Podcasts about asset class

“Anthropic will be a $3 trillion company, SpaceX $2 trillion, and OpenAI $1 to $1.5 trillion by Q2 of next year.” — Dave McClure Yesterday, Keith Teare and I debated the circularity of the AI economy. Today, two of Silicon Valley's most experienced investors, Dave McClure and Aman Verjee, not only straighten out this supposed “circularity” but also burst the pessimism bubble that envelops so many conversations about AI. Verjee is not only McClure's partner at Practical Venture Capital, but also the author of the newly published A Brief History of Financial Bubbles. According to him, today's AI-stoked economy is not an unusually large bubble. It may not even be a bubble, given that AI revenue — from Anthropic's $70 billion to OpenAI's $50 billion — is real. The irrational exuberance lives elsewhere — in companies “draping themselves in AI magic sauce” and in the “SaaSpocalypse” that is decimating software-as-a-service companies. They are both bullish about our AI future. McClure predicts that by the first half of next year, Anthropic and OpenAI will have joined SpaceX as public companies. Together, these three AI darlings will be worth $7 trillion. That's seven thousand billion reasons to be optimistic about 2027. Five Takeaways •       Not a Bubble — a Repricing. Both partners reject the bubble call, on the numbers: Anthropic at roughly $70 billion in revenue on under two gigawatts of compute, OpenAI at $40–50 billion, SpaceX guiding to $100 billion with more than half from AI — real revenue, increasingly real profits. The froth is specific: companies “draping themselves in AI magic sauce” without the substance, and the SaaSpocalypse — cloud-software companies whose cash flows are suddenly perceived as far less durable as AI encroaches on design, legal, and medical verticals. Michael Burry's warning gets Aman's definitive treatment (“he's called nine of the last two bubbles”), and the Aschenbrenner blowup was leverage — running four-x in volatile chip stocks — not AI: he kept his Anthropic position, is married to Dario's chief of staff, and “will be just fine.”•       The $2 Trillion Filing. The week's news, baked into the episode: Anthropic has filed to go public, with a very intentionally leaked $2 trillion valuation hinging on a $190–200 billion 2028 revenue forecast — which Dave suspects is conservative. Eight months ago, when these two last visited, the show was about Elon and Sam and Dario was the bit player; then came the weeks when decades happen: Anthropic's bet on coding agents — reportedly inspired by watching Cursor — captured the revenue engine of the entire application layer. Aman's sequencing: SpaceX is absorbing $75–85 billion of IPO capital, Anthropic goes next, and if both trade well, 2026 breaks every record for money raised — leaving 2027 for OpenAI at a $100 billion revenue guide. Google, he reminds us, went fourth after Yahoo, Lycos, and Excite: better to do it right than to do it first.•       The Fastest Pivot in Corporate History. Dave's account of SpaceX's transformation: the $250 billion xAI merger (a largely private transaction Elon approved with himself), the acquisition of Cursor that closed Friday, Colossus data centers scaling from two gigawatts toward ten, and compute deals renting capacity to Anthropic and Google — former competitors — all executed in roughly six months. The S-1, with unprecedented forward projections of $300 billion in annual revenue, mentions artificial intelligence over 1,100 times (“I used AI to count it,” Aman admits). The result is an economy Andrew calls incestuous: SpaceX's valuation now rests on Anthropic's progress. On Elon himself, Dave separates the art from the artist — terrific products, dubious politics — and on OpenAI: more board changes than Spinal Tap had drummers, a team still storming and norming, but Sam is savvy and the IPO lands by Q2 next year at $1–1.5 trillion.•       Circularity as Asset Class. The New York Times sees a vulnerability in tech giants funding their own customers; Aman, a former CFO at eBay and Sonos, sees asset-backed finance. His analogy: buying a Corvette with GMAC financing isn't a conspiracy as long as the terms are commercially reasonable — and NVIDIA's $500 billion backstop, syndicated with Goldman Sachs, Apollo, Brookfield, and KKR, brings third-party money that validates the asset. GPUs, he argues, are cars rather than smartphones: financeable over eight to ten years, not obsolete in three. The red flags to watch are rebates and self-dealing on non-commercial terms; the current evidence looks more like aircraft leasing than Enron. Dave's deeper worry isn't the AI economy at all — it's the national deficit, whose interest payments are now the largest single line item in the federal budget.•       The Luddite Summer Meets the Long Boom. Aman's sharpest historical observation: this may be the first technological revolution whose leaders are the doomers — Sam prophesying idleness, Dario predicting half of entry-level white-collar jobs destroyed within five years (already wrong at eighteen months, with no 10–20 percent unemployment in sight). Against the WSJ's jobless-boom and nation-of-Luddites anxieties, the book offers the long view: of ten historical bubbles, the two positive ones — Britain's 1845 railway mania and America's 1997–2000 internet boom — overbuilt, crashed, and left the world a valuable technology. Buy every stock founded in the boom and hold, and you'd have owned NVIDIA, Amazon, Google, and PayPal. The 1970s wiped out four to six million secretarial jobs in a decade; women's participation rose from 52 to 77 percent. And on China, the free-trader's answer: partners in progress — there's more to gain than lose if we do this right. About the Guests Dave McClure and Aman Verjee are the co-founders and managing partners of Practical Venture Capital, a Silicon Valley firm specializing in venture secondaries. Dave founded 500 Startups, invested at Founders Fund, and ran marketing at PayPal; Aman was COO of 500 Startups, led strategy at PayPal and eBay, served as CFO of Sonos and of eBay's North American marketplace — and wrote the first draft of PayPal's S-1. Aman's new book, A Brief History of Financial Bubbles (out this week), is available at bigbubbletrouble.com. References: •       A Brief History of Financial Bubbles by Aman Verjee — ten manias from the tulips to the subprime crash, out this week at bigbubbletrouble.com.•       Reuters on Anthropic's IPO filing — the $2 trillion valuation and the $190–200 billion 2028 revenue forecast it hinges on.•       “The Summer That America Became a Nation of Luddites” and the “jobless boom” — the Wall Street Journal pieces threading this week's episodes.•       The New York Times on tech giants' circular AI economy — the piece that framed yesterday's TWTW debate and today's rebuttal.•       The SpaceX S-1 — forward projections of $300 billion in ann...

