Money Tree Investing

Are Men Or Women Better Investors?

16 Jun 2023

Contributed by Lukas

This week we ask Juliann Gumulak-Smith about this shocking insight into women investors. Are men or women better investors? In the spirit of not being...

The Market Is Broken… Here’s Why

14 Jun 2023

Contributed by Lukas

This week I talk with Phil Weiss about the new CPI inflation numbers, what they mean, and how you should think about this impacting your portfolio. We...

Wall Street Secret #714: Why Active Investing Underperforms

09 Jun 2023

Contributed by Lukas

Have you noticed that Active investing tends to underperform?  This is one of those non-secret secrets. What is not typically known is why this is th...

The Debt Ceiling Is Over… Or Is It?

07 Jun 2023

Contributed by Lukas

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 ...

Your Brain Is A Bad Investor…Here’s How You Change It

02 Jun 2023

Contributed by Lukas

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 cogn...

The Debt Ceiling Default Is Near… Or Is This Just More Political Theater? I’ll Let You Decide

31 May 2023

Contributed by Lukas

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 w...

Investing in Agriculture – Farming Secrets Interview With George Bravante

26 May 2023

Contributed by Lukas

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...

The Immigration Problem, Non-Problem

24 May 2023

Contributed by Lukas

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 a...

The 2023 Banking Crisis And High Yielding Debt

19 May 2023

Contributed by Lukas

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 ...

Supply and Demand For House Prices Is A Myth

17 May 2023

Contributed by Lukas

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 d...

Rates, Housing And The Fed – An Interview With Greg McBride From Bankrate

12 May 2023

Contributed by Lukas

Bankrate's Chief Financial Analyst, Greg McBride, joins us to discuss interest rates, housing, the Federal Reserve, and more. We discuss where we have...

Another Bank Failure Of First Republic… I’m Sure It’s Nothing

10 May 2023

Contributed by Lukas

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 ma...

Episode 500!!! – Congratulations Money Tree Investing Podcast!

05 May 2023

Contributed by Lukas

We hit episode 500!!! After 9 years of this podcast consistently delivering great education to listeners, we want to take this opportunity to thank al...

It’s An Earnings Soft Landing… Here Is What You Should Expect This Earnings Season

03 May 2023

Contributed by Lukas

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 ...

Do You Have Queer Money? An Interview With David and John Auten-Schneider

28 Apr 2023

Contributed by Lukas

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 ...

Gold… FAANGMNT…Banks… And Hidden Risks

26 Apr 2023

Contributed by Lukas

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 ...

Are You Focused On Growth Or Longevity In Your Portfolio? Interview With David Wolcott

21 Apr 2023

Contributed by Lukas

We interview David Wolcott this week where we discuss holistic financial planning and whether it is more important for your portfolio to be invested f...

Beware of Inflation – Do Valuations Matter

19 Apr 2023

Contributed by Lukas

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 year...

The Shadow Bankers Secret Look Behind The Economic Facade

14 Apr 2023

Contributed by Lukas

​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 bank...

Finding Truth In The Tea Leaves – Correlation vs Causation

12 Apr 2023

Contributed by Lukas

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 i...

Mediating With Kim Curtis

07 Apr 2023

Contributed by Lukas

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...

Deflationary Housing Crash – This Is The Way

05 Apr 2023

Contributed by Lukas

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 yo...

What Is Your Investor Mindset?

31 Mar 2023

Contributed by Lukas

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 m...

Beware of Deflation – Beware of the Housing Collapse

29 Mar 2023

Contributed by Lukas

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...

John Sneisen The Economic Truth Of Central Bank Money Printing

24 Mar 2023

Contributed by Lukas

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? ...

Deflation Ahead: Banking Crisis Part 2… More Pain To Come

22 Mar 2023

Contributed by Lukas

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 peo...

Investing In Oil And Gas For Profit And Tax

17 Mar 2023

Contributed by Lukas

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. ...

Beware Of Deflation – Is Your Cash Safe? Bank Runs, SVB, and More

15 Mar 2023

Contributed by Lukas

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 Was...

Investing in Precious Metals Interview with Lynette Zang

10 Mar 2023

Contributed by Lukas

This week we interview Lynette Zhang about investing in precious metals, the great reset, globalization of the 1980s, currencies, and more. If you are...

Beware of Deflation: The History Of Soft Landings

08 Mar 2023

Contributed by Lukas

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%....

