Podcasts about asset class

group of financial instruments with similar behavior and characteristics

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Best podcasts about asset class

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Latest podcast episodes about asset class

Investor Fuel Real Estate Investing Mastermind - Audio Version
Protect Your Retirement: Why Real Estate Outshines Gold as an Asset

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jun 20, 2025 25:31


In this conversation, John Harcar and Jeremy Watson discuss the advantages of single family residential real estate over gold as an investment asset. Jeremy shares his personal journey in entrepreneurship and financial services, highlighting the challenges and opportunities in the real estate market. He emphasizes the importance of cash flow, the pitfalls of property management, and the long-term benefits of investing in single family homes, especially in an inflationary economy. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Asset Class by Strictly Business
The Asset Class with Vivienne Taberer

The Asset Class by Strictly Business

Play Episode Listen Later Jun 5, 2025 8:57 Transcription Available


Vivienne Taberer, Investment Director at Ninety One in Cape Town

Equity Mates Investing Podcast
Australia's best asset class, Michael Burry sells everything & buying property with mates

Equity Mates Investing Podcast

Play Episode Listen Later Jun 1, 2025 38:38


Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar one - it caught our attention.Tune in to hear which one stock Burry is happy to keep in his portfolio as he sells everything else.That's not all we unpack in another big episode of Equity Mates:Over the past 20 years, has anything beaten Aussie property?Unhelpful Desk returns as we answer your questionsNvidia's latest earnings—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Late Confirmation by CoinDesk
Can We Call it an Asset Class Yet? How Serious Investors Can and Should Engage in Crypto | Consensus 2025 Highlights

Late Confirmation by CoinDesk

Play Episode Listen Later May 28, 2025 34:44


Industry experts including Andy Baehr, Anthony Scaramucci, Jonathan (Jono) Steinberg and Pascal St-Jean joined James Seyffart on stage at Consensus 2025 for a deep dive into the evolving landscape of institutional investment in the cryptocurrency space. -This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Asset Class by Strictly Business
The Asset Class: Malcolm Charles

The Asset Class by Strictly Business

Play Episode Listen Later May 27, 2025 16:16 Transcription Available


Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town

The Asset Class by Strictly Business
The Asset Class: Adam Furlan

The Asset Class by Strictly Business

Play Episode Listen Later May 22, 2025 6:56 Transcription Available


Adam Furlan is portfolio manager at Ninety One in Cape Town.

Standard Chartered India - Money Insights
India Market Outlook - May 2025: Macro and Asset Class Views

Standard Chartered India - Money Insights

Play Episode Listen Later May 21, 2025 3:55


Continuing with our India Market Outlook series on 'Can the uptrend sustain', Ravi discusses the macro and key asset class views for this month. Speaker:Ravi Singh Chief Investment Strategist

The Asset Class by Strictly Business
The Asset Class: John Stopford

The Asset Class by Strictly Business

Play Episode Listen Later May 21, 2025 14:55 Transcription Available


John Stopford, Head of Multi-Asset Income at Ninety One in London

Securitization Insight
Ep77 - Home equity investment: An emerging asset class

Securitization Insight

Play Episode Listen Later May 19, 2025 18:40


Derek Moran, Senior Vice President of US RMBS Ratings at Morningstar DBRS, joins host Patrick Dolan to explore home equity sharing agreements, their repayment structures, fees and how they compare to HELOCs. The discussion highlights key risks and increasing regulatory attention under the Trump Administration's CFPB.Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app.

The Lifestyle Investor - investing, passive income, wealth
238: Search Funds: The Niche Asset Class Beating Private Equity & Venture Capital with Yuen Yung

The Lifestyle Investor - investing, passive income, wealth

Play Episode Listen Later May 15, 2025 39:38


Imagine that you're an entrepreneur who's already had an exit. You're working on a Master's degree at MIT's Entrepreneur Program, and then you get a call from a talent scout at Shark Tank.Not only that, but that phone call landed you a million-dollar investment from the Sharks for your restaurant business (still one of the top five deals ever to this day) and a seven-figure exit a few years later.That's just scratching the surface of why I'm excited to introduce you to my friend Yuen Yung. Yuen is a serial entrepreneur, investor, and the Co-Founder of HalBar Partners, a niche private equity firm specializing in a relatively unknown but powerful asset class: Search Funds.In our conversation, you'll hear the experience Yuen has gained from having several successful exists, why he believes that alternative investments and real estate offer better ROI and security than the public markets, and why his newest venture into search funds—an asset class averaging a 35% IRR—could be a game-changer for investors seeking higher multiples with the steady returns of private equity.In this episode, you'll learn: 1.) Why traditional stock market investing with 60/40 portfolios feels outdated—and why the ultra-wealthy are investing their money in alternative investments.2.) What Search Funds are and why this niche asset class differs from the more common private equity and venture capital investment opportunities—and why most people have never heard of them.3.) How Yuen earned a $1 million dollar investment on Shark Tank, despite initially turning down the opportunity and how he turned it into a 7-figure exit.Show Notes: LifestyleInvestor.com/238Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Asset Class by Strictly Business
The Asset Class: Clyde Rossouw - Ninety One

The Asset Class by Strictly Business

Play Episode Listen Later May 15, 2025 10:57 Transcription Available


Clyde Rossouw, Co-Head of Quality at Ninety One

Masters of Moments
The BEST Asset Class in Commercial Real Estate - Hunt Rose - Partner at TruCore Investments

