James Davolos from Horizon Kineticsm discusses the challenges of conventional wisdom in the world of investing. This exciting discussion delved into the intricacies of market dynamics, particularly focusing on the enduring trend of growth outperforming value. Davolos dissected the evolution of this trend, attributing it to factors such as passive investing, low-interest rates, and fiscal spending. Throughout, Davolos provided nuanced insights and offered a thought-provoking analysis of current market conditions. 

Today we discuss: 

Factors contributing to the divergence between growth and value investing Historical context of value outperformance following the tech bubble burst Examination of market structure and the dominance of passive investing Challenges for value investors amid the current market dynamics Potential transition points for a shift in market dynamics Analysis of fundamental and market structure factors affecting investment strategies Consideration of the real estate market's sensitivity to interest rates Debate on the sustainability of fiscal spending and its implications Impact of rising interest rates on the economy and financial markets Davolos' perspective on the significance of real yields and the value of the US dollar Resilience of gold prices despite headwinds from real yields and the US dollar

For more information, visit the show notes at https://moneytreepodcast.com/challenging-conventional-wisdom-james-davolos-606

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance

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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 some deep stuff about cognitive dissonance and how it messes with our heads. Of course the conversation reroutes to investing. You gotta stay flexible and open-minded with your strategies. It's all about rolling with the punches and being willing to adapt, you know? 

Today we discuss: 

• How history can't be viewed through the same lens as the present; it's a different time period.
• The understanding of science evolves over time; what was once believed as truth may be debunked later.
• Investing strategies, like buy and hold, may not always be effective and require flexibility.
• Cognitive dissonance affects how people process conflicting information and form new realities.
• How regularly evaluating investment decisions is essential to adapt to changing market conditions.
• Sentiment in markets can shift unpredictably based on perceived threats or opportunities.
• How the top five careers of millionaires as presented by Dave Ramsey's survey may surprise you!
• We also answer a listener question!

For more information, visit the show notes at https://moneytreepodcast.com/your-brain-is-broken-605

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Joseph Furnari comes on to discuss his technical analysis model for investment strategies. By combining fundamental knowledge with technical insights, Joe has crafted a simple yet effective model that prioritizes key indicators such as stock price, moving averages, and trend patterns to predict future performance while minimizing complexity. Joe's journey exemplifies a disciplined and systematic approach to investing, guided by a deep understanding of both fundamental principles and technical analysis techniques, driving ongoing research and refinement to optimize portfolio performance. 

Today we discuss: 

• The importance of technical analysis for investors seeking a robust methodology
• Joe's frustrations with common investor mistakes led him to explore technical analysis
• How Joe's technical analysis model focuses on key indicators such as stock price, 10-day, and 200-day moving averages, aiming for simplicity and effectiveness
• How through meticulous backtesting spanning over 50 years, Joe refined his model to accurately predict market movements and optimize investment decisions
• The methodology that involves owning individual stocks, with a screening process to identify top opportunities guided by Joe's model's logic
• How risk management in Joe's model is primarily based on technical analysis indicators, with sell rules designed to mitigate potential losses and optimize returns

For more information, visit the show notes at https://moneytreepodcast.com/technical-analysis-model-joseph-furnari-604

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Douglas Heagren | Pro College Planners

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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 making it tougher to afford. Surprisingly, despite talk of a housing bubble, foreclosures remain low, suggesting people aren't panicking just yet, despite increasing credit card debt. It's a mixed bag out there, but that's the market for you – always keeping us guessing!

Today we discuss: 

• Market expectations of rate cuts not materializing as previously predicted
• Market prediction metrics and data gathering from betting sites
• Concerns about economic slowdown despite higher inflation rates
• Potential impact of economic conditions on labor market and consumer spending
• Caution against hyperinflation fears, emphasizing gradual economic changes
• Overview of housing market trends, including regional shifts and affordability challenges
• Analysis of housing inventory levels and their implications for market dynamics
• Comparison of home price changes across different regions and time periods
• Examination of foreclosure rates as indicators of financial stress in the housing market

For more information, visit the show notes at https://moneytreepodcast.com/the-housing-market-603

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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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 system to create freedom and prosperity.