The Social Investing Network Interview with David McDonough

03 Mar 2023

Contributed by Lukas

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 ...

Beware Of Deflation – The Housing Crash 2023

01 Mar 2023

Contributed by Lukas

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 ...

Dynamics of Running a Family Office For Wealthy Families

24 Feb 2023

Contributed by Lukas

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 ...

Beware of Deflation Again? This Week Things Get Spicy.

22 Feb 2023

Contributed by Lukas

We are at it again this week on Money Tree Investing Podcast. Deflation.. Deflation ... and more Deflation... oh and some inflation. This week things ...

Investing In Growth Companies - Interview Gerry Frigon

17 Feb 2023

Contributed by Lukas

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...

Beware Deflation Ahead (Part 2)

15 Feb 2023

Contributed by Lukas

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...

Investing In Coffee – Investing in Private Companies Internationally With Josh Ziegelbaum

10 Feb 2023

Contributed by Lukas

Should you invest in private company stock? Should you invest internationally? Why not both?  This week I interview Josh Ziegelbaum who runs a coffe...

Beware of Deflation – What You Need To Know About The Coming Deflation

08 Feb 2023

Contributed by Lukas

Beware of Deflation!  What?!? I thought you were warning us about inflation.  Things are changing quickly. There is new information you need to kno...

Buying Small Businesses For Cash Flow Interview With Zach Oehlman

03 Feb 2023

Contributed by Lukas

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...

Beware Of The Inflation Soft Landing

01 Feb 2023

Contributed by Lukas

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 rig...

Financial Wellness And Generation X – Interview With Bobbi Rebell

27 Jan 2023

Contributed by Lukas

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 w...

Inflation Drops Again… And Other Predictable Data

25 Jan 2023

Contributed by Lukas

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 e...

The Year of Recalibration – An Interview with Professor Jeff Bierman

20 Jan 2023

Contributed by Lukas

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 ...

The Singularity and Ai – How ChatGPT Is Transforming The Economy In Only 2 Months

18 Jan 2023

Contributed by Lukas

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...

Happy New Year – Year End Performance 2022

13 Jan 2023

Contributed by Lukas

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. The...

Money Tree Investing Podcast 2022 Market Wrap Up

11 Jan 2023

Contributed by Lukas

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, l...

My Worst Investment Ever With Andrew Stotz

06 Jan 2023

Contributed by Lukas

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. And...

Happy New Year Of Inflation

04 Jan 2023

Contributed by Lukas

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 inte...

Annie Duke Tells All On Money Tree Investing Podcast

30 Dec 2022

Contributed by Lukas

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 au...

All I Want For Christmas Is Inflation

28 Dec 2022

Contributed by Lukas

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 ...

The Tao Of Trading Interview With Simon Ree

23 Dec 2022

Contributed by Lukas

This week we interview Simon Ree, Founder of Tao of Trading. We discuss successful trading strategies, options trading, inflation, the Federal Reserve...

Beware of Inflation: Don't Fight The Fed

21 Dec 2022

Contributed by Lukas

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 fightin...

Energy Intelligence – How To Make Money From The Biggest Trend That People Hate

16 Dec 2022

Contributed by Lukas

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...

Understanding Market Cycles & How It Can Make You Money

14 Dec 2022

Contributed by Lukas

Understanding market cycles is one of the easiest way to make money in the market. Short term cycles and long term cycles both provide you with an eno...

Property Manager Survival Guide – How to Find the Best Property Manager

09 Dec 2022

Contributed by Lukas

One of the biggest problems I hear from real estate investors is how do I find the best property manager... more accurately, "how do I find any prope...

We Are All Screwed… Big Oil Will Save Us – Beware of Inflation

07 Dec 2022

Contributed by Lukas

This is not a joke. We have serious problems with our energy needs. Where we are now and where we want to be are miles apart and no amount of money, ...

Edward Chancellor The Price Of Time – History of Interest Rates

02 Dec 2022

Contributed by Lukas

  This week is a treat. We interview Edward Chancellor about his new book , The Price Of Time - The Real Story Of Interest.  Those who do not under...

Beware of Inflation – The Inflation Impact On Bonds

30 Nov 2022

Contributed by Lukas

Bonds have performed very poorly in 2023. This is the worst YTD performance in a LONG time. Should you add them to your portfolio now or will things g...

