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Money Tree Investing

This December Secret Could Be Your Best Trade of the Year

Money Tree Investing

Money Tree Investing Podcast

Business, Investing

4.6732 Ratings

🗓️ 10 December 2025

⏱️ 50 minutes

🧾️ Download transcript

Summary

This could be your best trade of the year! Join us as we share December secrets for your portfolio. We also talk about the shifting narratives around climate change, deregulation, and rising energy demand driven by AI. We also explore expectations for low energy prices through the election cycle, concerns about an AI-driven bubble, the continued K-shaped economy, and tactical investing insights such as exploiting year-end tax-loss selling, watching beaten-down sectors, monitoring insider buying, and recognizing mutual-fund distribution dips.

We discuss...

  • Political climate influences environmental narratives, pointing out that media references to "climate crisis" suddenly dropped as energy demand pressures changed.
  • The explosion of AI data centers has quietly forced policymakers to pivot from anti-energy rhetoric to encouraging more electricity production and deregulation.
  • How AI companies are now some of the largest new consumers of electricity, making cheap, abundant power a strategic priority for the tech sector.
  • Energy prices are being politically managed to stay low into the midterm elections to keep inflation optics favorable.
  • While AI valuations are stretched, there's unlikely to be an immediate bubble burst because capital flows and earnings momentum remain supportive.
  • How end-of-year tax-loss harvesting creates forced selling in beaten-down stocks, temporarily pushing prices below fair value.
  • Mutual funds selling to raise cash for capital-gains distributions can generate artificial dips that offer tactical buying windows for informed investors.
  • Insider-buying activity is a useful signal in December, since executives often buy when their stock is mispriced due to seasonal pressures.
  • A simple long-term Bitcoin approach: buy when it collapses on fear, hold through chop, and scale out when it becomes euphoric and parabolic.
  • Concerns about the systemic risk attached to MicroStrategy's leveraged Bitcoin balance sheet and how a sharp BTC drawdown could spark forced selling.
  • How crypto ETFs, institutional custody, and Wall Street participation may reduce volatility over time but also increase susceptibility to coordinated market moves.
  • How markets today reward patience, skepticism, and tactical opportunism more than blind buy-and-hold in all sectors.

 

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Douglas Heagren | Mergent College Advisors

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For more information, visit the show notes at https://moneytreepodcast.com/best-trade-of-the-year-771

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Money Tree Investing Podcast. Stock market, wealth, personal finance, value stocks, invest in your life. Hello, Smart Money Tree Podcast listeners. Welcome to the sweet show. My name's Kirk Chisholm. I'll be your host. And today I'm joining with Doug Hagerin. Hey, Doug. Hey, Kirk. It is good to see you. It's been a couple of weeks. Good to be back. Yeah, good to have you back. You guys had a good Thanksgiving, huh? Your team did okay? We did okay. You know, so, you know, for those out there, some will be offended, some will not. But, you know, I live in Minnesota. There's lots of woods and there's lots of big animals walking around. And so Wisconsin opener was right before Thanksgiving. It's a good year, lots of deer, lots of good time with family. And then on top of that, I was going to fry a turkey, which I have done before. It takes a lot of time, a lot of things have to go into it. And honestly, the results in the past have been okay. Most of the time, it can't seem to

0:54.8

get a turkey to thaw out quick enough, even if it's in there for like two months. It's still frozen in the middle. You don't want to drop an ice bomb into a hot friar. So that's always a big one. Now, we're starting to be able to get more turkeys. It's more common to get them these days where they're not frozen. But still, I'm coming back from Deer Camp. I'm like, you know, I don't,

1:12.9

don't have time to get all this. What might cost? get them these days where they're not frozen. But still, I'm coming back from Deer Camp. I'm like,

1:12.2

you know, I don't have time to get all this. I'm at Costco picking up some different items for Thanksgiving.

1:17.6

I had in my cart a nice organic, refrigerated turkey that I was going to fry, and I turn around,

1:23.7

and I see that Costco has smoked turkeys, whole smoked turkeys, six to eight hours.

1:31.0

It's the best turkey I've ever had, Kurt. We brought it home, we baked, you know, warmed in the

1:34.9

oven for four hours, already pre-cooked from the smoking. It's the first time that my family and

1:39.3

the history of Thanksgiving has literally devoured all of the leftovers. The little public service to all of

1:45.2

you out there that want to save a little time for Thanksgiving, let someone else do the cooking

1:49.4

for basically the same price as a cost to buy a raw turkey, but what, 10% of the work and

1:55.4

better flavor. Locally, we used to have a turkey farm, a few towns over, and we used to get a turkey

2:00.3

there every year, and it was great.

2:01.2

That would be awesome.

2:02.3

Brought the kids there.

2:03.7

You know, there was like cages and cages of turkeys and they're all running around. It was free range turkey, right, Kirk? Yeah, free range. It was good experience. You know, it was organic. It wasn't, you know, it was just like basically a house where they had, you know, turkeys in the backyard.

2:18.2

You walk into the cellar and, you know, it's clearly they're

2:20.8

killing the turkeys down there. But it was a cool place. And we used to go there for years and you could get turkey sausages. You can get everything. Oh, nice. Off season, we'd go there all the time. they sold that. I guess they got too old. The kids didn't want it. So they sold the whole place. And, of course, they shut it down, which is unfortunate. So now we just go to the grocery store, which is where turkeys come from, right? They come from the grocery store. So we did that. We did good Thanksgiving. You know, we had my in law's over and that was fun. We all had a good time. And it was a good time. Started putting in my rink. nice it's not yet it's got cold enough early enough this year to actually do that

2:53.9

it did and I wish time and it was a good time. Started putting in my rink. Nice. It's not only got cold enough. It's got cold enough

2:52.1

early enough this year to actually do that. It did. And I wish I had finished it last weekend, but I have to tell you, I was feeling my age. We have a new yard. You guys know, listen to bought a house a few months ago. And we got a new yard. And where I want to put my rink is not perfect.

3:08.0

Somebody decided to put a mound

3:09.9

with a few trees in it.

...

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