Money Tree Investing
Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not yet mainstream.
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Banking on Change: Exploring Central Bank Digital Currencies
04/26/2024
Banking on Change: Exploring Central Bank Digital Currencies
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 Kristen's views on cryptocurrency and blockchain Implications of banks creating money and it's ties to consumer debt Predictions for the future of money and finance Discusses the impact of CBDCs and the need for public awareness and pushback Distinction between digital money and blockchain Today's Panelists: Kirk Chisholm | Barbara Friedberg | Megan Gorman | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at h
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Chart Crimes: Something Interesting Happened In The Market Today
04/24/2024
Chart Crimes: Something Interesting Happened In The Market Today
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 cycles and paradigm shifts in shaping investment strategies Considerations for adapting investment approaches to changing market conditions Exploration of strategies like stock buybacks, dividend investing, and sector rotation Caution against the simplistic narrative of buy and hold, highlighting the importance of nuanced decision-making Acknowledgment of the complexities and risks involved in market timing and investment decision-making For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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Unlocking Investment Wisdom: Answering Your Listener Questions
04/19/2024
Unlocking Investment Wisdom: Answering Your Listener Questions
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 to align with goals Make informed decisions regarding student loan debt and education expenses Prioritize diversification and informed choices in financial planning How to access your risk tolerance Today's Panelists: Kirk Chisholm | Barbara Friedberg | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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Daniel Kahneman: Something Interesting Happened In The Market Today
04/17/2024
Daniel Kahneman: Something Interesting Happened In The Market Today
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 traditional economic assumptions about rationality and market efficiency Kahneman's experiments highlighted cognitive biases in decision-making Reflecting on Kahneman's legacy, how investors are encouraged to explore his work and its implications for decision-making Technical analysis and emphasizing the importance of comparing assets to identify investment opportunities The example of Apple's performance relative to the S&P 500 illustrates the concept of opportunity cost in investing Using natural gas as an example of applying both technical and fundamental analysis to investment decisions For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges
04/12/2024
Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges
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
04/10/2024
Stock Market Expectations: Something Interesting Happened In The Market Today
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 a reevaluation of its value Market volatility is driven by discrepancies between actual and expected outcomes Anomalies like mispriced stocks present opportunities for investors to capitalize on market inefficiencies Traditional assumptions about market behavior may be challenged by shifts in dynamics, such as the disconnect between interest rates and stock prices Continuous scrutiny of assumptions and adaptation to changing conditions are essential for understanding market behavior For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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Managing the Highs and Lows of the Market by Investing in EFTs
04/05/2024
Managing the Highs and Lows of the Market by Investing in EFTs
Dive into the world of investing in EFTs as we're joined by Bruce Bond, a seasoned expert who's been around the block in the industry. Bruce brings a wealth of experience, having started from the ground up, selling bonds and eventually venturing into the world of ETFs. From his early days at PowerShares to his current gig at Innovator Capital Management, Bruce has seen it all and has some fascinating stories to share. We'll be tracing Bruce's journey through the financial landscape, from the highs of launching innovative ETFs to the challenges of navigating market turbulence. Plus, we'll dig into the nitty-gritty of financial innovation, chatting about how ETFs have revolutionized investing and exploring new strategies to tackle today's unpredictable markets. So, buckle up as we embark on this enlightening conversation and uncover the secrets to thriving in today's ever-changing financial world! Today we discuss: Bruce's journey from bond sales to founding PowerShares and Innovator Capital Management The evolution of financial products, particularly the rise of thematic ETFs Advantages of ETFs over traditional investment vehicles for investors Innovative strategies to navigate market volatility and uncertainty Bruce's insights into the future of finance and investment trends The role of technology in shaping the future of financial services Opportunities and challenges in today's dynamic market environment Bruce's vision for the future of Innovator Capital Management and its impact on investors For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Phil Weiss | Tim Baker | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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This Person Is To Blame For The Market Going Up
04/03/2024
This Person Is To Blame For The Market Going Up
