The Federal Reserved Tipped It's Hand For a Bull Market In…

Money Tree Investing

Money Tree Investing Podcast

Business, Investing

4.6 • 732 Ratings

🗓️ 17 December 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The Federal Reserve tipped it's hand for a bull market. Today we discuss the details. We talk economic divergence, as decades of debt-fueled growth and asset inflation have benefited boomers and asset owners while leaving younger generations locked out of housing and upward mobility, creating frustration and political volatility. The U.S. economy is fundamentally leveraged by pulling future earnings forward and this could be an eventual but unpredictable global financial reset.

We also talk the near-term debt panic but don't get nervous as deficits are the true risk. We also talk practical investing takeaways around market cycles, sentiment, tax-loss selling, Santa Claus rally dynamics, and the importance of patience, diversification, and avoiding extreme, fear-driven decisions.

We discuss...

We highlight generational economic disparities, noting younger people struggle with housing affordability and wealth accumulation compared to boomers.
Economic frustration among younger generations is linked to the appeal of populist political figures who speak to lived experiences.
The U.S. economy is heavily leveraged, with future earnings being pulled forward to maintain growth and consumption.
We warn of a potential global financial reset, while emphasizing that timing and specifics are uncertain.
Central banks' accumulation of gold is a signal of perceived systemic risk and preparation for a global reset.
Debt itself can be manageable, but the ongoing growth of deficits is the real problem.
Concerns about foreign countries dumping U.S. bonds were dismissed as largely impractical due to mutual economic harm.
Market reactions to Fed rate cuts are analyzed, showing how assets like stocks, silver, the dollar, and Treasury yields respond differently.
It's important to analyze market cycles and sentiment, rather than relying on GDP or simplistic economic indicators.
Tax-loss selling and end-of-year market dynamics are discussed as opportunities to buy undervalued assets with lower downside risk.
The Santa Claus rally and January market patterns are historically strong indicators for short-term gains.
Focus on sectors or assets that were beaten down, watch early January flows, and avoid extreme, fear-driven moves.

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Douglas Heagren | Mergent College Advisors

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Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:13.8	Stock market, wealth, personal finance, value stocks, invest in your life.
0:19.9	Hello, Smart Money Podcast listeners. Welcome to this week's show. My
0:22.7	name's Kirk Jism. I'll be your host, and today I'm joining with Doug Hagerin. Hey, Doug.
0:26.1	How you doing, Kirk? As that ice rink coming? If you were building it here in Minnesota, you could
0:31.8	probably build it for the other show at this point. We're about to hit arguably, well, not arguably,
0:36.5	but they're predicting negative 18 going into the
0:39.2	weekend, which would be the earliest to this cold since 1989. Of course, they're saying that's also caused
0:44.3	by global warming. Everything's caused by global warming, but it doesn't exist anymore. It's no longer an
0:48.2	existential crisis, according to Bill Gates and the Davos people. So apparently it's no longer
0:52.7	important. That's true. It's just current global temperatures now. Everything's fine, Doug. After 20 years of brainwashing, everything's fine. Just ignore it. It's okay. Just look the other way. There's the problem, though. And I know he's getting older and maybe he's already made his cheddar, but I'm not sure what Al Gore's going to do about this change. He's made a boatload of money off of that movie and him being the PR person for this. And he bought a bunch
1:16.6	of beachfront properties. I mean, he was doing the carbon credit thing. I mean, he's made a boatload of
1:21.5	money off of that. So don't worry about Al Gore. He'll be just fine. I worry about him all the time,
1:26.6	Kirk. Al Gore's well-being keeps me up at night. Politicians need love too, Doug. They definitely need love. They know how to buy it. Narcissistic, lying politicians need love to. Yeah, I mean, nobody knows how to buy love like a politician. One thing that always made me laugh, and we'll move on I like talking politics is one of the big gripes that people had about Trump the first time is like, well, he's a liar. I'm like, so? Aren't they all? Like, are you mad because he's lying? Are you mad because he's so obvious about it? Everyone else has lied since the beginning of time. That's why they're politicians because they're good at lying.
2:02.5	Not a good job requirement. It's not different than anybody else we listen to that's in a political position.
2:06.5	He's just less smooth about his line. Maybe that's it.
2:09.9	Well, you know what it was? I think the Democrats didn't like him because he represented us as a country and they didn't think he represented them. He was too boorish and he was
2:19.5	too common and all the things that you want our president to be polished and perfect looking.
2:25.2	Don't worry about the policy. It just needs to look good and sound good. And I always find that funny
2:30.4	because we've had a lot of presence over the history of the country and we have one that sounds like this. And I'm sure there was one that probably sounded like this in the past. But the end of the day, like, I think one thing that the take away from this is that people are craving authenticity. We live in a world full of fake bullshit. More than ever now. More than ever. We live in a world full of fake bullshit with influencers who are doing all this stuff and sit next to Lamborghinis, even though they don't own them. And all this stuff, everything's fake. And now it's even worse with AI. You don't even know what's real anymore. People crave authenticity. And so when you have somebody who's authentic, like Trump, like him or hate him, we're not judging, just saying he's authentic. He might say, well, he's full of shit.
3:09.4	Okay, maybe he is.
3:10.6	But he's telling people like what they're feeling.
	...

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