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 just five years old, earning her allowance by explaining stock markets to her dad. After college, she spent 28 years at Merrill Lynch, managing money and building a practice. Now, she's at Raymond James doing more of the same. But her passion extends beyond traditional finance; she's also a money reformer, advocating for changes in the money...

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 the surface and understanding the narratives behind the data. This chat is full of insights into the complexities of investing and the importance of staying adaptable in the ever-changing market landscape.  Today we discuss:  The concept of "chart crimes" and how charts are used to convey specific narratives Discussion on the performance of...

We're spending time answering your listener questions about investing! Picture diversification like a balanced diet for your money, protecting against market surprises. Learn from mistakes to avoid emotional investing pitfalls. Doug warns about missing out on employer perks, while Barb stresses portfolio balance.  Follow these tips for savvy investing and financial advice! Diversify investments across various assets for stability Learn from emotional investment mistakes to avoid chasing...

We discuss the life of Daniel Kahneman, a pioneer in behavioral economics who challenged conventional economic thinking. His work reshaped how we view decision-making and market behavior. We also discuss investment strategies, touching on the idea of comparing assets using technical analysis to gauge opportunity costs. Understanding trends before diving into investments is key, as it helps investors make more informed decisions. Join us for another though provoking conversation as we...

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 the returns of your real estate investments by savings on taxes.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on...

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 wild rollercoaster ride. Watch out for curveballs, like when interest rates and stocks go on totally different paths, making us rethink everything we thought we knew about investing. Bottom line... The market's a tricky beast, always keeping us on our toes! Today we discuss:  Volatility arises as the market reacts to unexpected news and adjusts...

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 wealth of experience, having started from the ground up, selling bonds and eventually venturing into the world of ETFs. From his early days at PowerShares to his current gig at Innovator Capital Management, Bruce has seen it all and has some fascinating stories to share. We'll be tracing Bruce's journey through the financial landscape, from the...

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 delve into the trends of the market and various forces at play, seeking to provide listeners with a deeper understanding of the market dynamics. In this episode, we discuss:  Fragility, resilience, and anti-fragility are concepts discussed in various contexts. Efficiency-focused systems can become fragile and vulnerable to unforeseen events....

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 world of laundry. Jordan shares the highs and lows, from snagging laundromats to facing unexpected hurdles.  We'll talk about why he made the leap, the perks of laundromat life, and his tips for budding entrepreneurs.  Plus, Jordan dishes on what's shaking up the laundry business and where it's headed.  Get ready for a lively chat on...

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 significant change. Why so quiet? Discussion revolves around the recent Fed meeting and its implications. Market analysts scrutinize minor adjustments in the Fed's statement for deeper meaning. Understanding market reactions is crucial for informed investment decisions. Market trends reflect the collective actions and sentiments of millions of investors....

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 disruptions experienced by supply chains during the pandemic. Professor Sheffi's insights will shed light on the root causes and strategies for resilience. Join us as we explore the impacts on global economies and industries, and uncover valuable insights for navigating future challenges. Today's Panelists: Kirk Chisholm | Innovative Wealth...

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 important, why it pays to be a bull. We're diving into the world of current stock market opportunities and where you can look for them. We'll be discussing where to find great opportunities despite the high market prices, exploring the reasons behind the prevailing bearish sentiment, and highlighting the benefits of maintaining an optimistic...

This week we have Doomberg join us, the prolific writer behind the Doomberg Substack, a renowned for insightful commentary and analysis on global energy dynamics and the current energy crisis under the surface. Doomberg's expertise delves deep into the complexities of the energy sector, exploring the intricate intersections of geopolitics, technology, and sustainability. We discuss the latest trends, challenges, and opportunities shaping the future of energy. For more information, visit the...

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 more. Also we discuss the state of the union address, Stanley Druckenmiller, chart crimes and more. This is a fun week with lots of mini rants about the markets. We also take a listener comment tear it apart and show you why he is correct. For more information, visit the show notes at ...

I'm thrilled about today's discussion, Water Investment Opportunities, because we have the privilege of hosting Riggs Eckelberry, a seasoned expert whose upbringing as a corporate guy provided him with a unique, global perspective on the world. Together, we're embarking on a deep dive into the events unfolding in 2024, particularly honing in on the looming presidential election and its potential reverberations across the markets.  Our conversation promises to traverse a multitude of topics,...

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 highs in the stock market, the moon was conquered by a private company and Reddit will IPO soon. Oh and I forgot about crypto which is also going to be on the moon soon if the price goes any higher. We have another fun episode with Kirk and Phil talking about Phil's experience as an analyst and why Cisco and Chesapeake Energy stopped talking to...

This week we dive into the world of technical traders. We discuss the Risk Management Checklist, allocation, styles, quantity of trades, tactical strategies the psychology of investing and more. Having a process is important. The best process is pushing play on your podcast player and listen to this episode. Join us again for an exciting episode with Chris Vermeulen. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman...

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 underestimating inflation. We also discuss why office REITs are in trouble, and druckenmiller's reason for evading the 1987 crash looks similar to the markets today. Join us for another great live episode about the real insight into financial markets without all the fluff.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren...

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 framework for getting off the hamster wheel of 24/7 striving so you can start to live a life fueled by authentic joy, connection, and meaning. We discuss... How to cope with financial trauma, cultural norms, societal influences and evolutionary biology. Join us to see how this can positively impact your life. Today's Panelists: Kirk Chisholm |...

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 wait till it does to do your research. Do it now. Commercial real estate will play a big part in this. The big story today is JAPAN.  Huh? Yup Japan is making big news... and no one is talking about it... Once again we are making news great again. Join us to find out why Japan is important now. Also in the news... VC deals are drying up...

This week we interview Personal Finance Podcast host, Andrew Giancola. We discuss everything you need to know about investing and money... and other stuff. We discuss... Perspective of buyers and sellers- balance of what you are trying to accomplish Diversification of income streams Systems and processes are important Quality of books Quality of due diligence Real estate vs businesses And so much more... Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro...

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 that we don't value it with a price. We do have a shortage of drinkable water in many parts of the US and the world and yet very few options to make water drinkable at an economic level. In this episode we discuss investing in water, the upcoming election, the housing problems and more. For more information, visit the show notes at...

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? geopolitical impact? World stability? Econ stability- factors for better or worse? We discuss Russia, China, mid east, oil gold, bonds, partisan change in 2024, US political strategy vs geo political strategy, trade war w China, globalization vs deglobalization. --> hypo-globalization. inflation price collapse? Disinflation 1980-2020,...

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 we discuss all sorts of off limit topics that can help you become wealthy... if you listen 🙂 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 X...