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_outlineAI just taught me this cool thing... keep on listening to find out what it is! Today we talk about the massive and fast-moving implications of AI. We share the personal experiences with how AI challenges traditional business structures and workflows, requiring users to reimagine how work is done. We also explores how AI may replace many functions within organizations, from marketing to operations, while still lacking in areas like math accuracy and sales conversations. We also talk about Mary Meeker’s AI report, noting unprecedented user adoption, the rapid rise of global competitors like China’s DeepSeek, and the prediction that LLMs will become personal, customizable, and nearly costless. We need to rethink AI’s role in business, its deflationary impact on cost, and how fast-changing technology may render old tools and concepts obsolete.
We discuss...
- How humor and sarcasm could be the final frontier in distinguishing AI from humans.
- The greatest investment in AI is learning how to use it personally and professionally.
- How limited human imagination, not technology, is the biggest barrier to innovation with AI.
- AI’s limitations in math were noted, with a warning not to fully trust it as a CFO despite its operational usefulness.
- AI isn’t quite ready for high-touch sales calls but is rapidly closing the gap in other business areas.
- Global AI adoption is surging, with China’s DeepSeek gaining ground quickly through much lower-cost models.
- Token costs have dropped nearly 100% in two years, and energy efficiency in GPUs has improved drastically.
- With the penny going out of circulation, it might be time to start saving them as collectibles.
- AI development curves are moving much faster than traditional SaaS models, making this a truly disruptive moment in tech.
- Meta’s LLaMA has been downloaded 1.2 billion times in 10 weeks, with over 100,000 derivative models created.
- The performance gap between open-source and closed AI models is shrinking rapidly, with DeepSeek nearly matching OpenAI on benchmarks.
- The AI ecosystem is becoming decentralized, much like the shift from centralized platforms to blockchain-based alternatives.
- Decentralization is praised for enabling free speech, innovation, and diversity of thought, unlike centralized control.
- Most employees are already using AI tools like ChatGPT personally, even if companies haven’t officially adopted them.
- AI is increasing personal productivity, but there’s concern it may ultimately compress work rather than improve quality of life.
- Over 60,000 new AI-related job titles have emerged in just two years, indicating a massive career reshuffle.
- Without earned knowledge, people can misuse powerful tools like AI, just as they did with nuclear weapons.
- The future with AI could resemble either Skynet or Star Trek, and no one truly knows which way it will go.
- There is risk of psychological strain and social dysfunction if people are displaced without purpose.
- AI tools can now bypass paywalls and summarize articles, challenging traditional media revenue models.
- The current wealth gap and collapse of the middle class is unprecedented, even before full-scale AI disruption.
- Decentralized AI (e.g., having your own local models) is seen as essential to maintain independence and avoid manipulation.
- A growing imbalance of more sellers than buyers suggests further downward pressure on real estate prices.
- Political pressure is influencing Fed policy, with previous rate cuts seen as potentially timed to impact elections.
- Global conflict, such as recent Middle East tensions, is having surprisingly little impact on the stock market.
- Investors should focus on risk management given the unpredictability and detachment from fundamentals.
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners
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For more information, visit the show notes at https://moneytreepodcast.com/ai-just-taught-me-this-cool-thing-723