Masters of Moments

Play Episode Listen Later May 14, 2025 71:36


In this episode of Masters of Moments, host Jake Wurzak sits down with Hunt Rose, co-founder of TruCore Investments, to dive into the business of Class B industrial real estate and what makes it one of the most resilient, overlooked asset classes in today's market. Drawing on his experience in brokerage and acquisitions, Hunt explains how TruCore's national platform finds value in under-managed, substitutional assets and why a fragmented ownership base presents a unique opportunity for investors with a focused strategy. They also discuss: The risk-adjusted appeal of Class B industrial assets in infill markets Sourcing deals through local brokerage relationships across 150+ U.S. markets How TruCore approaches marking rents to market with legacy tenants The business case for converting gross leases to triple net structures Functional criteria they use to quickly screen new acquisitions Their “100 questions” underwriting playbook and due diligence process Fund structure, capital raising strategy, and investor communications This episode is a practical, inside look at how a lean team is scaling a national industrial platform by sticking to fundamentals, staying disciplined, and building trust with tenants and investors alike. Links: Hunt Rose on X - https://x.com/nnn_industrial Hunt Rose on LinkedIn - https://www.linkedin.com/in/hunt-rose-9229694b/ TruCore Investments - https://trucoreinvestments.com/ Connect & Invest with Jake: Follow Jake on X: https://x.com/JWurzak 1 on 1 coaching with Jake: https://www.jakewurzak.com/coaching Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo Topics: (00:00:00) - Intro (00:00:38) - Landing a deal from a Podcast (00:03:04) - Where are you investing? (00:06:37) - Is sub-institutional scalable? (00:09:00) - The business case for Class B Industrial (00:13:00) - What's the business plan when you acquire a property? (00:15:42) - Why are rents often times below market? (00:18:23) - Lease renewal approaches (00:22:21) - Converting gross deals to NNN deals (00:24:47) - Where do things go wrong on these deals (00:27:25) - What kills a deal for you? (00:30:30) - Making the entrepreneurial leap (00:36:02) - How have you fine-tuned the acquisition process? (00:38:35) - What do you do differently as an owner that the tenant would recognize? (00:42:14) - The advantage and disadvantage of being the money from out of town (00:45:35) - Are there any tenants you refuse to have on a property? (00:47:54) - Holding strategies (00:49:58) - Establishing a Fund (00:54:09) - Raising capital (01:03:36) - Reporting and investor relationships (01:08:51) - What is your favorite hotel? (01:09:55) - Get in touch with Hunt

The Asset Class by Strictly Business
The Asset Class with Ian Cunningham

The Asset Class by Strictly Business

Play Episode Listen Later May 14, 2025 13:55 Transcription Available


Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London

The Asset Class by Strictly Business
The Asset Class: Hannes van den Berg

The Asset Class by Strictly Business

Play Episode Listen Later May 13, 2025 17:42 Transcription Available


Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.

The Asset Class by Strictly Business
The Asset Class with Daniel Morgan

The Asset Class by Strictly Business

Play Episode Listen Later May 13, 2025 15:11 Transcription Available


Daniel Morgan is a Multi Asset Analyst at Ninety One.

The Asset Class by Strictly Business
The Asset Class: John Stopford

The Asset Class by Strictly Business

Play Episode Listen Later May 12, 2025 11:39 Transcription Available


John Stopford, Head of Multi-Asset Income at Ninety One in London

The Asset Class by Strictly Business
The Asset Class with Tsitsi Hatendi-Matika

The Asset Class by Strictly Business

Play Episode Listen Later May 9, 2025 7:48 Transcription Available


Tsitsi is a Client Director at Ninety One in Cape Town.

Smart Lawyers Position to Transition
Law Firms as an Asset Class: Why Buying a Law Firm is a Smart Investment

Smart Lawyers Position to Transition

Play Episode Listen Later May 8, 2025 15:55


What if buying a law firm could be your next smartest investment—right alongside stocks, real estate, or even better? In this episode, host Victoria Collier explores the concept of law firm ownership as a wealth-building asset. She breaks down how lawyers can use their industry knowledge to generate income, build equity, and create long-term financial freedom through strategic acquisitions. Whether you're nearing retirement, starting out, or just looking for a different path, this episode will change how you view law firm ownership. Key Takeaways  1.⁠ ⁠Discover how law firms can function as high-yield investment vehicles, not just workplaces. 2.⁠ ⁠Understand the factors that reduce risk and increase ROI for lawyers buying firms. 3.⁠ ⁠Learn which types of lawyers are best positioned to turn firm ownership into long-term wealth. Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including her prior military service and CPA training, she brings a unique perspective on the financial intricacies of business valuations. Victoria helps transform law firms into more valuable and sellable businesses, guiding attorneys through life after law.   We want to hear from you! You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section. You can also leave us a rating in Spotify by clicking here. Connect with Victoria Collier https://quidproquolaw.com/ Private Facebook Group https://www.facebook.com/groups/1284225722042602 LinkedIn https://www.linkedin.com/company/victoria-collier-coaching/      

The Asset Class by Strictly Business
The Asset Class: Sumesh Chetty

The Asset Class by Strictly Business

Play Episode Listen Later May 8, 2025 11:11 Transcription Available


Sumesh Chetty is responsible for multi-asset absolute return propositions at ninety One.

