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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

A Golden Opportunity In Small and Mid-Sized Banks

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 amid challenges like commercial real estate pressures and emerging fintech innovations. Today we discuss... John Palmer shared his extensive experience ...

Dec 06, 20241 hr 5 minEp. 666

Turkey Hangover

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 appearing in mutual funds, which is why you need to stay informed about evolving markets. Today we discuss... Kirk Chisholm reflects on a relaxing Thanksgi...

Dec 04, 202450 minEp. 665

Macro Trading Opportunities

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 and adapting to shifts in trading technology. Tony explains how he thrives in today’s fast-paced trading environment, benefiting from volatility to ca...

Nov 29, 202459 minEp. 664

Cryptocurrency Up… Gold Down… What Could Possibly Go Wrong?

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 unfolds on the profitability of writing versus buying options, with no definitive data but a clear invitation for insights from more experienced market pa...

Nov 27, 202444 minEp. 663

Retirement Solutions & Challenges For Each Generation

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 importance of understanding personal spending flexibility and failure lines. Ann discusses generational differences in retirement preparedness and highl...

Nov 22, 20241 hr 10 minEp. 662

A Summary of How a Trump Presidency Affects Your Investments

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 investment opportunities created by policy changes rather than being swayed by ideology. Today we discuss... Reflections on self-awareness and underst...

Nov 20, 202453 minEp. 661

Real Estate Opportunities for 2025

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 encourages investors to focus on "where" to invest rather than "when" to start. Most people who do start investing in real estate regret that they didn't...

Nov 15, 202454 minEp. 660

Election Results… And the Winners Are…

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 personal accountability and unity in navigating the nation's political landscape. No matter what we will be sure to see the impact of political dynamics on s...

Nov 13, 202448 minEp. 659

Becoming a Super Host: Secrets to Creating a Successful AirBNB

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 maximum appeal and profitability. Many new investors rush in, lured by promises of high yields but lack a strategic approach. Mark shares the secrets o...

Nov 08, 202455 minEp. 658

Election Shenanigans… Here’s What You Can Expect After the Election

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 you need to be aware of your own finances and investments. Focus on your pragmatic investment strategies amidst economic uncertainty, especially afte...

Nov 06, 202445 minEp. 657

The US Sovereign Wealth Fund… Origins Revealed

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 technological breakthroughs in fields like AI, quantum computing, and biotech. Such a fund would not only help reduce the national debt but also bolster...

Nov 01, 20241 hr 32 minEp. 656

The Problem with the Election… It’s Not You… It’s Me

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 potential impacts and a reflection on whether blockchain could offer fairer and more secure elections. Today we discuss... Most recent information is likely...

Oct 30, 202455 minEp. 655

How the Profit First System Will Transform Your Taxes

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 profit before expenses. Shauna also shares strategies to reduce tax bills legally. Today we discuss... Shauna Wekherlein shares her work as a tax strate...

Oct 25, 202457 minEp. 654

Where is Bitcoin going next?

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 technical analysis can be. We also touch on America's ever growing debt. Today we discuss... There's only two weeks between Halloween and the election! The...

Oct 23, 202451 minEp. 653

Balancing Business and Family: Jenny Groberg’s Journey to Success

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 paid off $250,000 in loans by living below their means. We discuss... Jenny Groberg is a mother of five, married for 21 years, whose husband's medica...

Oct 18, 20241 hr 2 minEp. 652

The US Government’s Secret Tax Is Revealed

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 inflation is influenced not just by money printing, but also by the velocity of money—the rate at which money circulates within an economy. We discus...

Oct 16, 202453 minEp. 651

Get Your Masters In Personal Finance Education In 30 Minutes Or Less

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 data. We also touch on how evolutionary biology still influences our financial behaviors today. We discuss... Jeff Hewlett shares his background in finan...

Oct 11, 20241 hr 14 minEp. 650

The Hurricane Destroyed the Stock Market

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 in coastal areas. Only time will tell how the impacted areas, the insurance companies, and the stock market will recover in the aftermath. We discuss....

Oct 09, 202451 minEp. 649

Decoding ISOs, RSUs, and NSOs… Oh My!

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 employment data has been revised to show many jobs are part-time or within the government, driven by new regulations. Shifting gears, Josh explores the i...

Oct 04, 20241 hr 5 minEp. 648

The Irrational Impact of Politics on the Market

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 influence and propaganda, both in the U.S. and globally. Today we discuss... The U.S. presidential candidates and the physical and mental demands of the camp...

Oct 02, 202457 minEp. 647

Macro Economist Reveals… Global Meltdown Is At Hand

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 deficits, and the government's ability to counteract economic downturns. Today we discuss... Predictions of a US recession to start later this year or ea...

Sep 27, 20241 hr 9 minEp. 646

Fed Wow… Heavy On The Propaganda

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 understand the Fed's rationale so it's important to understand the data that may not be publicly available and questioning what signals the Fed is resp...

Sep 25, 202449 minEp. 645

Top Ways To Invest In Cannabis Stocks So Your Investments Don’t Go Up In Smoke

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, such as state-by-state regulations, federal restrictions, and evolving consumer preferences. There is potential for medical cannabis, but there is also ...

Sep 20, 20241 hr 8 minEp. 644

Is Ai Stealing Your Jobs And Causing Inflation?

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 us today we talk about all of this and more! Today we discuss... Some states have lower percentages of adults struggling with household expenses comp...

Sep 18, 202442 minEp. 643

The Secret Future Of Banking

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 banking, and how it will impact the global scale. Stay tuned as today we discuss... Daniel's experiences with the banking sector across Asia, the Middle ...

Sep 13, 20241 hr 13 minEp. 642

The Inverted Yield Curve Distorting The Financial Markets And Your Portfolio

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 over the year and shifts in banking behavior can slow the economy. Changes in economic conditions and market behaviors suggest a potential recession is f...

Sep 11, 202454 minEp. 641

World War 2.5 Is Still a Go. What You Need to Know

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 signific...

Sep 06, 20241 hr 15 minEp. 640

Can You Smell What The Fed Is Cookin?

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... How inflation has decreased to 2.2% year over year...

Sep 04, 202453 minEp. 639

VC Investing In the Next Generation Of Technology

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... Kempton Schwab's background as a retired executive ope...

Aug 30, 202437 minEp. 638

Jackson Hole Revelation… Powell Reveals His Secret Thoughts on Inflation and the Economy

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...

Aug 28, 202452 minEp. 637
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