Nvidia, CoreWeave and Wall Street are pouring hundreds of billions of dollars into AI infrastructure. But how does the financial machine behind the AI boom actually work and where are the risks?In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran unpack CoreWeave's extraordinary growth and $100bn+ revenue backlog, Nvidia's role at the centre of the AI ecosystem, and the huge amounts of debt and private capital being used to finance data centres and GPUs.We explain what neoclouds are, why GPUs are increasingly being treated as infrastructure assets, and how firms including BlackRock, Blackstone, Apollo, Goldman Sachs and KKR are helping finance the AI buildout.But there's another side to the story. We explore the “circular financing” concerns surrounding Nvidia and its customers, the growing concentration risk across the AI industry, and what could happen if hyperscalers such as Microsoft, Alphabet, Amazon and Meta begin to slow their enormous AI spending.Finally, we look at the wider macro picture, including the latest US CPI inflation data, Federal Reserve interest rate expectations and why the AI boom itself is beginning to show up in inflation.Is this the financial infrastructure needed to power the next technological revolution or is too much money becoming dependent on the AI boom continuing?(00:00) The $1 Trillion AI Spending Boom(03:51) CoreWeave's Incredible Growth(04:58) The $104BN AI Order Book(08:35) What Is a Neocloud?(11:18) The Huge Cost of AI Infrastructure(16:13) Nvidia's $500BN Wall Street Deal(17:53) How GPUs Became an Asset Class(21:14) Was Michael Burry Wrong on AI?(24:50) How Wall Street Finances AI(27:12) The AI Circular Financing Risk(33:34) Nvidia's Biggest Concentration Risk(37:18) Can the AI Spending Boom Continue?(38:50) How to Invest Beyond Big Tech(40:12) The Next Trillion-Dollar AI Company?(44:30) AI Boom or House of Cards?(45:06) US Inflation Falls Again(47:05) Will the Fed Hike in September?(49:27) What to Expect From Jackson Hole

Three years ago, BMO Global Asset Management (BMO GAM) launched a fund that defied traditional categories. It wasn't quite equity, and it wasn't quite fixed income. Advisors weren't always sure where it fit, and that was precisely the point. Today, the BMO Strategic Equity Yield Fund has grown to $1.3 billion in assets. In this special anniversary episode of Insight Is Capital, BMO GAM CEO Bill Bamber returns to discuss the thinking behind the strategy, the problem it was designed to solve, who may benefit from it, and where it belongs in a portfolio. Drawing on three decades of experience in global capital markets, Bill explores why Canada has emerged as a leader in structured solutions, how investor needs are reshaping portfolio construction, and the rise of what he calls convergence investing. Along the way, he offers a fresh perspective that could change how advisors think about model portfolios. Listen to the full conversation here.Chapters 00:00 Introduction: The Two-Box Problem 02:00 Bill Bamber's Career Arc: TSX Floor to BMO GAM 04:30 The Convergence Investing Mandate 05:30 SEYF at Three Years: $1.45B and What Was Delivered 07:30 The Yield Gap: Demographics, Rates, and Sticky Inflation 11:00 Auto-Callables vs. Covered Call Funds 17:00 Why Canada Became a Global Structured Products Leader 19:30 How an Auto-Callable Note Works: Plain-Language Mechanics 24:00 From a Single Note to a Portfolio of 118 26:00 The Unexpected Benefits of Trading at Scale 30:00 Fee-Based Accounts and the Advisor Business Case 32:00 Evergreen Exposure and the Elimination of Timing Risk 35:00 Auto-Callables as an Asset Class, Not a Trade 37:00 Where SEYF Fits in the Portfolio: The Sleeve Question 39:00 Drawdown Behavior, the 8% Target, and When It Disappoints 44:00 Three Years at Scale: What the Team Learned 46:00 New Access: MFDA Advisors and Democratized Structured Products 48:00 What's Next: ZCDX and the Credit Default Swap Market 49:30 Is Convergence Investing a Category, or the New Default?Please watch to the end of the video for full disclaimers. For more BMO Strategic Equity Yield Fund details and disclaimers please read here. #StructuredProducts #AutoCallables #IncomeInvesting #YieldInvesting #BMO #BMOGlobalAssetManagement #SEYF #ConvergenceInvesting #CanadianInvesting #ETF #FixedIncomeAlternatives #WealthManagement #FinancialAdvisors #InvestmentStrategy #AlternativeIncome #PortfolioConstruction #DownsideProtection #RetirementIncome #InsightIsCapital #AdvisorAnalyst #CanadianFinance #ZCDX #ZAAA #BillBamber #PierreDaillie #FinancePodcast #CanadianMarkets

Nvidia just lined up $500 billion in funding from some of the biggest financiers in the world. Does this mean compute is now its own asset class? Plus, analysts warn the Iran war could merge with the Russia-Ukraine war. Could the US end up pulling out of the Middle East altogether? And existing home sales dropped in July. Are buyers starting to get the upper hand?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's Kristina Partsinevelos reports on Nvidia's latest deal with Wall Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

My guest today is Terence Kim from Cross Ocean Partners. Cross Ocean Partners is a global credit investment specialist focusing on value investing and downside protection through opportunistic sourcing. Terence is a Managing Director on the US Credit team. Our conversation today will revolve around one of the most interesting sectors in all of global finance, US office buildings. Between remote work and high interest rates, the sector is so hated this era is known as - the office apocalypse.  Previously at Goldman Sachs and Oaktree, Terence has spent the last ten years at Cross Ocean. This is an ideal perch from which to view the current state of the office market from an opportunistic investment perspective. This podcast was recorded on July 23, 2026.  The respective opinions expressed are those of Mr. Kim and Cross Ocean Partners.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO's investment advisory services can be found in its Form ADV Part 2, which is available upon request.

Chris Pierce and Sean Graham from Maven Cost Segregation discuss how most real estate investors overlook the incredible tax benefits of niche asset classes like gas stations and car washes. Sean Graham, owner of Maven Cost Segregation, reveals how these properties unlock massive depreciation advantages, sometimes allowing for 100% bonus depreciation in Year 1. Imagine buying a gas station for $1.2 million with just a few hundred thousand in land, and being able to write off the entire property immediately. That's the power of understanding IRS rules and proper classification. Sean Graham, CPA Maven Cost Segregation Tax Advisors Based in: Detroit Metropolitan Area Where to find them: https://www.linkedin.com/in/sean-graham-cpa/ mavencostseg.com Chris Pierce Account Executive of Maven Cost Segregation Tax Advisors Based in: Salida, Colorado Where to find them: https://www.linkedin.com/in/pierce-christopher/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices

Battery storage is emerging as one of commercial real estate's fastest-growing asset classes. In this episode, Kathy Fettke explains why investors are pouring billions into Battery Energy Storage Systems (BESS), how data centers are fueling demand, and why industrial land, parking lots, and other underused properties could become valuable energy infrastructure.   Want to learn more about investing in real estate? Visit www.NewsforInvestors.com.   Source: https://www.bisnow.com/national/news/energy/the-nations-battery-energy-storage-boom-brings-investment-opportunities-to-cre-135536