The Asset Class by Strictly Business
The Asset Class with Vivienne Taberer

The Asset Class by Strictly Business

Play Episode Listen Later May 8, 2025 6:19 Transcription Available


Vivienne Taberer, Investment Director at Ninety One in Cape Town

Smart Humans with Slava Rubin
Smart Humans: FranShares' Kenny Rose on on investing into franchises and how the asset class can hedge against a recession

Smart Humans with Slava Rubin

Play Episode Listen Later May 7, 2025 46:17


Kenny Rose is the founder and CEO of FranShares, the first platform to package income-producing franchise assets into diversified, SEC-regulated funds for everyday investors. A Certified Franchise Executive (CFE) and former franchise broker, Kenny worked with over 600 franchise brands in more than 100 industries. Kenny's views on franchising have been featured in Business Insider, Forbes, ABC, The Hustle, American Express, the Amazon feature book, “More Than Just French Fries,” and other publications worldwide, in total reaching over 300 million people throughout the world, making him a sought-after voice for RIAs, family offices, and institutions seeking durable, inflation-hedged cash flow.

The Asset Class by Strictly Business
The Asset Class: Malcolm Charles

The Asset Class by Strictly Business

Play Episode Listen Later May 7, 2025 17:09 Transcription Available


The Asset Class: Malcolm Charles

Fireside with Founders
Art as an Asset Class: Understanding Value with Emilia De Stasio of Artscapy

Fireside with Founders

Play Episode Listen Later May 7, 2025 38:01


Summary:In this podcast episode, Emilia De Stasio discusses her unique journey from finance to the art world, highlighting the intersection of technology and art investment through her company, Artscapy. She emphasizes the importance of understanding art as an asset class, the challenges of forecasting in business, and the innovative solutions Artscapy provides for collectors. The conversation also touches on the future of art investment, the role of data in valuation, and the cultural significance of supporting artists.Chapters:00:00 Introduction to the Art World and Personal Journey08:36 Transitioning from Finance to Art Investment16:43 Understanding Art as an Asset Class20:33 Artscapy: Bridging Passion and Investment31:45 The Future of Art Investment and Technologywww.linkedin.com/in/emilia-de-stasiowww.artscapy.com

The Asset Class by Strictly Business
The Asset Class: Gail Daniel

The Asset Class by Strictly Business

Play Episode Listen Later May 6, 2025 15:18 Transcription Available


Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Nike, Adidas, Hoka, Puma, On, Asics, Skechers” - Laufschuh-Hype aus Börsen-Sicht

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later May 3, 2025 77:12


Aktien + Whatsapp = Hier anmelden.Lieber als Newsletter? Geht auch.Das Buch zum Podcast? Jetzt lesen. Hoka und On rollen den Markt auf. Asics und Adidas feiern ein Comeback. Nike und Allbirds stecken in der Krise. Laufschuhe haben an der Börse fast noch mehr Dynamik als an den Füßen. Wie attraktiv sind die Aktien dahinter? Das alles besprechen Noah Leidinger und Christian Röhl in der ersten Folge von OAWS x Asset Class. Diesen Podcast vom 03.05.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Property Profits Real Estate Podcast
Shrinking Supply & Soaring Demand Asset Class with Leo Young

Property Profits Real Estate Podcast

Play Episode Listen Later Apr 10, 2025 12:47


In this episode of the Property Profits Podcast, Dave Dubeau chats with Leo Young, co-founder of Cornell Communities, a real estate investment firm specializing in mobile home parks. From selling Teslas to building a fund with six communities under management, Leo shares his journey into this often misunderstood asset class. Leo breaks down the stigma around mobile home parks and explains why they're not only recession-resilient but also socially impactful. He dives into the unique challenges of operating in this space—from tenant relationships to municipal roadblocks—and reveals why the shrinking supply of mobile home parks could be a hidden opportunity for savvy investors. Leo also shares practical insights on starting and scaling a real estate fund, what it really takes to succeed, and how he's using content and social media to build trust with new investors. What You'll Learn in This Episode: Why mobile home parks offer strong cash flow and recession resilience The surprising support mobile homes have from major investors like Warren Buffett The real obstacles behind managing and expanding these communities Why zoning and redevelopment pressures are reducing supply—and boosting value Leo's strategy for investor relations and future growth   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

The Disruptive Entrepreneur
Should You Invest in Supercars? Tom Jaconelli on Why Supercars Are a New Asset Class

