James Davolos from Horizon Kineticsm discusses the challenges of conventional wisdom in the world of investing. This exciting discussion delved into the intricacies of market dynamics, particularly focusing on the enduring trend of growth outperforming value. Davolos dissected the evolution of this trend, attributing it to factors such as passive investing, low-interest rates, and fiscal spending. Throughout, Davolos provided nuanced insights and offered a thought-provoking analysis of current market conditions.

Today we discuss:

Factors contributing to the divergence between growth and value investing
Historical context of value outperformance following the tech bubble burst
Examination of market structure and the dominance of passive investing
Challenges for value investors amid the current market dynamics
Potential transition points for a shift in market dynamics
Analysis of fundamental and market structure factors affecting investment strategies
Consideration of the real estate market's sensitivity to interest rates
Debate on the sustainability of fiscal spending and its implications
Impact of rising interest rates on the economy and financial markets
Davolos' perspective on the significance of real yields and the value of the US dollar
Resilience of gold prices despite headwinds from real yields and the US dollar

For more information, visit the show notes at https://moneytreepodcast.com/challenging-conventional-wisdom-james-davolos-606

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance

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Did you know your brain is broken? Today you find out why! In this episode we talk about coffee and humor and of course the stock market. We get into some deep stuff about cognitive dissonance and how it messes with our heads. Of course the conversation reroutes to investing. You gotta stay flexible and open-minded with your strategies. It's all about rolling with the punches and being willing to adapt, you know?

Today we discuss:

• How history can't be viewed through the same lens as the present; it's a different time period.
• The understanding of science evolves over time; what was once believed as truth may be debunked later.
• Investing strategies, like buy and hold, may not always be effective and require flexibility.
• Cognitive dissonance affects how people process conflicting information and form new realities.
• How regularly evaluating investment decisions is essential to adapt to changing market conditions.
• Sentiment in markets can shift unpredictably based on perceived threats or opportunities.
• How the top five careers of millionaires as presented by Dave Ramsey's survey may surprise you!
• We also answer a listener question!

For more information, visit the show notes at https://moneytreepodcast.com/your-brain-is-broken-605

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners

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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 returns

For 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 Planners

Follow 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