Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors 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 full show notes at https://moneytreepodcast.com/strong-earnings-season-817...
Jon Grishpul joins us to discuss rentals vs ADUs (accessory dwelling units), and the growing trend of converting garages and unused spaces into flexible living areas. Relaxed zoning laws in states like California are helping address housing shortages while creating new opportunities for homeowners. We explored the challenges faced when managing construction projects, from finding trustworthy contractors and comparing bids to understanding contracts, permits, insurance, payment schedules, and cos...
There is one reason to invest in space, and we share it today! Also, freshly released UFO files dropped and are a great reminder for how investors should critically evaluate information, media distractions, and geopolitical developments rather than blindly trusting official stories or market reactions. We also talk the ongoing war and energy disruptions, rising oil prices, and the possibility that markets are underestimating inflation and recession risks. We also examined the risks of concentrat...
Richard Duncan is here today to discuss global macro developments as he outlines a long-term macro framework, arguing that the modern global economy has shifted from traditional capitalism to a system driven by credit expansion. He explains how, since the 2008 financial crisis, government borrowing and Federal Reserve money creation have replaced the private sector as the primary engine of growth, fueling massive asset inflation and a historic surge in wealth, but also creating an "everything bu...
Today we're here to share some war investing wisdom with you as we deal with an unusually volatile and fragmented market environment. Distinct "market paradigms" have rapidly rotated month-to-month, creating confusion for investors as sectors behave inconsistently. Despite a strong earnings week and resilient equities, underlying concerns are building, including rising interest rates, surging energy costs, and early signs of economic slowdown that could pressure consumers and corporate margins o...
Dylan Taylor is here to talk about the space economy. As CEO of Voyager Technologies and a commercial astronaut, he shares his journey into the space industry and outlines the rapidly evolving opportunities within it. Dylan highlights commercial space stations as a major frontier, enabling breakthroughs in microgravity research that can drive advancements in pharmaceuticals, materials science, and manufacturing by producing higher-quality inputs that improve processes back on Earth. Dylan unders...
As war continues on, we talk the impact of oil on the economy. Ongoing and often confusing geopolitical developments are driving sharp, sentiment-driven market swings. Markets initially following a "great rotation" into defensive sectors were shifting into broad selloffs during war uncertainty, and now are in a rapid "chase" back into growth and tech as investors repositioned after being caught offside. Despite strong headline earnings underlying data shows slowing economic activity, mixed secto...
Dan Passarelli joins us to share his best billionaire investing secrets as he takes us on his journey from trading on the Chicago Board Options Exchange floor to becoming an educator. He explains how options have evolved from a niche tool into a widely used strategy for investors seeking to both reduce risk and enhance returns. He emphasizes that while traditional diversification helps manage volatility, options can further "tilt the scale" by generating income and smoothing returns. We explore ...
The war is over? Next we were off to the moon! Today we talk geopolitical tensions in the Middle East and their impact on global markets. Markets have reacted optimistically despite underlying economic realities such as rising inflation, delayed energy shocks, and weakening global growth that have yet to fully materialize. Market movements are currently driven more by sentiment and positioning than fundamentals, with unusual sector reversals and shifting correlations adding to the complexity. Pa...
Neal Bawa is here today to discuss the investing intersection of real estate with ai science. Neil explains how he transitioned from a tech career into real estate by applying data science to identify high-performing markets, emphasizing that factors like job growth, population growth, income growth, home price trends, and crime reduction can significantly improve investment outcomes. He outlines how his team uses advanced analytics and AI tools to rank cities, analyze deals, and uncover insight...
Today we have war updates... patience and caution are needed as we focus on recent headlines. From inflation data and Fed commentary to geopolitical tensions and a temporary ceasefire, there has been surprisingly little lasting impact on markets. Underlying market weakness existed before the war and the conflict has mainly reshuffled sector performance leaving markets stuck in a fragile, uncertain range. While some areas like energy, materials, and staples showed prior strength, others such as s...
Have you ever thought about getting rich with music royalties? Jon Gestal explains how music royalties function as an alternative investment and the complex ecosystem where songwriters, artists, publishers, and labels earn income from licensing, streaming, radio, and live performances. He shares how platforms like Royalty Exchange create liquidity by allowing creators to sell partial or full rights to those cash flows. Royalty streams vary in structure and stability, often following a lifecycle ...
Today we talk the war impact on the US Economic cycle. Global uncertainty is distorting market behavior and the gap between perception and reality, particularly in areas like oil supply, emphasizes that prices, not narratives, are the most reliable signal. We explore rising oil prices, shifting interest rates, and a flattening yield curve, while stressing the importance of adapting investment theses as new information emerges rather than clinging to outdated views. We also talk sector performanc...
Marc Walton shares his journey from running traditional businesses in the UK to working in forex trading. His investing work expands across forex, crypto, and global markets, emphasizing the importance of adaptability and recognizing market cycles. We talk how institutional players like Wall Street often manipulate narratives and markets, creating opportunities for informed investors who understand positioning and sentiment. Marc highlights key areas of opportunity he sees today, including gold ...
What is happening in the markets right now? Today we focus on how war, geopolitical uncertainty, and shifting economic conditions are driving unusual market behavior. Markets are increasingly reacting to narratives, sentiment, and positioning rather than clear fundamentals. There is a repeating weekly pattern of short-term gains followed by declines, emphasizing that market reactions are the most reliable signal of truth amid widespread misinformation. Rising oil prices are fueling short-term in...
Medicare madness solved! Join us as Sylvia Gordon demystifies retirement planning, explaining how Medicare and Social Security actually work, highlighting key age milestones and emphasizes that there is no one-size-fits-all strategy. Descisions depend heavily on individual health, finances, and lifestyle goals. We break down Medicare's complex structure, contrasts private Medicare Advantage plans with traditional coverage, and explores common (and costly) misconceptions while also addressing bro...