The market's going up and someone has to be to blame! This week we help you understanding the complex forces driving the market highs in 2024. We delve into the trends of the market and various forces at play, seeking to provide listeners with a deeper understanding of the market dynamics. In this episode, we discuss: Fragility, resilience, and anti-fragility are concepts discussed in various contexts. Efficiency-focused systems can become fragile and vulnerable to unforeseen events. Fragility occurs when short-term risk elimination increases long-term vulnerabilities. Resilience entails fortifying oneself against adversity, preparing for challenging times. Diversification in investment portfolios is vital for resilience, mitigating risks from asset overexposure. Understanding investments and avoiding overly risky portfolios ensures long-term financial stability. Rising interest rates and inflation pose concerns for investors, impacting the economy and personal finances. How you can have a more balanced perspective on the market and the current state of political opinions. Managing debt, especially credit card debt, is crucial as rising interest rates may strain finances further. For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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Striking Gold: Investing in Laundromats
03/29/2024
Striking Gold: Investing in Laundromats
Jordan Berry went from being a pastor to striking gold investing in laundromats. His journey's a rollercoaster, from dreaming of Hawaii to diving into the world of laundry. Jordan shares the highs and lows, from snagging laundromats to facing unexpected hurdles. We'll talk about why he made the leap, the perks of laundromat life, and his tips for budding entrepreneurs. Plus, Jordan dishes on what's shaking up the laundry business and where it's headed. Get ready for a lively chat on thriving in the world of laundromat entrepreneurship as we talk with Jordan Berry about: The transition from pastoral vocation to laundromat entrepreneurship The allure of passive income and financial freedom in the laundromat industry Navigating the complexities of acquiring and managing laundromats Overcoming setbacks and failures on the entrepreneurial journey Emerging trends and innovative strategies in the laundromat industry Practical advice and resources for aspiring laundromat entrepreneurs The future of the laundromat business and its potential for growth and profitability Jordan's vision for the future of laundromat entrepreneurship and its impact on aspiring entrepreneurs Today's Panelists: Kirk Chisholm | Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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The Truth About The False Notion of a US Civil War and the Stock Market
03/27/2024
The Truth About The False Notion of a US Civil War and the Stock Market
Another week in the markets and the idea of a potential civil war and the stock market. Another eventful week in the markets, with little significant change. Why so quiet? Discussion revolves around the recent Fed meeting and its implications. Market analysts scrutinize minor adjustments in the Fed's statement for deeper meaning. Understanding market reactions is crucial for informed investment decisions. Market trends reflect the collective actions and sentiments of millions of investors. Investing strategies should consider how news aligns with market expectations and reactions. Media sensationalism and fear-mongering can distort perceptions of market realities. Tune out the noise. Long-term market direction tends to be upward, despite short-term fluctuations. Maintaining a rational perspective and avoiding emotional responses is crucial for successful investing. Why civil war is NOT a possibility in the U.S... Yet if you watch your favorite news station it feels like it is. We discuss how to square that circle. Today's Panelists: Kirk Chisholm | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Unraveling Supply Chain Dynamics from Chaos to Clarity
03/22/2024
Unraveling Supply Chain Dynamics from Chaos to Clarity
I'm thrilled to host Yossi Sheffi, a distinguished professor at MIT known for his expertise in supply chain dynamics. Today, we're diving into the disruptions experienced by supply chains during the pandemic. Professor Sheffi's insights will shed light on the root causes and strategies for resilience. Join us as we explore the impacts on global economies and industries, and uncover valuable insights for navigating future challenges. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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Stock Market Opportunities And Where To Find Them
03/20/2024
Stock Market Opportunities And Where To Find Them
This week we discuss all sorts of great topics such as where to find great opportunities in an expensive market. Why everyone is bearish. And most important, why it pays to be a bull. We're diving into the world of current stock market opportunities and where you can look for them. We'll be discussing where to find great opportunities despite the high market prices, exploring the reasons behind the prevailing bearish sentiment, and highlighting the benefits of maintaining an optimistic outlook, even during challenging times. Key Takeaways: The stock market remains robust despite minor fluctuations. Triple witching is often overhyped and not a significant concern for most investors. Bitcoin may experience short-term fluctuations, but its long-term growth trajectory has been substantial, especially with the introduction of ETFs. Liquidity, expense ratios, and trading options are crucial considerations when choosing ETFs. Critical thinking is essential when consuming financial news. Monitoring various market trends can uncover investment opportunities. Reflecting on missed opportunities is essential for refining investment strategies. Focusing on fundamentals rather than short-term market noise leads to more successful investment outcomes over time. Today's Panelists: Kirk Chisholm | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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The Energy Crisis No One Is Talking About