Ep 335: Franchising as an Asset Class: A Unique Way Of Building Wealth

In this episode of the Millionaire Mindcast, we uncover a highly lucrative, yet often overlooked, asset class: medical office properties. While investors crowd into saturated markets like boutique hotels and Airbnbs, medical real estate offers untapped potential for steady, passive income.We break down the five specific reasons why medical office buildings are the strongest necessity-based assets in any portfolio. From recession-resistant demand to triple-net lease structures that eliminate traditional landlord headaches, this episode explores exactly why healthcare properties outshine traditional real estate.KEY TOPICS DISCUSSEDThe strategic shift from saturated Airbnb markets to niche medical real estate.How sale-leaseback opportunities arise when hospital systems choose to go asset-light.Why the high cost of medical practice buildouts creates incredibly sticky, long-term tenants.The recession-proof nature of necessity-based healthcare versus discretionary consumer spending.Demographic advantages of an aging population creating guaranteed future healthcare demand.The benefits of triple net leases where tenants cover taxes, insurance, and maintenance.Why specialized procedural clinics remain completely insulated from telehealth disruption.KEY TAKEAWAYSMedical providers prioritize patient retention and location, meaning they rarely relocate after investing heavily in specialized plumbing and electrical buildouts.Discretionary income disappears during economic downturns, but necessity-based medical treatments remain fully funded by consumers regardless of the economy.Healthcare utilization climbs steeply with age, creating a mathematical certainty of high demand as older demographics transition into their highest utilization decades.Triple net lease structures allow investors to achieve strong, stable returns without the active management headaches associated with residential properties.Physical therapy, dermatology, and procedural clinics offer built-in protection against the rise of virtual consultations and remote telehealth services.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

Finding great investments is important. Finding the right operators may be even more important. Description Senate Eskridge shares why he shifted away from operating apartment syndications and into managing a fund of funds that gives investors access to multiple investment opportunities across different industries. He explains how his role has changed from managing properties to carefully evaluating operators and guiding investors toward opportunities that fit their goals. Senate also walks through the five stage due diligence process his investment group uses before presenting any opportunity, including independent underwriting, background checks, and a final personal test where he asks whether he would invest his own mother's money. The conversation also covers how free education through webinars, conferences, and podcasts has helped him build trust with new investors while creating lasting relationships. Key Topics Transition from apartment syndications to a fund of funds model The difference between traditional funds and flexible funds Why operator quality matters more than asset class expertise The five levels of due diligence used before presenting investments Using free education to attract and serve investors Building investor relationships through trust instead of selling Guest Information Senate Eskridge Fund of Funds Manager Website: meetsenate.com Active across social media with links available through his website. Call to Action Visit meetsenate.com to connect with Senate, access his social profiles, download his contact information, or schedule a conversation.

This week on Swimming with Allocators, Earnest and Alexa welcome Senia Rapisarda of HarbourVest, who walks through her journey from Italy and Wall Street to leading venture and growth efforts in Canada, first at BDC and now as a major LP. She explains how Canada's venture ecosystem has evolved, the creation and impact of the Venture Capital Action Plan, and why innovation capital is critical to national sovereignty. The conversation covers what makes great Canadian fund managers (curiosity, humility, team-building, and agility), how emerging managers should approach institutional LPs and avoid basic fund management mistakes, and why valuation discipline and non-greedy founders matter in down cycles. Also, Nick Cassin explains how continuation vehicles (CVs) give LPs a choice between liquidity and extended exposure to high-conviction assets when a fund's term and capital are running out. He describes how the market has broadened to more types of investors and fund sizes, and outlines the conflict-of-interest controls that make these GP-led secondaries work. Highlights from this week's conversation include: Senia's Background, Global Career, and Move to Canada (0:21) Moving to HarbourVest and Designing Canada Growth Strategy (4:00) Canada's “Perfect Storm” and Agriculture vs Geology Metaphor for Venture (5:42) What Canada Needs to Fully Capture Innovation Opportunity (8:04) How US Allocators Should Approach Canada and Diversification Benefits (11:21) Expectations of Emerging GPs and Importance of Fund Management Basics (17:59) When Continuation Vehicles Make Sense for Venture (21:39) Trends in New Money Capital and Expansion of CV Market (23:40) Managing Conflicts of Interest in GP-Led Continuation Vehicles (26:29) LP Behavior: Who Rolls vs Sells in CV Transactions (31:14) Four Filters for Durable Companies and Role of Founder Non-Greed (34:29) Longevity as an Asset Class and Implications for Pensions (37:03) Applying Longevity and Defense-Tech Themes in Manager Diligence (41:00) Innovation Capital as Part of Canada's Sovereignty and Late-Stage Capital Gaps (44:33) How Emerging Managers Should Approach HarbourVest and Build Track Record (47:12) Connecting with Senia and Parting Thoughts (51:01) HarbourVest Partners is a global private markets investment firm managing approximately $150B in assets, with a 45-year history and venture as a core part of its franchise. The firm operates as a multi-strategy, multi-manager platform — primary fund investments, secondaries, direct co-investments, and credit — across North America, Europe, and Asia. Senia Rapisarda leads HarbourVest's Canadian strategy from Toronto, deploying capital across funds and growth-stage companies and serving as a bridge between the Canadian ecosystem and HarbourVest's global LP and GP network. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. HarbourVest Partners, LLC is a registered investment adviser under the Investment Advisers Act of 1940. This material is solely for informational purposes and should not be viewed as a current or past recommendation or an offer to sell or the solicitation to buy securities or adopt any investment strategy.  The opinions expressed herein represent the current, good faith views of the author(s) at the time of publication, are not definitive investment advice, and should not be relied upon as such. This material has been developed internally and/or obtained from sources believed to be reliable; however, HarbourVest does not guarantee the accuracy, adequacy or completeness of such information. There is no assurance that any events or projections will occur, and outcomes may be significantly different than the opinions shown here.  This information, including any projections concerning financial market performance, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. The information contained herein must be kept strictly confidential and may not be reproduced or redistributed in any format without the express written approval of HarbourVest. Nothing herein should be construed as a solicitation, offer, recommendation, representation of suitability, legal advice, tax advice, or endorsement of any security or investment and should not be relied upon by you in evaluating the merits of investing in HarbourVest funds or in any other investment decision. Learn more about your ad choices. Visit megaphone.fm/adchoices

Most people think of private lending as something new. It isn't. In this episode, Ryan and Neal trace the complete history of private lending in Canada, from the handshake loans of the pre-WWI era to the creation of Mortgage Investment Corporations in the 1970s, through the mortgage broker boom of the 80s and 90s, the stress test of 2016 to 2018, and the pandemic explosion that followed.They break down how MICs were designed to democratize mortgage investing for everyday Canadians, why the structure is uniquely Canadian and doesn't exist anywhere else in the world, and how securitization let the big banks squeeze out individual lenders for decades. They also get into where things are heading: more institutional capital entering the space, tighter regulation, and AI starting to reshape how mortgage applications get processed.A must-listen if you want to understand the full arc of an industry that has been quietly solving problems banks won't touch for over 100 years.Chapters:2:39 Why We're Covering Private Lending History 6:01 Before the Big Banks: Lending Pre-WWI 7:44 The Borrower Profile That Never Changed 8:05 Banks Were More Conservative Back Then10:24 Why MICs Were Created in the 1970s 11:00 How a MIC Actually Works 14:23 MICs Are Uniquely Canadian 15:04 When Mortgage Brokers Changed the Game 17:37 When Housing Became an Asset Class 20:03 The Stress Test That Changed Everything 23:32 Was Growth Need-Driven or Lender-Driven? 26:29 The Pandemic Boom: 2020 to 2022 28:57 Private Lending Today: More Sophisticated Than Ever 33:54 Future: Institutional Capital and Regulation 34:26 AI Is Coming for the Broker Space 38:31 Where Private Lending Goes from HereResources:Keystone Capital GroupCPLP Instagram: @cplpodcastKeystone Instagram: @keycapgroupFind Neal On:Instagram: @neal.andreinoLinkedIn: Neal AndreinoFind Ryan on:LinkedIn: Ryan MacNeilE-mail: ryan@keycap.ca

Hettie O'Brien, author of The Asset Class, on the private equity racket — who they are, what they do. Behind the News, hosted by Doug Henwood, covers the worlds of economics and politics and their complex interactions, from the local to the global.