WAR… and no market crash… Are we in a bear market or a bull market? Rapidly shifting narratives, once centered on a soft landing, rate cuts, and strong consumers, have been disrupted by war, oil volatility, and weakening economic data, creating widespread uncertainty and "busted brackets" for investors. Markets are behaving irrationally, often reacting more to expectations and propaganda than clear fundamentals, making prediction unreliable and reinforcing the importance of scenario-based thinki...
Elliott Holland is back with us to help us explore today's investing landscape. We discuss concerns about illiquidity, continuation funds, and efforts to expand private equity access into retirement accounts such as 401(k)s, as those moves may be driven by a need for liquidity rather than investor benefit. We also talk how investor psychology, ego, and exclusivity often influence capital allocation, while experienced investors should focus instead on fundamentals like who has better information ...
Private credit could be the next black swan and we're going to break it down for you. We also discuss the ongoing war and how geopolitical uncertainty is affecting financial markets, investor psychology, and economic conditions. Misinformation, AI-generated content, and media bias make it difficult to know what is actually happening amidst the "fog of war", which increases market uncertainty. Markets have reacted with volatility rather than a sharp crash, highlighting unexpected moves such as a ...
Jade Miller is here to discuss the pros and cons of alternative investments. Jade shares her journey to becoming the CEO of the Alternative & Direct Investment Securities Association (ADISA), her background in private markets, and ADISA's role in advocating for and expanding access to alternatives for financial advisors and investors. We explore the growing push to include alternative investments in 401(k) plans, investor misunderstanding, and potential regulatory challenges. We also talk th...
There's war in the middle east and there will be huge impacts on your portfolio! Today we talk about how war-related uncertainty and conflicting economic signals are creating unusual market behavior, making it difficult for investors to interpret short-term movements. Broad market declines across many asset classes can indicate de-leveraging rather than money simply rotating elsewhere, and geopolitical tensions, rising oil prices, weakening job data, and potential stagflation risks are adding pr...
Jose Mayora, author of Wall Street's Blind Spots , a new book about the realities of value investing in a market dominated by mega-cap growth stocks, explains that true value investing is not about low P/E ratios but about buying businesses at a meaningful discount to intrinsic value. He emphasizes disciplined, bottom-up research, geographic and sector diversification, and concentrated portfolios to uncover overlooked opportunities. We also explore the psychological challenges of investing throu...
There is a sector rotation happening and today we're here to discuss it! We also touch on the sudden U.S. conflict with Iran as this is not the time to start reacting emotionally to early headlines, misinformation, and media fear cycles. Keep in mind historical market reactions to prior military strikes; while volatility typically spikes, equity drawdowns have historically been modest and short-lived unless oil supply or credit markets break down. We also highlight that markets are driven more b...
The silver party is just beginning as precious metals expert David Morgan shares his journey from early fascination with silver coin debasement to becoming a long-time financial analyst focused on the silver market. Morgan argues that silver is widely misunderstood as merely speculative, emphasizing instead its critical industrial role in AI, EVs, solar, and advanced technologies amid a structural supply deficit and declining mine output. We explore alleged market manipulation through paper deri...
Do you want to know investment success secrets? Look no further than today's discussion! The long-dominant "buy the Magnificent 7 and forget it" tech trade is fading, with sector rotation favoring energy, materials, and staples while technology and discretionary lag. Drawing on presidential cycle data, it seems markets often experience weakness and corrections in midterm years before potential strength later, though today's backdrop of sticky inflation, high debt, and constrained Federal Reserve...
Tom Hoffman shares the Family Private Enterprise Model for business succession. As an attorney and CPA at Knox Law Firm, Tom discusses his 30+ years of experience in business succession, complex estate planning, and asset protection, focusing on how families can successfully transition businesses across generations. He explains that while most owners want to keep their companies in the family, few heirs are truly prepared to lead, making clarity of goals, fairness (not necessarily equality), and...
The run is hot economy is here! Today we talk markets, and debunk alarmist headlines about rising Japanese bond yields. We also talk about a significant market rotation: expensive mega-cap tech stocks are faltering while capital flows into "boring" sectors like staples, industrials, energy, healthcare, and utilities, with international markets also outperforming. Watch out about chasing falling tech names or trying to pick bottoms in areas like crypto. Diversification is always the way to go so ...
New technology is coming soon and here is how to invest in the future! Inventor and investor Pablos Holman shares his journey from early computer hacking to co-founding Blue Origin, leading a prolific deep-tech lab, and now backing "mad scientists" building hard technologies beyond software. He believes Silicon Valley has over-indexed on easy software gains while neglecting transformative advances in hardware, energy, and real-world systems. He explains how breakthroughs in computation now let u...
Dump your tech because this sector is booming and we are going to tell you what it is! Today we talk the sharp risk-off shift across markets as recent selloffs in crypto, precious metals, and especially technology reflect excessive greed being unwound rather than a systemic collapse. This is not a buy-the-dip environment, and you shouldn't be chasing volatility-heavy assets like crypto and metals too early. We also highlight a clear rotation of liquidity away from growth and speculative assets i...
Commercial real estate veteran Ben Reinberg shares how he uses hard assets and smart debt to strengthen his investing portfolio. He shares his journey from starting in his early 20s to building a national hard-asset portfolio across industrial, office, retail, multifamily, and medical real estate. We talk the importance of the "ability to hold" assets through cycles by avoiding over-leverage, maintaining reserves, and structuring smart debt. Ben outlines where commercial real estate sits in the ...
