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Money Tree Investing

Money Tree Investing Podcast

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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 ...
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show series
 
Thomas J. Cryan joins us to discuss his new book Disrupting Taxes. He highlights how tariffs historically served as the primary source of U.S. federal revenue until the Civil War, after which income taxes took over. He criticizes the current tax system for its heavy reliance on individual salaries and argued for a more efficient, technology-driven …
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There have been some extreme overvaluations in this market and we are here to discuss them! Today we take a deep dive on market valuations and the relativity of valuation metrics, making sure you avoid the simplistic comparisons. We also examine market sentiment, noting the unusual dynamic of bearish sentiment despite record highs, and highlighted …
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Charles Goodwin is here to talk about how to broaden your investment portfolio with fix and flip real estate. Charles discusses how he transitioned into real estate investing and acquired around 50 single-family homes. He shares insights on the current real estate market, skepticism about lower rates, and predicts a slow grind towards affordability…
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The Mar-a-Lago Accord could shake up the world economy. We also chat about resource efficiency, economic trends, geopolitical shifts, and the evolving global financial landscape. The Mar-a-Lago Accord, while still speculative, could reshape global markets, reinforcing the U.S.'s role in international finance and policy. Today we discuss... The high…
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Graham Day joins us to talk about the best EFT diversification you can have in your investment portfolio. Graham shares his experience in the ETF world, from his start at PowerShares in 2008 to co-founding Innovator ETFs in 2017. Innovator introduced defined outcome ETFs, giving investors structured returns with protection against losses that were …
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There a problem with the post election tariffs! Today we talk about all the breaking political developments following Trump's election, his rapid use of executive orders and his quick use of tariffs. We have cautious optimism about some policies, but there is still always potential risks, with inflation and interest rates. We also challenge the com…
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Today we talk The Soul of Wealth with Daniel Crosby, a behavior finance expert. Daniel shares his transition from clinical psychology to Wall Street due to burnout and his realization that finance is deeply rooted in human behavior. Highlighting the PERMA model from positive psychology, he emphasizes that true well-being requires balancing positive…
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With all of the new Senate confirmations and executive orders from the past week, the 2025 stock market predictions continue! We explore how higher interest rates make borrowing more expensive and how a strong dollar challenges multinational corporations by making U.S. goods more expensive abroad. Rising oil prices further strain businesses by incr…
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Joe Kelly shares how he is unchaining the block chain through his company Unchained. He shares his entrepreneurial journey and insights on Bitcoin and its evolving role in finance. He detailed Unchained's services, which cater to long-term Bitcoin holders by addressing security, inheritance, IRAs, and financial tools like trading and lending. We ta…
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Today we ask a burning question: is Donald Trump inflationary? We dive into the economic implications of Trump's policies, emphasizing their inflationary and deflationary effects. These measures could impact GDP, unemployment, wages, and inflation. We also explore the challenges of rising costs in basic necessities like food, transportation, and ut…
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Eric Crittenden is here to share the investing strategies for all weather! No matter what the situation is, you should be prepared to invest your money wisely. Eric shares insights on blending equities, bonds, and systematic global macro strategies like trend-following to navigate volatile markets, emphasizing the importance of managing downside ri…
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The two handed economist has a surprise prediction! Today we cover a wide range of topics such as market movements and our perceptions of the current economic and political climate. We talk our current leadership, particularly criticizing Gavin Newsom's handling of California's challenges, including wildfires and insurance issues. We also talk econ…
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Renan Devillieres discusses the currect techological revolution in manufacturing! This revolution is caused by geopolitical shifts and technological advancements, but also brings the challenges of decoupling from China, the pressing need for new factories and energy infrastructure, and the trade-offs of reshoring and more! Renan also shared insight…
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Ready for inflation predictions? We discuss the places inflation could strike again in 2025. We also talk economic trends, inflationary patterns, and government spending's role in the economy. We also share the policy implications under different administrations, and how they will impact us going forward. Today we discuss... Reflection on broader U…
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Economist Bob Frick joins us to talk about how the housing crisis and inflation and how they have become barriers to the American Dream. Bob draws from his unique background as a financial journalist and behavioral economist to address topics such as labor market dynamics, credit card debt, and more. Bob emphasizes the critical shortage of housing …
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Get ready to invest because today we have your 2025 stock market predictions! Today we talk about how market predictions are typically futile due to the unpredictable nature of financial markets. We explore the trends of 2024, including the standout performers like Nvidia and Bitcoin, but don't assume that means they'll be the winners this year. We…
