This Hidden Bull Market Is Hiding In Plain Sight
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...
info_outline
Venture Capital in the Age of AI with Anthony Georgiades
Money Tree Investing
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...
info_outline
Central Banks Are Hoarding This Asset Expecting Trump’s Next Move
Money Tree Investing
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
info_outline
Emotional Discipline for Trading Success with Diana Perkins
Money Tree Investing
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...
info_outline
Big Move In This Shiny Asset
Money Tree Investing
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...
info_outline
Long Term Care or Roll The Dice?
Money Tree Investing
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...
info_outline
Good Friday… Good Times… Bad Markets
Money Tree Investing
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...
info_outline
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,...
info_outline
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...
info_outline
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...
info_outlineGood 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 COVID, driven by geopolitical and fiscal uncertainty.
- Trump’s unpredictable moves reintroduced risk into the markets, which had become too complacent.
- The Fed is currently in a wait-and-see mode, which markets interpret as a lack of proactive response.
- Trump criticized the Fed for not following the ECB in cutting rates, claiming it weakens U.S. competitiveness.
- The podcast host believes the market can handle high rates and criticized Powell’s pre-election rate cut as political.
- A continued market selloff is expected, with potential drops of 30–40% in the S&P 500 this year.
- If markets decline significantly, the Fed is likely to step in and cut rates to stabilize things.
- Historically, market declines have been followed by Fed intervention, which then props markets back up.
- A mild recession is likely before any recovery, but the overall economy remains fundamentally strong.
- Tariffs are currently painful for businesses but are viewed as a negotiation tactic rather than a permanent fixture.
- Markets dislike uncertainty, and the next six months are expected to be rocky before clarity returns.
- Keeping cash on hand is advised to take advantage of potential lower asset prices
- Americans are generally uncomfortable with negotiation and volatility compared to the rest of the world.
- Manufacturing may not fully return to the U.S., but diversification is critical for national security.
- Time dilation and recency bias cause people to misjudge the permanence of current events like tariffs.
- Leaders like Trump and Powell are motivated by legacy, not destruction.
- A stronger dollar could hurt gold and hard assets but elevate the U.S. as the most stable economy.
- Investors should routinely reassess their holdings to see if they would still buy them today.
- Always identify the potential exit point for any investment to manage risk.
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/good-times-bad-markets-705