Money Tree Investing

Thinking Outside the Box with Alternative Data

31 May 2024

Contributed by Lukas

Oliver gives us the scoop on Truflation, the solution to finding alternative data on all the economic data. Forget CPI and PCE—Truflation offers a f...

Crypto Week… It’s Official ETH Is A Go And The Death Of CBDCs

29 May 2024

Contributed by Lukas

Crypto Week was a double header. ETH ETFs are approved but not yet live. CBDC's area dead... or just sleeping... Don't count them out, but we can par...

Unbiased Annuity Truths and Guidance with The Annuity Man

24 May 2024

Contributed by Lukas

Stan "The Annuity Man" Haithcock shares annuity truths and how to make informed decisions. Stan's all about cutting through the fog of annuities, givi...

The Meme Stock Craze Killed Jim Simons

22 May 2024

Contributed by Lukas

Let's talk about the meme stock craze and how it impacted Jim Simons! Today we also highlight rising credit card and auto loan delinquencies, the depl...

Cultivating Good Financial Habits for Entrepreneurs

17 May 2024

Contributed by Lukas

Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch ...

Questioning The Basic Narratives of Investing

15 May 2024

Contributed by Lukas

There are so many different narratives of investing that it's important to know when you need to think twice. Today we delve into the murky waters of ...

Challenging Conventional Wisdom: Alternative Insights From James Davolos

10 May 2024

Contributed by Lukas

James Davolos from Horizon Kineticsm discusses the challenges of conventional wisdom in the world of investing. This exciting discussion delved into t...

Buffett-Palooza Dominates The Weekend… And In Other News Your Brain Is Broken

08 May 2024

Contributed by Lukas

Did you know your brain is broken? Today you find out why! In this episode we talk about coffee and humor and of course the stock market. We get into ...

The Power of Patterns: How This Technical Analysis Model Shapes Investment Strategies

03 May 2024

Contributed by Lukas

Joseph Furnari comes on to discuss his technical analysis model for investment strategies. By combining fundamental knowledge with technical insights,...

Something Interesting Happening In The Housing Market

01 May 2024

Contributed by Lukas

The housing market has been a wild ride since COVID hit, with remote work driving people inland for cheaper homes, though rising interest rates are ma...

Banking on Change: Exploring Central Bank Digital Currencies

26 Apr 2024

Contributed by Lukas

Kristen Ragusin joins us to explore central bank digital currencies (CBDC). Kristen has had quite the journey with money. It all started when she was ...

Chart Crimes: Something Interesting Happened In The Market Today

24 Apr 2024

Contributed by Lukas

Today we talk about chart crimes! We dive into how charts can sometimes tell a misleading story. We have to stress the importance of looking beyond th...

Unlocking Investment Wisdom: Answering Your Listener Questions

19 Apr 2024

Contributed by Lukas

We're spending time answering your listener questions about investing! Picture diversification like a balanced diet for your money, protecting against...

Daniel Kahneman: Something Interesting Happened In The Market Today

17 Apr 2024

Contributed by Lukas

We discuss the life of Daniel Kahneman, a pioneer in behavioral economics who challenged conventional economic thinking. His work reshaped how we view...

Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges

12 Apr 2024

Contributed by Lukas

This week we interview Dave Foster, a 1031 expert and Qualified Intermediary. We dive into the benefits of using 1031 exchanges and how it can enhance...

Stock Market Expectations: Something Interesting Happened In The Market Today

10 Apr 2024

Contributed by Lukas

We explore stock market expectations and how to affect your performance. Is your crystal ball a bit foggy? That uncertainty sends stock prices on a wi...

Managing the Highs and Lows of the Market by Investing in EFTs

05 Apr 2024

Contributed by Lukas

Dive into the world of investing in EFTs as we're joined by Bruce Bond, a seasoned expert who's been around the block in the industry. Bruce brings a ...

This Person Is To Blame For The Market Going Up

03 Apr 2024

Contributed by Lukas

The market's going up and someone has to be to blame! This week we help you understanding the complex forces driving the market highs in 2024. We delv...

Striking Gold: Investing in Laundromats

29 Mar 2024

Contributed by Lukas

Jordan Berry went from being a pastor to striking gold investing in laundromats. His journey's a rollercoaster, from dreaming of Hawaii to diving into...

The Truth About The False Notion of a US Civil War and the Stock Market

27 Mar 2024

Contributed by Lukas

Another week in the markets and the idea of a potential civil war and the stock market.  Another eventful week in the markets, with little significa...