The Disruptive Entrepreneur

Play Episode Listen Later Mar 28, 2025 69:32


Take the survey now: https://docs.google.com/forms/d/1iHRZvOly_Q7aprlQBF7n38y0EjgvnHw2OdYII8yQElc/edit?ts=670d0111 Rob interviews Tom Jaconelli, co-owner of Romans International with over £30 million worth of supercars. Tom talks about the luxury car market, from which models make the best investments to the shocking maintenance costs of hypercars. He shares stories about celebrity clients, cars that appreciate versus depreciate and gives tips for aspiring collectors. Tom Jaconelli REVEALS: That he still gets excited about special cars, the Bugatti Veyron was his first supercar experience as a child and remains one of the most exciting cars he's ever seen. How he helped grow the family business to £100 million in annual turnover, with their showroom currently holding over 100 cars worth around £30 million. His fact driven and transparent sales approach, which sometimes talks customers out of deals but builds greater long term trust. His profits and losses in the business, revealing they've made up to £400,000 on a single car but have also lost around £100,000 on others when market conditions shifted. What celebrities he has worked with including Rod Stewart, Simon Cowell and members of One Direction That many high profile clients now prefer understated vehicles rather than flashy supercars. Why he focuses on improving the business rather than expanding it further, prioritising quality over quantity. The cars that will appreciate well since they represent "the last of something" in an increasingly digital and electrified car market. BEST MOMENTS "These cars are starting to become their own asset class, people of wealth are thinking, right, I want a property portfolio, I want a stock portfolio. I want maybe a bit of crypto and they're now thinking, I also want a car portfolio." "For me, if I had 50 grand, I'd be probably looking more at some of like the German muscle cars, like the C 63 AMGs, maybe even an RS six V 10. You know, they don't make them anymore." "People say you shouldn't mix family and business, don't they? I think you know, being a family member of this business, you are more driven by it." My dad, Paul Elli. He is the ultimate. He's the goat, he can sell ice to the Eskimos. He has a natural gift of the gab and he won't even know what he's selling a lot of the time." VALUABLE RESOURCES https://robmoore.com/ bit.ly/Robsupporter https://robmoore.com/podbooks rob.team Episode Sponsor - AG1 Claim your exclusive offer of AG1 at the link below drinkag1.com/disruptors ABOUT THE HOST Rob Moore is an author of 9 business books, 5 UK bestsellers, holds 3 world records for public speaking, entrepreneur, property investor, and property educator. Author of the global bestseller “Life Leverage” Host of UK’s No.1 business podcast “The Disruptive Entrepreneur” “If you don't risk anything, you risk everything” CONTACT METHOD Rob’s official website: https://robmoore.com/ Facebook: https://www.facebook.com/robmooreprogressive/?ref=br_rs LinkedIn: https://uk.linkedin.com/in/robmoore1979 See omnystudio.com/listener for privacy information. disruptive, disruptors, entreprenuer, business, social media, marketing, money, growth, scale, scale up, risk, property: http://www.robmoore.com

Crypto Hipster Podcast
Tokenizing GPUs and Their Yields to Create a New Asset Class for AI and Compute, with Kony @ GAIB (Video)

Crypto Hipster Podcast

Play Episode Listen Later Mar 28, 2025 34:01


Kony is the CEO and Co-founder of GAIB, the economic layer transforming AI infrastructure investment. Prior to GAIB, Kony worked in asset management and investment banking, with experience across private equity, credit research, and SPACs. He later joined a crypto exchange, focusing on mergers and acquisitions. Combining his expertise in finance and technology, Kony founded GAIB to reshape investment opportunities in AI infrastructure, making it more accessible and opening doors to the technologies that will drive the future.

Crypto Hipster Podcast
Tokenizing GPUs and Their Yields to Create a New Asset Class for AI and Compute, with Kony @ GAIB (Audio)

Crypto Hipster Podcast

Play Episode Listen Later Mar 28, 2025 34:01


Kony is the CEO and Co-founder of GAIB, the economic layer transforming AI infrastructure investment. Prior to GAIB, Kony worked in asset management and investment banking, with experience across private equity, credit research, and SPACs. He later joined a crypto exchange, focusing on mergers and acquisitions. Combining his expertise in finance and technology, Kony founded GAIB to reshape investment opportunities in AI infrastructure, making it more accessible and opening doors to the technologies that will drive the future.

At Any Rate
Emerging Markets: The EM Fixed Income Sustainable Debt Asset Class

At Any Rate

Play Episode Listen Later Mar 24, 2025 28:12


Jonny Goulden, Virginia Martin Heriz, Lydia Harvey and Alisa Meyers discuss the latest annual report on the EM fixed income sustainable debt asset class. This podcast was recorded on 21 March 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4926303-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Exchanges at Goldman Sachs
The future of real estate investing: Pretium's Don Mullen on the rapidly changing asset class

Exchanges at Goldman Sachs

Play Episode Listen Later Mar 21, 2025 44:33


In the latest episode of Goldman Sachs Exchanges: Great Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused investment firm with about $57 billion in assets under management, shares his views on the housing market, leading a firm, and his predictions about the future of real estate as an asset class.   This episode was recorded on February 19, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Coin Stories
News Block: Gold Breaks $3K as Global Uncertainty Surges, Bitcoin Securities Boom, EU Eyes Savings Seizures, Shocking $444K BTC Prediction

