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_outlineToday we talk the end of quarter performance for quarter two of 2025. How did you do? We also cover a wide range of economic and market topics, beginning with the complexities of investing in artificial intelligence, lessons on succession planning, leadership transitions, and the importance of understanding demographic and power dynamics in both politics and investing. We note that large-cap growth, tech, and industrials led Q2 performance, while energy and real estate lagged. Mounting debt, rising delinquencies, and wage garnishment were cited as signs of economic stress, especially among younger and lower-income Americans, but the U.S. is still regarded as one of the best places to live. Today we discuss...
- AI emerges as a hot investing theme, but it’s difficult to get meaningful public equity exposure to the trend.
- We talks lessons for business owners on succession planning and the difference between operators and visionaries.
- You should invest in yourselves, learn how to work with AI, and become irreplaceable in the workforce.
- They conclude that unlike past tech revolutions, understanding AI is more about mindset, prompting skills, and creative application than simply buying stock exposure.
- Warren Buffett can be both the greatest investor of all time and underperform over the last 25 years.
- Buffett’s investment challenges are partly due to managing massive capital, but he also strayed from his original strategy.
- Buffett should have retired decades ago and left day-to-day decisions to others.
- This is a parallel between aging leaders in investing and aging politicians who refuse to step down.
- The Baby Boomer generation is described as unintentionally draining economic resources through demographic trends.
- Understanding leadership transitions and generational shifts is crucial for evaluating companies and markets.
- Q2 market performance shows large-cap growth outperforming small-cap and value stocks.
- Sectors like industrials, communications, and tech led, while energy, real estate, and healthcare lagged.
- High beta, momentum, and pure growth factors outperformed, while high dividend and low volatility underperformed.
- Treasury bonds, especially international, were among the best-performing fixed income assets.
- Precious metals like gold, silver, and uranium led commodities; agricultural products like corn and wheat lagged.
- Many top-performing countries are printing money, boosting markets, despite geopolitical or structural issues.
- Biotech investing is highly complex due to multiple layers of science, regulation, and operational risk.
- Investors don't need to invest in every trendy sector—understanding is more important than participation.
- Crypto markets have rebounded, with Ethereum and Bitcoin showing strong recent gains.
- The "Magnificent Seven" tech stocks have mixed performance, with Apple and Tesla notably underperforming.
- The market is entering a historically strong July–August window, buoyed by trade optimism.
- U.S.–China relations show signs of improvement, including mutual resource access.
- Buy Now, Pay Later services are beginning to impact credit scores and consumer financial stability.
- Over 2.3 million households are delinquent on mortgage payments, with foreclosures up 34%.
- Renters face growing pressure, with 21% behind on payments and eviction filings surging.
- Mounting debt burdens are fueling disillusionment among younger Americans, increasing support for socialism.
- Inflation has cooled from 9% in 2022 to 2.4% in April 2025.
- Despite challenges, the U.S. is still viewed as one of the best places to live.
For more information, visit the show notes at https://moneytreepodcast.com/end-of-quarter-performance-725
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners
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