Collaborative Leadership in an AI-Driven World
Money Tree Investing
Sallyann Della Casa, CEO Dubai-based “community as a service” GLEAC, joins us to share her personal journey and how collaborative leadership will thrive in our AI-drive future. She explains how access to networks, proximity to experience, and “quiet capital” are often more powerful than credentials alone in shaping opportunity, leadership, and career outcomes. We explore inequality driven by access rather than ability, leadership and gender mental models, and examines why modern society struggles to produce widely respected leaders. We also education and AI, arguing that traditional...
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CAUTION… Santa Clause Rally Ahead
Money Tree Investing
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Why Stocks and Gold Are Soaring in a World Full of Risk with George Economou
Money Tree Investing
Economist George Economou joins us today to share why stocks and gold are soaring in the modern global market. He talks about his global outlook on markets amid rising economic and geopolitical uncertainty, AI-driven growth narratives, stock buybacks, and deep investor anxiety fueled by a multipolar world. We also chat on trade tensions, and escalating conflicts across the globe. He explained how falling interest rates continue to prop up U.S. and European stocks despite stretched valuations, why gold is surging as central banks and investors hedge geopolitical risk, and why tariffs are...
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The Federal Reserved Tipped It’s Hand For a Bull Market In…
Money Tree Investing
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Reinventing Taxes to Make Them Work for You with John Thompson
Money Tree Investing
Barbara Friedberg | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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This December Secret Could Be Your Best Trade of the Year
Money Tree Investing
This could be your best trade of the year! Join us as we share December secrets for your portfolio. We also talk about the shifting narratives around climate change, deregulation, and rising energy demand driven by AI. We also explore expectations for low energy prices through the election cycle, concerns about an AI-driven bubble, the continued K-shaped economy, and tactical investing insights such as exploiting year-end tax-loss selling, watching beaten-down sectors, monitoring insider buying, and recognizing mutual-fund distribution dips. We discuss... Follow on Facebook: Follow...
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Options Strategies for Modern Investors with Lawrence Kriesmer
Money Tree Investing
Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Breaking News… HUGE Opportunities in Latin America, Silver and Biotechnology
Money Tree Investing
There are financial opportunities in Latin America, silver and more and today we are going to share them with you! We also talk holiday shopping trends and the struggles of retailers in our current economy. We also dive into “confuse-opoly” industries like furniture, mattresses, and healthcare where pricing is intentionally opaque, share personal experiences with overpriced goods, and discuss how margins, supply, and consumer behavior shape retail dynamics. Today we discuss... Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more...
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The Bull Market In Cash Is Coming...
Money Tree Investing
A bull market in cash is coming! Gary Zimmerman, founder and CEO of Max, explains how he discovered major inefficiencies in the cash-deposit market and built a platform that helps clients earn higher yields while staying fully FDIC-insured. We explore how broker-dealer incentives shaped the “always be invested” mindset, why RIAs take a more fiduciary approach to cash, and how most advisors dramatically underestimate how much cash clients actually hold in outside bank accounts. We also dive into the strategic role of cash in portfolios, the psychology and behavioral finance behind loss...
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More Shocking Signs... The Economy Is Breaking
Money Tree Investing
The economy is breaking, and today we discuss the signs. We explore the challenges of navigating today’s markets, highlighting the volatility and skepticism around AI-driven companies, overinflated stock valuations, and earnings season dynamics where “beating expectations” often masks underlying realities. It's important to be cautious investors over high P/E ratios, unsustainable growth, and market timing. You need to focus on risk management over speculation. Critical thinking is also imperative while evaluating data and it's important to question assumptions and focus on market...
info_outlineYour financial advisor hates this bull market! Find out what it is as we talk the recent market conditions as well as the potential upcoming government shutdown, noting that while shutdowns once spooked markets, investors have become largely desensitized as they rarely have major lasting effects outside of government employees and contractors. Shutdowns have historically been used as political tools, sometimes causing GDP drag and reputational costs, but now often register as background noise. We also chat about seasonal and cyclical inflection points—like quarter-ends, tax-loss selling, and earnings season—that can drive short-term volatility. It's important to keep your perspective, recognizing political drama as a “circus,” and instead focusing on underlying market cycles. Today we discuss...
- Government shutdowns used to trigger fear in markets but now typically cause little more than short-term noise.
- Politicians increasingly use shutdowns as leverage tools in budget negotiations rather than genuine fiscal concerns.
- Past shutdowns have shown temporary GDP drag but very little lasting structural harm to markets.
- Markets tend to quickly recover after shutdown drama fades, reinforcing investor desensitization.
- The real drivers of volatility now are cyclical factors like quarter-end portfolio adjustments and tax-loss harvesting.
- Earnings season consistently creates inflection points for markets, often outweighing political headlines.
- Seasonal forces can exaggerate short-term market swings, particularly in September and October.
- Positioning between defensive stocks and growth stocks is more critical for risk management than reacting to shutdown fears.
- Broader global market trends often matter more than U.S. political events.
- U.S. small-cap stocks have underperformed compared to large caps and international equities, reflecting structural weaknesses.
- Investors should focus on long-term positioning rather than reacting to short-lived shutdown volatility.
- Shutdowns reveal the widening gap between political theater and actual economic fundamentals.
- Short-term market noise from shutdowns can actually create opportunities for disciplined investors.
- Shutdowns are best understood as temporary disruptions, not trend-defining events.
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | Mergent College Advisors
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For more information, visit the show notes at https://moneytreepodcast.com/your-financial-advisor-hates-751