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

DeFi Slate
Why Crypto Is the Next Alternative Asset Class with Hunter Horsley

DeFi Slate

Play Episode Listen Later Mar 4, 2026 21:00


Hunter Horsley, CEO of Bitwise Asset Management, joins The Rollup to discuss the institutionalization of crypto, why the four-year cycle may be a self-fulfilling prophecy, how AI is transforming internal operations, and why allocations are set to grow far beyond what most expect.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance.Timestamps:00:00 Intro00:55 Bitwise's Take on AI & The Freight Train Analogy03:45 How Hunter Uses AI in His Workflows05:27 Bitwise's Four Business Lines & Institutional Journey09:37 Is the Four-Year Cycle Dead?11:43 Relay Ad12:05 The Sentiment Gap: Natives vs. Institutions15:20 Hibachi, infiniFi Ads16:30 What's the Right Crypto Allocation?Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

VC10X - Venture Capital Podcast
Family Office Roundtable 2026 - $124 Trillion Wealth Transfer, AI, & Private Markets

VC10X - Venture Capital Podcast

Play Episode Listen Later Mar 3, 2026 66:28


In the inaugural Family Office Roundtable at VC10X, host Prashant sits down with Ronald Diamond, Founder & Chairman of Diamond Wealth, and Wendy Craft, CEO of Elle Family Office, for a candid conversation on what's really happening inside family offices today.From AI tools that are already replacing analysts, to the private equity liquidity crisis, to the $124 trillion wealth transfer heading to the next generation.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWhat we cover:- How AI is transforming deal flow, due diligence & the analyst role- Where family offices are allocating right now — and what's broken in private equity- Why after-tax returns are the only number that matters- The rise of ETFs and tax-loss harvesting as game changers for families- SFO vs. MFO — and why 85-90% of family offices shouldn't exist- Next gen wealth transfer & why most families are failing at it- The role of family office capital in solving real-world problemsTimestamps:(00:00) - Introduction: The Future of Family Offices(01:26) - Welcoming Guests: Ronald Diamond & Wendy Craft(02:18) - The Role of AI in Family Offices(03:40) - A Cautious Approach to AI Investment(04:52) - How AI is Disrupting Due Diligence(07:43) - Replacing Analysts with AI to Cut Costs(09:42) - AI Efficiency vs. The Need for Human Oversight(11:17) - Case Study: How Large Families Use AI for Efficiency(13:12) - Can AI Handle Proactive Deal Sourcing?(14:16) - The Importance of Human Networks in Deal Flow(15:58) - Portfolio Construction: Public vs. Private Markets(17:52) - The Problem with Private Equity's Long Lock-up Periods(19:57) - Contrasting Private Equity with the Family Office Model(22:30) - The Tax Angle: Liquidity vs. Long-Term Investment(24:10) - The Growing Focus on After-Tax Returns(27:00) - The Emergence of ETFs for Tax Efficiency(29:13) - Venture Capital Investing Styles for Family Offices(31:28) - Why Inexperienced Family Offices Should Outsource VC(34:26) - The Rise of OCIOs for Next-Generation Wealth Management(35:54) - The Future: Outsourcing to MFOs and OCIOs(38:22) - MFOs vs. OCIOs: What's the Difference?(41:28) - Educating and Including the Next Generation(44:20) - How the Next Generation's Investment Interests Differ(45:00) - The Philanthropic Potential of Family Offices(48:01) - Youth's Belief in AI to Solve Societal Issues(49:23) - The Negative Impact of Technology on Mental Health(54:55) - Portfolio Hedges: Gold, Silver, and Bitcoin(56:31) - The Evolution of Cryptocurrency as an Asset Class(58:13) - Skepticism and Risks in the Crypto Market(01:02:43) - Interest in Gold, Silver, and Critical Minerals(01:03:23) - Parting Advice for Family Offices(01:03:54) - Ron's Advice: Run it Like a Business or Outsource(01:04:56) - Wendy's Advice: The Efficiency of MFOs for Most Families--Guests:

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

The Asset Class by Strictly Business

Play Episode Listen Later Mar 3, 2026 13:05 Transcription Available


John Stopford, Head of Multi-Asset Income at Investec Asset Management in London

head asset class investec asset management
The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
503. 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 (Eric Byunn)

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

Play Episode Listen Later Mar 2, 2026 35:38


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.

No Cap by CRE Daily
Are Car Washes the Most Overlooked Asset Class in CRE?

No Cap by CRE Daily

Play Episode Listen Later Mar 1, 2026 45:03


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.

Investor Fuel Real Estate Investing Mastermind - Audio Version
From Ugly Duckling to Sexy Asset Class | The Rise of Self Storage Investing

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Feb 25, 2026 26:49


In this episode of the Real Estate Pros Podcast, host Q Edmonds interviews Mitchell Feldman, a seasoned self-storage entrepreneur. Mitchell shares his journey from humble beginnings to becoming a respected figure in the self-storage industry. He discusses how self-storage has evolved into a recognized asset class, the importance of discipline and hard work, and how adversity shaped his character and leadership style. Mitchell also highlights the power of relationships in both business and family, the importance of creating a lasting legacy, and how community plays a critical role in personal healing and professional growth. This conversation is packed with insights on success, purpose, and long-term growth—inside and outside of business.   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: Philip Saunders

The Asset Class by Strictly Business

Play Episode Listen Later Feb 25, 2026 23:14 Transcription Available


Philip Saunders, Director at the Investment Institute at Ninety One in London.

