Money Tree Investing

This week we interview Michael Sonnenfeldt, founder of Tiger 21. We discuss many issues that effect the Tiger 21 community, risk management, asset allocation, when they expect a recession, and most importantly what trends are the most watched for their members. This is another exciting interview with Michael, who has graciously shared a peek behind the curtain with the Tiger21 community. My favori...

This week we discuss one of the big political footballs, debt forgiveness of the cost of college. Should we forgive the cost of college or not? Don't miss my rant on this topic. We also discuss the housing crisis, are 0% down payment mortgages a good thing, and the value of HOPE. Who said HOPE is not a strategy... I guess it was me... But this is a different type of HOPE. Join us this week to see...

This week we interview psychologist, Stanley Teitelbaum about the emotional psychology of investing. We discuss cognitive bias, blind spots, the greed & fear cycle, following the herd, cutting losses, looking for the guru syndrome as well as his own odyssey with investing. For more information, visit the show notes at https://moneytreepodcast.com/emotional-psychology-of-investing-stanley-teitelbau...

This week we tackle the age old debate... Bull Market Vs Bear Market... Where is the market going next. We show you 4 different ways to look at it and most importantly... how you should NOT look at it. We pack in a plethora of charts and wisdom in to this episode. This is a must listen episode.  We also discuss what is priced into the market, which is a better inflation hedge, bitcoin or avocados,...

Alternative investments are a big field. So many opportunities... So many interesting ways to invest outside the market. This week we interview Stefan Von Imhof about his alternative investment market place. Baseball cards, websites, water rights, music royalties, sealand and more. For more information, visit the show notes at https://moneytreepodcast.com/stefan-von-imhof-alternative-investments T...

If you thought FAANG stocks were the place to invest... Check out our FAANG Stocks 2.0. FAANG 1.0 will not help you in a recession. FAANG 2.0 will be the place to be. We talk about tech and the "new tech" stocks you should think about for your portfolio. Want to know where to invest, Next week we are going to roll out our FANUIGA Stocks. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas...

This week we interview Joe Robert of Robert Ventures. We discuss the opportunities that will be available to investors in the next recession with distressed debt. This is not for everyone, but this is a crucial piece of the investing puzzle. If you don't understand it, you could be on the other side of the trade from Joe. What's that phrase... "If you don't know who the sucker is at the poker tabl...

This week we discuss whether this is a bear market rally or a new bull market. This is the key to the markets next move. We also discuss whether Inflation is cyclical or structural. Zoltan Pozsar from Credit Swiss has a good take on this. Here are a few key quotes from his recent market research. The last one is very important.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren...

Brent Kochuba, the founder of SpotGamma, has expertise predicting the future movements of equities and indices. While a lot of what he does is a bit technical, if you want to know where things are going in the future... Brent is your guy. Short Squeeze, Gamma Squeeze, and volatility. All things that Brent tracks daily. Listen to this episode to find out how the pros look at the increase volatility...

Another blockbuster episode here on Money Tree Investing. This week we tackle a sacred cow (you know we love to do that)... Income Inequality. This week Doug and Kirk discuss what is going on in the economy, consumer credit balances, the bullwhip effect, the stock market, and employment. Did you know that July was the 5th best performing month for the Wilshire 5000 index in the past 30 years? Was...

Wes Gray is a man of many talents. He was a Captain in US Marine Corp, has a PhD in Finance and Univ of Chicago, and now run Alpha Architect. We discuss a lot of areas on this episode. I know you will enjoy it. We discuss the value of using common sense with the quant approach, whether Value investing is making a come back ( I like this one), poor man's managed futures, the biggest risks right now...

High Inflation Explained... This  week we dive into one of the major causes for high inflation... Hint, its not excessive money printing. We discuss the bullwhip effect, how it effects commodities and goods like avocados, lobsters, ammunition, lumber and more. We make this advanced economic topic simple and easy to understand. You can amaze your friends and family with your extensive knowledge abo...