Unraveling Supply Chain Dynamics from Chaos to Clarity

22 Mar 2024

Contributed by Lukas

I'm thrilled to host Yossi Sheffi, a distinguished professor at MIT known for his expertise in supply chain dynamics. Today, we're diving into the dis...

Stock Market Opportunities And Where To Find Them

20 Mar 2024

Contributed by Lukas

This week we discuss all sorts of great topics such as where to find great opportunities in an expensive market. Why everyone is bearish. And most im...

The Energy Crisis No One Is Talking About

16 Mar 2024

Contributed by Lukas

This week we have Doomberg join us, the prolific writer behind the Doomberg Substack, a renowned for insightful commentary and analysis on global ener...

Something Interesting Happened In The Market Today

13 Mar 2024

Contributed by Lukas

Join us to see what happened this week causing a rocket ship ride higher in many assets. crypto, gold, US stocks, international stocks, Japan, and mor...

Drowning in Ordinary Investments? Discover the Untapped Wealth of Water Investment Opportunities

08 Mar 2024

Contributed by Lukas

I'm thrilled about today's discussion, Water Investment Opportunities, because we have the privilege of hosting Riggs Eckelberry, a seasoned expert wh...

What does Investing in Japan, Reddit, and the Moon Have in Common

06 Mar 2024

Contributed by Lukas

Why is a raven like a writing desk? I still cannot answer that question. But Japan, Reddit and the moon are all related. Japan recently hit all time h...

A Technical Traders Outlook On The Financial Markets

01 Mar 2024

Contributed by Lukas

This week we dive into the world of technical traders. We discuss the Risk Management Checklist, allocation, styles, quantity of trades, tactical str...

Maybe Powell Was Right About Inflation… What Say You Mr Market?

28 Feb 2024

Contributed by Lukas

This week we discuss the true cost of the American dream, when the next market sell off will start, and why the financial markets are drastically und...

How To Find Your Money Zen – An Interview With Manisha Thakor

23 Feb 2024

Contributed by Lukas

This week we discuss how to find you money zen. The combination of financial health and emotional wealth will result in a powerful, research-based fra...

Will The Bank Brisk Jog Turn Into A Run?

21 Feb 2024

Contributed by Lukas

The banking sector is no longer heading into the toilet, but at some point the bank brisk job may turn into a run. What will happen if it does? Don't...

Personal Finance Podcast Interview with Andrew Giancola

16 Feb 2024

Contributed by Lukas

This week we interview Personal Finance Podcast host, Andrew Giancola. We discuss everything you need to know about investing and money... and other ...

Water Water Everywhere and Not A Drop To Invest

14 Feb 2024

Contributed by Lukas

Investing in water has a certain logic and allure to it in that it is the most prized commodity on this planet. However there is such an abundance tha...

Global Macro Strategies for 2024: The Hidden Risks

09 Feb 2024

Contributed by Lukas

Join us this week as we discuss global macro strategies for 2024. We discuss the 2024 election & Outlook - will the election have an impact on markets...

The Stock Market Missed This One Big Thing

07 Feb 2024

Contributed by Lukas

The stock market missed this one big thing... But you don't have to. Learn how to take advantage of mistakes the market makes. Join us this week as w...

Why The 60-40 Portfolio Is Broken… And How To Fix It

02 Feb 2024

Contributed by Lukas

We blow up the 60-40 portfolio in this interview. It is broken and needs to be fixed. We discuss how to improve on the 60-40 portfolio with alternati...

All Time Highs… To The Moon… And the Moon Is Made Of Cheese

31 Jan 2024

Contributed by Lukas

Once again we hit all time highs... Is this something to celebrate or fear? This week we discuss the impact of hitting all time highs on the major in...

The Compound Code Interview with Scott Kyle

26 Jan 2024

Contributed by Lukas

Scott Kyle of the Compound Code discusses his views on allocation, time horizon, diversification, dividend stocks and why he think you should not have...

2024 Started With a Meh…

24 Jan 2024

Contributed by Lukas

Happy New Year... 2024 started with a meh... but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets...

Secret Tax Strategies of Wealthy Investors

19 Jan 2024

Contributed by Lukas

This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALL...

Check out my BIG predictions for 2024

17 Jan 2024

Contributed by Lukas

Happy 2024! It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us th...