The Asset Class by Strictly Business
The Asset Class with David Knee

The Asset Class by Strictly Business

Play Episode Listen Later Feb 25, 2026 16:36 Transcription Available


David Knee, Head of Multi-Asset at Ninety One in Cape Town

The Asset Class by Strictly Business
The Asset Class: Alastair Herbertson

The Asset Class by Strictly Business

Play Episode Listen Later Feb 16, 2026 7:00 Transcription Available


Alastair Herbertson, Managing Director Emerging Market Alternative Credit at Ninety One in Cape Town

The Asset Class by Strictly Business
The Asset Class: Wenchang Ma

The Asset Class by Strictly Business

Play Episode Listen Later Feb 13, 2026 13:02 Transcription Available


Wenchang Ma is a Portfolio Manager, China Equity at Ninety One in Hong Kong

The Asset Class by Strictly Business
The Asset Class: Puleng Pitso

The Asset Class by Strictly Business

Play Episode Listen Later Feb 12, 2026 10:13 Transcription Available


Puleng Pitso, Investment Specialist at Ninety One in Cape Town.

IBM Analytics Insights Podcasts
Taming the Messy Data Reality: Turning AI Training Chaos into an $80T IP Asset Class with Andrea Muttoni, President and CPO of Story

IBM Analytics Insights Podcasts

Play Episode Listen Later Feb 11, 2026 43:14


Send a textTackling the messy reality of data fueling artificial intelligence, Andrea Muttoni—President & CPO at Story—joins the show to unpack how Story is building an AI-native infrastructure for intellectual property and training data. We dig into making the $80T IP asset class programmable, traceable, and monetizable, and how Story aims to turn “mysterious training data blobs” into transparent rights and payments for creators and enterprises.01:10 Meet Andrea Muttoni 06:49 Story's Core Mission 13:41 IP Monetization 21:08 Biggest Competitor 22:49 Compute, Models, & Data 27:46 What to IP, Where Not 31:16 Blockchain 34:54 Protecting Your IP 41:36 Reaching StoryAndrea explains how Story is building a blockchain-based IP and data layer so AI systems can train on licensed content while proving usage, enforcing licenses, and automating payments to rights holders. We talk about the practical challenges of cleaning and labeling real-world data, what “IP-safe” datasets look like in practice, and how developers and companies can plug into Story's infrastructure. Andrea also shares where blockchain actually adds value (and where it doesn't), why he thinks “AI can't scale on legal ambiguity,” and concrete steps creators and founders can take today to protect and monetize their IP in the AI era.LinkedIn: linkedin.com/in/muttoni Website: https://www.story.foundation/#AITrainingData, #IntellectualProperty, #IPEconomy, #StoryProtocol, #DataInfrastructure, #AIGovernance, #AILaw, #Web3, #Blockchain, #CreatorEconomy, #DataOwnership, #RightsManagement, #Licensing, #TechPodcast, #Developers, #MachineLearning, #AIEthics, #DataMonetizationWant to be featured as a guest on Making Data Simple? Reach out to us at almartintalksdata@gmail.com and tell us why you should be next. The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.

Making Data Simple
Taming the Messy Data Reality: Turning AI Training Chaos into an $80T IP Asset Class with Andrea Muttoni, President and CPO of Story

Making Data Simple

Play Episode Listen Later Feb 11, 2026 43:14


Send a textTackling the messy reality of data fueling artificial intelligence, Andrea Muttoni—President & CPO at Story—joins the show to unpack how Story is building an AI-native infrastructure for intellectual property and training data. We dig into making the $80T IP asset class programmable, traceable, and monetizable, and how Story aims to turn “mysterious training data blobs” into transparent rights and payments for creators and enterprises.01:10 Meet Andrea Muttoni 06:49 Story's Core Mission 13:41 IP Monetization 21:08 Biggest Competitor 22:49 Compute, Models, & Data 27:46 What to IP, Where Not 31:16 Blockchain 34:54 Protecting Your IP 41:36 Reaching StoryAndrea explains how Story is building a blockchain-based IP and data layer so AI systems can train on licensed content while proving usage, enforcing licenses, and automating payments to rights holders. We talk about the practical challenges of cleaning and labeling real-world data, what “IP-safe” datasets look like in practice, and how developers and companies can plug into Story's infrastructure. Andrea also shares where blockchain actually adds value (and where it doesn't), why he thinks “AI can't scale on legal ambiguity,” and concrete steps creators and founders can take today to protect and monetize their IP in the AI era.LinkedIn: linkedin.com/in/muttoni Website: https://www.story.foundation/#AITrainingData, #IntellectualProperty, #IPEconomy, #StoryProtocol, #DataInfrastructure, #AIGovernance, #AILaw, #Web3, #Blockchain, #CreatorEconomy, #DataOwnership, #RightsManagement, #Licensing, #TechPodcast, #Developers, #MachineLearning, #AIEthics, #DataMonetizationWant to be featured as a guest on Making Data Simple? Reach out to us at almartintalksdata@gmail.com and tell us why you should be next. The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.

Smart Money Circle
This CIO Uses Derivatives As An Asset Class To Help Manage BlackRock's ~$250B SMA Platform

Smart Money Circle

Play Episode Listen Later Feb 6, 2026 32:46


GuestEric Metz, Chief Investment Officer & Head of SpiderRock Advisors Fully Owned Subsidiary of BlackRock's approximately $250B SMA platformBioEric Metz, CFA, Managing Director, is the Chief Investment Officer and Head of SpiderRock Advisors. SRA, acquired by BlackRock in May 2024, delivers customized derivatives strategies and solutions, via SMAs, to nearly all client segments of BlackRock. He oversees all SRA's investment strategies and is responsible for the commercialization of the vertically integrated business unit within US Wealth Advisory. Mr. Metz is a memberof BlackRock's USWA Executive Committee.Prior to the BlackRock acquisition, Mr. Metz was a Co-Founder of SpiderRock Advisors, and led both the business and investment team, as President & CIO, since its inception in 2015, and throughout the BlackRock strategic partnership in 2021.Preceding SRA, Mr. Metz was the Derivatives Strategist and Portfolio Manager at RiverNorth Capital Management, managing both mutual fund and hedge fund assets. He began his career with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange (CME) and the Chicago Board Options Exchange (CBOE). After the trading floors, he was a senior trader and partner at both Ronin Capital and Bengal Capital, proprietary trading firms specializing in volatility arbitrage. Mr. Metz graduated, Magna Cum Laude, from the University of Michigan with a B.S.E. in Industrial and Operations Engineering. He earned his M.S.E., with honors, in Industrial and Operational Engineering, and was enrolled in the program's PhD program. Mr. Metz is a CFA Charterholder, a member of the CFA Institute, the CFA Society of Chicago and a member of YPO's Chicago based Windy City Chapter.