This is a rare chance to listen to one of the top value investors or our day. We discuss his dream company to invest in, how to manage risk in tough markets, upcoming opportunities for potential investments, inflation, global risks, his list of company to buy in a down market, and more.  If you are not investing with a value tilt, then you need to listen to this interview. Investing in value stock...

This week we discuss some interesting updates in the markets, the top 12 bear market rules, and a great listener question, is this the perfect investment strategy. Doug joins me again for this rousing episode. If you want to read more about the Top 12 Bear Market Rules to Live By - To Survive and Thrive in the Next Bear Market , read this excellent post. Great Listener Question From Chris: "I love...

Value investing has been in the dog house for the past 20 years. You needed an iron stomach to stick with it when it under performed for 2 decades. However, not everyone suffered.  Gary Mishuris uses "behavioral value investing" to invest better with value stocks. He looks for value where others are not. This is one of the hardest and best ways to invest in value stocks. Wayne Gretzky says skate w...

Amazing Inflation Update: 9.1% WOW! I think I need to dust off my dictionary to look up what "transient" means. This week we discuss all sorts of news updates, the inflation reading, why cash is not trash, Bitcoin, and why bad economies do not support bad business models. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.face...

This week we interview David French about another advanced planning strategy for our series, Secrets Of The Rich Episode #12, Qualified Small Business Stock 1202. Sounds interesting? Yawn.  What if I told you you could sell your business tax free up to $10 million (or more)... Now are you interested? Yes... Me too. This is a great episode for business owners who are looking to save on taxes when t...

The Euro is at par with the US Dollar. Huh? Should I be worried or is it ok to be confused? You are not alone in wondering if this matters.  The answer is it does and it doesn't. In this episode we will discuss why this matters. We discuss where it is a good thing and where it is a bad thing for the US economy. It is worth watching as it can impact your investments. For more information, visit the...

Are you looking to increase the yield on your dividend stocks? Are you aware there are stocks outside of the US? While we all know we can buy stocks in other countries, most do not. This is not a US-centric problem. Home country bias is a global bias. We all inherently follow Peter Lynch by investing in what we know. However this limits you to opportunities and lowers your potential dividend yield...

Happy Independence Day! (2 Days Belated) I hope you all enjoyed the holiday and spent some time reflecting on what is important in your life. We are at it once again. You guessed it... Inflation. We are beating inflation like a rented mule. (Apologies in advance to all the rented mules who were offended by that comment.)  Since inflation is not going away, we are going to keep discussing this unti...

This is another episode of Secrets of the Rich. Secret #17, Investing in Agriculture. Have you asked yourself why so many Billionaires are investing in agriculture? We discuss why on this weeks episode. This is one of my favorite asset classes, yet so few people are investing in it. You should start to learn more. For more information, visit the show notes at https://moneytreepodcast.com/investing...

Inflation Alert... Here is what you need to know about the impact of inflation on investments in your portfolio. We discuss stocks, bonds, real estate, cash, commodities, and more. Also I hope you have watched the prior episodes. IF you have not please click here to listen.  If you have then you are aware of our prediction about inflation. Now we are going to take you behind the curtain and show y...

We interview Kevin Simpson about his expert strategy of covered call writing and dividends to generate enhanced yield for investors who are frustrated in this low yield environment. This is a great tool for people to understand and add to their toolbox. We also discuss how to hedge your portfolio in times of market volatility. For more information, visit the show notes at https://moneytreepodcast....

Are you curious about how inflation affects real estate? Your home, investment property, land, etc. will all be affected by inflation. This is the biggest source of wealth for most Americans, so it is Urgent that you understand this fact. We also discuss how asset allocation has changed and how you should be thinking about your own asset allocation. For more information, visit the show notes at ht...

High inflation is causing big problems in the economy, stock market and family budgets. When will it go back to "normal"? What is the Federal Reserve going to do? How can you prepare for what comes next?  This interview is a great historical perspective on inflation from Gene Epstein, who as a former editor at Barron's, has seen this happen before and can share his perspective. For more informatio...