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_outlineToday 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 psychology—how emotion, bias, and sentiment often drive poor timing and decision-making in markets.
We discuss...
- The Kolbe test, which measures instinctive strengths and natural problem-solving styles rather than personality or intelligence.
- Businesses use Kolbe results to build better teams by pairing complementary working styles.
- We also talked current market conditions, drawing comparisons between today’s tech boom and the late-1990s dot-com bubble.
- How Nvidia’s vendor financing arrangements resemble accounting maneuvers from the dot-com era, raising concerns about inflated revenues and future write-down risks.
- The hosts noted signs of late-cycle behavior in markets, including excessive optimism, overleveraged valuations, and creative corporate accounting.
- Recessions serve an essential economic function by clearing out inefficiencies and “dead wood,” creating healthier long-term growth.
- A segment focused on earnings season, particularly the uneven performance in the financial sector and what it signals about underlying economic momentum.
- We analyzed technical market patterns, such as key resistance and support levels in small-cap indexes and precious metals.
- How gold and silver might act as contrarian signals or safe havens amid market uncertainty.
- The discussion emphasized the interplay between fundamental and technical analysis, stressing that investors should use both to form a complete market view.
- They highlighted the danger of emotional decision-making, noting that fear and greed often lead investors to buy high and sell low.
- The episode closed by underscoring the importance of maintaining discipline and objectivity, especially during euphoric or panic-driven market phases.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Phil Weiss | Apprise Wealth Management
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For more information, visit the show notes at https://moneytreepodcast.com/earnings-season-investing-secrets