It's All About Bonds - The Impact of Inflation on Bonds

25 Nov 2022

Contributed by Lukas

Do you still think bonds are safe? After a year of bonds getting crushed along with stocks, you might think bonds are no longer safe. Well... They nev...

FTX Crash & How You Should Think About It

23 Nov 2022

Contributed by Lukas

It is amazing. The FTX Crash has caught most people off guard and many celebrities lost money too. There is word that it is one big ponzi scheme with ...

Matt Leising & The Great Crypto Caper – The 55 Million Dollar Crypto Heist And How It Almost Brought Down Ethereum

18 Nov 2022

Contributed by Lukas

Matt Leising, author of Out of The Ether, discusses the $55 Million Dollar Ethereum heist and how it almost brought down Ethereum. Also, we discuss th...

Inflation Is Gone… Or Is It?

16 Nov 2022

Contributed by Lukas

The media is telling us, Inflation is gone. Celebration time.??  Well, not so fast. Inflation is still coming in at 7.7% (which is high) and one dat...

Global Economic Forces Are At Work, Here Is How You Navigate Them

11 Nov 2022

Contributed by Lukas

Larry joins us once again to discuss global economic forces which move slowly but firmly in one direction. when they change watch out. We discuss, gl...

Beware of Inflation – Your Investing Style Is Dangerous

09 Nov 2022

Contributed by Lukas

I'll bet you think your investing style is safe. However what you don't know if what makes it dangerous.  This week we interview Mikkel Thorup. We d...

The Future of Food & Emerging Trends – Investing In Agriculture And Food

04 Nov 2022

Contributed by Lukas

This week we interview all-star portfolio manager Leigh Goehring about the agriculture sector. We discuss the emerging global trends in the agricultu...

Inflation… When Will It End? How Long Will Inflation Last? We Have The Answer

02 Nov 2022

Contributed by Lukas

The most common question we have been receiving here on the show is, how long will inflation last? You will not be surprised that we have the answer f...

Listener Questions October 2022 – Let Us Know What You Think

28 Oct 2022

Contributed by Lukas

We have another great listener questions episode just in time for Halloween. Put on your favorite costume and grab a frosty beverage. Join us for Mone...

Beware of Inflation – King Dollar And The Magazine Indicator

26 Oct 2022

Contributed by Lukas

The King is Dead... Long Live the King. King Dollar is doing the opposite of what everyone thought would happen. No its not going to zero. Its actuall...

Sustainable, IMPACT, & ESG Investing – Is It A Good Strategy For Your Money

21 Oct 2022

Contributed by Lukas

This week we interview Eddy Soffer from Interactive Brokers. We discuss Sustainable, IMPACT, and ESG Investing. ESG investing is a hot area right now....

Inflation Is More Dangerous Than WW3

19 Oct 2022

Contributed by Lukas

Yes I said it. Inflation is more dangerous than WW3. Don't believe me? Did you live through the 1970s inflation? what about the 1920s in Germany? or 2...

Scott Carson Discounted Note Investing Tactics

14 Oct 2022

Contributed by Lukas

This week we interview Scott Carson about investing in discounted notes. This is not your average alternative investment, but it is an interesting wa...

Beware of Inflation – Oil Price Inflation, OPEC, Russian Chess vs US Checkers, Mortgages, Bank of England and More

12 Oct 2022

Contributed by Lukas

Oil price inflation is back... OPEC has decided to go against the US and the US is losing. Maybe The White House should not have used the strategic pe...

Yieldstreet - Milind Mehere

07 Oct 2022

Contributed by Lukas

Milind Mehere joins us this week from Yieldstreet. We discuss why he started the platform and what is accomplishes that others do not. If you want to ...

Beware of Inflation End of 3rd Quarter 2022

05 Oct 2022

Contributed by Lukas

End of 3rd Quarter 2022 has been the bloodiest market performance I have seen in over a decade. There are scary data points everywhere. However when y...

Investing In International Real Estate: A Primer Guide

30 Sep 2022

Contributed by Lukas

Are you worried about the stability of the US? Do you wish you had a plan B just in case things don't work out? Well here is one solution... This week...

Beware of Inflation - Investing in Bonds with Inflation

28 Sep 2022

Contributed by Lukas

Is it time to invest in bonds? We will discuss this week whether it is time to find safety in bonds, the housing situation, and more inflation data. I...

