This Hidden Bull Market Is Hiding In Plain Sight

Money Tree Investing

This hidden bull market is actually lying in plain sight! Find out what it is today as we discuss media fear-mongering, unhelpful propaganda, Bitcoin and gold, and more. The central banks continue accumulating gold, emphasizing its historical role as a long-term store of value, and noting that despite the rise of digital assets like Bitcoin (which the U.S. now holds as a reserve), gold's cultural and material significance remains deeply embedded worldwide. Oh, and we also got a new Pope!

We discuss...

• A new Pope from the U.S., Pope Leo XIV (formerly Robert Prevost of Chicago), was elected, contradicting Jim Cramer's confident prediction.
• The Pope had a 1% chance in betting markets, showing how off-market odds can be and how unexpected outcomes can deliver large returns.
• A widely shared headline warned that Earth will run out of oxygen, but buried in the article was the timeline—1 billion years from now.
• Climate change is a hard-to-measure issue that's often politically weaponized and based on unprovable long-term models.
• Propaganda exists across all eras and agendas, including pro-America messages like those in 80s movies such as Top Gun.
• Spotting propaganda and political messaging can be useful for investors trying to understand broader narratives and their market implications.
• Governments often downplay crises right before they hit, and historically, such reassurances can be a red flag to start worrying.
• Recognizing themes in media, like global warming or military conflicts, can help investors anticipate policy moves or market shifts.
• Nuclear energy is an example of a rational solution ignored for political reasons, illustrating how policy can ignore practical options.
• Wealthy investors and central banks are buying more gold, reinforcing gold's role as a long-term store of value.
• Gold continues to be culturally significant and trusted across civilizations, unlike newer assets like Bitcoin.
• The U.S. government has decided to hold confiscated Bitcoin as a reserve asset, further legitimizing it in financial circles.
• There's growing speculation that Bitcoin could evolve into a reserve asset for central banks, similar to gold.
• Banks have transitioned from resisting Bitcoin to finding ways to monetize it, suggesting institutional acceptance is rising.
• Gold has significantly outpaced wage growth since 2000, reinforcing its strength as a store of value amid stagnant real income.
• Crypto has displaced silver as the inflation-hedge asset of choice among younger investors, hurting silver's narrative.
• Long-term tailwinds for silver include green tech applications like solar panels and EVs, which could reignite demand.
• Gold and silver miners have underperformed despite rising bullion prices, with some major miners currently unprofitable.
• Mining companies face structural inefficiencies, making many poor business models despite gold's rise.
• Institutional caution, reflected in moves by figures like Warren Buffett, indicates potential market hesitancy despite retail optimism.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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For more information, visit the show notes at https://moneytreepodcast.com/hidden-bull-market-711