Episodes
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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 returnsFor 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 PlannersFollow on Facebook: https://www.facebook.com/moneytreepodcast
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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 blockchainToday's Panelists:
Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth IntersectionFollow on Facebook: https://www.facebook.com/moneytreepodcast
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For more information, visit the show notes at https://moneytreepodcast.com/exploring-central-bank-digital-currencies-kristen-ragusin-602
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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-makingFor more information, visit the show notes at https://moneytreepodcast.com/chart-crimes-601
Today's Panelists:
Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth ManagementFollow on Facebook: https://www.facebook.com/moneytreepodcast
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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 toleranceToday's Panelists:
Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College PlannersFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
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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 decisionsFor more information, visit the show notes at https://moneytreepodcast.com/daniel-kahneman-599
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege PlannersFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
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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 FinanceFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/tax-benefits-of-1031-exchanges-david-foster-598
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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 behaviorFor more information, visit the show notes at https://moneytreepodcast.com/stock-market-expectations-597
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege PlannersFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
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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 investorsFor 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 FinFollow on Facebook: https://www.facebook.com/moneytreepodcast
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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. Fragility occurs when short-term risk elimination increases long-term vulnerabilities. Resilience entails fortifying oneself against adversity, preparing for challenging times. Diversification in investment portfolios is vital for resilience, mitigating risks from asset overexposure. Understanding investments and avoiding overly risky portfolios ensures long-term financial stability. Rising interest rates and inflation pose concerns for investors, impacting the economy and personal finances. How you can have a more balanced perspective on the market and the current state of political opinions. Managing debt, especially credit card debt, is crucial as rising interest rates may strain finances further.For more information, visit the show notes at https://moneytreepodcast.com/market-going-up-595
Today's Panelists:
Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth ManagementFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
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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 thriving in the world of laundromat entrepreneurship as we talk with Jordan Berry about:
The transition from pastoral vocation to laundromat entrepreneurship The allure of passive income and financial freedom in the laundromat industry Navigating the complexities of acquiring and managing laundromats Overcoming setbacks and failures on the entrepreneurial journey Emerging trends and innovative strategies in the laundromat industry Practical advice and resources for aspiring laundromat entrepreneurs The future of the laundromat business and its potential for growth and profitability Jordan's vision for the future of laundromat entrepreneurship and its impact on aspiring entrepreneursToday's Panelists:
Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth ManagementFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
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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. Investing strategies should consider how news aligns with market expectations and reactions. Media sensationalism and fear-mongering can distort perceptions of market realities. Tune out the noise. Long-term market direction tends to be upward, despite short-term fluctuations. Maintaining a rational perspective and avoiding emotional responses is crucial for successful investing. Why civil war is NOT a possibility in the U.S... Yet if you watch your favorite news station it feels like it is. We discuss how to square that circle.Today's Panelists:
Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth ManagementFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/civil-war-and-the-stock-market-593
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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 Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College PlannersFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on X (formerly Twitter): https://x.com/MTIPodcast
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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 outlook, even during challenging times.
Key Takeaways:
The stock market remains robust despite minor fluctuations. Triple witching is often overhyped and not a significant concern for most investors. Bitcoin may experience short-term fluctuations, but its long-term growth trajectory has been substantial, especially with the introduction of ETFs. Liquidity, expense ratios, and trading options are crucial considerations when choosing ETFs. Critical thinking is essential when consuming financial news. Monitoring various market trends can uncover investment opportunities. Reflecting on missed opportunities is essential for refining investment strategies. Focusing on fundamentals rather than short-term market noise leads to more successful investment outcomes over time.Today's Panelists:
Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth ManagementFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/stock-market-opportunities-591
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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 show notes at https://moneytreepodcast.com/the-energy-crisis-doomberg-592
Today's Panelists:
Megan Gorman | The Wealth Intersection Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth ManagementFollow on Facebook: https://www.facebook.com/moneytreepodcast
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Follow on Twitter/X: https://x.com/MTIPodcast
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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 https://moneytreepodcast.com/something-happened-in-the-market-589
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege PlannersFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
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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, from dissecting foreign policy nuances to unraveling the complexities of global trade dynamics.
Additionally, we'll delve into the buzzing phenomenon of deglobalization, exploring its far-reaching implications for economies and investors alike. So, without further ado, let's immerse ourselves in this dialogue and uncover the insights that lie ahead!
For more information, visit the show notes at https://moneytreepodcast.com/water-investment-opportunities-riggs-eckelberry-588
Today's Panelists:
Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College PlannersFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on X (formerly Twitter): https://x.com/MTIPodcast
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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 him after he spilled the beans. Join us for another live episode
For more information, visit the show notes at https://moneytreepodcast.com/investing-in-japan-587
Today's Panelists:
Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth ManagementFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on X (formerly Twitter): https://x.com/MTIPodcast
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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 | The Wealth Intersection Douglas Heagren | Pro College PlannersFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
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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 | ProCollege PlannersFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on X (formerly Twitter): https://x.com/MTIPodcast
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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 | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth ManagementFollow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on X (formerly Twitter): https://x.com/MTIPodcast
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