- Precious metals, especially gold and silver, have been performing strongly, but recent market breakouts are showing signs of weakness, signaling caution for over-leveraged investors.
- September was a high-gain month, leading many investors to become overextended, with earnings season potentially introducing volatility.
- The precise reasons for gold’s rise are unclear, though factors like central bank purchases and possible stablecoin-backed demand may contribute.
- Gold acts as a fear indicator rather than a production-based asset, with rising prices reflecting concerns over fiat currency and economic uncertainty.
- Historical comparisons show current gold-to-oil ratios are anomalous, echoing aspects of the 1970s stagflation period while oil prices remain low.
- U.S. stock market gains are outpaced by European and emerging markets this year, emphasizing the importance of global diversification.
- Average S&P 500 returns differ from actual realized returns due to volatility and sequence-of-returns risk, affecting long-term retirement planning.
- Electricity prices have surged in most U.S. states, highlighting structural energy supply challenges and rising costs for consumers.
- AI expansion is creating unprecedented energy demand, potentially driving electricity prices higher and stressing grid capacity.
- Nuclear energy development is critical to meet growing energy needs, yet decades of poor policy and infrastructure deficiencies hinder progress.
- Media narratives on energy and investment trends can be manipulated, requiring investors to critically evaluate information.
- Historical tech and AI boom comparisons suggest caution, as overhyped markets with high valuations may lead to significant losses.
- Investors should manage risk carefully, use first-principles thinking, and avoid greed-driven overexposure to emerging trends like AI.
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...
info_outline
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
info_outline
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...
info_outline
The Federal Reserved Tipped It’s Hand For a Bull Market In…
Money Tree Investing
Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
info_outline
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
info_outline
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...
info_outline
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
info_outline
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...
info_outline
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...
info_outline
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_outlineRight now, you should invest in anything but the S&P 500... Today we talk about what you should invest in instead. We focus was on market dynamics, particularly the strong performance of precious metals like gold and silver, the technical risks of recent market breakouts, and the caution needed after periods of rapid gains. We examine broader market trends, highlighting the relatively stronger performance of European and emerging market stocks versus the U.S., the importance of diversification, and more.
We discuss...
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | Mergent College Advisors
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/invest-in-anything-but-755