Investing in Legacy Businesses Beats Chasing Tech Trends with Travis Jamison
Money Tree Investing
Today's Panelists: Kirk Chisholm | Douglas Heagren | Diana Perkins | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: Travis Jamison shares his journey from serial entrepreneur to full-time investing in legacy businesses, explaining that while tech is great for building, it’s risky for investing. He allocates capital into small, decades-old businesses via search funds, independent sponsors, and roll-ups, aiming for diversification, steady cash flow, and multiple expansion. Travis views AI less as a direct investment opportunity and more as a tool for operating...
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You Are Probably Missing The Biggest Bull Market Right Now… Here is How You Play It
Money Tree Investing
Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Living and Investing Overseas with Global Real Estate
Money Tree Investing
Kathleen Peddicord shares her experience living investing overseas. Her journey took her from publishing to becoming an authority on global real estate investing. She discusses why she prefers real estate over stocks while also outlining challenges such as lack of MLS systems, legal complexities, and cultural differences. Kathleen explained how to evaluate markets, avoid overpaying, plan exit strategies, and select properties with unique value rather than cookie-cutter developments. She stressed the importance of freehold title, sound property rights, and turnkey management solutions, while...
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Wall Street Is Selling Beer, Beaches, and Barbecue… Here’s How You Can Invest
Money Tree Investing
Wall Street is selling beer, beaches, and barbecue. Want to invest? We also dove into the concerns about the reliability of government data. Investors should focus less on headline data and more on long-term directional trends, since recessions matter less to portfolios than actual corporate performance. We also talk labor markets, employment revisions, and rate-cut predictions, highlighting inconsistencies and the limited value of forecasts. Debt structures like extended auto loans and creative mortgages stress the importance of cash flow flexibility and smart loan structuring rather than...
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The Risks and Rewards of Investing in Fine Art
Money Tree Investing
Philip Hoffman is here to share his journey from CPA to investing in fine art. He founded The Fine Art Group, where he advises wealthy families on art investing, valuations, lending, and education. He outlines the global art market as a $60 billion industry with only $6–10 billion considered truly investable, highlights the risks and pitfalls of treating art as an asset class without expert guidance, and shares cautionary tales of investors losing millions by buying discounted works without due diligence, contrasted with success stories where expertise and timing led to strong returns. We...
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Government Data Is Fake… Here Is the Solution
Money Tree Investing
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Private Market Investing vs. Public Markets: Where the Real Opportunities Lie
Money Tree Investing
Mark Flickinger shares his journey from engineering and building small businesses to working in private market investing at BIP Capital, where he helps both entrepreneurs and high-net-worth investors achieve their goals. He explains that private markets have grown as many high-quality companies remain private longer, creating opportunities for alpha that are less available in public markets, especially as IPO thresholds have risen. Flickinger highlights trends in alternatives, noting that while AI attracts attention, compelling private businesses can now be accessed at lower entry costs. We...
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Looks Like the Market is Going on Vacation… Me Too
Money Tree Investing
It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy’s stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio’s view that real estate is a poor investment in today’s environment with recent price drops accorss the U.S. Today we discuss... Douglas Heagren | ...
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The Singularity Paradox with Anders Indset
Money Tree Investing
Anders Inset is here to share on this new work The Singularity Paradox. He shares his journey from capitalist and athlete to author and shares the concept of the technological singularity and the associated risks of creating godlike, self-improving machines without fully understanding their implications. He argues for developing “artificially human intelligence” rooted in human biology to preserve humanity in the face of exponential technological growth. The discussion covers the profound transformations such advancements could bring, from curing diseases and achieving abundant energy to...
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Is Private Equity Destroying Your Favorite Consumer Products?
Money Tree Investing
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
info_outlineThere is war in the middle east again! Today we talk about the recent escalation of conflict between Israel and Iran, with speculation that the U.S. may be involved indirectly. Media narratives are particularly frustrating, with uncertainty and conflicting reports make it difficult to know what’s truly happening. This definitely parallels the financial markets, particularly with how differing narratives shape reactions during times of volatility with many often making moves on perception rather than confirmed facts. The war could potentially impact on oil prices and inflation among other global economic repercussions despite the U.S. being more energy independent.
We discuss...
- War has reignited in the Middle East, with Israel attacking Iran and missiles flying in both directions.
- There's confusion about U.S. involvement, with implications that support for Israel exists behind the scenes.
- The biggest economic concern is the potential for rising oil prices and inflation due to conflict.
- Oil futures spiked shortly after the attack, raising suspicions of insider trading among politicians.
- The discussion draws parallels between the chaos of war and financial markets—both are driven by incomplete, misleading, or rapidly evolving information.
- The role of algorithms and the lack of liquidity are blamed for severe price swings during market disruptions.
- Humans feel compelled to understand market movements even when there may be no clear explanation.
- Market price is the most honest signal, but its drivers are often unknowable or misleading.
- The U.S. is stepping back from global policing, reinforcing an “America First” geopolitical posture.
- China is rapidly overtaking Western industries like autos, robotics, and nuclear energy.
- Global money printing continues to fuel equity markets despite mixed economic signals.
- Investment strategy should focus on capital flows, not moral preferences or outdated macro narratives.
- ESG investing appeals to emotions, but maximizing returns and funding good later may be more effective.
- Google quietly changed its algorithm to penalize independent contractors on major media platforms.
- Search is undergoing a dramatic transformation due to AI, fundamentally changing how users and companies interact with information.
- Google’s ad business is threatened as users shift from browsing search results to receiving direct AI-generated answers.
- New technologies upend existing industries, especially if introduced abruptly without time to adapt.
- The global AI race—especially against China—is accelerating progress beyond what’s safe or manageable.
- AI will likely displace workers not all at once, but gradually as its capabilities expand and efficiencies are realized.
- AI thinks differently than humans—it doesn’t require order or structure to understand inputs.
- Learning how to think and work with AI is becoming a crucial new skill set.
For more information, visit the show notes at https://moneytreepodcast.com/war-in-the-middle-east-721
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Phil Weiss | Apprise Wealth Management
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