuss... Inflation has significantly raised prices at restaurants between 2020 and 2025, with breakfast items like...
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We're joined by Frances Reaves, who shares insights from her work in estate and Medicaid planning, on how to get your parents ready for long term care. Frances explains the importance of preparing for elder care before it's urgently needed, sharing her personal experience with her own parents and husband, who is currently navigating Alzheimer's care. The conversation dives into the realities of elder care, including the challenges of navigating the healthcare system, the high costs of in-home versus facility care, and the value of long-term care insurance. We discuss... Francis...
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Good times... Bad markets! Today we talk about recent volatility in the market, particularly in the bond market, as there is a lot of geopolitical uncertainty that are coming with Trump’s economic moves. There may be a market downturn of up to 40% and the Fed will respond most likely respond by cutting rates, a familiar cycle in which political and monetary forces intervene to stabilize markets. Ultimately, if there's a recession, we still don't need to panic, the US markets are still strong so invest accordingly! We discuss... Market volatility recently spiked to levels not seen since...
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Dan Rasmussen returns to talk about how to invest during this global paradigm shift. Rasmussen shares how the post-2008 investment environment has shifted, with international markets now outperforming, volatility spiking, and the dollar weakening. He critiques the AI investment narrative, challenges in AI profitability, the misalignment between AI hype and real-world economic value, and the implications of rising geopolitical and market uncertainty. We discuss... Dan Rasmussen runs the hedge fund Verdad, focusing on microcap value, credit, and market-neutral strategies. His new book,...
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There's a second big move in the S&P 500 and it's going to change things! Today we reflect on a historic and volatile week in the markets, highlighting dramatic swings that included 40- to 50-year extremes. We also talk investor psychology, client reactions, and the importance of focusing on long-term planning rather than daily market noise. There's also been a mystery investment that has quietly outperformed this year despite a lack of media attention so it's important to pay attention to all the trends, even the ones that aren't getting mainstream attention. We also share on Warren...
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Beau Henderson joins us to dive into the often misunderstood world of Social Security planning. Beau highlights how only 4% of people claim their benefits in a way that maximizes lifetime value. We discuss why Social Security is so confusing: its overly complex rules, lack of personalized advice from the SSA, and the financial planning industry's limited focus on optimization due to low compensation incentives. Beau also breaks down a three-step process to make better Social Security decisions. We discuss... Beau Henderson worked in retirement planning for over 25 years, focusing heavily on...
info_outlineKate McAndrew shares her experience with venture capital AI and how it is disrupting the industy. She also talks about unconventional journey into venture capital, from studying art history at McGill to running an accelerator in the Southeast before moving to San Francisco and co-founding Baukunst, a $100M fund focused on pre-seed investments. Kate discusses the venture capital cycle, the advantages of investing at the earliest stages, and the high-risk, high-reward nature of her approach.
We discuss...
- Kate McAndrew shares her unconventional journey into venture capital, starting with an art history degree and entrepreneurial ventures.
- She explains the venture capital cycle, highlighting her focus on the earliest stages of company building.
- The fund emphasizes technology and design-driven innovation over pure tech solutions.
- Kate believes strong businesses with real enterprise value naturally find successful exits.
- She describes how her firm supports founders through recruiting, product strategy, and board participation.
- Kate argues that despite industry changes, great businesses are always built by great founders.
- Mega venture capital funds now dominate the market, reshaping valuations and the early-stage funding landscape.
- Top talent will always attract capital, and fund managers must focus on identifying exceptional companies rather than investing in every deal.
- The venture capital model prioritizes upside potential over downside protection, unlike private equity.
- The AI investment landscape is shifting from infrastructure to application-layer innovations.
- AI is becoming an essential part of all new technology companies, much like mobile technology once did.
- AI adoption may take longer than expected due to human behavioral factors and trust issues.
- SEO and traditional search-based marketing may become obsolete as AI-generated responses improve.
- AI is moving toward full automation of specialized white-collar jobs, raising concerns about economic and societal impacts.
- Some in Silicon Valley are focused on ensuring AI development aligns with ethical and environmental responsibility.
- While AI will disrupt many industries, human connection and purpose-driven work will remain valuable.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Phil Weiss | Apprise Wealth Management
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For more information, visit the show notes at https://moneytreepodcast.com/venture-capital-ai-trends-kate-mcandrew-694