Investor Coaching Show – Paul Winkler, Inc
Asset Class Investing: The Key to Avoiding Uncompensated Risk

Investor Coaching Show – Paul Winkler, Inc

Play Episode Listen Later Feb 6, 2026 29:00


When we discuss investing in the stock market, most people think of investing in individual stocks. Paul shares that the returns with this approach are problematic. Listen along as Paul and Arlene talk about a different approach called asset class investing and explain the difference between picking individual stocks and investing in commingled investment vehicles.    Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

The Asset Class by Strictly Business
The Asset Class with George Chevely

The Asset Class by Strictly Business

Play Episode Listen Later Feb 5, 2026 10:49 Transcription Available


George Chevely Portfolio Manager at Ninety One in London

The Asset Class by Strictly Business
The Asset Class: Sahil Mahtani

The Asset Class by Strictly Business

Play Episode Listen Later Feb 5, 2026 10:30 Transcription Available


Sahil Mahtani, Director of the Investment Institute at Ninety One in London

TD Ameritrade Network
The Dizzying Rise of Prediction Markets is Creating a New Asset Class

TD Ameritrade Network

Play Episode Listen Later Feb 4, 2026 7:01


Asaf Meir covers the dizzying rise of prediction markets, led by companies like Polymarket and Kalshi. Not to be confused with betting markets, prediction markets are contracts between individuals rather than playing against a “house.” He discusses how they are disrupting traditional markets and potentially creating a new kind of asset class. Asaf describes how companies are creating a “level playing field” to entice institutional money.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Seize & Desist
E32: Illicit Finance, Asset Recovery & the Reality of Global Crime Networks

Seize & Desist

Play Episode Listen Later Feb 4, 2026 49:39


Aidan Larkin sits down with Sal Melki, Deputy Director at the UK's National Crime Agency and senior leader at the National Economic Crime Centre, to unpack how illicit finance really works today, from local cash couriers to global money laundering networks. Sal shares frontline insight on why money laundering is now easier than ever, how technology and crypto are reshaping criminal networks, and what actually works when disrupting and recovering criminal assets at scale. We also dive into Operation Destabilise, public-private data fusion, and why asset recovery has become one of law enforcement's most powerful tools against serious organised crime. ⏱️ Timestamps 00:00 – Introductions and Overview of the NCA and NECC 04:30 - Evolution of Organized Crime Networks 09:40 - AI, Synthetic Identities, and Emerging Threats 17:30 - Public-Private Partnerships & Data Fusion 28:40 - Crypto as an Asset Class 36:50 - Operation Destabilize 39:55 - Money Laundering as a Service 46:20 - Future Priorities

