The New Global Paradigm Shift And How To Invest
Money Tree Investing
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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A Second Big Move In The S&P 500 Will Change How You Think About Stock Investing
Money Tree Investing
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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What 96% of People Get Wrong About Social Security Planning
Money Tree Investing
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...
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A Big Move In The S&P 500 Is Coming
Money Tree Investing
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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The Growth of Global Investing with Ladislas Maurice
Money Tree Investing
Ladislas Maurice joins us today to discuss the benefits of global investing. He shares his experience in emerging markets, and the investing benefits of getting a second citizenships. He shared insights on identifying macro opportunities in various countries, such as Uzbekistan's stock market and Egypt's real estate deals. He emphasized diversification to manage risk and shares the benefits of second citizenships, including access, security, and generational opportunities. Today we discuss... Ladislas Maurice shared his background in law, business, and his expat career with Nestlé...
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Is Your Social Security Safe From DOGE?
Money Tree Investing
Is your social security safe from DOGE? Today we talk about the big changes coming to the Social Security Administration and how (or if) they impact you! We talk about social securities origins as a safety net, its current insolvency trajectory by the early-to-mid 2030s, and the political challenges of reform. We critique the past government inaction and explores potential solutions. Don't worry, your social security won’t disappear overnight so make rational decisions rather than reacting to media-driven fear. We discuss... Market volatility and the significance of quarter-end...
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Investment Management in a Volatile Market with Shelby McFaddin
Money Tree Investing
Shelby McFaddin is here to discuss investment management for your portfolio in 2025's volatile stock market. Shelby discusses her time at Motley Fool Asset Management and shares her journey from studying economics and international affairs to working in private and public equity before transitioning to her current role. She shared insights on her investment strategy, highlights the challenges of stock picking in today's market, and emphasizes the importance of quality over chasing trends. She also talks the impact of macroeconomic factors, inflation, and interest rates on investing, and the...
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Extreme Overvaluation In These Stocks May Shock You
Money Tree Investing
There are some overvaluation in these stocks that may shock you! Today we discuss concerns over the stock market's high valuations, with a historical P/E ratio of around 17 now sitting at roughly 35, indicating extreme overvaluation comparable to the tech bubble. There is a risk of a potential 50% market correction and those who have only experienced rising markets, may be unprepared for downturns. We talk about the importance of hedging, reassessing portfolios, and understanding that economic conditions, stock markets, and politics do not always align. We discuss... Current market...
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Trading Mindset Revealed
Money Tree Investing
Lia Holmgren, a former psychotherapist turned full-time stocks trader and trading coach, joins the podcast to discuss the trading mindset. As a stock trading coach she shares how her background helps traders manage discipline, risk, and emotional control. Lia details her approach to options trading, preferring long-term leaps on high-quality stocks and selling covered calls for additional income, while stressing the importance of position sizing and risk management. Learn how you can trade more successfully and without emotion as today we discuss... Lia Holmgren shares her background,...
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Shocking Revelation…Housing Bubble 2.0
Money Tree Investing
We are back in the middle of housing bubble 2.0. Today we cover recent market corrections, investor psychology, and the importance of perspective when managing investments. We talk recent market downturns and real estate. Including the concerns over rising FHA mortgage defaults, government intervention artificially propping up housing prices, and the potential for a significant correction if foreclosure backlogs are released into the market. We discuss... The U.S. stock market recently declined about 10%, marking an official correction and triggering investor anxiety. Many investors...
info_outlineDan 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, The Humble Investor, compiles insights from a decade of writing research notes.
- How the post-2008 market was defined by low volatility, strong U.S. equity performance, and growth stock dominance.
- In 2025, international markets have started outperforming U.S. equities, signaling a potential regime shift.
- As AI skepticism grows, tech giants have seen declining returns due to increased capital intensity.
- The profitability of AI investments remains unclear, with few killer applications and unsustainable infrastructure costs.
- Chipmakers like Nvidia require enormous customer spending just to justify current valuations.
- The long-term viability of AI, citing high operational costs and uncertain end-user benefits.
- Rising market volatility, potentially driven by politics and the dollar, is pushing investors toward safer, lower-volatility assets.
- Despite years of underperformance, international investing may be entering a comeback phase.
- Google is testing a shift from a pay-per-click to a pay-per-lead ad model in select zip codes.
- ChatGPT is becoming a preferred tool for research due to speed, accuracy, and reduced noise compared to Google.
- The uncertainty around AI profitability makes current tech valuations speculative and potentially risky.
- Potential large-scale layoffs in government and academia could ripple through the broader economy.
- Shifting public-sector workers to private-sector roles is uncertain and may not offset job losses.
- Despite Trump’s influence, AI is seen as a more dominant force for markets than political shifts.
- Japan is highlighted as a promising international market due to undervalued stocks with fortress balance sheets.
- Gold has become a favored allocation, with some portfolios holding as much as 35% due to recent strong performance.
Today's Panelists:
- Megan Gorman | The Wealth Intersection
- Douglas Heagren | Pro College Planners
- Kirk Chisholm | Innovative Wealth
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For more information, visit the show notes at https://moneytreepodcast.com/global-paradigm-shift-dan-rasmussen-704