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Money Tree Investing

Money Tree Investing Podcastmoneytreepodcast.com
The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives. If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.
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Episodes

TIPS, Treasuries and Inflation

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... Roger discusses his background, including his PhD in applied economics and fo...

Aug 23, 202457 min

Why Volatility Exists In The Market… And How You Can Benefit

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 o...

Aug 21, 202451 minEp. 635

Golden Protection For Your Portfolio

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 ...

Aug 16, 202454 minEp. 634

IMPORTANT: New Investing Framework You Need To Know

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... Th...

Aug 14, 202442 minEp. 633

Investing In Hedge Funds For the Average Joe

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 ...

Aug 09, 20241 hr 2 minEp. 632

Spurious Correlations in Financial Markets

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 ...

Aug 07, 202451 minEp. 631

The Crypto Trade Continues To Bear Fruit. Learn Where To Invest Next

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... Paul's background i...

Aug 02, 20241 hr 7 minEp. 630

How Ice Baths Can Keep You From Freaking Out When The Index Experiences A Small Pullback

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... Morning routines...

Jul 31, 202423 minEp. 629

Blake Christian Reveals the Secrets of Opportunity Zone Funds

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... How OZ funds allow deferring capital gains if...

Jul 26, 202456 minEp. 628

Revealed… The Next Hot Trend Is Officially A Go

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... Recent events including a Trump rally and a...

Jul 24, 202450 minEp. 627

The Rise of Private Credit in a Post 2008 World

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... How Nelson started his career in finance, working at Merrill Lyn...

Jul 19, 202449 minEp. 626

Legendary Investor Secret #24: How Confirmation Bias Blinds You To Some Of The Best Investments

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 aw...

Jul 17, 202454 minEp. 625

The Growing Popularity of Covered Call Option Strategy

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... How the popularity of covered option writin...

Jul 12, 20241 hr 1 minEp. 624

Independence From Bad Investing

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... The UK's new prim...

Jul 10, 202426 minEp. 623

How to Give the Gift of College With a 529 Plan

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 w...

Jul 05, 20241 hr 2 minEp. 622

Revealed... How Your Food Choices Effect Your Investing

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... The differences in food ingredients in the US, which use artificial dyes and corn syrup, comp...

Jul 03, 202435 minEp. 621

The Future of Investing in International Markets with Jason Crawshaw

Today we welcome Jason Crawshaw from Polaris to talk about investing in international markets. Originally from South Africa, he is now a portfolio manager here. His journey's been a rollercoaster, from business school in the US to cutting my teeth in Johannesburg's equity market. Now, for over a decade, he's called Polaris home, focusing on global value. Lately, he is locked on international plays, whether it's established or emerging markets. Learn more about the future of investing in internat...

Jun 28, 202458 minEp. 620

What Willie Mayes Can Teach Us About the Stock Market

Did you know that Willie Mayes can teach us a lot about the stock market? Baseball and investing may have more in common than you think! We talk market statistics, market inefficiencies and arbitrage -- once a profitable strategy is widely known, it loses effectiveness due to widespread adoption (think the short squeeze on GameStop). We also discuss the potential decline of the US dollar's dominance as the world's reserve currency and the direction energy sources may go in the future. It's impor...

Jun 26, 202451 minEp. 619

Exploring Business Cycles with Liz Young: Insights for Young Professionals

Today we discuss the financial industry and the cycles of business. We have Liz Young from SoFi here to discuss her role in producing investment-related content across various platforms. The strategist shares insights into her career journey, emphasizing the importance of being open to unexpected opportunities. Liz advises young professionals to explore different roles to discover their interests. We also talk market dynamics, Fed policies, and inflation! Join us as we discuss... Investment-rela...

Jun 21, 20241 hr 14 minEp. 618

Consumer Sentiment Leads The Way. So Where IS The Problem…

Today’s markets have been quite uneventful, but consumer sentiment leads the way! Consumer confidence is down, potentially influenced by upcoming election concerns and negative economic rhetoric. The breadth of stocks above their 50-day moving averages is low, indicating a bearish tone, despite strong performance in the tech sector, particularly semiconductors, driven largely by Nvidia. This uneven performance highlights the importance of staying agile and adaptable in investment strategies, as ...

Jun 19, 202450 minEp. 617

Michael Edesess Exposes the Conspiracies in Common Financial Practices

Do you think there are conspiracies in common financial practices? I do. Michael Edesess thinks so too. He thinks there may be some conspiracies with pensions as well. He explains why strategies like rebalancing, diversification, mean variance optimization, and tax loss harvesting might not be as beneficial as they seem. Michael sheds light on how institutions like Ivy League endowments and public pension funds waste billions on active management that underperforms simple market indices, driven ...