Investing In Farmland With Carter Malloy

23 Sep 2022

Contributed by Lukas

Investing in farmland is one way to protect yourself from higher inflation. This week we discuss how to invest in one of the oldest assets classes. Ca...

Beware of Inflation: Inflation is a Global Problem

21 Sep 2022

Contributed by Lukas

Inflation is a global problem... It may "only" be 8.3%, but this is a big problem that is not going away. inflation rising... GDP falling... a recipe...

Tax Lien Investing With The Tax Lien Lady – Joanne Musa

16 Sep 2022

Contributed by Lukas

This week we discuss tax lien investing opportunities with Joanne Musa, the Tax Lien Lady.  There are enormous potential gains in in tax liens if you...

Beware of Inflation: Clean Energy Vs Dirty Energy

14 Sep 2022

Contributed by Lukas

This is the Royal Rumble of debates. Clean Energy vs Dirty Energy. We discuss the pros and cons, the short term and long term impacts on everyone. Thi...

Risk Management and Asset Allocation For Tiger 21

09 Sep 2022

Contributed by Lukas

This week we interview Michael Sonnenfeldt, founder of Tiger 21. We discuss many issues that effect the Tiger 21 community, risk management, asset all...

Beware of Inflation: Should The Cost Of College Be Free?

07 Sep 2022

Contributed by Lukas

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 ...

Emotional Psychology of Investing

02 Sep 2022

Contributed by Lukas

This week we interview psychologist, Stanley Teitelbaum about the emotional psychology of investing. We discuss cognitive bias, blind spots, the greed...

Beware of Inflation: Bull Market Vs Bear Market... You Choose.

31 Aug 2022

Contributed by Lukas

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...

Alternative Investments You Have Not Heard Of... with Stefan Von Imhof

26 Aug 2022

Contributed by Lukas

Alternative investments are a big field. So many opportunities... So many interesting ways to invest outside the market. This week we interview Stefan...

Beware of Inflation: The New FAANG Stocks 2.0

24 Aug 2022

Contributed by Lukas

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 ...

Joe Robert Ventures: A Discussion About The Distressed Debt Opportunity

19 Aug 2022

Contributed by Lukas

This week we interview Joe Robert of Robert Ventures. We discuss the opportunities that will be available to investors in the next recession with dis...

Beware of Inflation: Bear Market Rally? Is it Cyclical or Structural?

17 Aug 2022

Contributed by Lukas

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 Infl...

Looking To Know The Direction Of The S&P 500? Brent Kochuba From Spotgamma Shows You How The Pros Trade Volatilityow Spotgamma

12 Aug 2022

Contributed by Lukas

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 t...

Beware of Inflation: Income Inequality, Historical Tax Rates, Bear Market Rules, Economic Updates, and More…

10 Aug 2022

Contributed by Lukas

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 we...

Alpha Architect – Wes Gray

05 Aug 2022

Contributed by Lukas

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 disc...

Beware of Inflation: The Bullwhip Effect

04 Aug 2022

Contributed by Lukas

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 Contrarian Edge – Vitaliy Katsenelson

29 Jul 2022

Contributed by Lukas

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 m...

Beware of Inflation: Bear Market Rules, Current Market Update and Listener Question

27 Jul 2022

Contributed by Lukas

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 investm...

Lessons From The Pros: Behavioral Value Investing – Playing Offense Vs Defense With Your Investments

22 Jul 2022

Contributed by Lukas

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. Ho...

Beware of Inflation: UPDATE: Inflation 9.1% Wow! Also The Value of Cash, Bitcoin Bonanza, and Why A Bad Economy Does Not Support Bad Business Models

20 Jul 2022

Contributed by Lukas

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...

Secrets of The Rich #12: Qualified Small Business Stock 1202 – $10 Million or More in Capital Gains Tax Free

15 Jul 2022

Contributed by Lukas

This week we interview David French about another advanced planning strategy for our series, Secrets Of The Rich Episode #12, Qualified Small Business...

Beware of Inflation: Why Is The Euro At Par With The US Dollar? Why Should I Care?

13 Jul 2022

Contributed by Lukas

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 answ...

Are You Home Country Biased? Global Dividends Can Provide Interesting Opportunities

08 Jul 2022

Contributed by Lukas

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 i...

Beware of Inflation: The Impact Of Inflation On Valuations – Growth Vs Value, Current Markets, Valuations and More…

06 Jul 2022

Contributed by Lukas

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 a...