The Alt Asset Allocation Podcast
By Ben Lakoff
The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.
92: Scaling Ethereum with Offchain Lab's Co-Founder Steven Goldfeder
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Steven Goldfeder of Offchain Labs, the company behind Arbitrum. This one is very Ethereum / Sclaing focused but pretty darn key for understanding how the future of ethereum might look.
November 08, 2022
91: Crypto Liquid and Venture Fund of Funds with Greg of Scenius Capital
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Greg is a co-founder at Scenius which runs a hedge fund of funds and is launching a venture fund of funds in the crypto space. He shares his bird's eye view on how the industry's best fund managers are allocating their capital and thinking about the future of the Crypto space. We talk about trends he’s seeing in the liquid markets with their fund of funds and upcoming changes venture funding patterns. We discuss some of the potential advantages / disadvantages of the fund of funds model - especially in nascent inefficient crypto markets.
October 31, 2022
90: Commercial Real Estate Investing with Streitwise Founder Jeff Karsh
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Jeff Karsh, the co-founder & CEO of Streitwise, a private REIT. Commercial Real Estate is a tricky one, spanning types like Office, Retail, Industrial, Multi-Family Apartments, Hotels, etc. In this episode we talk about Commercial Real Estate types, some potentially attractive geographies (Indianapolis) and then more detail on Streitwise itself - fees, liquidity, types of properties and value add they make to the properties themselves. Platforms like Streitwise offer long term Investment Vehicles with Real Estate with solid cash flows, but they don’t come without their risks. This wasn’t a paid or promotional interview, I just wanted to bring on Streitwise to discuss the platform and Commercial Real Estate in more detail. Jeff Karsh on Commercial Real Estate Investing with Streitwise.
October 24, 2022
89: Bitcoin is Sound Money with Rob Price
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Rob Price. Bitcoin. Sound Money or just another Risk asset? Globally there is likely a Monetary Regime change coming… What we change into is anyone’s guess, but Bitcoin could (who knows… keep that in mind) be a contender. Rob is a rational thinker here, which I appreciate, so it’s nice to have a level head when thinking about this stuff. In this episode we cover all things bitcoin, including the current market update, positioning, crypto v. bitcoin and his investment thesis. Rob Price on Bitcoin.
October 17, 2022
88: Blockchain Gaming with Horizon
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Blockchain Gaming with Michael Sanders of Horizon Games (creators of Trading Card Game Skyweaver). In this episode with Michael we go over the state of the blockchain gaming industry where it is and where it could be going, we talk about blockchain game developers - what chains they’re interested in and how to get started building a game, and a lot more.
October 10, 2022
87: Macro Financial Markets Outlook with Peter Harlin
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Peter is one of those rare individuals that keeps pretty close tabs on a number of financial assets and markets. He’s my go-to guy for insight into where financial markets could be moving, and what sorts of things might be worth looking into a bit more. Macro is tough to forecast, but I always enjoy talking to sharp thinkers like Peter to help provide a bit more clarity. Markets have a tendency to humble investors, but I still think that ideas like Peter's can provide tremendous benefits.
October 03, 2022
86: Intro to DeFi with Kris Kay
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Kris Kay - a DeFi Educator and YouTuber. Decentralized Finance, or DeFi, is something I’ve talked a lot about on this channel. Kris is doing a lot of onboarding in DeFi - which is very hard. I run CryptoMondays here in LA and know from experience that taking someone from zero to yield farming or some more advanced DeFi concepts… not easy. In this episode we talk about what is DeFi, why it’s important, some of the risks, onboarding newbies into DeFi and some predictions on where the space could be going. We go through a few websites on the interview, so if you’re listening on podcast, it might make more sense to jump over to YouTube for a few of these sections. In the show notes I’ve linked up all of the relevant links if you miss them during the interview - you can find them at https://altassetallocation.com
September 26, 2022
85: Business and Economic Cycles For Investors with Lakshman Achuthan
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lakshman Achuthan of Economic Cycle Research Institute (ECRI) returns to the show to share his current macro outlook. We cover Lakshman's best insights on this business cycle and what that could mean for your asset allocation.
September 19, 2022
84: Investing in the NFT Markets in 2H22 with Sasha from Arca
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Sasha Fleyshman is the GP of a $50M NFT Fund from Arca. In this episode we talk about the NFT Market. Prices are down, volumes are down, but Sasha is still bullish on this nascent space.
September 12, 2022
83: The Global Current Macro Outlook with Dr. Marc Faber
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Dr. Faber is a legend in the space. He rejoins the show at a time where the current monetary regime have backed us into a pretty curious situation. Dr. Faber argues we may be transitioning into a time period where returns are no longer easily generated and there might be an extended environment of financial assets losing value. Enjoy this episode with Dr. Doom and Gloom himself!
September 05, 2022
82: Why Crypto Winter is not here with Jaime Burke of Outlier Ventures
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jaime has seen a lot: he has been investing in Web3 / Crypto / Blockchain since 2014 - about 8 years. Jamie sees a lot of early stage startups and knows where investor money is headed. In this episode he lays out what projects are getting the most traction these days. We jump into some popular investment theses including: The Open Metaverse, MetaFi, NFTs as Social Media, and Experience of Web3. This is a great conversation on where the web3 space could be going - and definitely why it’s not going to be a crypto winter - according to Jamie
August 29, 2022
81: Energy and Oil Markets with Art Berman
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Art Berman is my go to person for all things energy related. He rejoins the show in a moment where it seems like every headline is focused on inflation and energy costs to break down what is happening on a global level. Listen to catch up on the current state of all things energy and what the future may have in store.
August 22, 2022
80: Investing in Farmland with Carter Malloy
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Carter Malloy of AcreTrader. In this episode we cover why you might be interested in investing in farmland, and more details specifically on what AcreTrader is doing to allow more investors access to Farmland.
August 15, 2022
79: Investing in Crypto with Tijo of Arcane Bear
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ There’s a lot going on in crypto at all times and it’s very difficult - if not impossible these days - to stay on top of it all. Tijo prides himself in living on the fringes and identifying investment opportunities before they’re mainstream. Right now Tijo is really interested in Web3 / Blockchain Gaming. We go into detail on why this area of Crypto is interesting, some learnings from being in the crypto market for so long and where the space could go going forward. Enjoy this conversation with Tijo.
July 18, 2022
78: Investing in Psychedelic Medicine with Brom
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Brom Rector of Empath Ventures. The stats around the potential of Psychedelic Medicine are staggering. We’re moving towards legalization of Psychedelics for medicinal purposes and there are many ways to invest in this trend in both Public and Private Markets. Brom is a VC in the space and talks about the History of Psychedelics, The types of companies operating in the space, how to potentially get exposure to them and some of the potential pitfalls of these companies going forward. Enjoy this conversation with Brom.
