Money Tree Investing

Barry Martin, who manages $1.3 billion in option strategies at Sheldon Capital Management, dives into the booming popularity of covered call options. He explains how this approach has grown significantly, catalyzed by lower commissions and increased educational resources. Barry highlights how covered calls excel in volatile markets and the importance of selecting strong stocks. He also addresses common misconceptions about the strategy's risks and promotes education as key to successful options trading. Tune in for insights into navigating today's market dynamics!

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 prime minister and political changes post-Brexit. The US presidential debate between Biden and Trump, with concerns about the candidates' competency. Emphasis on the lack of substance in the debate and questions about who is actually running the country. Discussion on the perceived gaslighting by political parties and media. The importance of consistent investment strategy irrespective of political changes. Market performance trends, focusing on high-performing stocks driving overall gains. Advice on the benefits of indexing and diversification in investments. Concluding thoughts on maintaining a disciplined investment approach despite market or political volatility. For more information, visit the show notes at https://moneytreepodcast.com/independence-from-bad-investing-623   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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  

Patricia Roberts, an expert in college financial planning, discusses 529 plans and avoiding student loan debt. She highlights the benefits of 529 plans, passing benefits to family, and her work with Gift of College. The podcast also covers alternative education savings options, comprehensive college funding strategies, and the importance of early planning to reduce costs.

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, compared to other countries that use natural ingredients. How the brain's pattern recognition and shortcuts can affect investing and emphasizes the importance of doing thorough research. How few people actually do the hard work and most rely on others. The need to understand what you are investing in just like you need to understanding what you are eating. The importance of understanding market trends, particularly in gold and silver. Using caution when investing in gold miners due to their volatility and boom-bust cycles. The benefits of investing in royalty companies for their low capital requirements and consistent returns. Happy Independence Day! For more information, visit the show notes at https://moneytreepodcast.com/your-food-choices-effect-your-investing-621 Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management   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 show notes at https://moneytreepodcast.com/your-food-choices-effect-your-investing-621  

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 international markets! T his week we discuss... Jason's experience in the equity market, particularly in fundamental equity analysis, with a focus on cash flow generation. How Jason's investment strategy revolves around discounted cash flow analysis, particularly focusing on maintenance cash flow adjusted for inflation. Jason's preference for international markets over the US due to perceived value opportunities. The dominance of the US in global equity markets and the potential overvaluation compared to other regions. Regions like Europe and their economic challenges, energy concerns, and regulatory issues. Emerging markets: past enthusiasm and current challenges, especially in China. Africa as a frontier market with demographic advantages but also currency and governance challenges, making it difficult for equity investors. The importance of capital allocation and shareholder returns, and the impact of management decisions on stock performance. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-international-markets-jason-crawshaw-629  Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management   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  

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 important to be financially prepared! Today we discuss... Market statistics and sports statistics can be loosely tied together, with both requiring consideration of multiple metrics for evaluation. There is no single metric that defines the best stock or the greatest player in sports. Efficient market theory suggests that market inefficiencies are arbitraged out over time as more people exploit them. How hedge funds often exploit small arbitrage opportunities, but these opportunities may disappear once they are widely known. Momentum trading strategies can lose effectiveness as more market participants adopt them. How some investors track congressional actions and use them as indicators for investment decisions, but this strategy may lose effectiveness over time. Roaring Kitty's success with GameStop illustrates how retail investors can challenge institutional investors by exploiting publicly available information. The Senate passed a nuclear bill aimed at reducing costs and expediting the permitting process for nuclear energy projects. The expiration of a 50-year trade agreement with Saudi Arabia signals a shift in global power dynamics and highlights the need for the US to transition to alternative energy sources. For more information, visit the show notes at https://moneytreepodcast.com/willie-mayes-can-teach-us-619    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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  

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-related content across various platforms for SoFi. Macroeconomic trends and their impact on capital markets. The importance of seizing opportunities in one's career. The significance of workplace environment and personal skills for career satisfaction. Embracing discomfort and learning from mistakes early in one's career. The unpredictability of the finance industry and the need for resilience. The influence of market conditions on personal happiness and resilience. Considering the business cycle as a mental model for navigating market volatility. The challenges of identifying the current phase of the business cycle. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   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  

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 the economic environment is constantly shifting.  Today we discuss... How the markets have been quite boring due to a lack of significant movement. The Dow Jones Industrial Average has been almost flat. Only twelve stocks in the entire S&P 500 have hit new 52-week highs recently. There are concerns about the economy and potential election results influencing market sentiment. Real estate prices continue to rise despite affordability issues. Growth stocks, particularly in the tech sector, are outperforming value stocks. The US stock market is outperforming the rest of the world. Modern Dow Theory suggests semiconductors are the new transports, indicating their importance in the current market. Many indicators suggest caution is warranted in the current market environment. Technology and AI, particularly companies like Nvidia, are driving market performance. Inflation has significantly increased the cost of living, requiring much higher incomes to maintain the same standard of living as in the past. For more information, visit the show notes at https://moneytreepodcast.com/consumer-sentiment-leads-the-way-617   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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  

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 by the industry's profit motives rather than investors' best interests.  Today we discuss... Michael's unexpected entry into the finance world, influenced by a classmate's suggestion to explore a brokerage firm using mathematics. Why the finance industry and its practices, such as rebalancing and tax loss harvesting, fundamentally flawed. Michael's perspective on rebalancing, challenging the belief that it improves investment returns, and why he believes this advice is often misguided. The misconception of diversification in mutual funds and clarify the real benefits of diversification according to Harry Markowitz's theory. Modern portfolio theory (MPT) and Michael's critique of its practical application, especially concerning mean variance optimization. Why tax loss harvesting is not as beneficial as commonly perceived and the costs associated with it. Robo advisors, their cost efficiency, and why Michael believes they still don't offer significant value over simple index funds. The inefficiency and high costs of investment management for Ivy League endowment funds and public pension funds, labeling the industry as a conspiracy of inefficiency.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   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 show notes at https://moneytreepodcast.com/conspiracies-in-common-financial-practices-michael-edesess-616

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 statement that wealthy people succeed due to access to opportunities. GameStop's stock, its volatility, and market speculation. Structured products as potentially misleading investments influenced by institutional interests. The difference in performance between large and small-cap stocks, influenced by inflation and interest rates. Business development companies' reliance on floating rates and potential risks from rising interest rates. The complexity of understanding business development companies and their investment potential.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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 show notes at https://moneytreepodcast.com/stonks-are-back-615