03/16/2024
The Energy Crisis No One Is Talking About
This week we have Doomberg join us, the prolific writer behind the Doomberg Substack, a renowned for insightful commentary and analysis on global energy dynamics and the current energy crisis under the surface. Doomberg's expertise delves deep into the complexities of the energy sector, exploring the intricate intersections of geopolitics, technology, and sustainability. We discuss the latest trends, challenges, and opportunities shaping the future of energy. For more information, visit the show notes at Today's Panelists: Megan Gorman | Kirk Chisholm | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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Something Interesting Happened In The Market Today
03/13/2024
Something Interesting Happened In The Market Today
Join us to see what happened this week causing a rocket ship ride higher in many assets. crypto, gold, US stocks, international stocks, Japan, and more. Also we discuss the state of the union address, Stanley Druckenmiller, chart crimes and more. This is a fun week with lots of mini rants about the markets. We also take a listener comment tear it apart and show you why he is correct. For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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Drowning in Ordinary Investments? Discover the Untapped Wealth of Water Investment Opportunities
03/08/2024
Drowning in Ordinary Investments? Discover the Untapped Wealth of Water Investment Opportunities
I'm thrilled about today's discussion, Water Investment Opportunities, because we have the privilege of hosting Riggs Eckelberry, a seasoned expert whose upbringing as a corporate guy provided him with a unique, global perspective on the world. Together, we're embarking on a deep dive into the events unfolding in 2024, particularly honing in on the looming presidential election and its potential reverberations across the markets. Our conversation promises to traverse a multitude of topics, from dissecting foreign policy nuances to unraveling the complexities of global trade dynamics. Additionally, we'll delve into the buzzing phenomenon of deglobalization, exploring its far-reaching implications for economies and investors alike. So, without further ado, let's immerse ourselves in this dialogue and uncover the insights that lie ahead! For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Barbara Friedberg | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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What does Investing in Japan, Reddit, and the Moon Have in Common
03/06/2024
What does Investing in Japan, Reddit, and the Moon Have in Common
Why is a raven like a writing desk? I still cannot answer that question. But Japan, Reddit and the moon are all related. Japan recently hit all time highs in the stock market, the moon was conquered by a private company and Reddit will IPO soon. Oh and I forgot about crypto which is also going to be on the moon soon if the price goes any higher. We have another fun episode with Kirk and Phil talking about Phil's experience as an analyst and why Cisco and Chesapeake Energy stopped talking to him after he spilled the beans. Join us for another live episode For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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A Technical Traders Outlook On The Financial Markets
03/01/2024
A Technical Traders Outlook On The Financial Markets
This week we dive into the world of technical traders. We discuss the Risk Management Checklist, allocation, styles, quantity of trades, tactical strategies the psychology of investing and more. Having a process is important. The best process is pushing play on your podcast player and listen to this episode. Join us again for an exciting episode with Chris Vermeulen. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Megan Gorman | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:
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Maybe Powell Was Right About Inflation… What Say You Mr Market?
02/28/2024
Maybe Powell Was Right About Inflation… What Say You Mr Market?
This week we discuss the true cost of the American dream, when the next market sell off will start, and why the financial markets are drastically underestimating inflation. We also discuss why office REITs are in trouble, and druckenmiller's reason for evading the 1987 crash looks similar to the markets today. Join us for another great live episode about the real insight into financial markets without all the fluff. Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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How To Find Your Money Zen – An Interview With Manisha Thakor
02/23/2024
How To Find Your Money Zen – An Interview With Manisha Thakor
This week we discuss how to find you money zen. The combination of financial health and emotional wealth will result in a powerful, research-based framework for getting off the hamster wheel of 24/7 striving so you can start to live a life fueled by authentic joy, connection, and meaning. We discuss... How to cope with financial trauma, cultural norms, societal influences and evolutionary biology. Join us to see how this can positively impact your life. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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Will The Bank Brisk Jog Turn Into A Run?
02/21/2024
Will The Bank Brisk Jog Turn Into A Run?