July 11, 2022
77: Building Blockchain Games with Samee Siddiqui
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Samee is a builds blockchain games. Is blockchain gaming the “next big thing”? We discuss in this chat about where blockchain gaming could go, what currently is being done well in the space and what it’s like building a game. Enjoy! Time Codes: 0:00:00 Welcome and context 0:00:17 What is your background? 0:06:37 How early are we in blockchain gaming? 0:08:35 What your ideal blockchain gaming environment? 0:13:05 What valid arguments are there against blockchain gaming? 0:16:45 Why Free to play games work better for you? 0:19:00 Games that integrated blockchain well 0:21:45 What can we learn from Axie Infinity? 0:24:00 Regulatory hurdles with blockchain gaming 0:26:01 What is Fives? 0:28:20 What have you learned about game development through this project? 0:32:35 What is Fives go to market idea? 0:35:40 What keeps you up at night with a game like Fives? 0:37:30 What blockchain will you deploy Fives on? 0:42:01 Where can people find out more about you?
July 04, 2022
76: Real Estate Investing with Matt Bowles
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Rising Interest Rates, Supply / Demand Imbalance, Globalization, Demographic changes, technology changes… there’s been A LOT that has happened that really impacts the rental unit investment strategy and there’s a lot to think about if you’re still on the fence about buying your first rental property. Enjoy this round 2 interview with Matt Bowles on investing in the Real Estate Market.
June 27, 2022
75: Ticket NFTs and Music NFTs with YellowHeart’s Josh Katz
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This episode is all about Ticket NFTs and Music NFTs. In Mar’21 Kings of Leon released their album as a NFT and made >$2M. This opened up the floodgates to artists thinking a bit more seriously about NFTs when it comes to their music as well as their live ticketed events. I’m fascinated by the opportunity to use NFTs to engage with fans in more ways and that’s exactly what YellowHeart is working on. Enjoy this episode with Josh Katz of YellowHeart on Ticket NFTs and Music NFTs. Time Codes: 0:00:00 Welcome and context 0:02:10 What is your background? 0:12:10 What got people over the hurdle to start exploring music NFTs? 0:13:30 How has the music NFT experience evolved? 0:18:00 Difference between piece of music and a ticket 0:21:30 How much more value an NFT ticket could provide? 0:24:00 How does NFT ticket stubs work? 0:28:35 What are the big selling points for ticket and event NFTs? 0:33:10 What is the current state of the NFT market? 0:36:30 Future of NFT Tickets 0:44:20 Where can people find out more about you?
June 20, 2022
74: All Things Art NFTs with Kyle Gordon
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com With Kyle’s background in crypto, art and entertainment - he is my go to guy for insight on where the art NFT market is going. We’ve talked quite a bit about different NFT categories - you should be starting to see the breadth of what is possible here - and this one covers Art in great detail. In this episode, we cover the art NFT Market, curation tools, methods to uncover artists in the space, and what it takes for projects to launch a successful NFT project today. Kyle appreciates really great art and it shows with his own art and the art that he collects. There are tremendous disconnects in this VERY inefficient market and it is a very interesting space for interested investors - always an added benefit if the pieces you’re investing in and collecting are aesthetically pleasing too! Enjoy this episode with Kyle Gordon on all things Art NFTs! Time Codes: 00:00:00 Welcome and context 0:00:17 What is your background? 0:07:25 What is Doingud? 0:09:35 Overview of the art and collectibles NFT market right now 0:15:56 What do you think projects need in order to make it? 0:21:42 What curation tools can help people clear the noise? 0:26:55 What catalysts do we need to get more people exposed to NFTs? 0:33:09 What are your thoughts on Coinbase NFT? 0:34:09 How do you explain NFTs to newbies? 0:39:15 Where can things go wrong for NFTs? 0:45:25 Who is your favorite NFT artist? 0:48:05 Where can people learn more about these artists? 0:52:55 What is the most underappreciated artist right now?
June 13, 2022
73: Blockchain and Web3 Gaming with Ryan Wyatt
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Ryan Wyatt is the ex Head of Gaming at YouTube and made the jump full time into Web3 with Polygon Studios earlier this year. Web3 gaming will be huge. The future is certainly bright. I really enjoyed this conversation and we covered a ton including talking about where Blockchain Gaming is today, where it could be going, some pitfalls for game designers, new mechanics that the blockchain allows, some valid arguments that “non NFT gaming” people have, and some things to watch out for as investors in this area. This is a great one. Ryan Wyatt on Blockchain or Web3 Gaming.
June 07, 2022
72: Investing in Esoteric Alternative Investments with Wyatt Cavalier
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Wyatt Cavalier on all things Alternative Assets. If you’ve listened to this podcast much, you’ve realized that “Alternative” Investments likely deserve a spot in many if not all investors’ portfolios. Wyatt runs http://alts.co and they’ve recently launched a fund dedicated to sniffing out these alternative investments. I love alternative investments. Collectibles, Crypto, Wine / Whiskey, Art, Sneakers, Music Rights... There’s a lot of capital sloshing around these alternatives and I just love digging into them - and this conversation with Wyatt does just that. Enjoy this conversation with Wyatt on the current state of the Alternative Asset market (outside of just crypto!).
May 30, 2022
71: BoredElonMusk on Blockchain Gaming
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Bored Elon Musk. What started as a parody account 8 years ago, Bored is a massive presence in the crypto space now with over 1.8 million followers on Twitter. Bored Elon is in the process of transitioning to full entrepreneur and operator. From his roots in gaming, he’s going all in on Blockchain Gaming. In this episode we go over Blockchain Gaming, where it is, why it’s important and where it could be going from his bird’s eye view of the space. We also talk a bit about his new company “Bored Boxes” - which I’m actually super excited about. Really enjoyed this episode with Bored Elon.
May 23, 2022
70: Web3 Identities and NFTs with Hadrien of Sismo
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Hadrien from Sismo. Web3 Identities, NFTs and Privacy. These would be the key topics today. Web3 Identity has beenn all the rage lately. In this conversation we talk about it in a lot more detail, and dig into some of the ways that Sismo is innovating in this category. This is part of the “NFTs, more than JPEGs” segment and I really hope it helps open up your eyes to the breadth of possibilities enabled by NFTS. I’m also starting to do a lot of these podcasts live on Twitter spaces. I do them from my personal account ‘@benlakoff’ as well as the podcast account ‘@investinalts’ - hope you can join and ask questions. I’m cutting out the questions for now in the podcast form. Hadrien of Sismo on Web3 identities.
May 16, 2022
69: Music NFTs with Jesse Grushack
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Jesse Grushack Music NFTs. Still not understood by many but in some corners of the internet they’re all the rage. In this episode we talk about Music NFTs, especially given Jesse’s background in the Music Industry. Enjoy this episode with Jesse!
May 09, 2022
68: NFTs with OG Jordan Lyall
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Jordan Lyall. Jordan is an OG in the space and has been involved with NFTs from the very beginning. In this episode we have a wide-ranging conversation from his company Niftys working with gigantic brands like Warner Brothers to use NFTs for super engagement to the more community-centric projects in more niche corners of the internet like Meme and raCC0ons and the power of memes on the internet. Reminder that I’m doing a lot of these podcasts live on Twitter spaces. I do them from my personal account ‘@benlakoff’ as well as the podcast account ‘@investinalts’ - hope you can join and ask questions directly to the guest. Enjoy this conversation with Jordan.
May 02, 2022
67: NFT Investing in 2022 with Les Borsai of Wave Financial
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Les Borsai Les is a GP at NFT Fund from Wave Financial. I’ve known Les for some time now and know that he’s quite an early adopter in the crypto world, he’s deep in the NFT space and we chat all about the state of the NFT market and some of the possible paths for it to go from here. Enjoy this podcast episode with Les of Wave Financial!
April 25, 2022
66: Jacob Martin: NFT Investing w/ 2punks capital
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Jacob Martin or The NFT Attorney. In 2019, 2020... Buying NFTs was easy. Buying a BAYC for about $190 gave you a return of around $450K. That’s insane. But investing in the NFT space these days, or “flipping NFTs” is no longer as easy - in a bull market everyone looks like a genius. In this episode we talk about the NFT market, what’s overhyped and where there still might be opportunity, the open metaverse and even regulation that might be needed in the space to propel it forward. Enjoy this episode with Jacob Martin!
April 18, 2022
65: All Things NFTs and Web3 with Drew Austin
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Drew Austin. Drew covers a very broad spectrum on all things NFTs, exciting Web3 projects, and the Metaverse. Drew is the Managing Partner of Red Beard Ventures and Co-Founder of Knights of Degen among all of the other crypto stuff he's deeply involved with. Red Beard Ventures invests in Web 3.0 infrastructure and other frontier technologies. Enjoy this episode with Drew Austin!
March 07, 2022
64: Building Web3 DAOs with DeFi Ted
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com DAOs are all the rage right now. Decentralized Autonomous Organizations. DeFi Ted, was one of the founding core team members behind ParagonsDAO. In this episode, we cover a lot about being anon in the space, ParagonsDAO, Parallel NFTs, misconceptions about being in web3 - devs and traders - the collaborative v. competitive nature of Web3 and building in the space. What ParagonsDAO and Parallel NFT are doing in the space are incredible. Enjoy this conversation with DeFi Ted.
February 28, 2022
63: PlannerDAO and the DeFi Space in 2022 with Adam Blumberg
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this episode, we discuss all things Decentralized Finance or DeFi. We’ve discussed DeFi a few times already, but Adam is taking a slightly different approach. He’s building PlannerDAO - “empowering financial professionals to make digital assets & decentralized finance accessible to all investors.” - getting financial advisors and fiduciaries over the line with DeFi and why it’s important as a way to help educated the masses that it might make sense to allocate some of their capital to. A really good episode on what DeFi is, where it’s been, why it’s important, regulation and where it might be going. Enjoy this episode with Adam Blumberg on all things DeFi.
February 15, 2022
62: Self Directed Retirement Accounts are Changing with Damion Lupo
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Damion Lupo Most of our listeners will know what a 401K and IRA are. If you're interested in alternative investments, you've likely been frustrated that they're hard to own in a retirement account. Maybe this led you to a self-directed IRA. Well, Congress has proposed changes to the laws governing IRAs as part of their $3.5 trillion reconciliation package. In its current form, their proposal would prohibit IRAs from investing in most alternative assets. All accounts holding these assets would need to liquidate them by the end of 2023. These changes, if enacted into law, would have a direct negative impact on your ability to self-direct your IRA! Damion goes over what's changing and some potential moves you can make to keep investing in alternative investments in your retirement account. Damion Lupo on Retirement accounts, Enjoy!
February 08, 2022
61: Taking the Financial Path Less Traveled with Nick Kosko
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Nick Kosko Nick is a wealth strategist at CreateTailwind and in this episode, we discuss financial Independence, Taking control of you money and questioning the financial norms. Infinite banking has been called a scam by Dave Ramsey, but it actually might make sense for some of the listeners out there - at least to learn more about it and how it could be used in your financial planning. Enjoy!
January 31, 2022
60: Puerto Rico Tax Advantages with Chris Hamm
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you heard about Puerto Rico being the last true tax haven for Americans? In this episode we dive deep into Puerto Rico; Most importantly what the tax savings opportunities are for Americans. We talk about all things Puerto Rico. What’s it like living there, the climate, what sort of people should be interested in looking at Puerto Rico and what to keep in mind if you’re interested in doing it. Enjoy learning all about Puerto Rico and Its potential tax advantages with Chris Hamm!
December 27, 2021
59: Investing in Pre-Publicly Traded and Synthetic Assets with Xavier Ekkel
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Xavier Ekkel, founder of PrePO. prePO is a decentralized exchange allowing anyone, anywhere, to speculate on the value of any pre‑IPO company or pre‑token project. The project is community driven and the markets listed on prePO will be decided by the users of the project. Enjoy this conversation on all things synthetic assets and learn a bit more about prePO and what they're doing differently.
December 20, 2021
58: Non Fungible Tokens and The Metaverse with Rizzle
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Non Fungible Tokens, or NFTs, are making headlines again. Rizzle is so plugged into the NFT Ecosystem. He's just the guy to give this update on what's going on, and why NFTs are valuable beyond the hype. We cover a very broad discussion on all things NFTs and the Metaverse. Enjoy this episode with Rizzle!
September 13, 2021
57: Cash Value Life Insurance with Matt Golliher
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today, I'm talking to Matt about Index Universal Life Insurance which is a type of Cash Value Life Insurance. Life insurance as an asset class and as part of your investment strategy. I have a bit of a mental block when it comes to Life insurance as an asset class, so it's always good to get to the other side of the story and broaden my perspectives a bit. Matt Golliher of Vista Investments on Life Insurance as part of your investment strategy.
September 06, 2021
56: Decentralized Finance (DeFi) with DeFi Dad
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with DeFi Dad and we are doing a deep dive into Decentralized Finance (DeFi). Interested in knowing what DeFi is, where we are currently, why it's important and where it might be going? Don't miss this episode.
