Money Tree Investing

A Second Big Move In The S&P 500 Will Change How You Think About Stock Investing


Listen Later

There's a second big move in the S&P 500 and it's going to change things! Today we reflect on a historic and volatile week in the markets, highlighting dramatic swings that included 40- to 50-year extremes. We also talk investor psychology, client reactions, and the importance of focusing on long-term planning rather than daily market noise. There's also been a mystery investment that has quietly outperformed this year despite a lack of media attention so it's important to pay attention to all the trends, even the ones that aren't getting mainstream attention. We also share on Warren Buffett’s enduring success, Trump’s negotiation tactics, and how to spot overlooked opportunities by tracking what isn't crashing when everything else is. 

We discuss...

  • A mystery investment that's performed exceptionally well in 2024 but has received zero media attention.
  • How under-the-radar assets often outperform when no one is paying attention.
  • Billionaires lost large amounts of money this year—except Warren Buffett, who gained $12.7 billion.
  • Charts from the previous week showed bond-related assets and corn among top performers, while energy and cannabis sectors lagged.
  • Some Dow stocks barely moved during the selloff—specifically Coca-Cola and McDonald’s.
  • We encourage investors to look for stocks that remain resilient during market downturns as potential buying opportunities.
  • Trump’s negotiation tactics with China are giving markets a breather while keeping pressure on.
  • Strength in gold miners, healthcare, and food & beverage was cited as areas to watch moving forward.
  • Social media sentiment is largely negative, with most companies underperforming regardless of size.
  • Low volatility stocks are the notable outliers, performing better than other equity factors.
  • Alternative assets like preferreds and hedge funds are also experiencing significant declines.
  • Gold is the surprise top-performing asset this year, up sharply and widely ignored by even gold enthusiasts.
  • Financially strong companies are likely to outperform in uncertain markets and come out stronger.
  • U.S. processed food is often lower quality than international versions, yet less regulated domestically.
  • The 200-day moving average is a key rule of thumb—nothing good tends to happen below it.
  • Global equity markets, particularly Europe and Latin America, remain positive year-to-date despite recent pullbacks.
  • European stocks may offer opportunity, but the speaker expresses skepticism over Europe’s long-term competitiveness.
  • The U.S. dollar is down 4% year-to-date and recently broke below its multi-year trading range.
  • Crypto has been mixed, with Bitcoin holding up better than Ethereum but still failing to protect during downturns.
  • Short-term U.S. Treasuries are a reasonable safe option, but cash in one’s own currency is the best defense.
  • Investors should stay cautious and avoid big risks during uncertain times, even amid major rebounds.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege 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

For more information, visit the show notes at https://moneytreepodcast.com/second-big-move-in-the-sp 

...more
View all episodesView all episodes
Download on the App Store

Money Tree InvestingBy Money Tree Investing Podcast

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

646 ratings


More shows like Money Tree Investing

View all
Investing Insights by Morningstar

Investing Insights

491 Listeners

InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

InvestTalk

1,505 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,178 Listeners

Masters in Business by Bloomberg

Masters in Business

2,162 Listeners

Money For the Rest of Us by J. David Stein

Money For the Rest of Us

1,359 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,372 Listeners

Rule Breaker Investing by The Motley Fool

Rule Breaker Investing

938 Listeners

The Investing for Beginners Podcast - Your Path to Financial Freedom by By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

The Investing for Beginners Podcast - Your Path to Financial Freedom

1,410 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

580 Listeners

The Long View by Morningstar

The Long View

877 Listeners

Sound Investing by Paul Merriman

Sound Investing

338 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

559 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,543 Listeners

Barron's Live by Barron's Live

Barron's Live

198 Listeners

Investing Experts by Seeking Alpha

Investing Experts

57 Listeners