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! 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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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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Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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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 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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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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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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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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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_outlineHave 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 of sustainability, debris management, and more.
We discuss...
- Mark Boggett is a career technology investor who founded Seraphim Space, the world’s first space-focused investment fund.
- Seraphim Space operates a global accelerator, a private venture fund, and a publicly listed growth fund on the London Stock Exchange.
- Boggett shifted focus to space investing after recognizing how technologies like AI, telecommunications, and 3D printing were transforming the sector.
- SpaceX revolutionized space access by reducing launch costs from $86,000 to $1,000 per kilogram and dramatically increasing launch frequency.
- Smaller, cheaper satellites now enable massive constellations that provide real-time Earth observation and global connectivity.
- Investment opportunities in space fall into three categories: upstream (launch and satellites), downstream (data and applications), and in-space (future lunar and interplanetary activities).
- The most investable areas today are defense and climate-related satellite data applications rather than speculative space travel or mining.
- The falling cost of launch is paving the way for large-scale space infrastructure, including future data centers powered by solar energy.
- Space debris is an emerging challenge, driving new industries focused on monitoring, avoiding, and removing defunct satellites.
- Regulatory changes now require satellite operators to deorbit defunct satellites within five years, accelerating growth in orbital cleanup services.
- Defense is a major driver of demand for satellite technology in intelligence, communications, navigation, and asset protection.
- The “in-space” category includes lunar landers, space stations, and eventual habitation or mining ventures, though these remain long-term prospects.
- NASA’s new funding model relies on private companies like Axiom Space and Voyager to build commercial space stations.
- Boggett concludes that while long-term prospects like lunar mining are exciting, the current trillion-dollar opportunity lies in satellites, data, and communication serving Earth-based customers.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Phil Weiss | Apprise Wealth Management
- Douglas Heagren | Mergent College Advisors
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For more information, visit the show notes at https://moneytreepodcast.com/investing-into-space-mark-boggett-760