Hettie O'Brien, author of The Asset Class, on the private equity racket—who they are, what they do The post The private equity racket appeared first on KPFA.

Graham Duncan (@GrahamDuncanNYC) is the co-founder of East Rock Capital, a multibillion-dollar multi-family investment office he launched in 2006. He is also Chairman of the Sohn Conference Foundation, which funds pediatric cancer research.This episode was originally published in February 2019. Show notes: https://tim.blog/2019/02/28/graham-duncan/This episode is brought to you by:Shopify global commerce platform, providing tools to start, grow, market, and manage a retail business: Shopify.com/timEight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/TimAG1 all-in-one nutritional supplement: DrinkAG1.com/Tim5-Bullet Friday, my very own free email newsletter: https://tim.blog/friday*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you read the headlines being produced by some business media outlets, private credit is sounding like the Hindenburg. But is that actually the case? To assess where private credit has gone bad and where it continues to perform, we are joined during this episode by Garrett Karam, chief investment officer at EMBREY, where he leads investment and capital markets activity. (07/2026)

If you read the headlines being produced by some business media outlets, private credit is sounding like the Hindenburg. But is that actually the case? To assess where private credit has gone bad and where it continues to perform, we are joined during this episode by Garrett Karam, chief investment officer at EMBREY, where he leads investment and capital markets activity. (07/2026) 

In February 2024, we released an episode titled “Investing in Essential UK Social Infrastructure”, with the Founder & CEO of Newcore Capital, Hugo Llewelyn. In this episode, we wanted to reacquaint investors with the thesis and discuss why the investment opportunity might be so compelling. Hugo explains where capital is scarce, where private assets are blocked and where opportunities exist.  He describes the four areas of their focus; healthcare, education, transport and civic, and where cash-strapped local authorities and government arms need to increasingly find solutions by working with the private sector. Hugo details the priorities in execution, their targeted returns, why local authority pension funds and family offices have been important investors and why real estate is a very accessible way of investing in infrastructure. ‍Newsletter | LinkedIn | YouTube 

Ali Nassir is the Managing Partner of RISE 360 and a second-generation manufactured housing investor. His family has been involved in the manufactured housing industry since 1981, and throughout his career he has participated in thousands of manufactured housing units while also investing in distressed businesses and commercial real estate opportunities. His expertise spans acquisitions, underwriting, operations, asset management, and value-add strategies within the manufactured housing sector.  Here's some of the topics we covered: The Asset Class That Crushes Apartments How Distressed Deals Built a Fortune Why California Investors Are Fleeing The Mobile Home Park Money Machine AI Is Coming for White-Collar Jobs Why Hard Assets Win in Any Economy The Economic Shift Most Investors Are Missing   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

Collaborative philanthropy is emerging as one of the most promising innovations in modern giving. In this episode of the Do One Better Podcast, host Alberto Lidji is joined by three leading voices in collaborative philanthropy: Alison Powell, Partner at The Bridgespan Group and leader of its Collaborative Philanthropy practice; Kimberly Dasher Tripp, Founder of Strategy for Scale; and Neha Dalal, Principal at Jasper Ridge Partners, where she advises families and foundations on strategic philanthropy and impact. Together, they explore the growing role of collaborative funds as a powerful vehicle for scaling philanthropic impact. Drawing on their jointly authored article, Collaboratives as a Philanthropic Asset Class, the guests examine how expert-led pooled funds are reshaping the philanthropic landscape. They explain why collaborative funds—vehicles that aggregate capital from multiple donors and deploy it through a shared strategy—can help address some of philanthropy's most persistent challenges, including fragmented giving, limited donor capacity, and the difficulty of identifying and supporting the highest-impact opportunities. The conversation explores the analogy between collaborative funds and investment vehicles such as mutual funds, ETFs, and venture capital funds. Just as investors rely on professional fund managers and diversified portfolios, donors can leverage collaborative funds to access deep expertise, rigorous diligence, strategic coordination, and greater reach than they might achieve on their own. Alison, Kimberly, and Neha discuss the remarkable diversity of collaborative funds operating today—from issue-focused initiatives addressing climate change, gender equity, poverty, global health, and education, to community-led funds that place decision-making power in the hands of those closest to the challenges being addressed. They also examine how collaborative funds can help donors learn while giving, build relationships with peers, and participate in communities of practice focused on shared impact goals. The discussion addresses common misconceptions and critiques of collaborative giving, including concerns about intermediary costs, loss of donor control, and potential duplication within the philanthropic ecosystem. The guests explain why these considerations are best understood as trade-offs rather than shortcomings, and how collaborative models can often increase both efficiency and effectiveness while mobilizing significantly more capital toward urgent social and environmental challenges. The episode also explores the infrastructure needed to support the continued growth of collaborative philanthropy, including improved discovery tools, clearer evaluation frameworks, and stronger field-building efforts that help donors identify and engage with collaborative opportunities aligned with their values and objectives. Whether you are an experienced philanthropist, an emerging donor, a family office advisor, or simply interested in how resources can be deployed more effectively for social impact, this conversation offers a compelling perspective on why collaborative funds may become an increasingly important part of the future of philanthropy. Key Topics Covered What collaborative philanthropy funds are and how they operate Why collaborative funds can be viewed as a philanthropic asset class The parallels between collaborative giving and investment fund models How collaborative funds increase efficiency, expertise, and scale The role of community leadership, proximity, and power-sharing in philanthropy Different collaborative fund structures, governance models, and strategies How donors can determine whether collaborative giving is right for them The importance of donor self-awareness and philanthropic strategy Common barriers to collaborative giving and how they can be overcome The infrastructure needed to strengthen the collaborative philanthropy ecosystem Why many practitioners see collaborative funds as a key part of philanthropy's future Memorable Insights Collaborative funds allow donors to leverage expert knowledge, shared diligence, and collective action. Giving through a collaborative fund does not replace direct philanthropy; it complements it. Many of philanthropy's biggest challenges are too large and interconnected for any single donor to address alone. Collaborative funds can help move capital more quickly, strategically, and at greater scale. The future of philanthropy may depend on helping donors move from acting alone to acting together. Visit our Knowledge Hub at Lidji.org for information on 350+ case studies and interviews with remarkable leaders in philanthropy, sustainability and social entrepreneurship. 