Coin Stories

Play Episode Listen Later Mar 17, 2025 9:51


In this week's episode of the Coin Stories News Block powered by Gemini, we cover these major headlines related to Bitcoin and global finance: Gold Breaks $3,000 as Global Uncertainty Surges Bitcoin Securities Market is Booming EU Planning to Seize Citizens' Savings Trader Predicts $84K Bitcoin to the Dollar—Now He's Calling for $444K ---- Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank: www.gemini.com/natalie ---- Join my mailing list and subscribe to our free newsletter: thenewsblock.substack.com  ---- References mentioned in the episode:  Economic Policy Uncertainty Index Spikes  Gold Surpasses $3,000/oz for First Time in History Gold is Best-performing Asset Class of the 21st Century BlackRock's Mitchnick's Thoughts on Recent BTC Price Action BlackRock's Report on Bitcoin as a Hedge Against Uncertainty Tuur Demeester's Chart on Bitcoin-to-Gold Ratio MGX Invests in Binance in Landmark Investment  Spain's Second-Largest Bank to Offer Bitcoin Strategy Announces $21 Billion Preferred Stock Offering REX Launches New Bitcoin-backed Convertible Debt ETF BMAX Gives Retail Investors Exposure to Bitcoin Converts Bitwise Launches Bitcoin Corporations ETF  Bitwise Launches ETF of Firms Holding >1,000 BTC Rumble Buys Another $17 million Bitcoin  EU to “Mobilize” €10T of Citizens' Savings  EU Announces Savings and Investment Union  EU Speech on Savings and Investment Union EU President von der Leyen's Press Remarks Josh Mandell's March 14th $84K Price Prediction  Bitcoin Closes at Exactly $84,000 on March 14th A Thread Explaining Josh Mandell's Price Prediction ---- Bitcoin 2025 is heading to Las Vegas May 27-29th! Join me for my 4th Annual Women of Bitcoin Brunch! Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/affiliate/hodl/event/bitcoin-2025   ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Canadian Wealth Secrets
Why This Asset is the Core of Safe and Flexible Wealth Building Strategies

Canadian Wealth Secrets

Play Episode Listen Later Mar 12, 2025 32:00


Are you missing out on one of the most powerful financial tools available to Canadian investors and business owners? Many dismiss whole life insurance as just another expense, but what if it could actually be the foundation of your wealth-building strategy?If you've ever wondered how to build wealth while maintaining flexibility and security, this episode will change the way you think about financial planning. Many investors focus solely on stocks, real estate, or businesses—without realizing that properly structured whole life insurance can enhance all these strategies. The truth is, this asset class isn't just about protection; it's about leveraging, compounding, and optimizing your financial future.In this episode, Kyle and Jon break down why whole life insurance is at the core of their wealth-building philosophy and why it should be on your radar too. They address common misconceptions, explain how this tool fits into a broader investment strategy, and reveal why so many of Canada's wealthiest individuals and business owners use it to protect and accelerate their financial growth.By tuning in, you'll learn:✅ Why whole life insurance isn't an “either-or” choice but a strategic enhancer for your investment portfolio.✅ How to leverage this asset class to safely compound your wealth while maintaining liquidity and flexibility.✅ The game-changing tax advantages available to incorporated business owners that can help supercharge long-term financial success.Don't miss this chance to rethink your financial strategy—hit play now and discover why whole life insurance might be the missing piece in your wealth-building journey!Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here. Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

The Naked Truth About Real Estate Investing
Discover why Vinney Chopra sold off $750M of Multifamily assets in the last 4 years and what asset class he is now going all in on.

The Naked Truth About Real Estate Investing

Play Episode Listen Later Mar 7, 2025 47:19


Why Did Vinney Chopra Sell $750M in Multifamily—and What's He Betting on Next?Buckle up for an eye-opening conversation with the legendary Vinney "Smile" Chopra—a real estate titan who's built over $1 billion in assets. In this episode, Vinney reveals why he sold off $750M in multifamily real estate over the past four years, the critical market signals that led to his decision, and the asset class he's now going all-in on. From navigating market cycles to high-cash-flow investments in senior living and hospitality, Vinney shares his bold strategies, hard-won lessons, and the untapped opportunities savvy investors should be paying attention to. Key Takeaways to listen from:1. Timing the Market is EverythingVinney sold $750M in multifamily real estate over the past four years because he saw market signals indicating a peak—including aggressive bidding, over-leveraged deals, and unsustainable bridge loans. He emphasizes that successful investors know when to slow down and when to speed up, always leaving "meat on the bone" for the next buyer.2. Multifamily is Facing Major ChallengesVinney warns that the multifamily market has become oversaturated, with declining cash flow, rent stagnation, and increased incentives like four months of free rent just to attract tenants. While he thrived in multifamily for decades, he saw the writing on the wall and pivoted before it was too late.3. The Next Big Opportunity: Senior Living & Residential Assisted Living (RAL)With 10,000 baby boomers turning 65 every day, Vinney is now all-in on senior housing. He first built large-scale assisted living facilities but realized the high payroll costs (38+ employees per facility) were eating into profits. Now, he's focused on Residential Assisted Living (RAL)—smaller, high-cash-flow homes where each resident pays around $5,000–$10,000 per month, generating $10K–$15K in net cash flow per home.4. Scalable Wealth Through Smarter InvestingVinney's strategy isn't just about owning assets—it's about maximizing cash flow. He focuses on low-maintenance, high-demand assets and buys properties where major renovations have already been completed, avoiding unnecessary CapEx. 5. The Importance of Adaptability in InvestingThroughout his career, Vinney has pivoted multiple times—from multifamily to hospitality to senior living and RALs. His key message? Don't get emotionally attached to an asset class. Follow the data, follow the demand, and adapt to where the market is headed. About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Best Real Estate Investing Advice Ever
JF3835: Asset Class Diversification Strategy, Opportunity Zone Warehouse Acquisition, & Commercial Retail Value-Add Analysis ft. Ryan Wittig