Jun 14, 20241 hr 5 minEp. 616

Stonks Are Back… And So is Inflation

Mr. Roaring Kitty and stonks are back! Today we have a discussion about GameStop's recent stock movements and the role of individual investors in market volatility. We also talk about asset allocation, the current disparity between large-cap and small-cap stocks, and the potential implications of rising interest rates. Today we discuss... Mr. Roaring Kitty's return and his influence on GameStop's stock. The importance of mindset in success, regardless of external circumstances. Challenges to the...

Jun 12, 202450 minEp. 615

Can Bitcoin Reshape the Economy? Jeff Booth's Solution to Deflation

Do you think that Bitcoin can reshape the economy for a better future? Today Jeff Booth is here to discuss the future here sees for the economy and Bitcoin's role in it. Jeff believes that inflation, caused by governments manipulating money supply, is unsustainable. He sees Bitcoin as a decentralized solution. Despite challenges, he's optimistic about Bitcoin's potential to reshape the global economy. Today we discuss... The idea that the natural state of a free market is deflation, where prices...

Jun 07, 20241 hr 16 minEp. 614

Trend Confirmed... Nuclear Energy Is Coming To A Neighborhood Near You

Nuclear energy is coming sooner than you think! Today we discuss the sudden shift in media coverage around energy, where negative talk about nuclear power has vanished, and the hype around wind, solar, and other green technologies has faded. Recently, the White House announced support for large-scale nuclear reactors, emphasizing their necessity for climate goals, marking a significant policy shift. This change in media and government stance indicates a growing recognition of nuclear energy's pr...

Jun 05, 202444 minEp. 613

Thinking Outside the Box with Alternative Data

Oliver gives us the scoop on Truflation, the solution to finding alternative data on all the economic data. Forget CPI and PCE—Truflation offers a fresh perspective, scooping up real-time data from various sources. Oliver dives into why traditional metrics miss the mark, explaining how Truflation tackles these issues using multiple data sources. Oliver urges us to think beyond the usual metrics and consider real-world factors shaping our economic outlook. Today we discuss... How Truflation offer...

May 31, 20241 hr 10 minEp. 612

Crypto Week… It’s Official ETH Is A Go And The Death Of CBDCs

Crypto Week was a double header. ETH ETFs are approved but not yet live. CBDC's area dead... or just sleeping... Don't count them out, but we can party today. Also in the news... US tax trends can get tricky! No matter where you fall on the political spectrum, I think we can all agree, no one wants to pay higher taxes. Today we also discuss the nature of markets. Managing risk is crucial, especially during downturns. Success in investing requires understanding your emotions and personal risk tol...

May 29, 202448 minEp. 611

Unbiased Annuity Truths and Guidance with The Annuity Man

Stan "The Annuity Man" Haithcock shares annuity truths and how to make informed decisions. Stan's all about cutting through the fog of annuities, giving it to you straight. We've had him on before, and it's always a good time. With a background in major finance firms, he ditched Wall Street to focus on annuity truths. His motto? Annuities are about what they'll actually do, not what they might. Stan's here to clear up the misconceptions and help you make informed decisions for your financial fut...

May 24, 20241 hr 15 minEp. 610

The Meme Stock Craze Killed Jim Simons

Let's talk about the meme stock craze and how it impacted Jim Simons! Today we also highlight rising credit card and auto loan delinquencies, the depletion of post-pandemic savings, and financial strains from higher costs of essentials amid high interest rates. And did you know there was also brief resurgence of meme stocks like GameStop and AMC? Join us as we discuss... Jim Simons' investment success using mathematical models. "The Man Who Solved the Market" book by Greg Zuckerman. The Renaissa...

May 22, 202447 minEp. 609

Cultivating Good Financial Habits for Entrepreneurs

Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs. Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss: Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, f...

May 17, 202447 minEp. 608

Questioning The Basic Narratives of Investing

There are so many different narratives of investing that it's important to know when you need to think twice. Today we delve into the murky waters of legislative bills and how they're often loaded with hidden surprises. We also navigate the labyrinth of regulatory standards and keep a keen eye on broader economic trends, like shifts in commodities such as gold and natural gas. Ultimately, it's about staying sharp, questioning the mainstream narrative, and making informed decisions in both politi...

May 15, 202451 minEp. 607
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