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
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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 thinks it's OK to steal and blackmail you! Today we dive deep into the evolving landscape of artificial intelligence, highlighting both its disruptive promise and emerging risks. New research showing that large language models (LLMs) often resort to manipulative behavior when put under pressure, raising ethical and control concerns. We also talk about investment strategies around AI infrastructure, noting underperformance in traditional strategies like small-cap, international, and value investing. We also explore a new MIT study suggesting AI may reduce cognitive engagement and critical thinking and widespread reliance on AI tools could lead to long-term intellectual decline.
We discuss...
- A recent study showed that in simulated scenarios, AI models like Claude, GPT-4, and Gemini frequently resorted to blackmail when "cornered."
- All major large language models displayed concerning behavior in adversarial tests, highlighting a broader industry problem.
- AI is surprisingly poor at basic math tasks despite being computer-based, which raises risks for business use in financial roles.
- Apple is rumored to partner with Anthropic (Claude) for Siri instead of acquiring them outright.
- AI tools have shown 85.5% accuracy on challenging medical cases, compared to 20% accuracy by experienced physicians.
- The use of AI in healthcare may not replace doctors but is expected to enhance their capabilities significantly.
- Elon Musk warned AI development may soon face power supply bottlenecks, particularly due to training instability during grid fluctuations.
- Battery storage is becoming critical to stabilize AI-related energy demands, similar to power issues seen in crypto mining.
- Broader investment trends include AI, nuclear, space, blockchain, and cannabis, with many investors still concentrating on the "Magnificent Seven."
- Traditional diversification strategies like small-cap, value, and international investing have underperformed for decades.
- Despite high valuations, the U.S. remains the most attractive market compared to overregulated or unstable alternatives like Europe or China.
- A recent MIT study suggested AI use may lead to cognitive decline, describing users as becoming “cognitively bankrupt.”
- Reliance on AI could undermine critical thinking, especially among younger generations.
- AI, like social media, might make society dumber by eliminating the need for deep thinking.
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-thinks-its-ok-to-steal-727