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We are joined by one of my favorite authors Charles Duhigg to discuss his new book, Supercommunicators! We also jump around to chat about other topics like the role of crypto in politics, broader technology trends and AI, and challenges in private equity. Listen to learn more about how you can be the best communicator through having a strong connec…
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2024 is over so we're going to share a 2024 wrap up! We explore reflections on the holiday season and its implications for financial markets. We share some touching on lighthearted holiday moments. And we also talk some broader topics such as the role of resilience in success and more! Join us as we wrap up 2024. Today we discuss... Low trading vol…
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Steve Foerster, a finance professor and investment historian, to talk his latest book, Trailblazers, Heroes and Crooks: Stories to Make You a Smarter Investor. Steve shared insights into famous financial scandals, such as Bernie Madoff's Ponzi scheme, the Bre-X gold mining fraud, and the Salad Oil Swindle that almost toppled American Express. He hi…
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Today we cover a mix of festive holiday reflections and current Christmas trends. We debate the merits of artificial versus real trees, the Federal Reserve's recent decision to lower interest rates, market reactions, and the potential onset of a recession, and historical cases like Puerto Rico's bond defaults, and more! It's a Merry Christmas here!…
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Blake Harris shares tips for how to improve your asset protection! The conversation delves into how offshore trusts differ from domestic ones. Blake also dispels misconceptions about offshore trusts, emphasizing their legality and utility for asset protection rather than tax evasion. We explore how these trusts work, the best jurisdictions for esta…
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Where is the Santa Clause Rally and why isn't it here yet? What is here however, is drones! Today we talk about the current events including drone sightings and assassinations. We highlight the lack of transparency in politics, corporate media, and Wall Street - there definitely needs to be critical thinking. We also address the "Santa Claus rally"…
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Rod Griffin shares how credit impacts your daily life! As a consumer education and advocacy expert at Experian, Rod discuss the critical role of credit in financial health, particularly during the holiday season. This conversation covers best practices for managing credit and credit scores, including maintaining low credit utilization, paying bills…
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Thanksgiving is over and now we're heading into Christmas season! Today we touch on financial planning, likening it to solving a maze by starting at the end: envisioning life goals and working backward to build a plan. We talk about the concept of a "Misogi" or a major annual goal to focus on, aligning it with strategies like bucket lists and plann…
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John Palmer delves into his extensive career in banking, and highlights the golden opportunity that lies in small and mid-sized banks. He highlights trends like consolidation, regulatory evolution, and technological advancements. Looking ahead, he is optimistic about the banking sector’s recovery cycle and its capacity for sustained growth, even am…
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We're in a turkey hangover but that won't stop us from diving into investing strategies. We share how, by playing to their strengths and finding external support for areas of weakness, investors can reduce risk and enhance returns. We also talk niche investment opportunities in private companies and specific sectors, such as SpaceX and Stripe appea…
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Tony Greer is here to share Macro Trading opportunities based on his insights from his dynamic career as a trader, spanning roles in FX and more, to his transition to founding The Morning Navigator newsletter. Tony reflects on the challenges of trading during the dot-com bubble, emphasizing the lessons learned from navigating volatile bear markets …
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As the Friday before Thanksgiving unfolds, we are seeing cryptocurrency up and gold down! The markets are in a reflective yet volatile state. The emergence of Bitcoin options sparks intrigue and skepticism, with aggressive call-to-put ratios suggesting speculative fervor but also significant risk. Amid these market shifts, a broader discussion unfo…
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Anne Lester is here to discuss the retirement solutions and challenges that are facing each generation. Ann shares insights into the challenges of saving for retirement, influenced by her personal experiences as a former "terrible saver." There is a lot the anxiety surrounding retirement savings, the pitfalls of focusing on "the number," and the im…
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The Trump presidency is going to affect your investments and today we discuss how! We talk about focusing on shifting paradigms, market trends, and the need for pragmatic investing. We criticize tech stocks, social media’s evolving role in information dissemination, and reflections on media partisanship. Our overarching goal is for you to focus on …
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Marco Santarelli returns to share real estate opportunities you should be jumping on in 2025! Despite rising interest rates, Marco remains optimistic about real estate as one of the best opportunities to be a part of. He explains that high demand and low supply in many U.S. markets create opportunities, particularly in non-tier-one markets, and enc…
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The election results are in and the real winners are the American people who do not have to watch politics ads anymore! Today we dive into the aftermath of the recent elections and what happens next for the markets. We talk about the ineffectiveness of government spending and the evolving view of political parties. There needs to be greater persona…
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Mark Lumpkin is here to discuss real estate investing through creating a successful AirBNB. He delves into what it means to be a "super host," by enhancing a property's visibility and appeal. If you have a unique properties that can serve as part of the travel experience, you can find yourself a niche in the industry, and tailor your property for m…