Best Real Estate Investing Advice Ever

Play Episode Listen Later Mar 5, 2025 29:43


On this episode of the Beyond Multifamily, hosts Amanda Cruise and Ash Patel interview Ryan Wittig, principal of Kinvara Capital, about his journey from residential development to acquiring a diverse portfolio of commercial assets. Wittig shares how he pivoted from building single-family homes and townhouses to strategically acquiring a 28,000 sq ft warehouse through an Opportunity Zone structure, a boutique lodging house near Harvard, short-term rentals, and an office condo. The conversation offers valuable insights on finding deals through unexpected channels (like residential MLSs), identifying value-add opportunities in multi-tenant retail centers, and navigating condo association challenges. Wittig also reveals his current focus on acquiring flex industrial and retail properties to create sustainable cash flow streams beyond development projects. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Internal Use Only
Asset Class Breakdown: Mike Dowdall (Alternative Fund Advisors) on Asset Back Lending

Internal Use Only

Play Episode Listen Later Feb 18, 2025 50:55


Send us a textMike Dowdall CFA is the Chief Investment Officer for the Alternaitve Fund Advisors and Portfolio Manager for the AFA Private Credit Fund. He joins the podcast to talk about the role of the CIO, the asset backed lending asset class (and how it fits in private credit investment landscape).This is an excellent discussion for anyone that's curious in what private credit actually means, and how it could fit within a retail investors portfolio. 

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
What Asset Class to Choose in Investing

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Play Episode Listen Later Feb 12, 2025 14:56


Quint and Logan talk about valuing different asset classes and adding those to your portfolio. 

Best Real Estate Investing Advice Ever
JF3810: Cross-Asset Class Mastery, Geographic Discipline, & Self-Management Evolution ft. Dave Codrea

Best Real Estate Investing Advice Ever

Play Episode Listen Later Feb 8, 2025 58:41


Matt Faircloth interviews Dave Codrea, a successful real estate investor and owner of Greenleaf Management. They discuss Dave's journey from being a landlord in Allentown, Pennsylvania, to scaling his business in Atlanta, Georgia. The conversation covers various themes including the importance of market growth, the choice between institutional and individual capital, the benefits of maintaining a drivable portfolio, and the significance of building strong relationships with brokers. Dave shares insights on self-management, operational strategies, and the challenges and rewards of real estate investment. Sponsors: Crystal View Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

The Real Estate Vibe!
Ep 182: Exploring Hotel Investing As A Unique Asset Class

The Real Estate Vibe!

Play Episode Listen Later Feb 4, 2025 48:22


Is hotel investing the next big wealth-building strategy? Former Navy veteran and airline pilot Michael Stohler thinks so. As the co-founder of Gateway Private Equity Group, he has owned and operated over 1,300 units and discovered that hotels often outperform traditional real estate in both cash flow and long-term stability.In this episode, Vinki Loomba and Michael break down the power of hotel investing, how to evaluate opportunities, and why historic boutique hotels in Spain are a game-changing investment strategy. Plus, he shares insider tips on ADR, RevPAR, and MOIC to help you analyze deals like a pro.

The Real Estate Vibe!
[Preview] Ep 182: Exploring Hotel Investing As A Unique Asset Class

The Real Estate Vibe!

Play Episode Listen Later Feb 3, 2025 1:09


Tune in to listen to the full podcast!Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Run The Numbers
You Can Securitize Anything! — Art as an Asset Class with Nigel Glenday of Masterworks

Run The Numbers

Play Episode Listen Later Feb 3, 2025 60:34


In this episode, CJ interviews Nigel Glenday, CFO, COO, and board member at Masterworks, a company that allows investors to buy shares in high-value artworks. He sheds light on the art market and Masterworks's business model. They discuss the intricacies of art as an asset class, its historical significance, and its potential as an investment. Nigel explains the process of securitizing art, comparing it to other unique asset classes like racehorses and athlete contracts. He highlights the importance of data in valuing art and the company's approach to managing a large portfolio of art investments, before discussing the evolution of Masterworks' business model. The episode provides insights into the unique aspects of this asset class and the innovative ways Masterworks is scaling its business.—SPONSORS:Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. It doesn't just show you where the problems are—it helps you solve them. From spotting hidden optimization opportunities, like duplicative spend, to automating those painful procurement workflows, to giving you the best market data that turns every vendor negotiation in your favor. Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn howRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. Whether it's multi-element arrangements, subscription renewals, or complex usage-based contracts, RightRev takes care of it all. That means fewer spreadsheets, fewer errors, and more time for your team to focus on growth. For modern revenue recognition simplified, visit rightrev.com and schedule a demo.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Brex makes it easy to control spend before it happens, automate annoying tasks, and optimize your finances. Find out how Brex can help you make every dollar count at brex.com/metrics.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:23) Sponsor – Vanta | Tropic(04:53) Overcoming the Thomas Crown Affair(06:22) Finance Within the Art World(07:34) The Most Expensive Piece of Art Ever Purchased(09:15) The History of Art as an Asset Class(10:51) The Data-Rich Nature of Trading Art(12:46) The Performance of the Art Market Compared to Other Markets(15:37) Emotional Dividends in Art Investing(17:13) Sponsor – RightRev | Planful | Brex(20:55) Securitizing Anything with a Cash Flow(24:45) Securitizing Art(27:28) Determining When to Sell(30:03) Museums: Owned Versus Loaned(30:55) Masterworks' Revenue Streams(34:21) How Masterworks Services Their Investors(36:06) Data and How It Informs What Masterworks Buys and Sells(41:55) Evaluating the Value of the Art(43:04) The Trading Market(44:59) The Scaling and Evolution of Masterworks(49:24) Long-Ass Lightning Round: Auto-Renewal Contract Mistakes(50:43) Advice to Younger Self: No Style Points(53:52) Finance Software Stack(57:31) Craziest Expense Story: Defend Your Spend Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

The IDEAL Investor Show: The Path to Early Retirement
Episode 422 - Vacation Rentals vs. Traditional: Which Asset Class Wins?

