Charles Sunnucks: Value Investing

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.

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It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Charles Sunnucks

Charles Sunnucks is a professional investor. A former fund manager at Jupiter Asset Management, he has lectured at The University of Cambridge, made multiple TV appearances commenting on markets, and actively co-managed a London stock exchange listed investment trust. University educated in China, he speaks fluent Chinese, and is both a Chartered Financial Analyst, and a Chartered Alternative Investment Analyst.

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

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.

"Better to be out and want to be in, then in and want to be out."

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It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Oliver Kell

First introduced to markets by his father, a career market maker on the Pacific Exchange, Oliver won the 2020 U.S. Investing Championship with a 941.10% annualized return. His strategy is based on the CAN SLIM method made famous by the legendary William O’Neil. He is also influenced by the likes of Jesse Livermore, Nicolas Darvas, Richard Wyckoff and many of the great investors throughout history.


Oliver started as a day trader off the Level 2 screen, worked at a hedge fund employing complex international arbitrage strategies and then went on to execute for large institutional clients at BTIG. He has acquired a wealth of knowledge across all likes of the capital markets and with these experiences has put his own spin on the CAN SLIM method of investing. His approach is simple, easy to understand and can be learned by anyone willing to put in the work.


Having been through many ups and downs building his account entirely with his own capital, Oliver is all about the little guy taking on Wall Street, and winning. He wants every individual investor to be empowered with the knowledge to put up big returns and accomplish their GOALS!


Oliver is the founder of Kell Capital, LLC. An investment management firm that he runs full-time. He lives outside of Philadelphia with his wife Margaux and they welcomed their first child in April 2021.

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

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.


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Steven Hoffman

Steve Hoffman, or Captain Hoff as he’s called in Silicon Valley, is the Captain & CEO of Founders Space, one of the world’s leading startup accelerators. He’s also a venture investor, serial entrepreneur, and author of several award-winning books. These include “Make Elephants Fly” (published by Hachette) and “Surviving a Startup” (published by HarperCollins).

Hoffman was founder and Chairman of the Producers Guild Silicon Valley Chapter, served on the Board of Governors of the New Media Council, and was a founding member of the Academy of Television’s Interactive Media Group. While in Hollywood, Hoffman worked as a TV development executive at Fries Entertainment, known for producing over a hundred TV shows, acquired by MGM.

He went on to pioneer interactive television with his venture-funded startup Spiderdance, which produced interactive TV shows with NBC, MTV, Turner, Warner Brothers, History Channel, Game Show Network, and others. In Silicon Valley, Hoffman founded two more venture-backed startups, in the areas of games and entertainment, and worked as Mobile Studio Head for Infospace, with such hit mobile games as Tetris, Wheel of Fortune, Tomb Raider, Thief, Hitman, Skee-Ball, and X-Files. Hoffman went on to launch Founders Space, with the mission to educate and accelerate entrepreneurs.

Founders Space has become one of the top startup accelerators in the world. Hoffman has trained hundreds of startup founders and corporate executives in the art of innovation and provided consulting to many of the world’s largest corporations, including Qualcomm, Huawei, Bosch, Intel, Disney, Warner Brothers, NBC, Gulf Oil, Siemens, and Viacom. Hoffman earned a bachelor’s degree in computer engineering from the University of California and a master’s degree in film and television from the University of Southern California.

He currently resides in San Francisco but spends most of his time in the air, visiting startups, investors, and innovators all over the world.

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Eryka Gemma: Cryptocurrency, Bitcoin, NFTs and more.

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. 

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Eryka Gemma

As the Venture Director at a Digital Asset Hedge Fund, Eryka is well versed in bitcoin’s underlying technology, the blockchain. In 2019, she co founded Blockchain Center Miami with a goal of making her city the crypto capital of the Americas. Over the years, Eryka has taught hundreds of people how to safely navigate the cryptocurrency space and writes a Bitcoin column for Escape Artist Insiders Magazine.

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The Chart Report – Learn Why Charting Is An Important Part Of Investing

This week we interview Patrick Dunuwila, CMT and founder of The Chart Report. We discuss 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.

