This could be your best trade of the year! Join us as we share December secrets for your portfolio. We also talk about the shifting narratives around climate change, deregulation, and rising energy demand driven by AI. We also explore expectations for low energy prices through the election cycle, concerns about an AI-driven bubble, the continued K-shaped economy, and tactical investing insights such as exploiting year-end tax-loss selling, watching beaten-down sectors, monitoring insider buying, and recognizing mutual-fund distribution dips. Today we discuss...
- Political climate influences environmental narratives, pointing out that media references to “climate crisis” suddenly dropped as energy demand pressures changed.
- The explosion of AI data centers has quietly forced policymakers to pivot from anti-energy rhetoric to encouraging more electricity production and deregulation.
- How AI companies are now some of the largest new consumers of electricity, making cheap, abundant power a strategic priority for the tech sector.
- Energy prices are being politically managed to stay low into the midterm elections to keep inflation optics favorable.
- While AI valuations are stretched, there’s unlikely to be an immediate bubble burst because capital flows and earnings momentum remain supportive.
- How end-of-year tax-loss harvesting creates forced selling in beaten-down stocks, temporarily pushing prices below fair value.
- Mutual funds selling to raise cash for capital-gains distributions can generate artificial dips that offer tactical buying windows for informed investors.
- Insider-buying activity is a useful signal in December, since executives often buy when their stock is mispriced due to seasonal pressures.
- A simple long-term Bitcoin approach: buy when it collapses on fear, hold through chop, and scale out when it becomes euphoric and parabolic.
- Concerns about the systemic risk attached to MicroStrategy’s leveraged Bitcoin balance sheet and how a sharp BTC drawdown could spark forced selling.
- How crypto ETFs, institutional custody, and Wall Street participation may reduce volatility over time but also increase susceptibility to coordinated market moves.
- How markets today reward patience, skepticism, and tactical opportunism more than blind buy-and-hold in all sectors.
"Cash is not trash... Cash is King" - Kirk Chisholm
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Today's Guest: Kirk Chisholm
Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group, an independent Registered Investment Advisor located in Lexington, MA. He has been providing wealth management services to individuals, executives, entrepreneurs, and their families since 1999. He is an outside the box thinker, risk manager, inflation expert, blogger, podcaster, and all-around interesting guy. Kirk is dedicated to developing lasting relationships with all of his clients and their families. One of the benefits of working with Kirk is his patience, empathy, and his ability to provide clear and easy-to-understand explanations to complex financial topics.
Kirk developed a unique philosophy for the wealth management industry called Risk Management First. The medical field has a similar way of thinking of âfirst do no harmâ. This philosophy focuses on risk management for clients in all aspects of their lives in ways the industry does not address. Risk management does not stop with investments. It also requires working closely with other professionals to address areas of their financial lives not currently being met.
In 2008, Kirk co-founded Innovative Advisory Group to address the needs not being addressed by the wealth management industry. It started with specializing in alternative assets held in retirement accounts (i.e. self directed IRAs/401ks). Then the company expanded into the specialization of college funding (i.e. planning, strategy, and paying the least possible for a high quality education), Risk Management First, exit planning for business owners, advanced planning (estate, tax, etc), and providing practice management and leadership training to other financial advisors, accountants and attorneys.
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Today's Panelists
- Kirk Chisholm | Innovative Wealth
- Douglas Heagren | Mergent College Advisors