Money Tree Investing

Big Move In This Shiny Asset


Listen Later

This is a big move in this shiny asset! While everything else in the market is seeing big changes, gold is not different. We are also in earnings season, and major companies' reports can influence markets. Business uncertainty, especially around tariffs, has caused a dramatic slowdown in corporate spending. Forecasting has become very difficult, but there are signs of a potential recession, yet it's still important to avoid echo chambers when forming investment views.

We discuss...

  • Inflation has significantly raised prices at restaurants between 2020 and 2025, with breakfast items like IHOP pancakes seeing an 82% price increase.
  • Companies are cautious during the current earnings season, often dampening future expectations due to economic uncertainty and tariffs.
  • A North American manager reported that customer spending and shipping orders have frozen up worse than during COVID, threatening layoffs.
  • People seek confirmation of their beliefs and the danger of echo chambers in investing and life.
  • Successful investors should seek out contradictory evidence rather than self-confirming narratives.
  • Value stocks like McDonald's and Coca-Cola have been resilient and largely unaffected by tariffs.
  • Investors should examine their ETFs' holdings and individual stock performance closely.
  • Many mega-cap tech stocks have struggled despite strong revenue growth since 2021.
  • A new generation of investors is facing real market pullbacks for the first time, leading to potential emotional decision-making.
  • Risk is always present in markets, regardless of "risk on" or "risk off" environments.
  • Diversification and proper risk management should be done before volatility hits, not after.
  • Technology stocks are especially vulnerable to liquidity tightening and reduced spending.
  • Global liquidity is showing signs of increasing outside the U.S., helping international markets outperform.
  • Recessions, though painful, are necessary for economic health and market resets.
  • Gold has been very strong recently, staying above its 200-day moving average.
  • The gold-to-silver ratio is historically high, suggesting silver is extremely undervalued relative to gold.
  • Proper ratio trades remove general market movement risk but require strong discipline and understanding.

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/big-move-in-this-shiny-asset-707

...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

666 ratings


More shows like Money Tree Investing

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,221 Listeners

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

InvestTalk

1,499 Listeners

Money For the Rest of Us by J. David Stein

Money For the Rest of Us

1,358 Listeners

Rule Breaker Investing by The Motley Fool

Rule Breaker Investing

950 Listeners

Investing Insights by Morningstar

Investing Insights

523 Listeners

The Option Alpha Podcast by Kirk Du Plessis

The Option Alpha Podcast

1,157 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

295 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

1,418 Listeners

The Long View by Morningstar

The Long View

904 Listeners

Simple, but Not Easy by Morningstar

Simple, but Not Easy

86 Listeners

Stock Market Options Trading by Eric O'Rourke

Stock Market Options Trading

302 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,559 Listeners

Barron's Live by Barron's Live

Barron's Live

208 Listeners

Investing Experts by Seeking Alpha

Investing Experts

66 Listeners

The Morning Filter by Morningstar

The Morning Filter

41 Listeners