Challenging Conventional Wisdom: Alternative Insights From James Davolos
Money Tree Investing
James Davolos from Horizon Kineticsm discusses the challenges of conventional wisdom in the world of investing. This exciting discussion delved into the intricacies of market dynamics, particularly focusing on the enduring trend of growth outperforming value. Davolos dissected the evolution of this trend, attributing it to factors such as passive investing, low-interest rates, and fiscal spending. Throughout, Davolos provided nuanced insights and offered a thought-provoking analysis of current market conditions. Today we discuss: Factors contributing to the divergence between...
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Buffett-Palooza Dominates The Weekend… And In Other News Your Brain Is Broken
Money Tree Investing
Did you know your brain is broken? Today you find out why! In this episode we talk about coffee and humor and of course the stock market. We get into some deep stuff about cognitive dissonance and how it messes with our heads. Of course the conversation reroutes to investing. You gotta stay flexible and open-minded with your strategies. It's all about rolling with the punches and being willing to adapt, you know? Today we discuss: How history can't be viewed through the same lens as the present; it's a different time period. The understanding of science evolves over time; what was...
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The Power of Patterns: How This Technical Analysis Model Shapes Investment Strategies
Money Tree Investing
Joseph Furnari comes on to discuss his technical analysis model for investment strategies. By combining fundamental knowledge with technical insights, Joe has crafted a simple yet effective model that prioritizes key indicators such as stock price, moving averages, and trend patterns to predict future performance while minimizing complexity. Joe's journey exemplifies a disciplined and systematic approach to investing, guided by a deep understanding of both fundamental principles and technical analysis techniques, driving ongoing research and refinement to optimize portfolio performance. ...
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Something Interesting Happening In The Housing Market
Money Tree Investing
The housing market has been a wild ride since COVID hit, with remote work driving people inland for cheaper homes, though rising interest rates are making it tougher to afford. Surprisingly, despite talk of a housing bubble, foreclosures remain low, suggesting people aren't panicking just yet, despite increasing credit card debt. It's a mixed bag out there, but that's the market for you – always keeping us guessing! Today we discuss: Market expectations of rate cuts not materializing as previously predicted Market prediction metrics and data gathering from betting sites Concerns about...
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Banking on Change: Exploring Central Bank Digital Currencies
Money Tree Investing
Kristen Ragusin joins us to explore central bank digital currencies (CBDC). Kristen has had quite the journey with money. It all started when she was just five years old, earning her allowance by explaining stock markets to her dad. After college, she spent 28 years at Merrill Lynch, managing money and building a practice. Now, she's at Raymond James doing more of the same. But her passion extends beyond traditional finance; she's also a money reformer, advocating for changes in the money system to create freedom and prosperity. Today we discuss: Insights on the financial crisis of 2008...
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Chart Crimes: Something Interesting Happened In The Market Today
Money Tree Investing
Today we talk about chart crimes! We dive into how charts can sometimes tell a misleading story. We have to stress the importance of looking beyond the surface and understanding the narratives behind the data. This chat is full of insights into the complexities of investing and the importance of staying adaptable in the ever-changing market landscape. Today we discuss: The concept of "chart crimes" and how charts are used to convey specific narratives Discussion on the performance of different asset classes over time, including equities and bonds Emphasis on understanding economic...
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Unlocking Investment Wisdom: Answering Your Listener Questions
Money Tree Investing
We're spending time answering your listener questions about investing! Picture diversification like a balanced diet for your money, protecting against market surprises. Learn from mistakes to avoid emotional investing pitfalls. Doug warns about missing out on employer perks, while Barb stresses portfolio balance. Follow these tips for savvy investing and financial advice! Diversify investments across various assets for stability Learn from emotional investment mistakes to avoid chasing returns Utilize employer retirement plans for long-term growth Regularly review and adjust portfolios...
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Daniel Kahneman: Something Interesting Happened In The Market Today
Money Tree Investing
We discuss the life of Daniel Kahneman, a pioneer in behavioral economics who challenged conventional economic thinking. His work reshaped how we view decision-making and market behavior. We also discuss investment strategies, touching on the idea of comparing assets using technical analysis to gauge opportunity costs. Understanding trends before diving into investments is key, as it helps investors make more informed decisions. Join us for another though provoking conversation as we discuss: Daniel Kahneman, father of behavioral economics, passed away at 90 How Kahneman's work challenged...
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Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges
Money Tree Investing
This week we interview Dave Foster, a 1031 expert and Qualified Intermediary. We dive into the benefits of using 1031 exchanges and how it can enhance the returns of your real estate investments by savings on taxes. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at https://moneytreepodcast.com/tax-benefits-of-1031-exchanges-david-foster-598
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Stock Market Expectations: Something Interesting Happened In The Market Today
Money Tree Investing
We explore stock market expectations and how to affect your performance. Is your crystal ball a bit foggy? That uncertainty sends stock prices on a wild rollercoaster ride. Watch out for curveballs, like when interest rates and stocks go on totally different paths, making us rethink everything we thought we knew about investing. Bottom line... The market's a tricky beast, always keeping us on our toes! Today we discuss: Volatility arises as the market reacts to unexpected news and adjusts stock prices accordingly Lower-than-expected earnings can cause a stock's price to drop, reflecting...
info_outlineYou have likely heard, "Annuities are not bought, they’re sold".
Stan “the annuity man” Haithcock knows all about annuities, and knows why there is so much negativity around this financial product.
Variable, fixed, immediate, indexed: It can all be confusing to a person who doesn’t know what annuities are.
“If you are looking for market returns, you should never ever ever buy any type of annuity. If you are looking for income or principle preservation, or maybe some long term care issues, then an annuity may fit.”
Stan asks everyone to answer these two questions:
1. What do you want the money to contractually do?
2. When do you want those contractual guarantees to start?
From this point, you can determine if you actually need an annuity - and what type.
For more information, visit the show notes at https://moneytreepodcast.com/243