Money Tree Investing

Latest Episodes:

Technical Analysis For Fun and Profit with JC Parets Oct 08, 2021

Show notes

Ever wonder why fundamental analysis and value investing is consistently disappointing you? I'll give you a clue. You are not seeing the complete picture.

We interview one of the most vocal proponents of technical analysis and charting, JC Parets. We discuss everything you want to know about technical analysis and why he predicted this year would disappoint investors compared to last year.

Topics we discuss in this episode:

The top indicators he looks for when making a trade
The one indicator that tops all others, and it is so simple you probably won't believe it.
Sizing your trades
Risk management
How to trade different markets without being an expert in that investment

Join us for insights into where the market is going for Q4 2021.

Today's Panelists:

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

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/jc-parets-technical-analysis-for-fun-and-profit

Richard Duncan and Macro Economics Oct 01, 2021

Show notes

Worried about a global financial crisis?

You should be. What Black Swan events are hiding under the surface that you are not aware of? We discuss this and more on this episode where we interview macro economist, Richard Duncan. We discuss risks, opportunities & how to protect yourself from the next global financial crisis that is right around the corner. Here are some topics we discuss:

Capitalism vs creditism
How much credit needs to be created to keep us out of a recession?
Is inflation or deflation going to impact our economy in the short term?
The China Bubble
The Fed Taper implications

For more information, visit the show notes at https://moneytreepodcast.com/richard-duncan-macro-economics

Today's Panelists:

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

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter: https://twitter.com/MTIPodcast

Charles Sunnucks: Value Investing Sep 24, 2021

Show notes

Want to learn more about fundamental value investing? This week we interview Charles Sunnucks, who literally wrote the book on value investing.

We discuss what it means to be a value investor, the importance of fundamental analysis, investing internationally, and more. There are a lot of value opportunities internationally, and Charles helps us identify them for you.

Today's Panelists:

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

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/value-investing-charles-sunnucks

US Trading Championship 2020 – Learn How Oliver Kell Made 941.1% In One Year Trading Stocks Sep 17, 2021

Show notes

2020 was a crazy year in the markets. Most people both made and lost a lot of money in 2020. Today we interview a guy who won the US Investing Championship in 2020 with a total return of 941.1%. Sound crazy? Its true.

I learn a lot from Oliver about how he was successful in 2020. Listen to find out how you can improve your trading strategy.

For more information, visit the show notes at https://moneytreepodcast.com/us-trading-championship-2020-oliver-kell

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Michael Rechenthin | tastytrades
Megan Gorman | The Wealth Intersection

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/startup-incubator-steven-hoffman

Startup investing 101: An Interview with Startup Incubator and Accelerator Founder Space Founder, Steven Hoffman Sep 10, 2021

Show notes

The Founder of Founder Space, Captain Steve Hoffman, talks with us about how his startup incubator and accelerator helps companies to thrive and how you can improve your chances of success investing in startup companies.

We discuss trends in the start up space, why it is important to look for the exit, why we are in a winner take all world, and how to determine a good deal for investors.

Today's Panelists:

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

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/startup-incubator-steven-hoffman

Eryka Gemma: Cryptocurrency, Bitcoin, NFTs and more. Sep 03, 2021

Show notes

We had a lot of fun this week on our interview with Eryka Gemma. We discuss cryptocurrency, NFTs, DeFi, staking, lightning strike, El salvador's big announcement, Florida's involvement, and more...

Eryka is a cryptocurrency maven. She knows the whos who of the cryptocurrency world... She is the whos who of the cryptocurrency world.

This was a great interview with someone who has a finger on the pulse of the crypto market. I would also like to add she and I were on stage at Freedomfest in July with a debate of gold vs bitcoin. It was definitely was the surprise (not to us) hit of the conference.

For more information, visit the show notes at https://moneytreepodcast.com/cryptocurrency-eryka-gemma-bitcoin

Today's Panelists:

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

The Chart Report - Learn Why Charting Is An Important Part Of Investing Aug 27, 2021

Show notes

Patrick Dunuwila, CMT and founder of The Chart Report discusses all manner of charting secrets, what to look for and why, and his favored style of investing.

Patrick works with a lot of top traders, so you will learn a lot from this episode.

For more information, visit the show notes at https://moneytreepodcast.com/the-chart-report-patrick-dunuwila

Today's Panelists:

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

Larry Kotlikoff: US Economic Policy, Social Security & The US Debt Crisis Aug 20, 2021

Show notes

Larry Kotlikoff was made famous a few years back with his purple plan. This was a bi-partisan effort to solve some of our nations fiscal problems. We discuss some of these problems ( social security, taxes, carbon taxes, deficits, and more).

Now Larry is taking on a much bigger problem... the biggest problems in personal finance today. Don't miss this episode.

For more information, visit the show notes at https://moneytreepodcast.com/larry-kotlikoff-us-economic-policy

Today's Panelists:

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

Options Trading Strategies Expert Tom Sosnoff Exposes Fact from Fiction with Options Trading Aug 13, 2021

Show notes

Great interview this week with Options Trading Strategies expert, Tom Sosnoff.

We discuss how Tom got started, what options trading strategies work, and which don't, why he started the Tasty Trade options think tank, and why he always sells. Want to invest with true risk management?

Listen to this episode with a lifelong industry insider from the options industry.

For more information, visit the show notes at https://moneytreepodcast.com/options-trading-strategies-tom-sosnoff

Today's Panelists:

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

The Importance Of Investing In Gold For Your Portfolio Aug 06, 2021

Show notes

We have an honest discussion about gold this week with an honest gold dealer. Yes I know its an oxymoron, but we get the real scoop about what you should look out for and how you should look at investing in gold for your portfolio. We discuss what kinds of coins you should consider... and more importantly, which ones to avoid. Gold, Silver, Platinum, Palladium, Rhodium, and more.

For those of you who missed Freedomfest 2021 in July, Rich was my debate partner with the famous Gold vs Bitcoin Debate. I think we won. What do you think?

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-gold-richard-checkan

Today's Panelists: