The Alt Asset Allocation Podcast

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ 

In this episode, we talked about why crypto taxes are so difficult. We covered some of the biggest misconceptions or mistakes people make when doing their crypto taxes, how to get smarter about taxes this year and in the future (e.g. tax loss harvesting) - then really enjoyed going into more detail around some of the specifics on things like: wash sale rules, NFTs taxed as collectibles, FBAR, Airdrops, Staking Income, etc.   

Enjoy the episode with Micah on Crypto Taxes.

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.

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.

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.

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.

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

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!

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

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.

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.

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?

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!).

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!

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.

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.

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!

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!

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.

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!

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.

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.

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.

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!

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.

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. 

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.

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!

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