Kevin O'Leary joins the mainstage at Consensus wearing a $5.2 million Michael Jordan card around his neck and explains why collectibles have become his best-performing asset class, including a 3am bidding war that cost him nearly $13 million. He then breaks down why 97% of institutional crypto interest is concentrated in just BTC and ETH, why altcoins got slaughtered, and what it will actually take for blockchain to get adopted by the S&P 500. Plus, why he thinks power infrastructure and data centers are a better bet than picking crypto winners. - Timecodes: 00:00 - Kevin O'Leary at Consensus Miami 2026 01:16 - Sports Cards as an Asset Class 03:25 - Tokenization, the Clarity Act, and Why Altcoins Got Slaughtered 05:21 - The S&P 500 Blockchain Thesis: One Chain Will Win 07:53 - Why Power Is More Valuable Than Bitcoin 09:34 - The US vs China AI Race

Volatility has moved beyond a pricing input to become a tradable, investable asset class. This panel will explore how options professionals are harnessing volatility for trading, hedging, and portfolio diversification, with insights into the latest products, strategies, and market trends. Moderator: Steve Sosnick, Chief Strategist, Interactive Brokers Panelists: Ben Londergan, Managing Director Strategic Business Development, Simplex Trading Kevin McCarthy, Managing Director and Head of Market Maker Financing and Clearing , Wells Fargo Securities Nate Pomeroy, Principal, Wolverine Trading Technologies This panel is proudly sponsored by Clear Street.

Private credit has hit a speed bump in the US, where the market is rapidly pivoting from growth to stricter risk discipline.   At our flagship “Credit Frontiers” event, we sat down with Moody's leaders to discuss what's behind these “bad vibes” about private credit and what they're hearing from market participants about the trajectory of the asset class.   Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody's Ratings   Guests:  Marc Pinto, Managing Director, Global Head of Private Credit, Moody's Ratings David Hamilton, Managing Director, Head of Asset Management Research, Moody's Analytics   Related Research:  Private Credit – Global – Volatility will intensify focus on liquidity, transparency 22 April 2026 Private Credit – Global – Seven key ways private credit is changing 14 May 2026 Private Credit – US – Asset quality indicators point to emerging risk in private credit direct lending 28 April 2026 Moody's Private Credit Insights © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stefan Reisinger, partner in our Washington, DC office, joins host Patrick Dolan to examine tariff refund claims. Stefan covers eligibility requirements, explains who may be entitled to refunds and outlines what businesses need to know when filing a claim. Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

In this episode of The Level Up Podcast w/ Paul Alex, Paul sits down with Christopher Craig, a Foreclosure Surplus Expert, tax strategist, and serial entrepreneur, to discuss why the traditional "American Dream" of real estate investing might actually be keeping you trapped. Christopher breaks down why he is selling off his massive real estate portfolio to invest in a low-maintenance, high-yield asset class: legal arcade games and medical equipment. Instead of dealing with tenants and broken roofs, he explains how business owners and high-income earners can use bonus depreciation to legally zero out their taxes while generating true, hands-off passive income. In this conversation, Christopher shares: Why traditional rental properties are a "slow burn" that trap your equity How to legally offset 100% of your taxable income using bonus depreciation The exact blueprint for investing in legal arcade machines and medical equipment Why adaptability and taking the first step are the true secrets to leaving the W-2 grind This episode is a must-listen for business owners, high-income earners, and anyone looking to build real passive income while mastering the tax game. Connect with Christopher Craig: https://www.instagram.com/christophercraigofficial/ Your Network Is Your Net Worth Make sure to add Paul Alex on all social platforms: Instagram: https://jo.my/paulalex2024 Facebook: https://jo.my/fbpaulalex2024 YouTube: https://www.youtube.com/@levelupwithpaulalex LinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out CashSwipe:

This week, Nish and Coco head back to Makerfield, where the by-election campaign is already turning into a political demolition derby; Andy Burnham is just ahead of Reform, the far right is fighting itself, Elon Musk has wandered into the discourse, and Nigel Farage has reappeared after questions over his £5 million gift.Plus: they're joined by Hettie O'Brien, journalist and author of The Asset Class, to break down how private equity quietly bought up the services we rely on, from nurseries and care homes to vets and water companies, and why that matters for the broken economy we're all living in.GUESTS Hettie O'Brien, journalist and author of The Asset Class: How Private Equity Turned Capitalism Against ItselfUSEFUL LINKSAmnesty Report | Like a snowball: the growth and impact of the gender critical movement in the UKTony Blair Article | The Labour Party Is Playing With Fire Over Its Future and the Future of the Country by CLIP CREDITSCarol Vorderman via Instagram, (@carolvorders)CHECK OUT THESE DEALS FROM OUR SPONSORS VANTA: https://www.vanta.com/PSTUK SHOPIFY: https://shopify.co.uk/podsavetheukAURA FRAMES: https://www.auraframes.com Code: PSTUK BT: Search ‘Why BT' to find out more.Pod Save the UK is an Intelligence Squared production for Crooked Media.Get in touch - contact us via email: podsavetheuk@crooked.comLike and follow us on Youtube: https://www.youtube.com/@PodSavetheUKInstagram: https://instagram.com/podsavetheukTikTok: https://www.tiktok.com/@podsavetheukBlueSky: https://bsky.app/profile/podsavetheuk.crooked.comFacebook: https://facebook.com/podsavetheukX: https://x.com/podsavetheuk

Private markets have become an increasingly important part of how large institutional investors build diversified portfolios—but they're also an area that can feel complex and, at times, misunderstood. At their core, private markets include investments that aren't traded on public exchanges — meaning they're less liquid and have historically offered investors additional return potential in exchange for that trade-off. Within this space, two key areas stand out: private equity, which involves investing in the ownership of private companies, and private credit, which focuses on lending to those companies. Private credit now plays a critical role in financing businesses of all sizes, offering flexible, customized solutions that often aren't available in public markets. But with that growth has come increased scrutiny. Recent headlines have raised concerns about credit quality, liquidity, and how these investments might perform if economic conditions weaken. So, what's really happening beneath the surface—and how should long-term investors think about the risks and opportunities? For the Wisconsin Retirement System, private credit is one part of a broader, diversified Core Fund. In this episode, we'll break down how private credit works, why companies choose it, and how SWIB approaches investing in this space with a long-term perspective. In this episode of The SWIB Podcast, senior portfolio managers Beth Holzberger and Lin Maung will help unpack the evolution of private credit, address some of the concerns making headlines, and explain how these investments contribute to the strength of the WRS Core Fund.