The Simplicity Sessions
Why Permanent Tax Shelters Are an Asset Class

The Simplicity Sessions

Play Episode Listen Later Jan 29, 2026 46:23


This week, Chris and I dive deep into a question we've been getting a lot since our town hall event with Sarah Swain, Rebecca Matthews, and Elisa Kitz (which had almost 2,000 registrants!): Why are permanent tax shelters considered an asset class?   I'll be honest—this was a concept that completely confused me until about 4-5 years ago. I grew up being taught that insurance is an expense, never an investment. But understanding how certain life insurance policies can provide liquidity, tax advantages, and long-term value has been game-changing for our family—both personally and professionally. In this episode, we break down: The difference between whole life and universal life insurance Why insurance should be the foundation of your financial house (not just the pretty stuff on top) How permanent policies build cash value you can borrow from tax-free Why getting insured young matters more than you think The connection between your health records and insurance premiums This might feel like a big topic to grasp, but stick with us. We're here to help you understand what you weren't taught growing up.   Timestamps & Chapters [2:53 - 4:33] Why This Topic Matters Now Questions coming in about permanent tax shelters as an asset class How life insurance can offer protection AND build long-term value Jenn's journey from seeing insurance as an expense to understanding it as an investment [4:33 - 7:00] What Are Permanent Tax Shelters? Two types: Whole life and universal life insurance How they differ from term insurance (which is like "rent") Why these policies are structured differently for every person [7:00 - 10:20] Whole Life vs. Universal Life Whole life: Invested through the insurance company, pays dividends, safer/more conservative Universal life: Invested through markets, higher growth potential Companies we work with have been paying dividends for over 100 years [10:20 - 13:20] The Trust Factor Why people are hesitant to invest (lack of education, past bad experiences) Importance of transparency: where money goes, how returns work, paperwork to back it up Finding advisors who customize to YOUR needs, not just sell hot products [13:20 - 17:00] The Foundation Analogy Chris's building background: insurance is like the foundation of a house TFSAs, RRSPs, FHSAs are the "pretty stuff" on top If the foundation isn't solid, everything collapses when markets slip Different types of insurance: life, critical illness, disability [17:00 - 20:20] Why We Have Different Policies Individual needs vs. family goals Whole life for lending money back to yourself Universal life for stronger growth through market investments [20:20 - 23:40] Term vs. Permanent Insurance Explained Term insurance: Pay for protection for 10, 20, 30 years—when it expires, you're done (or renew at a much higher rate) Example: $75/month at age 30 becomes $500/month at age 65 Permanent insurance: Pay for a set period (often ~20 years), then you're covered for life [23:40 - 26:40] Health & Insurance Qualification Medical Insurance Bureau (MIB) has access to ALL your medical records Even minor things (like getting imaging for headaches) can flag you and increase premiums Jenn's story: Great health rating, lower premium Chris's story: One seizure from paintball at 21 flagged him for years [26:40 - 30:00] The Integrity Factor Insurance companies will test for things like nicotine in your hair if you claim to be a non-smoker Lying on applications can void your entire policy Smokers can requalify as non-smokers after 12 months nicotine-free and cut premiums in half [30:00 - 35:20] Why We're Talking About This Jenn's perspective: Health and wealth are connected Financial stress impacts health; lack of finances prevents getting health support The gap in what we weren't taught as adults, parents, business owners Teaching preparedness so people know what questions to ask [35:20 - 40:00] How Permanent Policies Build Cash Value Example: $100/month → $25 to insurance, $75 to investment Money grows tax-free inside the policy You can borrow from it with minimal or zero tax (depending on timing) Compare to RRSPs: 100% taxed at withdrawal at your marginal rate Insurance companies are great at saving from taxation; investment companies are great at making money—permanent policies combine both [40:00 - 43:00] The Self-Lending Strategy Build cash value you can borrow from tax-free or with greatly reduced tax Use for home repairs, helping kids, investments, etc. You can put in $300-500/month—insurance still only costs $25, rest goes to your investment fund [43:00 - 46:00] Inflation & Long-Term Planning Average Canadian couple needs $2.5-3 million to retire comfortably Inflation designed to be ~2.5% annually Example: Bag of milk was $2-3 twenty years ago, now $6-9, will be $20 in the future If you're only making 2.5% interest, you're just keeping up with buying power—not growing wealth Importance of reviewing statements together as a couple (even when uncomfortable)     Key Highlights & Takeaways ✅ Insurance as Foundation, Not Expense: Permanent life insurance should be viewed as the foundation of your financial house—not a bill, but an investment that protects everything else you build on top. ✅ Two Types of Permanent Policies: Whole Life: Conservative, dividend-based, great for self-lending Universal Life: Market-invested, higher growth potential ✅ Tax Advantages: Money grows tax-free inside permanent policies, and you can borrow from your cash value with minimal or zero tax (unlike RRSPs, which are 100% taxed at withdrawal). ✅ Get Insured Young: Health changes, medical records, and age all impact premiums. The younger and healthier you are when you get insured, the better your rates—and they're locked in for life. ✅ The MIB Knows Everything: The Medical Insurance Bureau has access to all your medical records. Even minor health events (like imaging for headaches) can flag you and increase premiums. ✅ Inflation is Real: The average Canadian couple will need $2.5-3 million to retire comfortably. If your money is only growing at 2.5%, you're just keeping up with inflation—not building wealth. ✅ Self-Lending Strategy: Permanent policies allow you to build a "personal bank" you can borrow from for major expenses, investments, or helping family—without traditional loan approval processes. ✅ Transparency Matters: Any advisor should be able to explain exactly where your money is going, how returns work, and provide full paperwork. If they can't, walk away. ✅ Health & Wealth Are Connected: Financial stress impacts your health, and lack of finances prevents you from getting the health support you need. They're not separate—they're intertwined.   Let's dive in! Thank you for joining us today. If you could rate, review & subscribe, it would mean the world to me! While you're at it, take a screenshot and tag me @jennpike to share on Instagram – I'll re-share that baby out to the community & once a month I'll be doing a draw from those re-shares and send the winner something special! Click here to listen: Apple Podcasts – CLICK HERESpotify – CLICK HERE Free Resources: Free Perimenopause Support Guide | jennpike.com/perimenopausesupport Free Blood Work Guide | jennpike.com/bloodworkguide The Simplicity Sessions Podcast | jennpike.com/podcast Get 20% on thewalkingpad.com using code "JENNPIKE20" Get discounts at happybumco.com using code "JENNPIKE" *code doesn't apply with Black Friday sale* Programs: Ignite: Your 8-Week Body Transformation Program | https://jennpike.com/ignite The Peri & Menopause Project  - Join the Waitlist | jennpike.com/theperimenopauseproject Synced Virtual Fitness Studio | jennpike.com/synced Services: Work With Jenn | https://jennpike.com/work-with-jenn/ Functional Testing | jennpike.com/testing-packages Business Mentorship | The Audacious Woman Mentorship:  jennpike.com/theaudaciouswoman Connect with Jenn: Instagram | @jennpike Facebook | @thesimplicityproject YouTube | Simplicity TV Website | The Simplicity Project Inc. Connect with Chris: Instagram | @chrisborsellino Finance Discovery Session | Book Here Have a question? Send it over to hello@jennpike.com and I'll do my best to share helpful insights, thoughts and advice.

The Asset Class by Strictly Business
The Asset Class: Philip Saunders

The Asset Class by Strictly Business

Play Episode Listen Later Jan 29, 2026 8:27 Transcription Available


Philip Saunders, Director at the Investment Institute at Ninety One in London.

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

The Asset Class by Strictly Business

Play Episode Listen Later Jan 27, 2026 14:54 Transcription Available


Malcolm Charles, Portfolio Manager at Ninety One in Cape Town

FOXCast
Appreciating Luxury Watches as an Alternative Asset Class with Paul Boutros

