How AI will Transform the Future of Trading with John Bartleman
Money Tree Investing
Barbara Friedberg | Diana Perkins | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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The Stock Market Is Broken… K Shaped Economy
Money Tree Investing
The stock market is broken! Today we talk about a broad range of economic, market, and behavioral topics, beginning with the cognitive bias of sunk costs and how it affects personal decisions, investing, and business choices, emphasizing the importance of recognizing losses and cutting them early. We also explore recent market signals, including distress in the credit and auto-loan markets, and the K-shaped economy. We also critique media and policy narratives, pointing to propaganda around climate change and the pivot to nuclear energy. It's important to be aware and prudent in your...
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Secrets To Spending Less On The Cost Of College
Money Tree Investing
Mark Salisbury shares the secrets to spending less on the cost of college! As the founder of TuitionFit, explains how the college pricing and financial aid system is designed to favor schools over families. He describes how emotional marketing, opaque pricing, and complex financial aid forms create confusion and limit families’ leverage. he outlines how students and parents can regain control by defining their price range first, using resources like TuitionFit and net price calculators, and strategically managing assets, timing, and financial disclosures. He also covers how income, savings,...
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Should The S&P 500 Go Higher?
Money Tree Investing
Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Using AI to Transform Long-Term Care with Lily Vittayarukskul
Money Tree Investing
Lily Vittayarukskul shares her remarkable journey from working at NASA in her teens to founding a company that innovates with AI to transform long-term care planning. We explore why long-term care remains one of the most misunderstood and underserved areas in wealth management, despite being one of the biggest retirement risks. We break down how long-term care works, who needs it most, the pros and cons of self-funding versus insurance products, and why many families fail to plan until it’s too late. We discuss... Barbara Friedberg | Douglas Heagren | Follow on...
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The Stock Market Bubble Is Getting Bigger... This Is When It Will Pop
Money Tree Investing
The stock market bubble is going to pop! And we're going to tell you when. In today's episode we discuss that price is the ultimate indicator of market truth. Charts, narratives, and data often distort reality, while price alone reflects what investors truly believe. Don't overcomplicate investing with speculative indicators, fear-based “chart crimes,” and emotional herd behavior, especially in areas like AI stocks that echo the dot-com bubble. Fundamentals and narratives often mislead, while disciplined attention to price direction and risk management yields better results. We...
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Investing Into Space is No Longer Science Fiction
Money Tree Investing
Have you thought about investing into space? Mark Boggett, CEO of Seraphim, shares the investment opportunities in the rapidly expanding space industry. He explains how innovations led by SpaceX dramatically lowered launch costs and increased access to space, catalyzing growth in satellite constellations and data-driven applications for defense, climate, and communications. He emphasizes that near-term investment potential lies in defense and climate-related uses of satellite data, rather than speculative ventures like space travel or asteroid mining. He also highlights the growing importance...
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Record Levels Of Money Market Funds Does Not Mean What You Think
Money Tree Investing
There are record levels of money market funds, but it doesn't mean quite what you think. Today we also explore recent market volatility sparked by Trump’s brief tariff announcement and a sharp crypto sell-off that triggered stop-loss cascades. We also analyze seasonal trends, the rotation from mega-cap tech into value and small-cap stocks, and why most active managers underperformed the S&P 500 this year. We talk the importance of diversification, understanding risk tolerance, and viewing corrections as part of normal market cycles rather than reasons to panic. We discuss... Phil Weiss...
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How to Use Puerto Rico’s Act 60 to Growth Your Wealth
Money Tree Investing
CPA Rachel Farris joins us to talk about how you can benefits from Puerto Rico’s Act 60 tax incentives by becoming bona fide residents of the island. Rachel explains how the program was created to attract capital and talent to Puerto Rico, the rules around residency and post-move appreciation, and the common pitfalls people face when trying to qualify. She also discusses lifestyle differences, cost of living, and more, as the Act requires genuine relocation and compliance with IRS rules to be done correctly. We discuss... Barbara Friedberg | Douglas Heagren | Follow on...
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Earnings Season Investing Secrets
Money Tree Investing
Today we dive into earnings season investing secrets. Learn the investing secrets that will grow your wealth as we dive into market analysis highlighting accounting red flags and potential overvaluation risks. Financial engineering often signals late-cycle behavior recessions, though unpopular, are necessary to clear economic “dead wood.” We also examined current earnings trends in the financial sector, technical market patterns like resistance and support levels in small caps and metals, and the importance of balancing fundamental and technical analysis. We also talk investor...
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