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The election just happened and that means there will be some shenanigans after the election! Today we talk divisiveness in political discourse, the inefficiencies in government spending, and the challenges posed by increasing national debt and interest payments. The inefficiency in government spending and decision-making extends across the board so…
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Richard Duncan is back to share the concept of a U.S. sovereign wealth fund, an idea to drive national economic growth through large-scale public investment in emerging industries and technologies. Recent bipartisan support from both the Trump and Biden camps highlights growing momentum for this initiative, and Richard thinks it could accelerate te…
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There's a problem with the election and it's not just about you, it's me too. Our conversation today highlights how U.S. political party priorities have evolved with shifts in censorship power dynamics now seen in tech and government interactions. Voter turnout patterns by state reveal high engagement in blue states, sparking a discussion on potent…
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Today I'm joined by my good friend, The Tax Goddess to discuss the Profit First system. Shauna Wekherlien's background in helping people legally minimize taxes and maximize savings and focuses on the Profit First system, a financial management approach for businesses and individuals. We explain how this system promotes discipline by prioritizing pr…
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Where is Bitcoin going next? Today we discuss Bitcoin and how it's currently crashing and what that means for it's future! We also talk about how consumer confidence fluctuates based on political affiliation and reflect on how political leanings shape people's perception of reality. We analyze charts "chart crimes," emphasizing how misleading techn…
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Jenny Groberg joins us to share how she has because a master of balancing business and family. Her journey led her to starting a consulting business from home while raising five children and navigating financial challenges due to her husband's medical school and residency. Jenny talks financial literacy, highlighting how she and her husband quickly…
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We reveal the secret tax the government is hiding from us! We also talk the misunderstandings of inflation and all it's complexities. We also help you learn more with key inflation-related terms, such as deflation, disinflation, and hyperinflation, clarifying that hyperinflation occurs when public trust in a currency is lost. And we also argue that…
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Jeff Hulett shares how a proper personal finance education can build the habits that grow lifelong wealth. Our cognitive biases impact financial decision-making, often work against us. He highlights the role of habits and commitment devices in overcoming these biases, while also discussing the dangers of modern marketing and the manipulation of dat…
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Hurricane Helene was devastating, and it impacted so much more than just Asheville. Hurricanes can cause major claims, leading to a temporary dip in stock prices for these insurers, creating a chance to buy at a discount. Although insurers face huge costs when these disasters strike, they benefit from collecting high premiums that continue to rise …
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Josh Radman joins us today to discuss a little discussed topic on Money Tree Podcast: Decoding RSU, ISO and NQ SOs. He also shares how government programs and how they impact our labor market. He shares an example from local Broogers, which struggled to find staff and often received resumes from unemployable candidates. Josh also touches on how emp…
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Election season upon us so you know that there will be an irrational impact of politics that is going to hit the market this fall. We also discuss the aging of political figures like Joe Biden and Donald Trump, and the impact of stress on leaders. We explore generational cycles, particularly the "Fourth Turning" theory, and reflect on media influen…
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Peter Berezin is here today to discuss the global meltdown that is coming! The chief strategist at BCA Research discusses the potential for an upcoming U.S. recession. Peter predicts that a recession could lead to a significant market crash, even without deep economic downturns, much like the 2001 recession. He also touches on inflation, budget def…
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Corporate media is heavy on the propaganda these day! It's hard to tell what is real in the news anymore. But what we do know for sure is the Federal Reserve made a surprising decision to cut interest rates by 50 basis points, reducing the federal funds rate to a range of 4.75% to 5%. We talk the implications of this unexpected move. It's hard to u…
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Anthony Coniglio is here today to talk about how you can invest in cannabis stocks! Anthony co-founded New Lake Capital Partners, a real estate investment trust (REIT) focused on the cannabis sector. Today he's here to discusses the complexities of investing in cannabis! He touches on the challenges and opportunities in the U.S. cannabis market, su…
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Is Ai stealing your jobs? Today we discuss how Ai is impacting the job market and inflation. We also highlight the states where people are having a lower percentage of struggle with household expenses compared to other states. We also share possible concerns about the potential negative impacts of universal basic income and the future of work. Join…
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Emmanuel Daniel is here today to discuss the secret future of banking! He shares his background, and how he established "The Asian Banker," a publication focused on understanding the banking and financial landscapes in Asia. He provides insights on China’s economic transformation, especially in tech and AI. He also examines the secret future of ban…
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Historically, every time the yield curve inverts, a recession follows, but don't fret just yet, this could be correlation, not causation. Recession tends to follow when the yield curve reverts back to normal after inversion, rather than during the inversion itself. The Federal Reserve's themselves and their actions have impacted the yield curve ove…
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