The IDEAL Investor Show: The Path to Early Retirement

Play Episode Listen Later Feb 3, 2025 10:34


Choosing between two types of real estate strategy? This episode might help you.Any questions?*** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

The Fiftyfaces Podcast
Episode 295: Rob Gardner and Eoin Murray of Rebalance Earth: Turning Nature into an investible asset class

The Fiftyfaces Podcast

Play Episode Listen Later Jan 29, 2025 36:06


Our guests on this episode, Rob Gardner and Eoin Murray, both previous guests on this podcast, join us again to discuss how they have come together at Rebalance Earth.  Rob is the CEO and CoFounder of Rebalance Earth, which redirects the flow of capital to protect and restore nature at scale. He was a guest on this podcast in 2021 when we discussed his Redington journey and again last year when we discussed his book EARN IT, KEEP IT, GROW IT. Eoin is the incoming CIO of Rebalance Earth, and was also a guest on this podcast in 2021.  He was formerly Head of Investments at Federated Hermes International. I have gathered Eoin and Rob together to discuss the vision and future outlook for Rebalance Earth, and we start by looking at the case for investing in nature and how instruments and markets have evolved to make this doable. We speak about the hydrology cycle, and how water, not carbon, lies at the heart of bio-diversity preservation as well as many of the risk factors facing companies whether from a shortage of water or an excess of it (flooding). We address the current zeitgeist, and the push back around net zero alliances and sustainable finance in general, and Rob and Eoin share some interesting perspectives. You can listen to Rob's previous podcasts here: https://www.fiftyfaceshub.com/281-rob-gardner-on-attaining-financial-freedom-the-secret-of-earn-it-keep-it-grow-it/ (on Financial Freedom) and here: https://www.fiftyfaceshub.com/robert-gardner-how-to-make-money-a-force-for-good/ and Eoin's podcast is here: https://www.fiftyfaceshub.com/eoin-murray-of-federated-hermes-sustainable-investing-and-mountain-and-water-rescue/This episode of the Fiftyfaces Podcast is proudly brought to you by bfinance—a trusted partner to the world's leading institutional investors. With a proven track record in strategy, implementation, and oversight, bfinance delivers bespoke investment consultancy that empowers asset owners to achieve their unique objectives. Whether it's refining portfolio strategy, selecting fund managers, monitoring performance or getting better value for money, bfinance combines global expertise with tailored solutions to unlock value for their clients. To learn more about how they've supported over 500 clients in 45 countries, managing assets totalling over $9 trillion, visit bfinance.com.

The Finance Cowboy Show: Real Estate Investing Made Easy
#118: Real Estate Tax Advantages / Which Asset Class to Buy

The Finance Cowboy Show: Real Estate Investing Made Easy

Play Episode Listen Later Jan 22, 2025 35:07


How can you ACTUALLY save taxes with real estate? And what type of real estate should you buy? Jaren tells you in this episode. Download Jaren and Robert Kiyosaki's Free Ebook: How to Buy Your First (Or Next) Investment Property: https://investwithjaren.com/richdad-ebookFollow me at:Instagram: https://www.instagram.com/jarensustarYouTube: https://youtube.com/@jarensustarTikTok: https://www.tiktok.com/@jarensustarTwitter: https://twitter.com/jarensustar

Street Smart Success
557: Great Opportunities In A Resurgent Asset Class

Street Smart Success

Play Episode Listen Later Jan 17, 2025 36:21


Despite the negative media coverage, both outdoor and enclosed shopping centers in vibrant markets are viable assets to invest in and are being offered at highly discounted prices. Although the proliferation of discount stores like TJ Max, Ross, and Nordstrom Rack, combined with the Amazon effect and Covid, have put a lot of retailers out of business, there are several retail survivors who are thriving. Some of these stores are expanding rapidly and have limited options of where to open because there's been almost new construction of malls since 2008. This is creating high demand for space and benefitting neighborhood retail centers. Andy Weiner, President of Rockstep Capital, is investing in shopping centers in solid secondary and tertiary markets that are generating great returns for his investors. 

Streaming Income - A Podcast from Barings
Portfolio Finance: Private Markets' Next Great Asset Class?

