Money Tree Investing

Andrew Stotz returns to discuss World War 2.5! Having moved from the U.S. to Thailand in 1992, Stotz has extensive experience in the Thai stock market and now runs A. Stotz Investment Research. Stotz shared his perspective on U.S. dominance in Europe, the growing tension with China, and the shift of global resources, particularly in Africa. He also highlighted the increasing complexity of international compliance regulations driven by Europe's green energy transition. Learn how all this significantly impact global markets and developing nations. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/world-war-2-5-andrew-stotz-640 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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

The fed is cookin' up something and today we talk about their upcoming decision on interest rates, and debate on whether and how much rates should be cut. We discuss the impact of potential rate cuts - there’s concern about inadvertently stoking inflation or failing to manage a gradual economic slowdown. We also talk about market expectations, past misjudgments, and behavioral biases and how they effect investment strategies. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/fed-is-cookin-639 Today's Panelists: Innovative WealthBarbara Friedberg Personal FinanceApprise Wealth Management 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

Kepmton Schwab is here to discuss Venture Capital (VC) investing! We also discuss the emotional and strategic aspects of selling a business and how successful sales really comes down to aligning the interests of both the seller and the buyer. We also talk about the hot trend of institutional money pouring into private companies, especially in tech and AI, and how emerging technologies can boost a company’s value and more! Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/vc-investing-kempton-schwab-638 Today's Panelists: Innovative WealthBarbara Friedberg Personal FinanceApprise Wealth Management 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

Powell was in Jackson Hole last week and today we discuss some Jackson Hole Revelation on the future of the market and interest. We also talk the current election and all of the ins and outs of election strategy. Then, we veer into how social media is changing elections and how it feels like people, especially comedians, are holding back more than they used to because of cancel culture. We reflected on how trends, whether in culture or finance, often swing to extremes before eventually balancing out. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/jackson-hole-revelation-637 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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

Roger Silk joins us to discuss TIPs, treasuries, and inflation, and more! He explains the nuances of the repo market, potential risks, and its role in the broader financial system. Silk also touches on the impact of interest rates on asset values and the banking sector from his time at World Bank. Silk also discusses complex financial products like treasury inflation-protected securities! Join us today as we discuss... For more information, visit the show notes at https://moneytreepodcast.com/treasuries-and-inflation-roger-silk-636

A lot of volatility exists in the stock market right now, but did you know you can actually benefit from it? Today we talk about how market reactions are driven by expectations versus reality, with surprises like unexpected Fed actions causing significant volatility. Political uncertainty certainly has an impact on the market and you can't even rely on Wall Street predictions. That's why it's crucial to understand market sentiment and how everyone’s collective behavior influences market trends over trying to predict the market itself! Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/volatility-exists-635

Do you have proper protection for your portfolio? If not, gold might be the solution for you. Rich Checkan is here today to discuss the "stealth gold market." He delves into the cultural differences in gold ownership between Eastern and Western investors. He also touches on the distinct dynamics of the silver market and the industrial uses and market behavior of platinum and palladium. We also discuss the manipulation of gold prices and the broader implications of the massive money printing and national debt on the gold market. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/protection-for-your-portfolio-rich-checkan-634 Today's Panelists: Innovative WealthBarbara Friedberg Personal FinanceApprise Wealth Management 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

There's new investing framework you need to be aware of! Join us today as we discuss what it is. Today we chat about the recent performance of the S&P 500, the current economic system, which is reliant on money printing by the Federal Reserve, and the lack of viable alternatives to this system. We need to be able to adapt to new information and market conditions, even when it challenges previous assumptions. Investors to be flexible in their thinking and strategy. Join us as we discuss... For more information, visit the show notes at https://moneytreepodcast.com/new-investing-framework-633 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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

Bob Elliott discusses how investing in hedge funds can be for everyone! Elliott highlighted the traditional "two-and-twenty" fee structure, common in hedge funds, private equity, and other alternative assets, which can significantly erode investor returns. His firm aims to replicate these strategies, including equity long-short and global macro, using advanced machine learning to infer hedge fund positions from return data, making them accessible at lower fees for the average investor. Today we discuss... Today's Panelists: Innovative WealthBarbara Friedberg Personal FinanceApprise Wealth Management 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/investing-in-hedge-funds-bob-elliot-632

In the financial markets, it's common to spurious correlations based on historical data. However, the economic landscape has evolved, and banks now invest more in treasuries and borrow from the Fed rather than traditional lending. This shift questions the yield curve's predictive power. Additionally, spurious correlations show absurd links between unrelated data points, emphasizing the need for critical analysis of data to avoid misleading narratives. Today we discuss... Financial markets often draw conclusions from patterns, such as the inverted yield curve predicting recessions. Today's economy differs from 30 years ago, with banks favoring treasuries over traditional lending, altering the yield curve's predictive power. Correlation does not always imply causation; the inverted yield curve's causative effect may be weakened. Spurious correlations can be humorous but highlight the pitfalls of finding meaning in random data patterns. The bond market, at $130 trillion, dwarfs the $50 trillion US stock market and $100 trillion global stock market. The increasing debt and bond market highlight the importance of access to capital. AI's impact is currently seen as limited by many CEOs, viewing it as a potential rather than immediate profit driver. Microsoft's expenses on data centers have increased significantly, reflecting the infrastructure investment for cloud and AI services. Commercial real estate faces challenges, with significant losses on properties due to rising interest rates and reduced demand. Residential real estate is also under pressure, with 41.4% of median income now spent on new mortgages, surpassing 2008 levels. For more information, visit the show notes at https://moneytreepodcast.com/spurious-correlations-631 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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

