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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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Congratulations to all of you who survived the debt ceiling debate. Wow. That was a close one... Not really. The markets almost flinched for a half a day... Meanwhile in fantasyland the politicians were telling us how the US would default, we would mint a 1 trillion dollar coin and they would resurrect Abe Lincoln. Well maybe no the last part, but …
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This week we interview Patrick Huey about how you can rewire your brain from being a bad investor to a rockstar investor. We discuss some notable cognitive biases, confirmation bias, information bias, anchoring, hindsight bias, representativeness, status quo bias and many more. Brain psychology is a huge part of successful investing. If you want to…
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The scary debt ceiling default talking points are behind us... or are they? As you know, we have predicted this was a farce long before the solution was (sort of) agreed to. Can you imagine a situation where the debt ceiling is not raised? Me neither. And "should" has nothing to do with it. This week we discuss the debt ceiling and housing issues. …
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This week we interview George Bravante and get some behind the scenes farming secrets. Investing in agriculture is not for everyone, but it is a great under appreciated asset class that some of the wealthiest people in the world invest in. Bill Gates is one of the worlds wealthiest people, who made this fortune in technology. Yet he is also one of …
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Once again we kick politics in the teeth and discuss a politicized issue without making it about politics. Are we supernatural? Are we magicians? Or are we just wicked smaaart. I'll let you decide. This week we discuss how immigration affects economics, why China is calling their debts, housing, and more data that will make more sense than it appea…
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David Breazzano joins us to talk about the 2023 banking crisis and high yielding debt. Most people were surprised by the recent banking crisis, but not everyone. Listen to this great episode with David Breazzano about how he is investing in high yielding debt and the great opportunities that are right under your nose. We discuss asset classes that …
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Once again we at Money Tree Investing Podcast are pulling back the curtain on the wizard and spilling the beans on Wall Street Secrets. This week we dispel the notion that supply and demand for house prices is why house prices are still high even though people cannot afford them. It's simply not true. Think about it for a moment. There are 100 widg…
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Bankrate's Chief Financial Analyst, Greg McBride, joins us to discuss interest rates, housing, the Federal Reserve, and more. We discuss where we have been, where we are now, and where we are going with rates and housing. This is a great episode if you want to know more about the most important markets in the US. Today's Panelists: Kirk Chisholm | …
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This week we discuss a lot of hot topics, another bank failure of First Republic, JP Morgan takeover, what it means for the banking sector, why the market doesn't seem to care, why the rating agencies are acting like it's 2007, updates on the probability of a recession, tech company job losses blamed by Ai, and what Ai means for your job... if anyt…
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We hit episode 500!!! After 9 years of this podcast consistently delivering great education to listeners, we want to take this opportunity to thank all our listeners, guests and hosts. As a thank you for your support of the show, we are giving you an irresistible offer. You can listen to the next 500 episodes for free. That's right free... What? It…
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We had a lot of fun on this episode. The best part was at the end of the episode where we discussed one of the biggest open secrets on Wall Street. I knew about this 20+ years ago, but most people don't know this. We discuss the soft earnings season and what you should expect from the rest of the earnings season. Also how to see through the news to…
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Queer Money Tips and how to manage your finances in bad economic times. John and David share their story about how they got into debt, why it is so alluring, and what they did to get out of debt. This is a problem shared by most people in the US. It is hard to avoid debt as it is so pervasive and seductive. Yet if you want to be financially free an…
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This week we discuss all sorts of crazy things going on in the market: FAANGMNT, and why its ruining index investing, and how you can do better What you are missing about gold, and how to find it The hidden risks of bank stocks no one is talking about And a whole lot of other crazy things you need to know. Join us this week to learn more stuff you …
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We interview David Wolcott this week where we discuss holistic financial planning and whether it is more important for your portfolio to be invested for growth or longevity. The answer might surprise you. Here's what you need to know... For more information, visit the show notes at https://moneytreepodcast.com/david-wolcott-holistic-financial-plann…
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Doug and Kirk talk about the state of the markets compared to historical valuations. We compare all the major metrics compared to the last 50-100 years. You might be surprised at what we found. We have been talking about this for months on the show, so we decided to show you the math... Math doesn't lie. Join us this week as we cover the major topi…
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​Take a peek behind the curtain into the world of the shadow banker. This is a great interview where we have a candid conversation about shadow bankers secrets, how Wall Street works, why retail investors can't beat the institutions, how shadow bankers measure risk, and where people can find opportunities. I had a lot of fun with this interview. I …
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This is another one of our well-known mindset episodes for how to think about investing. Kirk and Doug rip apart some commonly "known" principals of investing that you see everyday in the investing community. If you didn't know any better you would think the investing community was a bunch of fortune telling gypsies. Maybe they are... It would expl…