Streaming Income - A Podcast from Barings

Play Episode Listen Later Jan 8, 2025 42:16


In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance.Episode Segments:(03:04) – Defining portfolio finance(04:23) – Where NAV lending fits in(06:11) – Core portfolio finance: Private credit, RE debt, secondaries & GP financing(12:45) – The risk-return spectrum of portfolio finance strategies(17:53) – How the portfolio finance asset class has developed over time(19:50) – Accessing portfolio finance(22:55) – Generating alpha & incremental yields vs. IG asset classes(28:41) – Where investors are bucketing portfolio finance(30:44) – How origination works in the asset class(33:37) – Understanding the competitive landscape in portfolio finance(38:24) – Final thoughts Viewpoints papers mentioned in the conversation:Surge of the Secondaries: https://www.barings.com/guest/perspectives/viewpoints/surge-of-the-secondaries-financing-growth-in-an-undercapitalized-industryMissing a $100+ Billion Annual Opportunity?: https://www.barings.com/guest/perspectives/viewpoints/portfolio-finance-missing-a-100-billion-annual-opportunityIMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-4105175

Thoughtful Money with Adam Taggart
Rick Rule: This Asset Class Is "The Cheapest I've Ever Seen It"

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jan 7, 2025 61:49


Well it's a new year. And in just two weeks, a new American Administration as well. What kind of impact will President-Elect Trump's policies likely have on natural resources, the "real things" that power the global economy? To find out, we're fortunate to be joined by Rick Rule, one of the world's greatest living natural resource investors, and a heck of a gentleman, to boot. Rick sees a lot of opportunity for investors ahead in oil & gas. But the real deals right now are in the gold mining companies, which he reports are the most undervalued he's seen in his long career. Here are the links to Rick's events mentioned in this discussion: https://thoughtfulmoney.com/rulebootcamp https://thoughtfulmoney.com/rulesyndicate

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: How To Do a 10x Seed Fund in 2025 | Three Frameworks to Evaluate Startups an Founders | Lessons from Losing Billions Missing Airbnb and Pinterest & Investing Lessons from Charlie Munger with Mike Maples @ Floodgate

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Jan 6, 2025 70:00


Mike Maples is one of the OG seed investors of the last two decades. As a co-founding Partner at Floodgate, Mike has been on the Forbes Midas List eight times in the last decade. Some of Mike's investments include Twitter, Twitch.tv, Clover Health, Okta, Outreach, Chegg, Demandforce, and Applied Intuition. In Today's Episode with Mike Maples We Discuss: 04:02 Does Seed Even Make Sense as an Asset Class?  05:16 Fund Size and Strategy: How to Do a 10x Fund? 08:12 Follow-On Investments: Are they BS? 16:41 Finding Inefficiencies in the Market 26:31 Exit Strategies and Liquidity Events: When to Sell? 35:14 How Floodgate Lost Billions Missing Airbnb and Pinterest 35:43 3 Frameworks for Evaluating Startups 36:23 Case Studies: Zoom and Okta 43:34 How to Truly Analyse Product-Market Fit 45:22 Challenges with Overfunding Startups 50:02 2024 in Review: Company and Fund of the Year 54:25 Predictions for 2025  

The Flip Empire Show
EP777: Building Wealth with Creative Financing Across Any Asset Class - Scot Poirier Part 2

The Flip Empire Show

Play Episode Listen Later Dec 23, 2024 33:33


Back for another round, Scot Poirier dives into the practical side of creative deal-making. Learn how to simplify seller conversations, address objections with confidence, and choose the right financing strategy for any scenario. Whether you're flipping houses, investing in storage, or pursuing other asset classes, this episode equips you with the tools to win.     KEY TAKEAWAYS The psychology behind seller conversations and building trust without pressure A step-by-step guide to structuring seller-financing deals tailored to individual situations How to determine the best tool in your creative financing toolbox Why listening is your greatest asset in sales and how to master language patterns The flexibility of creative financing to apply across all asset classes     TWEETABLES “You can't bring a solution if you haven't listened to what the problem is.” - Scot Poirier     ABOUT SCOT POIRIER  Scot is a successful Real Estate Investor and Coach. He has acquired properties all over New England, the Carolinas, and Tennessee without relying on banks, using his credit, and accumulating debt. He has coached hundreds of people around the country for more than 5 years, helping them to achieve their financial goals through creative real estate. This is a community of like-minded individuals desiring financial freedom by creating and building successful real estate businesses — Whether that means landing your first cash-flowing property, building up your portfolio, networking with fellow investors, or simply becoming a better real estate investor. CONNECT WITH SCOT Website: Scot Poirier  Facebook: Scot Poirier  Facebook Group: My Deal Inc. Instagram: @scotpoirier

Money For the Rest of Us
Indexing Bubble and Asset Class Returns Still Revert to the Mean

Money For the Rest of Us

Play Episode Listen Later Dec 11, 2024 30:30


How asset class returns move in cycles with periods of above-average returns followed by periods of lower returns. How has the rise of passive indexing led to higher stock valuations, and what does that mean for markets?SponsorsNetSuite - Download the CFO's Guide to AI and Machine LearningLegalZoom - Use code David10 to 10% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesThe Equity Risk Premium: Nine Myths (JPM Series) by Rob Arnott—Research AffiliatesThe Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series) by Rob Arnott—Research AffiliatesPASSIVE INVESTING AND THE RISE OF MEGA-FIRMS by Hao Jiang, Dimitri Vayanos, and Lu Zheng—NBERLimits to Diversification: Passive Investing and Market Risk by Lily H. Fang, et al.—SSRNRelated Episodes503: U.S. Stocks Have Never Been This Overhyped or Expensive500: The S&P 500 Index and the Decade Ahead468: Lessons from Japan's 34 Years of Stock Market Underperformance390: Are BlackRock and Vanguard Too Big and Powerful?234: Index But Don't HerdSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.