Do You Have Mindful Money? These Simple Habits Can Improve Your Odds Of Money Success

12 Jan 2024

Contributed by Lukas

This week we interview Jonathan Deyoe about mindful money and 5 tips that you can use today for better financial health. For more information, visit t...

Happy New Year To You and Your Stonks

10 Jan 2024

Contributed by Lukas

Happy New Year Money Tree Podcast Listeners. We are excited to bring you new wit and wisdom this year for you and your stonks. The year started of ro...

What Is The Quiet Shift – Interview With Dr Nicole B Simpson

05 Jan 2024

Contributed by Lukas

Nicole Simpson talks about The "Quiet Shift" and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becom...

Santa Clause Is Coming To Wall Street

03 Jan 2024

Contributed by Lukas

Happy New Year. Santa Clause is coming to Wall Street in December 2023 and may decide to stick around for 2024. We can thank Jay Powell for this Chri...

Where Are The Missing Billionaires...Victor Haghani

29 Dec 2023

Contributed by Lukas

Victor Haghani explores this topic in his new book of the same name. This was a fascinating discussion about wealth and the transference of wealth thr...

I Was Wrong...

27 Dec 2023

Contributed by Lukas

It is important to admit when you are wrong. It may not happen often, but it does happen. Here is my error and why it happened. The Federal Reserve Ch...

This History of IPOs And How You Can Get Access

22 Dec 2023

Contributed by Lukas

This week we dive into the history of IPOs with Dakin Campbell. Dakin discusses who IPOs have always been alluring and what most people miss about thi...

Santa Clause Rally Here We Come

20 Dec 2023

Contributed by Lukas

2023 has been a most interesting year. And it looks like we are ending it with a tremendous Santa Clause Rally for the books. This is in part due to J...

How Do Women and Immigrants Get Access To Capital Markets

15 Dec 2023

Contributed by Lukas

What does it mean to be an emerging manager in today's world? Why is it so hard for women and immigrants to get access to capital markets? Isn't the ...

Bulls Make Money… Bears Make Money… Pigs Get Slaughtered

13 Dec 2023

Contributed by Lukas

Bulls Make Money... Bears Make Money... Pigs Get Slaughtered is an old phrase which still hold true. Are you being a pig in your portfolio? This is a ...

Secrets of High Finance – An Exclusive Interview With Christopher Zook

08 Dec 2023

Contributed by Lukas

Christopher Zook talks about the secrets of high finance and how you can join them. We discuss GP Stakes and how this exists for investors to join the...

It’s Black Friday Again… And Again

06 Dec 2023

Contributed by Lukas

This week we discuss Black Friday and why it doesn't matter to the markets. Personal spending cools... The market yawns Credit Card Balances Skyrocke...

Ultra High Net Worth Investor Issues

01 Dec 2023

Contributed by Lukas

John Jennings, financial advisor to ultra high net worth investors, discusses a myriad of topics related to issues that extreme wealth has with indivi...

We Give Thanks For This Podcast

29 Nov 2023

Contributed by Lukas

We give thanks for this podcast, Money Tree Investing. We thank the listeners for your faith in us. We would also like to thank Wall Street for givin...

The Importance Of Having A Personal Finance Process: Interview with Bryan Kuderna

24 Nov 2023

Contributed by Lukas

It is important to have a personal finance process if you want to have success with your household finances. Most people only focus on their investme...

Where Have All The Bears Gone?

22 Nov 2023

Contributed by Lukas

A few weeks ago everyone was bearish, now no one is. what happened? Also we discuss year end tax strategies that you can do to legally keep money from...

The Big Mistakes In Financial Divorce Interview With Sharon Klein

17 Nov 2023

Contributed by Lukas

Sharon Klein talks about financial divorce, which is an additional kick in the teeth after the legal divorce. She explains all the things you need to ...

The 2024 Bank Crisis Everyone Saw And Did Nothing

15 Nov 2023

Contributed by Lukas

2023 is almost over and we only had one bank crisis. It is a miracle there were not more this year. However 2024 is shaping up to produce a potentiall...

Risk Is What Is Left Over Once You Have Thought Of Everything Else

10 Nov 2023

Contributed by Lukas

Risk is what is left over after you have thought of everything else. Risk management is now very important. Commercial real estate, consumer debt serv...

The Fed Spoke… And The Market Listened

08 Nov 2023

Contributed by Lukas

This week the Fed spoke and the market listened. Here is what it heard... We still don't believe you J Powell... We know you will lower rates next ye...

Investing In US Financial History… What If?