270: In this episode, I sat down with John Bernard from Southview Timber to break down how timberland investing actually works, and why it's one of the most overlooked real estate strategies out there.(Show Notes: REtipster.com/270)We talk about how timberland produces income, how deals are structured, and why this asset class has quietly created long-term wealth outside of traditional real estate and stocks. John also explains how they find deals without marketing, how timber is valued, and the multiple ways you can monetize rural land.If you've ever wondered how land investing can generate cash flow beyond flipping or rentals, this conversation will open your eyes.

Is the "unsexy" side of real estate actually the most profitable? While most investors are getting burned in the "dumpster fire" of multifamily syndications or fighting over crowded RV parks and self-storage units, a quiet revolution is happening in small-bay industrial real estate. In this episode, we sit down with Graham Story and Jesse Durham, two North Carolina-based investors and brokers who have cracked the code on high-cash-flow industrial warehouses. From serving as an Army officer to navigating the world of CCIMs, Jesse and Graham share their "origin story" of moving from high-headache residential Airbnbs to the high-margin world of Triple Net (NNN) industrial leases. They break down the exact math of how they forced $175,000 in equity on a single building just by signing a lease, and why they prefer "mom and pop" tenants over big-box retailers. If you want to learn how to find deals on Facebook Marketplace, structure 10% down seller financing, and use the "substitution of collateral" hack to build a portfolio with zero money out of pocket, this is the episode for you. Key Topics Covered:The Multi-Family "Dumpster Fire" vs. Industrial: Why industrial is a "little-known" asset class that adds more zeros to your bottom line with less competition. Forced Appreciation Secrets: How a single $3,000/month lease jumped a property value from $250k to $425k instantly. The Power of Triple Net (NNN) Leases: Why you'll never have to worry about "toilets, tenants, and trash" when the tenant pays the taxes, insurance, and maintenance. Creative Financing 101: A breakdown of their "cookie-cutter" seller financing offer: 10% down, 5.5% interest, and a 25-year amortization. The "Substitution of Collateral" Hack: A rare commercial strategy that allows you to move debt between properties to keep buying more buildings. Finding Tenants on Facebook: Why Facebook Marketplace is outperforming LoopNet and Crexi for small-bay industrial spaces. Due Diligence Essentials: Why you need a "Phase 1" environmental report and why OSHA is not your friend. Small-bay industrial real estate is the "path of progress" for investors who want stable, long-term cash flow without the volatility of residential markets. Whether you are driving for dollars in your own backyard or looking to scale across the state, Graham and Jesse prove that you don't need millions to start—you just need the right niche. The Commercial Real Estate Blueprint Program is an 8-week cohort for people who want to start buying commercial real estate. Weekly group calls, a one-on-one strategy session, plus the templates and scripts Graham and Jesse use to source and close deals. You'll leave with a defined buy box, a working prospecting system, and the confidence to send your first LOI. The first cohort starts in early June and is capped at 10 spots. Apply at https://tally.so/r/0Q19LPWatch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes PinterestGet Signed Up For the Next Note Buying Workshop HERE!

Season 7, Episode 3: How did ACRE grow from a post-GFC workforce housing thesis into a global real estate investment firm? Today, we sit down with Michael Van Der Poel, Founding Partner at ACRE, to break down the strategy behind that rise. Michael shares how he spotted workforce housing before it became an institutional trade, and how ACRE built its early portfolio by buying distressed multifamily assets at deeply discounted prices. We also get into raising capital from Asia, building a vertically integrated platform, and expanding across both equity and credit strategies. Whether you're interested in capital raising, private credit, or where real estate opportunity sits in today's cycle, this episode is a must-listen. Join us as we dive into the conviction, timing, and risk discipline that helped ACRE grow from a scrappy startup into an institutional investment platform. Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out. TOPICS 00:00 – Introduction 02:17 – Michael Van Der Poel's Background and Early Real Estate Career 06:55 – ACRE's Workforce Housing Thesis After the GFC 09:56 – Raising the First Fund and Buying Distressed Multifamily 15:00 – Building ACRE's Credit Platform 21:13 – Why ACRE Plays Across Equity, Credit, and Development 23:21 – Pricing Equity Risk and Finding Returns in Today's Market 38:50 – Rental Housing, AI Disruption, and the Future of Jobs 41:03 – Where ACRE Sees Opportunity Right Now 46:19 – Multifamily Outlook and the Next Buying Window For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

In conjunction with the Taxcast Podcast, we look at the world of private equity and how it extracts value from the UK economy. Adrian Goldberg is joined by Hettie O' Brien, author of ⁠The Asset Class ⁠ which investigates 'how private equity turned capitalism against itself.' Plus Alex Cobham from the ⁠Tax Justice Network ⁠and Naomi Fowler from the ⁠Taxcast ⁠podcast. Produced in Birmingham by Adrian Goldberg, Naomi Fowler and Harvey White. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special episode of This Week in Global Development, Alain Ebobissé, CEO of Africa50, joins Devex Managing Editor Anna Gawel to discuss a paradigm shift in African infrastructure investment. Africa50, a pan-African investor, is moving beyond one-off projects to aggregate large-scale, “institution-grade” sustainable energy assets. By shifting the narrative from a development imperative to a viable commercial opportunity, Ebobissé explains how his organization is attracting both global and African capital to bridge the continent's massive energy gap, which currently leaves around 600 million people without basic electricity. A centerpiece of the conversation is the critical role of private sector participation in electricity transmission, an area historically funded exclusively by governments. Ebobissé emphasizes that power generation is futile without the grid capacity to deliver electricity to end users and businesses, highlighting Africa50's work on the continent's first independent private transmission projects. Looking toward the next decade, he advocates for a balanced energy mix — including renewables and natural gas — and issues a call for a heightened sense of urgency among global institutions to prioritize results over perfection in order to close the energy gap at speed.

A study after the covid pandemic established that in care homes controlled by private equity firms the death rate was more than 50 per cent higher than in other homes.On Free State today we look at how private equity is capitalism cannibalising itself. Hettie O'Brien, author of The Asset Class, is on with us to talk about how this happened, how governments retreated from the public realm and left private equity take over the world.She explains how they took over the things we have to have, electricity, childcare, housing when governments retreated. And as they did, things became worse. She explains how ideology took hold and while the masses were scolded for acquiring debt, private equity found they could live with it, or somebody else could die with it. Hosted on Acast. See acast.com/privacy for more information.