FOXCast

Play Episode Listen Later Jan 22, 2026 34:50


Today, I am pleased to welcome Paul Boutros, Deputy Chairman and Head of Watches, Americas for Phillip, the leading auction house dedicated to collector's watches. Based in New York City, he helped establish and build the watch department since its launch in 2014. In October 2017, he led Phillips's inaugural New York watch auction, Winning Icons, where Paul Newman's legendary Rolex "Paul Newman" Daytona sold for $17.8 million - the highest result ever for a vintage wristwatch sold at auction. Under his leadership, the Phillips New York team as sold many legendary pieces, including a Heuer Monaco wristwatch gifted by Steve McQueen, Marlon Brando's Rolex GMT-Master worn in "Apocalypse Now", Jack Nicklaus' Rolex Day-Date, and Paul Newman's Rolex "Big Red" Daytona, to mention just a few. In December 2021, his team's fifth annual flagship watch auction achieved $35.9 million, breaking the record for the highest watch auction total in U.S. history. A collector of wristwatches since childhood, Paul is a specialist in their authentication and valuation. Frequently appearing on television programs sharing tips on watch collecting, he has hosted talks for investment banks, luxury brands, and magazines. As the former watch columnist for Barron's PENTA, Paul has been published or cited in numerous publications including The New York Times, Wall Street Journal, Bloomberg, Forbes, and Robb Report. Paul serves as a Trustee for the Horological Society of New York, an Honorary Committee Member of the Gerald Genta Heritage Association, and as an Academy Member of the Grand Prix d'Horlogerie de Genève (GPHG). Paul also serves as a strategy consultant to luxury brands through his firm, Boutros Group. To start off, Paul tells us about the exotic world of luxury time pieces. He tells the story of how the luxury watch landscape has evolved and how UHNW individuals and families are viewing watches today as a component of their portfolio's alternative assets allocation. We then talk about what sets unique time pieces apart from the "mere mortal" expensive watches. Paul helps us understand and define what makes a luxury watch a collectible piece.>/p> Paul offers some tips for families and family offices on how to get started, especially if they are new to luxury watch investing and collecting. He goes into detail on how one can find the right watch for their needs and goals. An important consideration in this specialized segment of alternative investments is protecting against fraud and other unique threats. Paul provides invaluable pointers into what UHNW families need to know about how to avoid the risks inherent in the world of luxury watches and how to protect against being taken advantage of. Finally, he describes the important role the family office can and should play in this process. Do not miss this fascinating and deeply insightful conversation with one of the world's leading experts on luxury time pieces and collectible watches.

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

The Asset Class by Strictly Business

Play Episode Listen Later Jan 21, 2026 18:20 Transcription Available


Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town

Street Smart Success
678: Private Credit Is a Rapidly Growing Asset Class

Street Smart Success

Play Episode Listen Later Jan 20, 2026 35:03


Alternative assets are getting a greater share of investor allocations as they seek higher yields and less volatility. Pension funds, endowments and other large institutions are directing more dollars to these assets in order to increase overall yields in their portfolios and to hit mandated returns. Kim Flynn, President of XA Investments, specializes in Private Credit interval funds, some of which generate higher than 10% yields. Kim is responsible for all product and business development activities plus the firm's proprietary fund platform and consulting practice.

Handbag Designer 101
The Birkin Playbook: Inside Handbags as an Asset Class | Emily Blumenthal & Dana Auslander

Handbag Designer 101

Play Episode Listen Later Jan 13, 2026 28:32 Transcription Available


What happens when a Birkin is treated as an asset instead of a trophy? In this episode, Dana Auslander, founder of Luxus, breaks down how she built a private investment fund around Hermès quota bags—where discipline, data, and liquidity drive returns, not hype. Drawing on her background in law and finance, Dana explains why diversification can outperform a single headline purchase, how institutional-grade sourcing and third-party authentication make handbags investable, and why exit strategy matters more than chasing rare exotics. She also challenges viral myths about Birkin appreciation, shares what actually sells (size and neutral colorways), and makes the case for why Hermès is the only handbag brand that meets an investment standard.Key Takeaways:• Discipline over hype — Data, diversification, and timing matter more than rarity. • Liquidity creates returns — Exit channels define success more than acquisition. • Hermès is singular — Quota bags are uniquely positioned as investment-grade assets.

The Asset Class by Strictly Business
The Asset Class with Paul Gooden

The Asset Class by Strictly Business

Play Episode Listen Later Jan 13, 2026 10:43 Transcription Available


Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.

Street Smart Success
675: A Highly Profitable Alternative Asset Class

Street Smart Success

Play Episode Listen Later Jan 8, 2026 51:42


Although it may seem like public companies such as Exxon and Chevron generate the lion share of our domestic oil production, they only produce roughly 30%. The other 70% is produced by smaller to mid-size companies. Many of these enterprises raise money via syndications from Private Equity, family offices, and High Net worth individuals. Depending on the size of the project, investment minimums can be as low as $25,000-$100,000 and have the potential to generate returns that far exceed those of other alternative asset classes. Michael Tanner, Co-founder and Managing Director at Sandstone Group, provides financial consulting and Asset Management for Oil and Gas and Energy clients.

Saint Louis Real Estate Investor Magazine Podcasts
Owning the Game of Wealth and Lifestyle Through Real Estate with Lynne Mazin

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Jan 8, 2026 23:32


This episode explores how Lynne Mazin blends Wall Street discipline with Manhattan investing to build long-term wealth, balance lifestyle goals, and help investors think strategically about ownership, patience, and portfolio design in competitive markets.See full article: https://www.unitedstatesrealestateinvestor.com/owning-the-game-of-wealth-and-lifestyle-through-real-estate-with-lynne-mazin/(00:00) - Introduction to The REI Agent Podcast(00:36) - Welcoming Guest Lynne Mazin and Episode Overview(01:00) - Lynne Mazin's Background in Wall Street and Bonds(01:52) - Transition from Finance to Manhattan Real Estate(02:55) - Viewing Manhattan Real Estate as an Asset Class(03:30) - Cash Flow Versus Appreciation in High Cost Markets(04:48) - Portfolio Building and Diversification Through Real Estate(05:43) - The Tangible Power of Owning Hard Assets(06:36) - Starting Small and Learning Property Management Fundamentals(07:51) - Current Market Conditions in New York City(09:07) - Negotiation Opportunities and Investor Advantage(10:03) - Limited Inventory and High Rental Demand(10:45) - Financial Snapshot Strategy for Investors(12:00) - Using Data and Long-Term Appreciation Trends(13:17) - Navigating Showings and Transportation in Manhattan(14:32) - Hyperlocal Expertise and Referral Value(16:28) - Real Estate as Part of a Holistic Wealth Strategy(18:33) - Finding Balance and Joy Living in New York City(20:25) - Golden Nugget Mindset for Success(21:08) - Book Recommendation and Lessons on Nonlinear Success(22:58) - Where to Find and Connect with Lynne Mazin(23:12) - Final Thoughts, Subscribe Message, and DisclaimerContact Lynne Mazinhttps://apres-global.com/True wealth is not just about numbers on paper but about ownership, perspective, and designing a life that supports your goals, and if this conversation sparked something in you, take the next step and visit https://reiagent.com