August 30, 2021
55: MakerDAO and DeFi Today in Crypto with Mariano
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Mariano of Maker Growth, with MakerDAO. MakerDAO is one of the oldest and arguably most important protocols built on Ethereum. Where you are able to take your Digital Asset collateral and generate DAI - a stable coin. Don't sell your crypto, take out a loan in a completely trustless manner - oh, ya it's only a few % per year in interest too. Enjoy this episode with Mariano on MakerDAO and DeFi.
August 23, 2021
54: DAOs, NFTs, Social Tokens - A Crypto Landscape Update with Cooper Turley
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ The Crypto Ecosystem is quite vast and always quickly moving. There are some major trends that are accelerating - DAOS, Decentralized Autonomous Organizations - NFTs - Non Fungible Tokens - DeFi - Decentralized Finance and Social Tokens... loads to unpack and Cooper is just the guy to do it. Enjoy this episode with Cooper Turley on all things crypto!
August 09, 2021
53: Investing in Gold with Lynette Zang
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lynette Zang is Chief Market Analyst at ITM Trading, and they have a fantastic YouTube channel. In this episode, Lynette goes over the history of Gold as a currency and how we ended up in a Fiat Monetary system. How the financial system is changing, why Government Debt is at all-time highs and a lot of other topics broken down by Lynette Zang. Enjoy!
August 02, 2021
52: Macro, MMT, Gold and Inflation with Frank Holmes
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Frank is the man, and he is really well known for Gold. This was recorded around the first of march - but the macro and gold views here are evergreen and still valid. Macro, MMT, Gold, Inflation, the changing capital markets... We cover a lot. If you're a fan on the channel, you'll notice that we cover quite a bit about alternative investments and this ends up covering gold quite a bit. But each guest really comes on with their own unique view that I find absolutely fascinating. Enjoy this episode with Frank Holmes on all things Macro.
July 12, 2021
51: All Things Crypto with Dan Hannum
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This episode is all about Crypto - from an investor, VC, and operator... also a bit around the confusing aspects in crypto - taxes and accounting. The content here is evergreen and valid for anyone interested in learning more about the crypto space overall from a veteran.
July 05, 2021
50: Crypto Banking with Celsius Network
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Zach Wildes of Celsius Network. Celsius burst onto the scene in 2018, and has grown quickly since. Their tagline is "“The modern way to manage assets” and for retailers offers 4 main businesses, EARN, BORROW, CelPay... and soon, a credit card. With Celsius EARN you're able to deposit your crypto, earn a bit of interest. With Borrow, you use your crypto as collateral to pull out a loan CelPay - Venmo for crypto. Enjoy this episode with Zach Wildes of Celsius Network.
June 28, 2021
49: Macro Investing with Axel Merk
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ The Macro outlook is a fun one to cover. Equity markets, US Dollar, Monetary & Fiscal Policies, Precious Metals... There's a lot to unpack. Where does this all end? Fiscal Austerity or Debt Jubilee? Not Likely. Inflation? Obviously, but less obvious is when. Really enjoyed this conversation with Axel and it's packed full of little tidbits on all things Macro Investing!
June 21, 2021
48: Macro Outlook with MOVE Index inventor Harley Bassman
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Harley Bassman was the inventor of the popular MOVE index, the treasury volatility cousin of the VIX. Since he has “retired” he has continued to make a name for himself giving away decades of accrued wisdom for free on his blog The Convexity Maven. This conversation we talk about Financial Markets and some key drivers including Inflation, Interest Rates and demographic shifts. We go into detail on Portfolio Allocation and some great ways to position your investments over the next few years. Enjoy this conversation with Harley Bassman!
June 14, 2021
47: Bitcoin Banking with BlockFi
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Shayne Mullen from BlockFi. BlockFi is "Redefining Banking" and for retailers, offers 4 main business pillars: Interest Account, Trading, Crypto Loans, and Credit Card. Being Paid to HODL? Not selling your crypto and accessing dollars to make the purchase (at low interest rates)? We dive into the business model and really touch on a lot of the details (and potential risks) for the business to operate like this. I've been a happy BlockFi customer for a while now, and I've dropped in a referral code (https://blockfi.mxuy67.net/benlakoff) that can get you up to $200 after you deposit. BlockFi is REALLY interesting and has some great offerings for people looking to do a bit more with their crypto. Enjoy this episode with Shayne Mullen!
June 07, 2021
Charged Particles: A New NFT Protocol with Ben Lakoff
The mic is turned around. In this episode you can see Ben's Interview on The Unstoppable Podcast, talking all about Charged Particles — a brand new protocol allowing users to deposit any ERC token into any NFT. Originally aired on 12-May-21, Here's the description: We talk to Ben about his transition from corporate finance into decentralized finance, and the resources that helped him including books, newsletters, and podcasts. He talks about how Charged Particles got started and how people can start using it with some real-life examples. Ben digs a little deeper into some of the Charged Particles features like programmable yield. He talks about some upcoming changes to the platform and shares his thoughts on where the decentralized space is headed over the next ten years. Ben also discusses his experiences in forming a DAO and how that worked. Enjoy!
May 31, 2021
46: Bonds and Macro Outlook with George Goncalves
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ George Goncalves on Macro Outlook. Fed Action, USD - including Shadow Banking & EuroDollar, Gold, and obviously Bonds. We talk about the current state of these markets and where they could go in the future. George has a wealth of information and shares with us his keen insight. Recording Date: Jan-2021
May 17, 2021
45: Precious Metals with Jeffrey Christian
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jeffrey Christian is the Managing Partner and founder of CPM Group, one of the most respected precious metals and commodities research companies in the world - founded in 1986. He knows A LOT about precious metals and is well known for his financial engineering work using commodities derivatives both for hedging and investment purposes. He has worked with governments, the United Nations, World Bank, International Finance Corporation, International Monetary Fund, and many of the world’s largest and most prominent mining companies, industrial companies, investment banks, and institutional investors. Ok, you're convinced Jeffrey Christian knows his stuff - In this interview, we cover all things Gold. Macro-economic backdrop and why it's important for gold investors, Drivers for its price, USD as a global reserve currency and possible bearish scenarios for Gold outlook over the next 10 years. We even discuss Bitcoin a bit as a higher beta, speculative play on the gold narrative and some of the issues with that. Enjoy this episode with Jeffrey Christian.