The crypto trade continues to stay strong! Do you know where to invest? Join us for an interesting conversation with Paul Rosenberg as he shares some tips and current insights on the crypto space. Paul discusses the state of Bitcoin and Ethereum, the challenges they face, and the implications of their integration into mainstream financial systems through ETFs. He also highlights the geopolitical and economic shifts impacting the global financial landscape. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/crypto-trade-continues-paul-rosenberg-630 Today's Panelists: Innovative WealthBarbara Friedberg Personal FinanceApprise Wealth Management 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

Did you know ice baths can help you keep a cool head when the markets experience a small pullback? They have so many additional benefits you may never thought of! In this weeks episode we discuss ice baths, the market, housing data, and more. We talk about confusing and contradictory signals in current trends, the importance of being cautious during a statistically weak period in the stock market, and watching market trends closely to make informed decisions. Today we discuss... Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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/small-pullback-ice-baths-629

Join us today as Blake Christian reveals the secrets of Opportunity Zone funds. He's here to explain the flexibility and tax benefits of these funds. He highlights the program's role in encouraging investments in underserved communities. He also shares the challenges in navigating the rules and compares OZ funds with other tax deferral strategies like 1031 exchanges. Prepare to learn everything you've ever needed to know about OZ funds! We discuss... For more information, visit the show notes at https://moneytreepodcast.com/the-secrets-of-opportunity-zone-funds-blake-christian-628 Today's Panelists: Innovative WealthBarbara Friedberg Personal FinanceApprise Wealth Management 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

We reveal the next hot trend and cover all the hot topics. We discuss free speech, political violence, and how bad ideas are necessary to recognize good ones. Additionally, we talk discuss energy consumption, the increasing demand driven by AI and the need for clean energy solutions like nuclear power. We also discuss the growth in data centers and the importance of investing in energy and technology sectors to address these trends. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/next-hot-trend-627 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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

Nelson Chu joins us today to discuss the rise of private credit! He's here to share how private credit emerged as a significant player post-2008 financial crisis when banks scaled back their lending. Despite his initial lack of experience in credit, Nelson was drawn to private credit for its potential to offer shorter durations, lower minimum investments, and attractive yields compared to traditional bank loans. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/the-rise-of-private-credit-nelson-chu-626 Today's Panelists: Innovative WealthApprise Wealth Management 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

Are you losing out on good investments due to confirmation bias? We often want clear, definitive answers to how to invest, but in financial markets and social media, this can be tricky. We tend to look for information that supports what we already believe, known as confirmation bias, and social media makes this worse by feeding us content that aligns with our views, creating echo chambers. The takeaway is that while data can guide us, it doesn't provide absolute certainty, and we need to stay aware of our biases and the limitations of the information we consume. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/confirmation-bias-625 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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

Join us for a fascinating episode as we welcome Barry Martin, a seasoned expert in covered call option strategy. Barry shares his insights into the growing popularity of covered call writings, discussing how they have surged from $7 billion to $75 billion in just a few years. Whether you're an experienced trader or new to options, this episode offers valuable perspectives on managing risk and generating income through covered calls. Today we discuss... Today's Panelists: Innovative WealthBarbara Friedberg Personal FinanceApprise Wealth Management 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/the-growing-popularity-of-covered-call-option-strategy

We are here to celebrate your independence from bad investing. Today we discuss investing, political commentary, and of course the U.S. debate. Listen in for investment insights and how politics often have little impact on stock market performance. The focus is on understanding market trends, with a detailed analysis of current market performance across various sectors, highlighting that a few high-performing stocks are driving overall market gains and more. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/independence-from-bad-investing-623 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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

Patricia Roberts joins us today to discuss how to give the gift of college with a 529 plan. She has spent over two decades guiding parents on how to prepare for the high costs of higher education and avoid the burden of student loan debt. Patricia played a pivotal role in launching a nonprofit program in New York City, providing seed money for college to 200,000 public school kindergartners. Now, Patricia works with Gift of College, bringing 529 education and student loan repayment benefits to workplaces. Today we discuss... For more information, visit the show notes at https://moneytreepodcast.com/give-the-gift-of-college-patricia-roberts-622 Today's Panelists: Innovative WealthBarbara Friedberg Personal FinancePro College Planners 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

Did you know your food choices effect your investing? Take the time to think about investing and the importance of knowing what you're getting into. Just like you should understand the food you eat, you should understand your investments. Our brains look for shortcuts, but skipping the details can lead to poor decisions. Whether it's food or stocks, doing the homework is crucial. This week we discuss... For more information, visit the show notes at https://moneytreepodcast.com/your-food-choices-effect-your-investing-621 Today's Panelists: Innovative WealthApprise Wealth Management 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/your-food-choices-effect-your-investing-621