John Quinn is joined by Jack Neumark, Managing Partner and Co-Head of Specialty Finance of Fortress Investment Group and Founder of its Legal Assets Group. They discuss the emergence of legal assets as a distinct investment class.  Fortress is a leading player in litigation finance with over $6.5 billion deployed in legal assets and a current portfolio of approximately $3 billion. While most litigation funders typically invest in individual cases, Fortress invests in diversified portfolios of litigation claims and contingent fee receivables. Fortress underwrites and finances these portfolios the same way it does other specialty finance products. To underwrite a portfolio, Fortress has lawyers examine the cases in the portfolio to determine how strong and likely to settle they are. They consider factors including the defendants and how creditworthy they are, the damage theories asserted, how far the case has progressed, what motion practice has revealed, and whether related criminal charges have been filed. They also consider the law firms involved, the judge, and the venue. Fortress also conducts quantitative analyses of the historical results of similar cases based on publicly available data and proprietary data it has accumulated in the 15 years it has invested in legal assets. Legal asset portfolios are attractive to many investors because the results of lawsuits are less subject to the performance of the economy in general than many other classes of assets. Also, because the market for legal assets is still developing, sophisticated investors can often obtain better returns than in more mature markets. Jack believes that as the industry matures, especially with potential regulatory changes around law firm ownership, litigation finance will become more mainstream and integrated into broader investment strategies.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

Join an active community of RE investors here: https://linktr.ee/gabepetersenWELCOME BACK TO THE REAL ESTATE INVESTING CLUB PODCAST!

The private credit boom is having a shake-out: But not before many Australian investors - and big super funds - placed a lot of money into what has been, until very recently, a boom business. What's on the line and where is the exposure? Andy Darroch of Independent Financial Advice joins Associate Editor, James Kirby in this episode. In today's show, we cover: The problems plaguing private credit How local wealth managers and big funds are linked with the crisis Liquidity - If you did not know what it meant, you will now How to assess private credit as an asset class from here See omnystudio.com/listener for privacy information.

Send us Fan MailCould the next frontier of commercial real estate investing be hiding right next to the self-storage facilities you already know? Scott Meyers welcomes Cody Payne, a small bay flex space specialist, investment sales broker, and founder of FlexParks USA, for a candid conversation about one of the fastest-growing asset classes in commercial real estate. With 20 years in the industry and a team specializing exclusively in small bay industrial leasing and investment sales across the US and Canada, Cody pulls back the curtain on what FlexParks really are, who's in them, what's driving demand, and why self-storage investors are uniquely positioned to capitalize. If you're already in self-storage and thinking about diversification, this episode delivers the blueprint. WHAT TO LISTEN FOR3:03 What is small bay flex space and how does it differ from traditional self-storage?6:14 What is really driving the explosive demand for flex park space right now?13:45 What are the most common mistakes new flex park owners make during development and operations?18:31 What does an ideal flex park site look like and how do you identify the right unit mix?23:58 How can self-storage investors get started in small bay flex and what resources does Cody Payne offer?Leave a positive rating for this podcast with one click CONNECT GUEST: CODY PAYNE, FOUNDER AND MANAGING PARTNER OF FLEX PARKS USAWebsite | LinkedIn | Instagram | Facebook | Flex Space Domination Book  CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.White Label Storage helps self-storage owners manage their facilities like a performance business, not a guessing game. Using facility-level data and custom technology tools, the team drives smarter pricing, marketing, and operational decisions with no gut-based revenue management.Website | LinkedIn(410) 693-5166 

Robert Gardner has built four ventures in financial services,  including Redington, the UK investment consultancy that's advised on £800B+ in assets.Now he's taking on a new category: Natural Capital.Because nature has always been “investable”, just usually as a commodity.The old way looks like squeezing every ounce of value out of the Earth without any regard for long-term consequences. The playbook was essentially cut it down, harvest it, extract the value, and move on. Robert thinks that model is outdated, and he's building the alternative, making nature an investible asset class (more like real estate or infrastructure), where the value comes from what nature does, not what you can take from it.In this episode, Stacy Havener sits down with Robert to get concrete about what investing in nature looks like in the real world.Listen in to hear:What changes when you're not raising money for a strategy… but for a new asset classHow Robert translates Natural Capital into familiar investing language (property/infrastructure)A real case study (Nestlé + oyster reefs) and the incentive chain behind itWhat underwriting looks like when your revenue is tied to nature doing its jobWhy legitimacy comes from repetition + simplicity (not complexity)The early-stage trust-building lesson every emerging fund manager needsMore about Rob Gardner:Robert is Co-Founder & CEO of Rebalance Earth, the UK's largest dedicated Natural Capital asset manager. He previously served as Investment Director at St. James's Place and co-founded Redington, Mallowstreet, and RedSTART. His work is focused on making nature an investible asset class and proving finance can be a force for good. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

In this episode of Alternative Allocations, Michael Bell from Meketa Capital breaks down why infrastructure has become one of the most compelling opportunities in private markets today. Michael explains how infrastructure investments offer a rare combination of growth potential, steady income, inflation hedging, and low correlation to traditional assets, making them particularly valuable in today's market environment. The discussion dives deep into the differences between public and private infrastructure, the importance of working with experienced managers who have decades of proven performance, and why the private markets allocation in wealth portfolios is expected to grow from 2-3% to 20-25% over the next decade. Michael Bell, Chief Executive Officer, Meketa Capital and Primark Capital, Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark Capital. Prior to Primark, Michael built and was the CEO for a $12 billion RIA, managing more than 30 investment strategies and a $10 billion liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently, he purchased, grew, and sold a family office-backed $6 billion RIA. Also, he specialized as a corporate finance attorney for Latham & Watkins and was a CPA for KPMG. Michael holds a Bachelor of Science in Commerce from the University of Virginia and a Juris Doctorate from West Virginia University.   Resources: Michael Bell | LinkedInFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn

https://youtu.be/FU5IvtBbtCY JOHN SAMUELS from WELLWORTH ADVISORS discusses “HEALTH AS AN ASSET CLASS” and the nuances of personalized healthcare management for high-net-worth individuals. We contrast concierge medicine with comprehensive health advisory services. Learn about his book “WEALTHCARE” which lays out the frameworks of his practice. Finally, John goes into how expert navigation, team-based care, and strategic planning can significantly improve health outcomes and client relationships. Finally we hear a little bit about what his favorite medical shows are on TV! Key Topics Differences between concierge medicine and health advisory servicesTeam-based care and specialist involvementIntegrating healthcare with wealth managementDebunking myths about healthcare access and VIP treatmentStrategies for managing mental health and complex conditions Key Frameworks of Health as an Asset Class Team-based healthcare approachEvidence-based treatment decision-making Action Items Review your healthcare risk factors and create a plan.Organize your medical records and update legal documents.Engage a healthcare advisor to understand your coverage and treatment options. Chapters in “Health as an Asset Class” 00:00 Understanding Concierge Medicine vs. Health Advisory02:11 The Importance of Team-Based Care03:49 Collaborating with Client Advisors06:23 Navigating Complex Healthcare Needs08:07 Addressing Client Misinformation09:40 Challenges in Mental Health Treatment12:24 The Purpose Behind the Book14:26 Debunking Myths in Healthcare16:31 Preparing for Healthcare Interactions20:56 Managing Healthcare Risks23:05 Finding Resources and Support Resources Wellworth Advisors – https://wellworthadvisors.comJohn Samuels’ Book on Healthcare Management – https://www.amazon.com/Healthcare-Management-Advisor-Guide/dp/B09XYZ1234 More From John on “Wealth Actually”: https://frazerrice.com/ep-126-john-samuels/ Guest links Website – https://wellworthadvisors.comEmail – mailto:john@wellworthadvisors.com https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ Keywords healthcare, concierge medicine, health advisory, high-net-worth individuals, patient navigation, mental health, healthcare risk, medical research, healthcare myths, health insurance Titles Beyond Concierge: The Future of Personalized Healthcare for Wealthy ClientsHow Expert Care Navigation Transforms High-Net-Worth Healthcare Sound Bites “We map out the cost of treatment for clients.”“We focus on evidence-based treatment options.”“VIP care often doesn’t mean better care.”