May 10, 2021
44: Macro Backdrop WTF is happening with Martin North
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Martin is a deep thinker and I really enjoyed this conversation. In this episode, we talk about the Australian & New Zealand Economies, the local investment mindset, and the overall financial markets there. In this conversation, we get quite philosophical on where the world is now as a result of COVID and where we could be going. Absolutely fascinating and worth thinking about. Enjoy this conversation with Martin North from Digital Finance Analytics.
May 03, 2021
43: Following Business Cycles with Lakshman Achuthan
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lakshman is Mr. Economic Cycles and has spent his whole career on economic cycles. There are so many different cycles at play and it's a bit overwhelming. We discuss where we are in the economic cycle, some mistakes that those using models to predict where we're going, and where he thinks we could be going - based off the leading indicators and what he's seeing. Enjoy this episode with Lakshamn Achuthan on Business Cycles and how they impact your investing decisions.
April 26, 2021
42: Investing in the "other precious metals": Palladium & Platinum with Chris Blasi
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ How much of your portfolio do you have allocated to Precious Metals? Precious Metals include: Gold, Silver, Platinum, and Palladium and each offer different benefits. In this episode with Chris Blasi we go into Macro Outlook for Precious Metals, and more detail on why investors might want to take a look at Platinum and Palladium. Chris shares a ton of knowledge on the precious metals market and you won't want to miss it.
April 19, 2021
41: Investing in Space with Robert Jacobson
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Space. In this conversation with Robert Jacobson, we discuss all things space investing. There has been a massive shift of commercialization of space and there are loads of opportunities in this area. We talk about what investments can be made now to profit from the inevitable shift of more space presence in our lives. From Satellite needs from 5G/IOT/Autonomous cars, to Space Debris cleanup, Moon Stations, Asteroid Mining - there are loads of things to get excited about in regards to space. Investments in space are going to be huge, is now the time to start looking? Join this conversation with Robert Jacobson on all things investing in space.
April 12, 2021
40: Macro Market Outlook with Jim Rogers
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ I've been a huge fan of Jim Rogers for quite some time. He's written books like “Investment Biker” & “Adventure Capitalist”.... To name a few. I absolutely love his passion for adventure and investments. Two things that I too am very fond of. I really love his simplified actionable advice he gives for the market - try to buy what is cheap and sell what’s expensive. And that the main lesson of history is that people don't learn their lessons from history... it sounds so easy. Every time Jim talks, he gives SO MUCH knowledge on how to think through markets with all their moving pieces. Jim Rogers, the legend himself, enjoy.
April 05, 2021
39: Cryptocurrency Markets Update with Ondrej Pilny
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Ondrej is the co-founder and CEO of Baserank which provides crowdsourced, easy-to-understand crypto asset ratings. He watches the cryptocurrency markets more closely than many others, and gives us an update on exciting new developments in this fast-moving space. In this conversation, we jump into Bitcoin, Ethereum & ETH2, Cryptocurrency Valuations and more. There is a LOT going on in the cryptocurrency markets, enjoy this overview in this episode with Ondrej Pilny.
March 29, 2021
38: Investing in Physical Gold with Mark Yaxley
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you thought about investing in physical gold? Don't miss this episode with Mark Yaxley of Strategic Wealth Preservation. We have a lot of content on WHY it might make sense to own Gold in your investment portfolio, but in this conversation we really dive into the different methods of owning Gold. What are the advantages / disadvantages and pitfalls you should look out for when investing in Physical gold? You won't want to miss this conversation on all things investing in physical gold with Mark Yaxley.
March 22, 2021
37: Investing in California Farmland with Brandon Silveira of FarmFundr
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Did you know that #Farmland has historically outperformed stocks and bonds with DOUBLE digit total yearly returns over the past four decades? Brandon Silveira of FarmFundr, crowdfunding farmland investment platform, on all things California Agriculture. In this episode, we walk about Farmland in California mostly, investments on his platform and some of the upcoming developments for FarmFundr going forward. FarmFunder launched in 2019, but Brandon is a very experienced farmland investor. This interview gives you some insight from an experienced farmer's perspective of some of the trends happening within Farmland investing - specifically in California
March 15, 2021
36: Investing in Bitcoin and Real Estate with Mark Moss
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this interview with Mark Moss, we discuss the Macro Backdrop and what he's looking at from a contrarian investment perspective. What are the "trends within the trends" that are shaping the markets and what this means for your investment portfolio. We go into a lot more detail on Bitcoin - including trying to think through when to sell - as well as various topics within Real Estate Mark has learned a lot about how think through these sorts of investments and be successful, in this episode you get to benefit from his hours of work and learn how to get involved with this exciting growing markets. Enjoy this conversation with Mark Moss.
March 08, 2021
35: Jumping full time into Real Estate Investing in Colorado with Merrill Stillwell
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Merrill Stillwell is Managing Partner at Blue Mountain Investments, a real estate firm with operations in Denver and the Vail Valley. Blue Mountain Investments operates in real estate development and management and specializes in creative and unique developments. Coming from an equity research background and making the jump into real estate full time we talk about this transition namely pitfalls to avoid for new Real Estate investors. We discuss Colorado Real Estate, why multi-family is so interesting, luxury real estate and more.
March 03, 2021
34: Regulation of Cryptocurrencies with Dave Rodman
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ With Bitcoin and Cryptocurrencies reclaiming all time highs, "regulatory uncertainty" is still high in the cryptocurrency industry. Don't miss this episode with Dave Rodman going into detail on the state of regulations in the cryptocurrency industry - where we are now and what's needed for the space to thrive and continue to grow. Enjoy this conversation with Dave Rodman on all things cryptocurrency regulation! Disclaimer: The content of this podcast is meant to be general in nature and does not constitute legal advice, and nothing contained in this podcast can be deemed to establish an attorney-client relationship. The opinions expressed on this podcast are solely those of the people giving them and should be considered to be informational only. The DLT and cryptocurrency landscape is extremely fluid and the content addressed today is subject to change with no notice. If you have specific legal questions or if you need more tailored guidance, please schedule a meeting with Mr. Rodman
March 01, 2021
33: Investing with Inflation on the rise with Ronnie Stöferle
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Is your portfolio prepared for Inflation? Ronnie Stöferle has written the In Gold We Trust report for 14 years now, and has some pretty unique views on why we should worry more about inflation and its impacts on our portfolios. In this conversation we discuss many things inflation, including: why Ronnie believes it's coming, what to watch out for, and how to adjust your asset allocation appropriately.. The world's investment landscape is changing, you won't want to miss this episode with Ronnie Stöferle.