CryptoNews Podcast
#505: Kyle Okamoto, CTO of Aethir, on Compute Becoming an Asset Class, GPUs, and Decentralized Compute

CryptoNews Podcast

Play Episode Listen Later Jan 1, 2026 26:08


Kyle Okamoto is the Chief Technology Officer at Aethir: the leading decentralized enterprise-grade cloud computing network. With over 20 years of experience in cloud and edge computing, digital media, IoT and AI, Kyle's leadership has been pivotal in scaling growth businesses and driving technological innovation at Aethir.Before joining Aethir, Kyle served as the General Manager of Aeris Communications and Ericsson's enterprise businesses, overseeing Internet of Things, Security, and Connected Vehicle portfolio companies. He was also the Chief Executive Officer of Edge Gravity, a global edge cloud platform facilitating cloud gaming, AI, and media and entertainment applications. Kyle's extensive experience also includes his tenure as Chief Network Officer of Verizon Media and his role as a founding member of Verizon Digital Media Services, which grew to a multi-billion dollar business before its acquisition by Private Equity.In addition to his work with Aethir, Kyle is an early investor and advisor to Theta Labs, holds board positions in various technology companies and non-profit organizations, and is an active angel investor and advisor in the venture capital and private equity spaces. Kyle holds a Master of Business Administration from New York University and a Bachelor of Engineering degree from Stevens Institute of Technology.In this conversation, we discuss:- AI's growth is now gated by access to compute rather than model quality - Compute is becoming a financial asset class - AI demand continues to outpace supply - GPUs - Investors are starting to treat compute like infrastructure, not software - Financial structures are becoming essential to scaling AI infrastructure - Decentralized compute offers an alternative path during the global GPU shortage- Enterprises are moving toward multi-source compute strategies - Financing compute - The financing of compute is as important as the tech side AethirX: @AethirCloudWebsite: www.aethir.comLinkedIn: AethirKyle OkamotoLinkedIn: Kyle Okamoto---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee All

The Infinite Wealth Podcast
Inside Industrial Real Estate: The Safest Asset Class Nobody Talks About with Irwin Boris

The Infinite Wealth Podcast

Play Episode Listen Later Dec 30, 2025 34:04


Do you want to know why industrial real estate could be the safest, most lucrative investment class you're not tapping into? In this episode, Cameron Christiansen and Anthony Faso sit down with Irwin Boris, a seasoned real estate finance and asset management expert with over 25 years of experience. Irwin explains why industrial real estate has become one of the most secure yet overlooked investment opportunities today. Irwin explains how industrial properties, such as warehouses and distribution centers, provide stable income streams, unlike multifamily investments that rely heavily on rent increases and tenant turnover. He discusses the importance of understanding cap rates and choosing investments that ensure long-term stability, even in volatile markets. Listeners will learn how industrial real estate can deliver predictable cash flow with lower risk, along with insights into how location-linked businesses help ensure properties remain occupied. Irwin also offers valuable advice for new investors considering industrial properties, including key questions to ask when evaluating deals. This episode is a must-listen for those seeking alternative real estate investment strategies or looking to diversify their portfolios. Tune in to discover why industrial real estate might just be the safest asset class you're not investing in yet. In This Episode: - Why industrial real estate is a hidden gem for investors - How industrial properties provide stable and predictable cash flow - What it means to invest generationally instead of investing for a limited time - The difference between industrial, multifamily, and single-family investments - Key factors to consider when investing in industrial real estate - Mistakes committed by new investors and how to avoid them - What to ask sponsors before investing in industrial properties - How long-term investors benefit from industrial properties - How to start investing in industrial properties   Resources: 

SwitchCast
Doug Needs to Vent & Cars as an Asset Class

SwitchCast

Play Episode Listen Later Dec 29, 2025 54:33


Doug needs to vent about the "joys" of business ownership. Plus well discuss the real risks and real downsides of collector cars going up in value at an astronomical rate.Resources/articles referenced in this episode:https://www.cheatsheet.com/news/missy-elliotts-300k-lamborghini-was-wrecked-by-a-joyride.html/https://www.carscoops.com/2025/12/nissan-just-confirmed-twice-the-nismos-and-a-mystery-sports-car/Support us on Patreon for bonus, exclusive content + live stream access https://www.patreon.com/switchcastFor more information on SwitchCast & to submit vanity plates, check out our website: https://switchcast.live/Please visit our sponsors:https://sheffieldwatches.com/ - mention "SWITCHCAST"https://www.nuts4sticks.com/ - discount code "SWITCHCAST" for 10% discounthttps://switchcars.comhttps://epicvin.com/?a_aid=vvttz3hc9ogvd- the supplemental vehicle history reports you really need. Use our affiliate link!https://solonspine.com/ - Are you crooked? Solon Spine will straighten you out!Follow our socials:https://www.facebook.com/SwitchcarsInchttps://www.tiktok.com/@switchcarsdoughttps://www.instagram.com/switchcars

Capital Ideas Investing Podcast
Short-term bonds: A low-profile asset class shifts into high gear

Capital Ideas Investing Podcast

Play Episode Listen Later Nov 13, 2025 26:52


Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares insights on Federal Reserve policy, bond markets and how active management can unlock opportunities. Key Topics: What's driving investor interest in short-term bonds How Fed rate cuts are reshaping fixed income strategies Credit outlook and sector diversification Why active management matters in short-duration investing #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

Masters of Moments
Experience is the New Asset Class - Sean Hehir - President & CEO - Trinity Investments