SHOWNOTES:Senior housing has officially moved beyond recovery and into its next growth phase, and the data proves it.In this episode of Bridge the Gap, hosts Josh Crisp and Lucas McCurdy welcome back Arick Morton, CEO of NIC MAP, to break down the latest trends shaping the senior living industry. They also discuss why senior housing is currently the top-performing real estate asset class, how investors are viewing the sector, and why developers willing to move forward today may be positioned for exceptional returns as demographic demand accelerates.Key Topics CoveredThe 20-year evolution of NIC MAP and its role in institutionalizing senior housingCurrent occupancy and rent growth trends across the industryThe impact of historic lows in new constructionHow AI and data analytics are accelerating investment decisionsWhy senior housing is now the best-performing real estate asset clasMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/ Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/ Connect with Our GuestArick Morton: https://www.linkedin.com/in/arickmorton/ Learn more about NIC MAPhttps://www.nicmap.com Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTok

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Ep. 332For decades, the stock market meant public companies. Apple, Microsoft, Amazon — the giants everyone invests in.But something big has changed.More companies are staying private longer, and some of the most valuable businesses in the world — SpaceX, OpenAI, Anthropic, Databricks, Stripe — are not publicly traded.So the question becomes:Are private markets where the real growth is happening now?In this episode, Gabriel Shahin breaks down the shift from public markets to private investing, why billion-dollar companies avoid going public, and what investors need to understand before jumping into private stock opportunities.In this video, we discuss:-Why fewer companies are listed on public exchanges today-Why major companies choose to stay private longer-How SPVs (Special Purpose Vehicles) allow investors to buy private shares-The fees, carry structures, and costs behind private investments-Why governments sometimes push companies to go public-The pros and cons of private markets vs public markets-The importance of operators and leadership in early-stage companies-The risks of hype investments (like NFTs and speculative trends)-Private investments can offer incredible upside — but they also come with less transparency, limited liquidity, and higher risk.As always, the key question remains:Is it a good company solving a real problem — or just a hot trend?

Join an active community of RE investors here: https://linktr.ee/gabepetersenWELCOME TO THE REAL ESTATE INVESTING CLUB

On episode 214 of Ask The Compound, Ben Carlson, Duncan Hill and Nick Maggiulli discuss private markets vs real estate, is a guaranteed return worth it, 401k vs brokerage account, saving for college and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Find out more at https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today, I'm tackling a question that keeps a lot of people up at night: What assets actually hold their value if we ever face a currency reset—and why? If your whole financial plan depends on the dollar behaving forever, you may need to rethink your strategy. I'm here to help you understand how currency changes work, how to filter assets for real resilience, and why chasing shiny objects isn't the way to build lasting freedom.I break down the true role of money, explain how inflation, printing, and history shape our financial systems, and walk you through my “5 filters of resilience”—the key framework for evaluating assets that stand the test of unstable times. This episode is all about preparation, not panic. Let's build your money machine with purpose!IN TODAY'S EPISODE, I DISCUSS:Why assets outlive currencies and how history proves itThe 5 filters of resilience for evaluating asset durabilityThe real purpose and limitations of cash, gold, digital assets, real estate, and stocksDiversification by purpose...not just by ticker symbolHow to build a portfolio that adapts, preserves, and grows through any financial stormTune in-this isn't just about money; it's about mastering your financial future and creating a life of choice!RECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/Psychology of People Who Act Poor When They're RichI Met 400+ Millionaires - This is what I LEARNEDOnce You Get Rich, Change These 6 Things Immediately12 Unsexy Habits That Made Me Serious MoneyWhat The 1% Teach Their Kids About MoneyRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:Psychology of People Who Act Poor When They're Rich: https://youtu.be/KpZEuniVbwkI Met 400+ Millionaires - This is what I LEARNED: https://youtu.be/EwQtlsle45YOnce You Get Rich, Change These 6 Things Immediately: https://youtu.be/exgaT-fho5M12 Unsexy Habits That Made Me Serious Money: https://youtu.be/OjYgoVwFxWsORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine-a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

Join an active community of RE investors here: https://linktr.ee/gabepetersen ABOUT THIS EPISODE In this episode of The Real Estate Investing Club, I sit down with Stewart Heath, CPA and founder of Harvard Grace Capital in Tennessee. Stewart spent decades building his real estate investing career — from a 200-door residential portfolio to a focused commercial strategy along the I-65 corridor between Nashville and Birmingham.

Eric Byunn of Centana Growth joins Nick to discuss The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age. In this episode we cover: Due Diligence and Value Creation Investment in Jumio and Identity Verification Growth Expectations and Market Realities Lessons from Netscape and Industry Evolution Investor Responsiveness and Connectivity Guest Links: Eric's LinkedIn Centana Growth Partners' LinkedIn Centana Growth Partners' Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Season 5, Episode 8: On this episode of the No Cap Podcast, Jack Stone and Alex Gornik sit down with Chris Salerno, founder of QC Capital, to break down how he underwrites across multiple real estate verticals and why car washes have quietly become one of the most interesting operating-heavy “real estate plus business” hybrids in the market. Chris explains what actually drives performance in the car wash business, from site selection and membership economics to cost pressures like water and chemicals, and why QC focuses on a more efficient model with shorter tunnels and lower all-in development costs. The conversation also dives into small bay industrial in the Southeast, why the space is heating up, and how Chris thinks about risk as multifamily rent growth slows and the easy era of cap-rate compression fades. A practical, operator-driven look at where real estate returns are really coming from today. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – Intro And Why QC Invests Across Verticals 04:36 – Chris' Background And How QC Capital Started 08:22 – First Deals: Brokers, Capital, And Getting A Loan Without A Track Record 12:47 – Why QC Moved Beyond Multifamily 13:56 – Why Car Washes: Cash Flow, Tax Benefits, And Vertical Integration 16:44 – Why Multifamily Could Stay Tough Over The Next Cycle 19:15 – The Liquidity Fund: Short-Term Real Estate-Backed Yield 21:38 – Car Wash Fundamentals: Tunnel Design, Equipment, And Build Costs 27:30 – Operations Reality: Water, Chemicals, Staffing, And Automation 34:53 – Small Bay Industrial: Demand, Rents, And Why It's Heating Up For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.