February 22, 2021
32: Contrarian Macro Investments with Chris MacIntosh
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this conversation I sit down with Chris MacIntosh, managing partner at Glenorchy Capital, and author at capitalistexploits.at and have a wide-ranging conversation on how to position your investment portfolio. Trends like Greenwashing are in full force, but have you analyzed what this really means for the associated investments? Greenwashing is just one tiny piece of the bigger picture. What are the second order effects of these shifts and how do you position your portfolio accordingly? Chris is incredibly knowledgeable about these topics and goes into into why many materials, like Copper or Nickel, might be poised for more upside over the coming years and why investors should be bullish on Energy in general. Enjoy this conversation with Chris MacIntosh
February 15, 2021
31: Off Grid and Self-Sustaining Homes with Jonah Reynolds of EarthShips
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you heard of Earth Ships? This episode is with Jonah Renoylds of EarthShip BIotecture, which is the number one eco-construction and self-sufficient living company. Off-grid, self-sustainable houses. Absolutely an alternative investment. We talk about their construction, how they work and what they're like. Tune in and check it out!
February 08, 2021
30: Privacy-focused Cryptocurrencies with Reuben Yap
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Reuben Yap is the Project Steward of Firo (formerly Zcoin), which is a privacy-focused cryptocurrency. The world moving toward cashless society. This means that 100% of transactions traced, surveilled and censored. Privacy of financial transactions will be more and more important and harder to achieve. Reuben shares his knowledge on current state of privacy cryptocurrencies, why bitcoin is not private but steps to use Bitcoin more privately, updates from the Firo team and many other reasons for why people should care more about their privacy. Reuben is incredibly knowledgeable about this topic. Enjoy!
February 01, 2021
29: Venture Capital Investing with Vikram Chander of Krewe Capital
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Angel investing is often touted for very high returns. However, it is not easy. This interview is with Vikram Chander who is the Founder & Managing Partner at Krewe Capital. We shared an investments panel in early 2020 and I was fascinated by how well thought out his macro views were in addition to his great track record in VC / Angel Investing. Vik talks about his experience with Angel investing and how to get involved with Angel Investing Syndicates - his favorite way of investing in startups. Enjoy this conversation with Vik of Krewe Capital!
January 25, 2021
28: Macro Outlook with Marc Faber: The Billionaire They Call Dr. Doom.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Marc Faber is a Swiss investor based who resides in Thailand and the publisher of the Gloom Boom & Doom Report newsletter, also acting as investment advisor and fund manager and involved in a number of investment funds focused on emerging and frontier markets. In this conversation we discuss his macro outlook for financial investments and go into detail on topics such as Quantitative Easing, Gold, US Equities, Real Estate and more. Marc famously called the 1987 Crash, and has been an investor for a long time. Don't miss his keen insight on where the world could be going. Enjoy this episode with Marc Faber, Dr. Doom himself!
January 18, 2021
27: Inflation, Deflation, Stagflation and Gold with Peter Boockvar
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Inflation, Deflation, Stagflation - we hear these terms, but which scenario is most likely and why? More importantly, what that means for our investments and how to position ourselves accordingly. Peter Boockvar is a very bright mind in this space and is frequently seen on CNBC discussing these topics. You won't want to miss this episode with Peter Boockvar on all things 'Flation and what it could mean for your portfolio.
January 11, 2021
26: Flag Theory and diversifying your risk with Edmund Lowell
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Edmund Lowell is the Founder & CEO of KYC Chain, an Advisor to SelfKey, Angel Investor and Managing Partner of Far Horizon Capital Inc. - the company behind Flagtheory.com Flagtheory - “Legal methods to optimize and protect your business, increase your bottom line and achieve more freedom.” Flags include: 1) Second Passport 2) Tax Residency 3) Offshore Entity 4) Offshore Bank Account 5) Offshore Assets - Gold / Land 6) Digital Security 7) Cryptocurrency. We cover each of the 7 flags and also cover some updates on what's happening in China and DeFi. Enjoy this conversation with Edmund Lowell.
January 06, 2021
25: Investing in the MetaVerse with NFTs with Jim McNelis
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jim McNelis is the creator of Avastars and a "Hardcord NFT Degen." Have you seen Ready, Player One? Heard of the MetaVerse? You won't want to miss this conversation with Jim. In this conversation we discuss the "Collectibles as Investments" mindset, why NFTs might be so interesting for investors, the MetaVerse and what it might look like and finally AvaStars and what's going on with Jim's company. Jim is a collector at heart and LOVES all things Non-Fungible Tokens (NFTs). Enjoy!
January 04, 2021
24: Investing in Multifamily Apartment Complexes with Chi Hathiramani
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This interview is with the CIO of Upside Avenue, Chi Hathiramani. Upside provides access to professionally-managed multifamily real estate investments. With attractive 10+% Yields, in this conversation we go into detail on why multifamily real estate investing might make sense for investors and go into talk about how it works with Upside avenue. Multifamily Real Estate investing was once only available to commercial and high net worth individuals and Upside Avenue lowers this barrier for individual investors to invest with as little as $2000. Enjoy this conversation with Chi Hathiramani.
December 28, 2020
23: Investing in Luxury Real Estate in Mexico with Nico Wilmes
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Nico Wilmes is the founder and CEO of Los Amigos Tulum, the top luxury real estate developer in Tulum, Mexico. In this conversation we talk about the Mexico Real Estate Market, Luxury Real Estate, Short term rentals in Mexico, Tulum Real Estate and go into detail on Los Amigos Tulum development.
December 21, 2020
22: Tax savings strategies for Remote Workers with Mark Dissen
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Are you an American new to remote work and thinking about living outside of the US? Make sure you don't miss this episode with Mark Dissen, Founder of WayFarer Accounting which is specialized in helping expatriates and digital nomads with their taxes. The US and Eritrea are the only countries on earth that tax you for being a citizen, BUT there are some ways to save big on taxes while working overseas. In this conversation, we discuss how Americans can save big on taxes when working outside of the US, what you need to know and watch out for to take advantage of these significant savings - which means more investable cash. Enjoy this conversation with Mark Dissen.
December 16, 2020
21: Purchasing a Cash Flowing Service Business in Alabama with Jeremy Carter
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jeremy Carter is a man on a mission. He's spent the last 5 years operating a small business, now wants to purchase a “stable service business with positive cashflow and an outstanding reputation near Birmingham, AL”. We talk about the “Buy then Build” mentality, some things he’s learned thus far in evaluating potential business purchases, the roadmap once he purchases a business and more. Enjoy!