Masters of Moments

Play Episode Listen Later Nov 5, 2025 75:27


In his return to Masters of Moments, Sean Hehir joins Jake Wurzak for a deeper dive into the future of hospitality, technology, and investment strategy. Building on their first conversation, Sean shares how his firm has embraced AI to transform operations and asset management, using data to predict market shifts and enhance efficiency across a global portfolio. He also discusses the evolving landscape of hotel investing, from luxury experiential travel to large-scale renovations, offering candid insights into leadership, culture, and the importance of partnering with the right people. They discuss: • How AI and predictive data are reshaping hotel asset management • The rise of experiential travel and why it's redefining hospitality investment • Strategic lessons from major hotel renovations like The Diplomat and The White Barn Inn • The balance between people, culture, and technology in scaling a global firm • The future of hospitality investment, from Europe to experiential and wellness-driven models Links: Sean on LinkedIn - https://www.linkedin.com/in/sean-hehir/ Trinity Investments - https://www.trinityinvestments.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 (00:01:32) - AI in business: Transforming operations (00:04:06) - Asset management and predictive analytics (00:05:16) - Hospitality industry trends and adaptations (00:10:22) - Luxury vs. commodity hotels (00:14:12) - Strategizing hotel acquisitions (00:23:22) - Navigating challenges and maintaining culture (00:24:54) - Capital strategy and market dynamics (00:41:35) - Challenges of raising a first-time fund (00:42:15) - Finding a niche in hospitality real estate (00:43:17) - Balancing fundraising and deal focus (00:44:40) - Sourcing deals: Marketed vs. off-market (00:46:35) - Choosing the right partners (00:48:16) - The Standard in London deal (00:50:24) - Maintaining entrepreneurial culture (00:54:39) - Biggest mistakes and wins in asset management (00:57:40) - Impact of politics on investing strategy (00:58:38) - Innovative renovation strategies (01:00:52) - Exploring new opportunities in hospitality (01:03:39) - The importance of service in luxury hotels (01:09:12) - Future aspirations and gratitude (01:10:35) - Favorite hotels and unique experiences

Zen and the Art of Real Estate Investing
291: The Overlooked Asset Class That Outperforms In Uncertain Markets with Tim Woodbridge

Zen and the Art of Real Estate Investing

Play Episode Listen Later Nov 3, 2025 48:21


In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Tim Woodbridge, co-founder of WCG Investments, to discuss how he transitioned from a healthcare career to building a portfolio of 19 mobile home parks across the Southeast. Tim shares the lessons he's learned about scaling through partnerships, managing risk with conservative underwriting, and improving communities through value-driven operations. The conversation explores his early challenges finding deals, developing trust with brokers and lenders, and learning how to take imperfect action without losing discipline. Tim explains why collaboration and follow-up matter as much as capital, what separates good due diligence from guesswork, and how his team builds sustainable systems to support investors and residents alike. This episode offers a grounded look at what it takes to grow in a niche asset class while maintaining long-term perspective, thoughtful leadership, and a genuine focus on people. In this episode, you will hear: How partnerships built on complementary strengths lead to better deals The importance of trust and transparency with brokers and lenders Common due diligence pitfalls that can derail returns Why realistic underwriting protects both operators and LPs How consistent follow-up leads to unexpected opportunities The role of community improvements in responsible investing   Follow and Review If you enjoy the show, please follow Zen and the Art of Real Estate Investing on Apple Podcasts and leave a rating and review. It helps other listeners discover these conversations and supports the show's growth.   Supporting Resources Connect with Tim Woodbridge Website: www.wcginvestments.com Youtube: https://www.youtube.com/@WCGInvestments  Facebook: https://www.facebook.com/wcginvestments  Instagram: https://www.instagram.com/tim.woodbridge/  LinkedIn: https://www.linkedin.com/in/timwoodbridge/ E-Book - https://wcginvestments.cashflowportal.com/leads/e-book    Connect with Jonathan: Website - www.streamlined.properties  YouTube - www.youtube.com/c/JonathanGreeneRE/videos  Instagram - www.instagram.com/trustgreene  Instagram - www.instagram.com/streamlinedproperties    Zillow - www.zillow.com/profile/streamlinen​j Bigger Pockets -  www.biggerpockets.com/users/jonathangreene Facebook - www.facebook.com/streamlinedproperties  Email - info@streamlined.properties     This episode was produced by Outlier Audio.  

Making Sense
The Largest Asset Class in the World Just COLLAPSED

Making Sense

Play Episode Listen Later Nov 2, 2025 20:14


New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world's largest asset class. This is a major problem for Chinese banks, not that they were expecting different. So, we see interest rates are back to moving lower, setting multi-month lows with the latest short-lived stretch of optimism based on Chinese tech stocks being burst yet again by the reality stocks are not real life. Eurodollar University's Money & Macro AnalysisWhat is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method. If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.  With our memberships, we'll fill in everything that you've been missing.https://eurodollar.university/memberships Bloomberg PBOC Adviser Leads Call for Fiscal Support to Housing Markethttps://www.bloomberg.com/news/articles/2025-09-24/pboc-adviser-leads-call-for-fiscal-aid-to-support-housing-markethttps://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Capital Hacking
E418: How to Master the Hospitality Asset Class and Why Now May Be the Best Time to Invest in 30 Years with Christopher Kilcullen

Capital Hacking

Play Episode Listen Later Oct 23, 2025 31:49


In this conversation, Christopher Kilcullen shares his extensive experience in the hospitality and real estate sectors, discussing the evolution of hotel franchising, the shift towards select service hotels, and the unique opportunities present in the current market. He highlights the importance of food and beverage in hospitality, the potential for development in historic properties, and the dynamics of the wedding venue market in Colorado. Ultimate Show Notes:  00:00:00 - Introduction to the podcast and guest Christopher Kilcullen  00:02:20 - Christopher Kilcullen 's background in the hotel and restaurant industry  00:04:02 - Lessons learned from running a restaurant and the challenges faced  00:07:27 - The evolution of the hotel industry and the rise of select service hotels  00:10:11 - The impact of restaurants on hotel profitability and guest experience  00:16:23 - Presenting a real-time deal dive on a historic hotel in Colorado  00:25:09 - Discussion on tax incentives and historic tax credits for the hotel project  00:28:37 - Exploring the potential for weddings and events at the hotel  00:30:01 - Conclusion and how listeners can connect with Christopher Connect with Christopher: https://www.linkedin.com/in/chris-kilcullen/ Chris Kilcullen - Professionals - Avison Young United States Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