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Patrick Dunuwila 

Patrick Dunuwila is a technical analyst and co-founder of The Chart Report, a daily newsletter read by thousands of traders and investors around the world. He studied economics at Drexel University before beginning his career at Benchmarq Trading Partners, a proprietary trading firm based in New York City. Prior to starting The Chart Report, Patrick worked with J.C. Parets, at All Star Charts where he assisted in selling research to institutional investors. 


He currently resides in San Diego, California where he continues to cover the markets daily. You can follow him on Twitter @Pdunuwila, or subscribe to his free daily newsletter at TheChartReport.com.

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

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.

Additional Info on Social Security Payments

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Larry Kotlikoff 

Laurence Kotlikoff is a Professor of Economics at Boston University, Fellow of the American Academy of Arts and Sciences, Fellow of the Econometric Society, Research Associate of the National Bureau of Economic Research, President of Economic Security Planning, Inc., and Director of the Fiscal Analysis Center.

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Options Trading Strategies Expert Tom Sosnoff Exposes Fact From Fiction With Options Trading

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 tastytrade 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. 

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Tom Sosnoff

Tom Sosnoff, Founder and Co-CEO of tastytrade is a recognized online brokerage innovator and sought-after financial educator. Tom is a true visionary and serial entrepreneur who Co-Founded thinkorswim in 1999, tastytrade in 2011, tastyworks in 2017, played an instrumental role in the launch of Luckbox Magazine in 2019, and in 2020 created the first new futures exchange in 20 years, The Small Exchange.

 

Leveraging over 20 years of experience as a CBOE market maker, Tom pursued a vision to edutain self-directed investors in trading and to build superior software platforms and brokerage firms that specialize in complex financial strategies. His efforts ultimately changed the way these instruments are traded and how digital financial media is produced and consumed. Currently, Tom hosts tastytrade Live and continues to drive innovation and know-how to the do-it yourself investor.

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The Importance Of Investing In Gold For Your Portfolio

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?

Additional research:

Debunking 5 common gold misconceptions - State Street


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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Richard Checkan

As the President and COO of ASI, Rich Checkan has been an integral part of ASI's maturation to a full-service tangible asset provider to include precious metals, and rare US, world, and ancient coins. Mr. Checkan oversees the operations, administrative, sales, and marketing departments, and serves as ASI's compliance officer.


He is a regular contributor to Escape Artist Insiders magazine and ASI's monthly newsletter, Information Line. Mr. Checkan speaks yearly at numerous conferences and seminars worldwide, has been tapped for his expertise on industry vlogs and podcasts, and had been quoted in myriad financial newsletters and the NY Times.

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Conducting Due Diligence On Your Investments 101

This week we interview an insider who teaches us how to do proper due diligence on a company (public or private). Elliott discusses what to look for and (more importantly) what to avoid. This is real world advice you cannot learn in a class room. I love this topic.

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Elliot Holland 

Mr. Holland has 10+ years of experience executing middle market deals as an entrepreneur who was spending his own money for diligence. He fully understands the challenges in executing good deals and avoiding lemons.


He is a Harvard Business School (HBS) trained, seasoned buy-side advisor who spent almost a decade as an independent sponsor / business buyer / acquisition entrepreneur before starting Guardian.

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Cell Tower Leasing: Creating Extra Income From Your Real Estate With The 5G Revolution

Are you looking to profit from the 5G  revolution which is changing the future of technology?

Have you considered cell tower leasing as a way to generate passive income from your real estate? 

We interview Hugh Odom this week about the future of cell towers, 5G, and how you can profit from the growth in this sector.

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Hugh Odom 

With over 20 years of legal experience in real estate and telecommunications, Hugh has a vast range of expertise in acquiring, disposition, and managing both real and personal property assets. In 2010, he founded Vertical Consultants, a telecom consulting firm specializing in property owners' monetary rights within their cell tower and rooftop telecom lease agreements. With the need for connectivity more essential than ever, Hugh is poised to discuss the significant changes in wireless services due to COVID-19 and how property owners can navigate through all the financial, legal, and development aspects of a cell tower deal.

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Today's Panelists