Money Tree Investing

Historically, every time the yield curve inverts, a recession follows, but don't fret just yet, this could be correlation, not causation. Recession tends to follow when the yield curve reverts back to normal after inversion, rather than during the inversion itself. The Federal Reserve's themselves and their actions have impacted the yield curve over the year and shifts in banking behavior can slow the economy. Changes in economic conditions and market behaviors suggest a potential recession is forthcoming, but don't panic yet, you can't predict the market.

Today we discuss... 

The inverted yield curve occurs when s...

Andrew Stotz returns to discuss World War 2.5! Having moved from the U.S. to Thailand in 1992, Stotz has extensive experience in the Thai stock market and now runs A. Stotz Investment Research. Stotz shared his perspective on U.S. dominance in Europe, the growing tension with China, and the shift of global resources, particularly in Africa. He also highlighted the increasing complexity of international compliance regulations driven by Europe's green energy transition. Learn how all this significantly impact global markets and developing nations. 

Today we discuss... 

How Andrew began a career as a sell-side analyst in 1993. An...

The fed is cookin' up something and today we talk about their upcoming decision on interest rates, and debate on whether and how much rates should be cut. We discuss the impact of potential rate cuts - there’s concern about inadvertently stoking inflation or failing to manage a gradual economic slowdown. We also talk about market expectations, past misjudgments, and behavioral biases and how they effect investment strategies.

Today we discuss... 

How inflation has decreased to 2.2% year over year, which is positive but may not feel beneficial to everyone. The Fed is expected to lower int...

Kepmton Schwab is here to discuss Venture Capital (VC) investing! We also discuss the emotional and strategic aspects of selling a business and how successful sales really comes down to aligning the interests of both the seller and the buyer.

We also talk about the hot trend of institutional money pouring into private companies, especially in tech and AI, and how emerging technologies can boost a company’s value and more! Today we discuss... 

Kempton Schwab's background as a retired executive operator and business owner, now working in advisory. Kempton's story about his experience in selling his...

Powell was in Jackson Hole last week and today we discuss some Jackson Hole Revelation on the future of the market and interest. We also talk the current election and all of the ins and outs of election strategy. Then, we veer into how social media is changing elections and how it feels like people, especially comedians, are holding back more than they used to because of cancel culture. We reflected on how trends, whether in culture or finance, often swing to extremes before eventually balancing out. 

Today we discuss... 

How neither major party is focusing on...

Roger Silk joins us to discuss TIPs, treasuries, and inflation, and more! He explains the nuances of the repo market, potential risks, and its role in the broader financial system.

Silk also touches on the impact of interest rates on asset values and the banking sector from his time at World Bank. Silk also discusses complex financial products like treasury inflation-protected securities! 

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Roger discusses his background, including his PhD in applied economics and founding of Sterling Foundation Management. Roger describes his work at the World Bank, focusing on tr...

A lot of volatility exists in the stock market right now, but did you know you can actually benefit from it?

Today we talk about how market reactions are driven by expectations versus reality, with surprises like unexpected Fed actions causing significant volatility. 

Political uncertainty certainly has an impact on the market and you can't even rely on Wall Street predictions. That's why it's crucial to understand market sentiment and how everyone’s collective behavior influences market trends over trying to predict the market itself! 

Today we discuss... 

The recent stock market volat...

Do you have proper protection for your portfolio? If not, gold might be the solution for you. Rich Checkan is here today to discuss the "stealth gold market." He delves into the cultural differences in gold ownership between Eastern and Western investors. He also touches on the distinct dynamics of the silver market and the industrial uses and market behavior of platinum and palladium. We also discuss the manipulation of gold prices and the broader implications of the massive money printing and national debt on the gold market. 

Today we discuss... 

Asset Strategies International deals in go...

There's new investing framework you need to be aware of! Join us today as we discuss what it is. Today we chat about the recent performance of the S&P 500, the current economic system, which is reliant on money printing by the Federal Reserve, and the lack of viable alternatives to this system. We need to be able to adapt to new information and market conditions, even when it challenges previous assumptions. Investors to be flexible in their thinking and strategy.

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The S&P 500 has seen a strong upward trend but e...

Bob Elliott discusses how investing in hedge funds can be for everyone! Elliott highlighted the traditional "two-and-twenty" fee structure, common in hedge funds, private equity, and other alternative assets, which can significantly erode investor returns. His firm aims to replicate these strategies, including equity long-short and global macro, using advanced machine learning to infer hedge fund positions from return data, making them accessible at lower fees for the average investor. 

Today we discuss... 

Bob's focus to bring low-cost indexing to the world of two-and-twenty, similar to the impact of stock and bond indexing. Hedge fund strategies, de...