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This week we interview Kim Curtis about how to deal with aging family members and how she applies her skills in mediation, negotiation and arbitration. Everyone needs these skills. Join us in a behind the scenes episode of how mediation works to keep you out of hot water with your family. For more information, visit the show notes at https://moneyt…
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We had a lot of fun this week discussing the deflationary housing crash and the US losing its reserve currency status. Should you be afraid? Should you celebrate? I guess it depends on which bobble head on TV you prefer. None of it matters. We will discuss what does matter and how it affects your money. Today's Panelists: Kirk Chisholm | Innovative…
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You might be surprised about your own investor mindset. I know I was. I learned a lot today with Steven Pesavento. Great interview. We talk about so much in this episode, active vs passive investing, risk management, how to invest in a bear market, streamline your investing, red flags to watch out for and a playbook for smart investing. Today's Pan…
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This is not the first time we have said, beware of the housing collapse. Actually we have been saying it for over a year. Well, we are starting to see some large cracks in the foundation and they are only getting bigger. If you own real estate, you need to hear this episode. Join us this week for a riveting episode about the banking crisis and the …
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This week I have a conversation with John Sneisen about the economic truth of central bank money printing. You hear about this a lot, but is it true? If it was true, then why is the government doing it? What are the consequences of these actions? What does it mean for you? We answer all these questions and more on the show. Join us for another grea…
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IMO OMG WTF SVB, This week we discuss the banking crisis which is unraveling and what is next to come. While the waters look calm and ready for people to wade back in... under the surface, it is not so safe. We discuss some of these problems and we will have even more revelations next week. This is a slow motion train wreck and I would not be stand…
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Investing in oil and gas holds more benefits than you might think. Not only can you profit from a successful well, but you also get the tax benefits. There are reasons so many people are drilling for oil. We discuss those reasons on the show as well as where the oil and gas sector is going in the next decade. Today's Panelists: Kirk Chisholm | Inno…
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SVB goes into receivership... So does Signature Bank... Are others next to follow? It was a crazy weekend with the 2nd largest bank failure, after Washington Mutual. Investors and depositors were skittish today. I can't blame them. We talk about what you can do to protect yourself and where the opportunities are in this mini (at the moment) crisis.…
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This week we interview Lynette Zhang about investing in precious metals, the great reset, globalization of the 1980s, currencies, and more. If you are worried about the future of the global economy, then join us for a conversation about important topics that could help you navigate the next 10 -20 years. For more information, visit the show notes a…
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This week we discuss the history of soft landings. What do you think the odds are of this happening? In other news... Mortgage rates are back to 7%. I guess the mortgage market is listening to our show. Come on in out of the cold and warm your feet by the fire. And by fire I mean the housing market which is on fire in the opposite direction. Here i…
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Finally... A social media platform geared towards investing. The millennials and Genz will be thrilled. But will Gen X the boomers follow? This is an interesting way to invest where you can follow other investors and track their returns. We dive in to find out why this approach works and how other investors can learn from others. For more informati…
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This week we are back with another deflationary episode of Money Tree Investing. Well almost, as deflation has taken a pause as the PCE went up more than expected. 0.6% vs 0.4% We spend a lot of time discussing the housing market and aspects that you may not be thinking about. Do you own rental property, or AirBNB, or any real estate... You need to…
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Are you worth 500 million or more? Yup, me too... in Venezuelan Bolivars. However, if you are worth more than 500 million in US dollars, you might want to consider setting up and running a family office to take care of you vast wealth so you can go about enjoying life. Managing and running a family office is no picnic. It is a tremendous responsibi…
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We are at it again this week on Money Tree Investing Podcast. Deflation.. Deflation ... and more Deflation... oh and some inflation. This week things got a bit spicy. We had a ton of listener questions on LinkedIn live. We discuss those and a number of other spicy topics, like the problems w energy, inflation and more. This was a fun episode, you w…
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This week we interview Gerry Frigon about investing in growth companies. We discuss: Why there is a shrinking number of companies to choose from in the stock market Why ESG fails The increase in volatility US vs international investing Narrative vs perspective Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedber…
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Deflation Ahead! No... We are not nuts. Most people are yelling and screaming about inflation. So why are we yelling about deflation? Here's the scoop. We have received our share of hate mail over the past few weeks since we came out with the claim that we may experience deflation by year end. Most of the messages were angry that we changed our min…
