Money Tree Investing

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 table... its you." This is why it will be worth your time to learn about this type of investment. We also discuss cryptocurrencies, foreclosures, loan modifications and more...   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection 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: https://twitter.com/MTIPodcast  

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 | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  

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 we have seen in the markets. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/spotgamma-brent-kochuba

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 new s to me too. We also discuss the 2-10 yield curve, historical tax rates and more. This is an action packed episode of summer fun. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-income-inequality-bullwhip-2 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: https://twitter.com/MTIPodcast  

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, when to use discretion, inflation protection, and more.    Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection 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: https://twitter.com/MTIPodcast

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 about how the economic system works and it might even help you understand how this inflation cycle will play out... Yes this topic is that important. Oh did I mention that The Beer Game is a simple way to understand the bullwhip effect as well... Sorry The Beer Game does not involve drinking beer. Although I won't tell you not to. 🙂 Don't forget to check out our new Bear Market Survival Guide - The Top 12 Bear Market Rules to Help You Survive and Thrive in The Next Bear Market. It will give you simple and easy, actionable advice to set yourself up for success with your investments. 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: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/bullwhip-effect-beware-of-inflation

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 stocks requires a lot more than just finding cheap companies. We discuss all of this on the episode. For more information, visit the show notes at https://moneytreepodcast.com/contrarian-edge-vitaliy-katsenelson Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast

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 your show! The problem I am looking to solve is it a good long term strategy for 100% of my stock allocation to sell 30 delta OTM covered calls on SCHD and when assigned sell 30 delta cash covered puts (rinse and repeat) to boost the income of my portfolio. I’ve doing this for about a year now and so far up about 6% on the year when SPY is down about 18%." For more information, visit the show notes at https://moneytreepodcast.com/   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: https://twitter.com/MTIPodcast  

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 where the puck is going to be. Gary shows us how to do that with value stocks. As value stock are coming back into favor you need to look at what is working. For more information, visit the show notes at https://moneytreepodcast.com/behavioral-value-investing-gary-mishuris Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast

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.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/