Today we discuss: 

• Insights on the financial crisis of 2008
• Kristen's views on cryptocurrency and blockchain
• Implications of banks creating money and it's ties to consumer debt
• Predictions for the future of money and finance
• Discusses the impact of CBDCs and the need for public awareness and pushback
•  
• Distinction between digital money and blockchain

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection

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For more information, visit the show notes at https://moneytreepodcast.com/exploring-central-bank-digital-currencies-kristen-ragusin-602

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 different asset classes over time, including equities and bonds
• Emphasis on understanding economic cycles and paradigm shifts in shaping investment strategies
• Considerations for adapting investment approaches to changing market conditions
• Exploration of strategies like stock buybacks, dividend investing, and sector rotation
• Caution against the simplistic narrative of buy and hold, highlighting the importance of nuanced decision-making
• Acknowledgment of the complexities and risks involved in market timing and investment decision-making

For more information, visit the show notes at https://moneytreepodcast.com/chart-crimes-601 

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Phil Weiss | Apprise Wealth Management

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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 returns Utilize employer retirement plans for long-term growth Regularly review and adjust portfolios to align with goals Make informed decisions regarding student loan debt and education expenses Prioritize diversification and informed choices in financial planning How to access your risk tolerance

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Douglas Heagren | Pro College Planners

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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 discuss:

• Daniel Kahneman, father of behavioral economics, passed away at 90
• How Kahneman's work challenged traditional economic assumptions about rationality and market efficiency
• Kahneman's experiments highlighted cognitive biases in decision-making
• Reflecting on Kahneman's legacy, how investors are encouraged to explore his work and its implications for decision-making
• Technical analysis and emphasizing the importance of comparing assets to identify investment opportunities
• The example of Apple's performance relative to the S&P 500 illustrates the concept of opportunity cost in investing
• Using natural gas as an example of applying both technical and fundamental analysis to investment decisions

For more information, visit the show notes at https://moneytreepodcast.com/daniel-kahneman-599

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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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

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For more information, visit the show notes at https://moneytreepodcast.com/tax-benefits-of-1031-exchanges-david-foster-598

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 stock prices accordingly
• Lower-than-expected earnings can cause a stock's price to drop, reflecting a reevaluation of its value
• Market volatility is driven by discrepancies between actual and expected outcomes
• Anomalies like mispriced stocks present opportunities for investors to capitalize on market inefficiencies
• Traditional assumptions about market behavior may be challenged by shifts in dynamics, such as the disconnect between interest rates and stock prices
• Continuous scrutiny of assumptions and adaptation to changing conditions are essential for understanding market behavior

For more information, visit the show notes at https://moneytreepodcast.com/stock-market-expectations-597

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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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 highs of launching innovative ETFs to the challenges of navigating market turbulence. 

Plus, we'll dig into the nitty-gritty of financial innovation, chatting about how ETFs have revolutionized investing and exploring new strategies to tackle today's unpredictable markets. So, buckle up as we embark on this enlightening conversation and uncover the secrets to thriving in today's ever-changing financial world! Today we discuss: 

• Bruce's journey from bond sales to founding PowerShares and Innovator Capital Management
• The evolution of financial products, particularly the rise of thematic ETFs
• Advantages of ETFs over traditional investment vehicles for investors
• Innovative strategies to navigate market volatility and uncertainty
• Bruce's insights into the future of finance and investment trends
• The role of technology in shaping the future of financial services
• Opportunities and challenges in today's dynamic market environment
• Bruce's vision for the future of Innovator Capital Management and its impact on investors

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-efts-bruce-bond-396

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Phil Weiss | Apprise Wealth Management
• Tim Baker | Metric Fin

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