December 14, 2020
20: Recap Episode, Alternative Investment Insights after 20 Episodes
For an accompanying blog post with charts and more information, please visit: https://altassetallocation.com/ In this Episode Ben recaps the 20 amazing guests he has had so far and some key insight they’ve shared. The investment landscape is changing right now, and we’re truly in uncharted waters in many different ways. Unprecedented times, and you can either invest like you always have (e.g. 60/40 Portfolio) or you can educate yourself and think more broadly about some of these trends. It may be difficult to outperform the publicly traded traditional markets, but there do exist tremendous opportunities in the more inefficient alternative markets - if you know where to look. We’ve had amazingly insightful conversations with some very intelligent people who think about these things all day long. Please enjoy this recap episode!
December 07, 2020
19: Digital Collectibles and Investing in Virtual Real Estate (NFTs) with Matty Soudagar
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This interview is with Matty from DCLblogger.com. Matty is absolutely obsessed with Non-Fungible Tokens, or NFTs, and has been investing in this emerging asset class long before it's been 'hot.' Join Matty and Ben Lakoff as they dive into NTFs - specifically into Crypto Art, Digital Collectibles and Virtual Real Estate. We also discuss common misconceptions that investors in the space have and how to avoid them, as well as bull and bear cases for sub-sectors within this space. Packed with information on NFTs! Enjoy!
November 30, 2020
18: Successful Crowdfund and raising over $200M in Capital for Startups with Patrick Henry
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you thought about raising capital for your company? Don't miss this episode with Patrick Henry, CEO & founder of GroGuru. Patrick is a serial entrepreneur with multiple exits, including Entropic, which he took from pre-revenue all the way through a successful IPO and a $1B valuation. His latest company, GroGuru has raised $3.8M in seed funding prior to just wrapping up a massive $2M raise on Wefunder in a month. Patrick was previously an equity crowdfunding skeptic and shares his tips for companies looking to raise capital and secrets for running a successful equity crowdfunding campaigns. Enjoy this episode with Patrick Henry.
November 23, 2020
17: Investing in Non Fungible Tokens (NFTs) with OpenSea
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Devin Finzer, Co-founder and CEO at OpenSea, which is the largest marketplace for Rare Items. These Rare items on the OpenSea Marketplace are Non Fungible Tokens, or NFTs. NFT's are unique, provably scarce, liquid, and usable across multiple applications. There is a booming market for NFTs in things like: Virtual Real Estate, Domain Names, Virtual Art, Game Items, Tickets, Etc. In this conversation we go over the different types of NFTs out there and how investors can get involved. Devin literally wrote the NFT bible on all things NFTs, loads of value in this episode. Please enjoy this chat with Devin Finzer of OpenSea.
November 18, 2020
16: Your Stock & Bond allocation and Inflation - Macro Outlook with Vincent Delaurd
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Vincent Deluard, CFA is the Director of Global Macro Strategy at Stonex. Vincent joins us to discuss the shortcomings of 60/40 Equity/Bond portfolio, the 8 horsemen of inflation and how to position an investors' portfolio accordingly. The 60/40 portfolio has been an industry standard for asset allocators for years, with bonds yielding near-zero and equities at all-time-highs, things may change for this 'gold standard' allocation. Things are changing. We talk about the growing wealth gap, the "boomer CPI" figure and it's associated inflation - a fascinating discussion on where we are now and what the world might look like in the not-so-distant future. Enjoy this conversation with Vincent Delaurd.
November 16, 2020
15: Decentralized Venture Investing with the LAO
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this conversation with Pri Desai we go into more detail on The LAO. The LAO is a For-Profit, Limited Liability Autonomous Organization. A smart contract-based investment club. Sound interesting? Early 2020, the LAO opened and quickly raised over $5M to fund blockchain startups based on its community members votes. The LAO has since made a number of investments and seems to be off to a great start. The new version of Venture Capital? We'll see. We dive into all things the LAO, the history of "The DAO" and why this investment vehicle might be worth investigating further for investors interested in blockchain startups. Enjoy this conversation with Pri Desai.
November 09, 2020
14: All things Oil Investing with Art Berman
For the full audio interview, transcript, show notes, and more visit: https://altassetallocation.com/ Art Berman is a world-renowned oil expert. He is a geological consultant with thirty-seven years of experience in petroleum exploration and production and is often interviewed about energy topics on television, radio, and national print and web publications. Art and I discuss why investors should pay attention to oil and ultimately where oil prices are headed in the future. There is a lot of noise out there in the Oil Market and Art is VERY knowledgable about this topic. You don't want to miss Art Berman sharing all of his knowledge on these topics.
November 02, 2020
13: Investing in Land and earning 1000%+ ROI with Mark Podolsky
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is all about investing in RAW LAND with Mark Podolsky of the Land Geek. Since 2001, Mark has completed over 5,500 Land deals with an average ROI over 300% on cash flips and over 1,000% ROI on the deals he sells with financing terms. In this conversation we talk about all things LAND Investing. What does the process look like, risks, characteristics of a great deal and more. This is an exciting Niche Market within the real estate market, please enjoy this conversation with Mark Poldosky.
October 26, 2020
12: What to know about Investing in International Real Estate with Lief Simon
For the full audio interview, transcript, show notes, and more visit: https://altassetallocation.com/ Today's interview is all about investing overseas with LiveandInvestOverseas.com Editor-in-Cheif Lief Simon. Lief has purchased more than 50 properties, investing in 26 different countries around the world. Lief has more experience buying and profiting from real estate around the world than any other individual investor you’re likely to find. In this conversation we talk about the process to purchase international real estate, due diligence checklists, pitfalls to avoid and things to keep in mind (such as 10% Transfer Fees or 10% RE Agent Fees) when investing overseas, some potentially interesting RE markets like Brazil or Portugal (some of my favorites), and other options for RE exposure such as Hard Money or Agriculture investments. This episode is packed with knowledge to get you started investing in international real estate. Enjoy!
October 19, 2020
11: Macro Investing Outlook with Jesse Felder
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jesse Felder has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Today he works with a select group of clients at Felder & Company, LLC in Bend, Oregon and blogs at TheFelderReport.com. In this episode, we go over all things Macro including: Outlook for US & Emerging Market Equities, The US Dollar, Inflation, Gold, Commodities - we cover a LOT and go into detail on the forces at work driving each of them. Jesse's blog and twitter are a treasure trove of great information on financial markets and you won't want to miss details on how he consumes information and the twitter accounts he loves. Enjoy this conversation with Jesse Felder.
October 12, 2020
10: Investing in Royalty Rights with Antony Bruno of Royalty Exchange
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you ever thought about investing in Music Royalties? In this interview Antony Bruno of Royalty Exchange, we discuss just that. Royalty Exchange is an online auction platform for royalty rights (primarily related to music). Specifics vary, but you're investing in future income streams derived from royalty payments. With returns around 12%, like many other Alts, this could truly be another great uncorrelated investment - people don't stop listening to music when stocks go down. Royalty Exchange is open to non-accredited investors, but you're looking at larger minimum investments (5 or 6 figures). Enjoy this conversation talking about royalties in general, royalties as investments, and finally about Royalty Exchange in general and the value they're creating.