The banking sector is no longer heading into the toilet, but at some point the bank brisk job may turn into a run. What will happen if it does? Don't wait till it does to do your research. Do it now. Commercial real estate will play a big part in this. The big story today is JAPAN. Huh? Yup Japan is making big news... and no one is talking about it... Once again we are making news great again. Join us to find out why Japan is important now. Also in the news... VC deals are drying up excess saving is drying up too Big tech is getting too big. How big is too big? Alphabet, Microsoft and Apple are bigger than the entire stock markets of UK FTSE 100, Eurostoxx 50 and Swiss Market Index combined. Is this time different? I'm waiting to find out if hundreds of years of history are wrong... probably not. For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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Personal Finance Podcast Interview with Andrew Giancola
02/16/2024
Personal Finance Podcast Interview with Andrew Giancola
This week we interview Personal Finance Podcast host, Andrew Giancola. We discuss everything you need to know about investing and money... and other stuff. We discuss... Perspective of buyers and sellers- balance of what you are trying to accomplish Diversification of income streams Systems and processes are important Quality of books Quality of due diligence Real estate vs businesses And so much more... Today's Panelists: Kirk Chisholm | Douglas Heagren | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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Water Water Everywhere and Not A Drop To Invest
02/14/2024
Water Water Everywhere and Not A Drop To Invest
Investing in water has a certain logic and allure to it in that it is the most prized commodity on this planet. However there is such an abundance that we don't value it with a price. We do have a shortage of drinkable water in many parts of the US and the world and yet very few options to make water drinkable at an economic level. In this episode we discuss investing in water, the upcoming election, the housing problems and more. For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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Global Macro Strategies for 2024: The Hidden Risks
02/09/2024
Global Macro Strategies for 2024: The Hidden Risks
Join us this week as we discuss global macro strategies for 2024. We discuss the 2024 election & Outlook - will the election have an impact on markets? geopolitical impact? World stability? Econ stability- factors for better or worse? We discuss Russia, China, mid east, oil gold, bonds, partisan change in 2024, US political strategy vs geo political strategy, trade war w China, globalization vs deglobalization. --> hypo-globalization. inflation price collapse? Disinflation 1980-2020, China slowdown, and more. For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Phil Weiss | Tim Baker | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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The Stock Market Missed This One Big Thing
02/07/2024
The Stock Market Missed This One Big Thing
The stock market missed this one big thing... But you don't have to. Learn how to take advantage of mistakes the market makes. Join us this week as we discuss all sorts of off limit topics that can help you become wealthy... if you listen 🙂 Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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Why The 60-40 Portfolio Is Broken… And How To Fix It
02/02/2024
Why The 60-40 Portfolio Is Broken… And How To Fix It
We blow up the 60-40 portfolio in this interview. It is broken and needs to be fixed. We discuss how to improve on the 60-40 portfolio with alternative investments and what to look for in the alternative investment space. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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All Time Highs… To The Moon… And the Moon Is Made Of Cheese
01/31/2024
All Time Highs… To The Moon… And the Moon Is Made Of Cheese
Once again we hit all time highs... Is this something to celebrate or fear? This week we discuss the impact of hitting all time highs on the major indexes. IS it something to fear or celebrate. Or does it matter. Join us to discuss the confusing marketing and how to decipher them. Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter): For more information, visit the show notes at
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The Compound Code Interview with Scott Kyle
01/26/2024
The Compound Code Interview with Scott Kyle
Scott Kyle of the Compound Code discusses his views on allocation, time horizon, diversification, dividend stocks and why he think you should not have fixed income. Join us for an interesting episode about compounding. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter): For more information, visit the show notes at
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2024 Started With a Meh…
01/24/2024
2024 Started With a Meh…
Happy New Year... 2024 started with a meh... but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets will do in 2024. And if me telling you what the future holds excites you... I have this beautiful bridge that I'm selling for rock bottom prices. For more information, visit the show notes at Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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Secret Tax Strategies of Wealthy Investors
01/19/2024
Secret Tax Strategies of Wealthy Investors
This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):
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Check out my BIG predictions for 2024
01/17/2024
Check out my BIG predictions for 2024
Happy 2024! It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us this week for my predictions for 2024. Highlights 2024 Predictions: Discussion on predictions for 2024, including the stock market, Bitcoin ETFs, and global chaos. Caution on Predictions: Emphasis on the uncertainty of predictions, highlighting the historical inaccuracy of many forecasts. Risk Management: Advocacy for managing risk instead of predicting performance, with various strategies discussed. Possible Recession: Prediction of a potential recession in Q2 2024, contrary to earlier expectations. Interest Rate Forecasts: Suggests that interest rates may drop less than predicted due to cautious economic measures. Global Conflict Expectations: Anticipation of continued global tensions but with a caution against overestimating the severity. Unpredictability Reminder: Reminds that unforeseen events can alter predictions, underlining the dynamic nature of financial forecasts. Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter:
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