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Should you invest in private company stock? Should you invest internationally? Why not both? This week I interview Josh Ziegelbaum who runs a coffee company in Columbia. I know what you are thinking, coffee coming out of Columbia. Times have changed and this black gold is in high demand. Join us as we discuss why this is such an opportunity and how…
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Beware of Deflation! What?!? I thought you were warning us about inflation. Things are changing quickly. There is new information you need to know about the economy. If you want to stay ahead of the curve, you need to hear this episode. I do an analysis of why I think deflation is a real risk and what you need to know. Deflation or bust. The compos…
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Buying Small Businesses for Cash Flow can be a great strategy for investors, if you know what you are doing. One of the challenges is how to valuate a company. Zach takes us through the process of valuating a company for investment. Join us this week for more great investment insight and wisdom. Today's Panelists: Kirk Chisholm | Innovative Wealth …
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This is one of the best inflation episodes ever. We discuss tons of mental models about how to think about investing. We also discuss the meltdown right before our eyes, which no one seems to be noticing. And once again real estate. Lastly, we share some advice for one of the best sage investors that even Warren Buffett cannot avoid reading. For mo…
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his week I have a conversation with Bobbi Rebel about Generation X, Financial Wellness and being a financial grownup. This was a great interview and we discuss a number of areas that don't get enough attention... most specifically about being a financial grownup with generational money. Join us to relive your past and understand your peers. For mor…
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Amazing Inflation Update: 6.5% ... zzzz This inflation number is not a surprise to anyone. We all saw it coming. Inflation drops again and we should expect this to continue for a while. Here are some surprises you may not have heard before... For more information, visit the show notes at https://moneytreepodcast.com/inflation-drops-again-471 Today'…
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This week we interview Professor Jeff Bierman. We discuss why 2022 was a year or reprogramming and why 2023 will be the year of recalibration. There are large changes afoot and we discuss most of them on this show. Fed fueled fantasy, rotations, locking in yield, active vs passive, valuations, and more. Today's Panelists: Kirk Chisholm | Innovative…
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ChatGpt and Ai is transforming the economy and it is only 2 months old and still in beta testing phase. Wow. However what this means for professionals in certain industries is going to shock a lot of people. ChatGPT, DALL-E, Point-E, CODEX, and more are already live and working to make jobs easier ... until they take the job entirely. There are a l…
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2022 was a mess, or like a friend of mine says, it looked like a medieval battlefield at dusk. Year End Performance 2022 was bad across the board. There were very few places to hide. If you did well last year, and you are not agile, you might feel the pain similar to what others felt last year. We discuss the year end review of the markets, how to …
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Wow! 2022 was a slow motion trainwreck hitting a dumpster fire. Aren't you glad its over? I am. However, before we pretend that year didn't happen, lets do one final review. This week we do a final review of the 2022 Market Wrap Up. We discuss what worked, what didn't, and what you should be thinking about for next year 2023. Join us to start the y…
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I love talking with Andrew Stotz about his worst investment ever. Most of us spend too much time on our winners and not enough time on our losers. Andrew has dedicated a whole podcast to this idea of learning from our failures. We discuss his 6 common mistakes, World War 2.5, the impact of the Fed policy on the rest of the world, global strategery,…
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Happy New Year of Inflation. I'm so happy 2022 is over. Aren't you? In case you were living in the middle of the wilderness with no access to the internet, it could be described as a train wreck, hitting a dumpster fire, in the middle of a sh1tstorm. Does that sum it up? However you choose to describe it, you could call it the year of inflation. 20…
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This week we interview Annie Duke. She accidentally got into Poker and won a World Series Of Poker Championship before retiring in 2012. She is the author of Thinking in Bets (one of my favorites), How To Decide, and Quit (her most recent book). This is one of the best interviews with her I have heard. Great revelations for anyone who is an investo…
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All I want for Christmas is Inflation...Merry Christmas Inflation to all... Happy Hannukah, Happy Festivus, and Happy New Year. Now that you all have had enough holiday cheer, we will update you on inflation, the markets and a lesson on how to look at charts and "news". We have had quite a year. High inflation. Low stock prices and lower bond price…
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This week we interview Simon Ree, Founder of Tao of Trading. We discuss successful trading strategies, options trading, inflation, the Federal Reserve, risk management, bull markets vs bear markets, and much more. This is a great interview into the mind of a successful Wall Street trader. Join us for your favorite investing and personal finance pod…
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Don't Fight The Fed... How many times have we heard that phrase. Yet people never seem to listen. This week Powell said get out of my way. I'm fighting inflation like Volker. Inflation (via CPI) is still high at 7.1% but lower than last month and lower than expected. But still a far cry from the 4.25-4.5% Fed funds rate. The market got the message …
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People hate the energy industry. Yet the biggest trend right now is in the energy. Energy Intelligence shows us that there are big forces at work that will cause a historic log jam which will raise energy prices for everyone. However there are solutions to this and ways you can profit from this disconnect in the economy. We discuss all of this on o…
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