What does it mean to be an emerging manager in today’s world? Why is it so hard for women and immigrants to get access to capital markets? Isn’t the American dream still attracting immigrants? You might be surprised at some of the answers we discuss on the show today. Fortunately America is still attracting talent, […]
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Bulls Make Money… Bears Make Money… Pigs Get Slaughtered is an old phrase which still hold true. Are you being a pig in your portfolio? This is a good time of year to reassess your portfolio and make sure you are not being a pig. “Cash is not trash… Cash is King” – Kirk
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This week we interview Christopher Zook about the secrets of high finance and how you can join them. We discuss GP Stakes and how this exists for investors to join the club. Subscribe & DownloadNever miss out on a new episode! Subscribe using your favorite podcast app. Listen onApple Podcasts Follow us onSpotify Follow us
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This week we discuss Black Friday and why it doesn’t matter to the markets. Personal spending cools… The market yawns Credit Card Balances Skyrocket… The market doesn’t notice. The economy starts cooling and the market celebrates. They think the Fed will pivot, but the Fed is clearly saying no. Eventually the market will wake up after it
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This week we interview John Jennings, financial advisor to ultra high net worth investors. We discuss a myriad of topics related to issues that extreme wealth has with individuals and families. We also discuss mental models, ikigai, and wealth preservation secrets. Subscribe & DownloadNever miss out on a new episode! Subscribe using your favorite podcast
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We give thanks for this podcast, Money Tree Investing. We thank the listeners for your faith in us. We would also like to thank Wall Street for giving us so many opportunities to poke holes in your “rules of thumb”. This week we discuss what is going on with consumer sentiment, the first of Seth Klarman’s
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It is important to have a personal finance process if you want to have success with your household finances. Most people only focus on their investments and ignore everything else. This is a mistake. We interview Bryan Kuderna to discuss how you can improve your financial health. Subscribe & DownloadNever miss out on a new
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This week Kirk and Phil discuss some interesting topics… Where have all the bears gone. A few weeks ago everyone was bearish, now no one is. what happened? Also we discuss year end tax strategies that you can do to legally keep money from uncle sam. Lastly, we share a very popular chart of why it
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Sharon Klein talks about financial divorce, which is an additional kick in the teeth after the legal divorce. She explains all the things you need to understand if you want to minimize the impact to your life for the next 20 years. Subscribe & DownloadNever miss out on a new episode! Subscribe using your favorite
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2023 is almost over and we only had one bank crisis. It is a miracle there were not more this year. However 2024 is shaping up to produce a potentially massive banking crisis on the scale of 2008. A 2024 bank crisis would surprise a lot of people, but at the same time everyone saw
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