03 Nov 2023

Contributed by Lukas

We discuss essential lessons of investing in US financial history. We dive deep into lessons that all investors need to know. Big trend changes are co...

What do Jordan Belfort and Warren Buffett Have In Common?

01 Nov 2023

Contributed by Lukas

We discuss some crazy mental models about how the world works that can help you be successful in investing. Are these correlations or causations? Your...

If You Want Excitement Watch The News. If You Want News, Listen To This Podcast

27 Oct 2023

Contributed by Lukas

Looking for credible news sources? Me too.  That's why I don't read the "news". I cultivate my sources from various places based on their ability to...

Stocktwits Interview with Rishi Khanna

27 Oct 2023

Contributed by Lukas

Great interview this week with Stocktwits COE Rishi Khanna. We discuss how Stocktwits is changing the face of investing. We discuss Ai, deep fakes, We...

High Yield Bonds And The Next Credit Event Interview with Peter Higgins

20 Oct 2023

Contributed by Lukas

Peter Higgins talks about high yield bonds and the next credit event. If you are not worried about the next credit event, it could clean you out. Toda...

Is The Sky Falling… Or Just The Stock Market?

18 Oct 2023

Contributed by Lukas

Even though the market has been dropping for the past 3 months, very few people think it is going lower. BIG QUESTION: Why does virtually no one on Wa...

This System Controls Your Investing and Your Life. Here’s How To Change It

13 Oct 2023

Contributed by Lukas

We think we have free will and control over our lives, but we have much less control than we think. No I'm not talking about the government. I'm talki...

Beware Of The Coming Credit Event… Are You Ready?

11 Oct 2023

Contributed by Lukas

Tim Baker joins me to discuss the up coming credit event, what a credit event is, and how you can prepare.  Today's Panelists: Kirk Chisholm | Innov...

Insider Information In The Real Estate Market an Interview With Tim Wallen

06 Oct 2023

Contributed by Lukas

Get some insider information in the real estate market from our interview with Tim Whalen. You need to hear this if you own real estate. It is startin...

Fall Market Seasonality And What It Means For Markets

04 Oct 2023

Contributed by Lukas

Summer is over and fall market seasonality is here. Join us to see what this means for your portfolio. If history repeats this will impact your portfo...

The Swing Trading Mindset Amnol Singh

29 Sep 2023

Contributed by Lukas

Amnol Singh talks about the swing traders mindset and how to prevent yourself from making big mistakes. We discuss how to use different styles in your...

WTF Happened in 1971?

27 Sep 2023

Contributed by Lukas

WTF Happened in 1971 indeed... Anyone over the age of 40 years old knows what happened in 1971. If you don't then this is essential information if yo...

Mark Yusko: The New Era Of Digital Currencies

22 Sep 2023

Contributed by Lukas

Investing legend Mark Yusko has a seasoned career at Morgan Creek prior to that he worked on the endowments at UNC and Notre Dame. Mark is a deep thin...

Fear And Control Of Your Investing

20 Sep 2023

Contributed by Lukas

This week we discuss how fear and control negative affect your investing success. Wall Street... The media... Salespeople... All of them are working ...

Why The Housing Crash Is 100% Certain But Rising Rates Leads To Rising Prices

15 Sep 2023

Contributed by Lukas

The housing crash is 100% certain according to Keith Weinhold. While we agreed with Keith on a lot of ideas on this episode, we do have a heated deba...

Why Your Returns Stink in 2023, Retailers Sound The Alarm, and China Problems Pile up

13 Sep 2023

Contributed by Lukas

Retailers are sounding the alarm... a bit late in my opinion, and probably doing a bait and switch as well. They are claiming that slippage (AKA thef...

Invest Like A Billionaire Interview With Ben Fraser

08 Sep 2023

Contributed by Lukas

Billionaire Ben Frasier is the podcast host of Invest Like A Billionaire. We discuss billionaire habits, how you too can become wealthy, and what to d...

The Market is on the Edge of Doing Crazy

06 Sep 2023

Contributed by Lukas

Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook...

The Happiness Retirement Project

01 Sep 2023

Contributed by Lukas

This week we interview Wes Moss about the Happiness Retirement Project. We discuss a lot of research data on people who are the happiest in retirement...

My Awesome Vacation And What You Missed In The Markets

30 Aug 2023

Contributed by Lukas

This week I came back from vacation to this surprise in the markets. I take one week off and what happens? You guessed it. not much. Well except for t...

Budget Hacks, Russian Math, and Choosing The Correct Tax Advisor

25 Aug 2023

Contributed by Lukas

Household budgets are getting tight. The middle class is getting squeezed. Credit card debt is through the roof. What comes next is not fun. This week...

I Went Fishing And Caught A Monster... How This Relates To Inflation Is Important

23 Aug 2023

Contributed by Lukas

I went fishing with the family last week and caught this monster fish from the prehistoric era. It looked almost alien. I also learned a few things ab...

MacroWatch Update: Richard Duncan On China, Inflation, Recessions, Bulls, Bears, and More

18 Aug 2023

Contributed by Lukas

One of our favorite macro economists, Richard Duncan, joins us to discuss everything you want to know about, Inflation, China, recessions, bull-bear c...

1.55 Billion Dollar Lottery… And the Winner Is…

16 Aug 2023

Contributed by Lukas

We discuss the 1.55 Billion dollar lottery. We also discuss what lottery winners, professional athletes and trust fund kids all have in common... (hi...

Real Estate Debt – Problems and Opportunities

11 Aug 2023

Contributed by Lukas

Boris Dorfman joins us to share stories about real estate debt problems and opportunities. We also discuss, the next recession or crash, what is going...

The Fed Said What???

09 Aug 2023

Contributed by Lukas

The Fed said what this week?  In case you missed it the Fed raised interest rates, Fitch downgraded the US debt based on REALITY. But no one seemed ...

The Art of Slow Flip Real Estate

04 Aug 2023

Contributed by Lukas

Scott Jelinek talks about the art of slow flip real estate deals. We discuss how to invest in real estate without investing in real estate, being a la...

Beware of Inflation: Stocks Are On Fire… Don’t Get Burned

02 Aug 2023

Contributed by Lukas

This week we discuss the markets and why things are so confusing. Stocks are on fire and it is leaving experts scratching their heads. No one can make...

Predictive Models, Private Equity, and Management Consulting with Paul Lennick

28 Jul 2023

Contributed by Lukas

This week we interview Paul Lennick about ways businesses are improving profits. Automation, robotics, AI, and more. We also discuss predictive models...

Summer Wind… Came Blowing In… From Across The Fed’s Desk

26 Jul 2023

Contributed by Lukas

Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodca...

Cash Flow Cookbook with Gordon Stein

21 Jul 2023

Contributed by Lukas

Worried about the economy, high inflation, higher cost of goods and services and stagnant wages? This is the episode for you. Cash flow is the lifeblo...

Summer Doldrums…But Not For The Stock Market

19 Jul 2023

Contributed by Lukas

The summer of 2023 has been very unexpected. Normally the summer doldrums allows traders to escape to the Hamptons. If they did, they missed out on a ...

Inflation, Deflation, and Truflation

14 Jul 2023

Contributed by Lukas

Oliver Rust from Truflation shares his shocking inflation revelation about the US CPI. His data is revealing about the true nature of inflation and wh...

I Went On Vacation And The Stock Market Did This

12 Jul 2023

Contributed by Lukas

Happy Independence Day! I hope you all took some time off and spent it with family and friends. I personally took time off and then the stock market d...

Secrets of Accounting In Wealth Management

07 Jul 2023

Contributed by Lukas

Phil Weiss joins us to discuss some secrets of accounting for the wealth management industry that should give you pause.  He provides great investing...

Sell In May And Go Away… Or Maybe Not

05 Jul 2023

Contributed by Lukas

Sell in May and go away is an aphorism which always works... Sort of. Ok, not always, most times... Not really. ok sometimes. This time tested princip...

Investing In Life Settlements With Lucas Siegel

30 Jun 2023

Contributed by Lukas

Lucas Siegel joins us to talk about investing in structured settlements. We discuss the good the bad and ugly history of life settlements. This is a f...

It’s A Crazy New Bull Market

28 Jun 2023

Contributed by Lukas

Tim Baker joins us to talk about about this crazy new bull market... that virtually no one believes is in a bull market. We discuss this and what this...

Child Free Financial Planning – The Risks and Rewards

23 Jun 2023

Contributed by Lukas

This week we interview Jay Zigmont CFP from Child Free Wealth. Jay clues us in on some shocking statistics about child free families. The child free f...

Beware Deflation Is Back

21 Jun 2023

Contributed by Lukas

Another Fed meeting and another disappointment for someone. We look at the CPI numbers and then the Fed decision to pause on rate hikes and it make me...