October 05, 2020
09: Gold, Bitcoin and Current Macro Outlook with Rob Price
Interview with Rob Price, CFA, head of asset allocation at Alexander Forbes Investments in South Africa. Rob is a very interesting South African. He advises Pensions on their asset allocation and is a big fan of sound money. Rob is an asset allocator and has a keen insight in the global macro backdrop. We talk about the markets in general, gold, bitcoin and why investors should be paying attention to these asset classes now more than ever. Enjoy this conversation with Rob Price!
September 28, 2020
08: Investing in Single Family Rental Properties in the USA with Matt Bowles
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This interview is with Single Family Rental (SFR) Investing Guru, Matt Bowles. His company, Maverick Investors Group is a fully-remote turnkey rental real estate investment company. Maverick Investors Group helps people purchase cash-flowing rental properties in the best U.S. real estate markets - My kind of investment. We go into A LOT of detail on SFR real estate investing. We talk at length about the real estate investment landscape in the US including key "Investor-Advantaged Markets" and "downturn resilient" markets that they're looking at for investors. SFR Investing might seem easy on paper, but you won't want to miss this episode with Matt Bowles diving into decades of wisdom learned from SFR investing for himself and his clients. Enjoy!
September 21, 2020
07: Investing in US Farmland with Carter from AcreTrader
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Carter Malloy is the Founder and CEO of AcreTrader. AcreTrader was created with a simple mission: To Provide investors direct access to the highly attractive asset class of farmland. Really enjoyed this conversation about Farmland Investing and the potential asymmetric Risk/ Reward opportunities that exist in US Farmland. We cover: Why Farmland, Why now, Risks to farmland in general as well as an in-depth overview on the types of properties AcreTrader has on their crowdfunded farmland investment platform. Think you're really going to enjoy this wide-ranging conversation about investing in farmland. Enjoy!
September 14, 2020
06: Zapper: An Investor's Dashboard for Decentralized Finance, DeFi
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you heard of this DeFi mania going on right now? Yields over 1000%, new platforms and tokens - it's the wild west. In this interview with Nodar Janashia we go into the Zapper.Fi platform. Zapper allows investors to manage their DeFi assets and liabilities in one simple interface. It's UI is very user-friendly and makes finding and investing in these rather esoteric investments MUCH easier than it would be otherwise. We talk about what's happening in the DeFi space right now, why it's important and interesting and go in-depth on Zapper and the access it allows investors. Enjoy this conversation with Nodar of Zapper.FI.
September 07, 2020
05: Accessing Private Credit with Cadence’s Nelson Chu
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Nelson Chu is the Founder and CEO Cadence, a digital securitization and investment platform for private credit. Best described from their website: Cadence is unlocking access to exclusive high yield, short term investments traditionally reserved for institutions. Earn up to 10% APY on your investment in as little as 1 month with a low minimum of just $500 to get started. Really enjoyed this conversation about Cadence and the Private Credit offerings on their platform. Private Credit is a catch all for alternative assets - not including real estate - including things like: Small Business Lending, Consumer Loans, Factor receivables. This Market has a $1T market size and rapidly growing with about $400B sitting on the sidelines. Cadence is a very interesting alternative investment platform and I'm loving the offerings that they've been offering since their launch. Enjoy this conversation with Nelson Chu of Cadence Alternative Investments.
August 31, 2020
04: Acquiring Small Private Service Businesses with Deven Soni of Kingmakers Ops
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Deven Soni is a co-Founder at Kingmakers Ops. Kingmakers acquires, systematizes and grows residential services businesses (with a focus on HVAC and plumbing). As a company, they're looking to become an operating holding company of a number of mid-sized service businesses. Kingmakers is working on acquiring and operating a portfolio of more stable, downturn-resilient service businesses. With an estimated 60% of Small Business Owners looking to retire in the next 10 years, there are opportunities if you look in the right places. We talk about investing in private service businesses including: how to find deal flow, valuations and multiples, and then how to "systematize and grow" once you've purchased them - then exit strategy for Kingmakers as a business. Enjoy!
August 24, 2020
03: Current Macro Outlook with Peter Harlin
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Peter Harlin is a Vice President of Investments at Wells Fargo in Oklahoma City and works with High Net Worth Individuals to develop their customized investment strategies. Peter is one of the smartest investment professionals I know and shares some keen insight on Macro Global Markets and what could be next. In this interview Ben and Peter discuss Current Equity Markets, USD/FX, Gold/Alternatives and Overall Asset allocations. Think you're really going to enjoy this wide-ranging conversation about financial markets. Enjoy!
August 15, 2020
02: Investing in Startups with Jonny from WeFunder
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jonny Price is the Director of Fundraising at WeFunder. WeFunder allows you to "invest in startups you believe in," allowing you to be an Angel investor with as little as $100. WeFunder has recently processed over $300M in investments, with the vast majority coming from Retail investors like you and I. This conversation goes deep into Startup Investing, and more specifically about the different types of Startup investing via WeFunder's great platform. Enjoy!
August 11, 2020
01: A Human IPO, Tokenized ISA & NFTs with Alex Masmej
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Alex Masmej is an Entrepreneur and "Mr. Human IPO" himself. He cofounded RocketNFT, which provides personal loans that are collateralized by Non Fungible Tokens (NFT) such as Crypto Collectables, Virtual Real Estate, Domain Names, or Crypto Art. He received a lot of press when he sold $20,000 worth of $ALEX tokens to fund his move to San Fransisco, offering $ALEX token holders a portion of his future income and the opportunity to "control his life" with their votes. Think you're really going to enjoy this wide-ranging conversation about some very unique opportunities in crypto. We cover a lot of topics in the Ethereum Ecosystem including Income Share Agreement (ISA) / Personal Tokens and Non Fungible Tokens (NFTs). Enjoy! Enjoy!
August 11, 2020
00: Introducing "Alt Asset Allocation" Podcast: Alternative Investments for Everyone
This episode and a quick overview of what the new Alt Asset Allocation Podcast is all about and a background of your host, Ben Lakoff. This podcast is all about investing in Alternative Assets for every day people. This includes things like Gold, Real Estate, Cryptocurrency, Collectables, Art - Investments outside of the publicly traded markets. Every Thursday a new episode will be released where you'll get alternative investment insights you can't find anywhere else. Thanks for listening and looking forward to adding value to your future investments.
August 11, 2020