The Art Angle
Art World Infamy: Inigo Philbrick – Asset Class (Ep. 1)

The Art Angle

Play Episode Listen Later Oct 2, 2025 24:28


Art World Infamy is a special series from the team behind The Art Angle, investigating the scandals and schemes that have rocked the art world. In the first chapter, told over four episodes, senior market reporter Eileen Kinsella unravels the rise and fall of dealer Inigo Philbrick. What happens when you mix staggering sums of money with opaque financial deals in the high-stakes world of art? Welcome to Art World Infamy, a new podcast mini-series about the scandals and larger-than-life figures that have gained industry notoriety. We begin with a four-part investigation into how Inigo Philbrick climbed to the top of the art world—and how it all unraveled. Once hailed as a wunderkind dealer, Philbrick leveraged personal connections and the soaring contemporary art market to build what looked like an unstoppable career. But his fortunes hinged on deception, and once uncovered, the losses were staggering. In this opening episode, we'll trace the convoluted deals that propelled Philbrick to the top, and would eventually lead to a spectacular collapse that left collectors and investors out of tens of millions of dollars.  

Saxo Market Call
Market partying like it's late 2021, but one asset class is on tilt.

Saxo Market Call

Play Episode Listen Later Oct 2, 2025 23:08


Today, we look at the US market blasting to a new all time high, apparently to celebrate the dovish implications for the Fed from the government shutdown, but especially from some very weak ADP payrolls data released yesterday, which pushed US treasury yields lower. We talk geopolitics and the crude oil outlook and whether anything can stop the run higher in gold and silver with Saxo Head of Commodity Strategy Ole Hansen. Also, we note one asset class that is flashing red under the radar amidst all of the speculative frenzy. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic

Real Estate Reserve Podcast
The Next Big Asset Class with Joe Downs - #252

Real Estate Reserve Podcast

Play Episode Listen Later Sep 30, 2025 40:43


The Next Big Asset Class with Joe Downs - #252 In this episode of The Real Estate Reserve Podcast, Jason and Ian sit down with Joe Downs, a Philadelphia-based investor with deep experience across multiple real estate asset classes. From distressed residential debt to self-storage, RV and boat storage, and even flex industrial space, Joe shares how he navigated market cycles, reinvented his business, and discovered what he calls the next big asset class. Joe's story highlights how he transitioned from distressed mortgage debt and hard money lending into building a self-storage portfolio of 20+ facilities nationwide. He dives into: ✅ Why self-storage remains a powerful opportunity despite increased competition ✅ Lessons learned from distressed debt investing and market downturns ✅ The rise of “pro storage” and small-bay flex as niche investment opportunities ✅ How COVID changed storage operations, technology adoption, and valuations ✅ The benefits of long-term coaching, masterminds, and partnerships in scaling Whether you're a multifamily operator, private lender, or a new investor looking for your next move, this episode is packed with candid insights about what it takes to pivot, adapt, and thrive in today's market.

Real Estate Investing Abundance
Trade Finance as uncorrelated and stable asset class with Andreas Schweitzer Episode - 540

Real Estate Investing Abundance

Play Episode Listen Later Sep 27, 2025 35:44


We'd love to hear from you. What are your thoughts and questions?In this conversation, Dr. Allen Lomax and Andreas Schweitzer delve into the complexities of trade finance, exploring its potential as a lucrative investment opportunity despite the inherent risks of fraud. They discuss the evolution of trade finance, its significance in the global market, and the challenges faced by small and medium enterprises in securing funding. Andreas shares insights from his extensive experience in the field, emphasizing the importance of due diligence and understanding the local market dynamics. The discussion also touches on the publication of Andreas's book, 'Trade Works,' which aims to educate investors about the intricacies of trade finance and its potential for uncorrelated returns.Main Points:Trade finance offers strong returns but carries fraud risks.A significant portion of global fraud is trade-based.Understanding trade finance is crucial for investors.Private debt is a growing market due to bank limitations.Investors should focus on niche markets for better yields.Fraud in trade finance often involves large sums.Due diligence is essential in trade finance investments.Local knowledge is key to successful trade finance.Andreas's book provides insights into trade finance.Investing in trade finance requires careful consideration. Connect with Andreas Schweitzer:as@arjancapital.comhttps://artistradeinvest.com/https://www.linkedin.com/in/andreasschweitzer/

Compounders: The Anatomy of a Multibagger
The Next Institutional Grade Commercial Real Estate Asset Class with Cody Payne of Colliers International

Compounders: The Anatomy of a Multibagger

Play Episode Listen Later Sep 22, 2025 59:09


My guest on this episode is Cody Payne, an SVP at Colliers and an expert on what is an emerging asset class within real estate, flex industrial. This is a little bit of a different podcast where we dive into this corner of the commercial real estate market and discuss why Cody thinks it could become a real institutional asset class. In this informative discussion, we covered: What flex industrial space consists of; The degree of institutional interest in the space today; The positive attributes Cody thinks flex industrial space offer investors; Current supply-demand dynamics in the market; and The book that Cody and his team wrote about flex industrial real estate. Please see Cody's LinkedIn page to learn more about him.  Here is the link to the book that Cody and his team wrote on this asset class: Flex Space Domination 

Capability Amplifier
How to Profit from the Most Stable Asset Class

Capability Amplifier

Play Episode Listen Later Sep 17, 2025 32:11


Ever wondered what makes self-storage the perfect investment - especially during unpredictable economic times?In this episode, I'm joined by my friend and strategic investor, Arthur Hood, who's personally structured over half a billion dollars in deals. Arthur and his partner, Russ Colvin, have cracked the code on self-storage, consistently outperforming every other real estate asset class for the past 25 years.You'll discover exactly why self-storage generates immediate cash flow, offers recession and inflation resistance, and attracts institutional buyers eager for stable returns.We'll cover Arthur's exact formula for creating instant equity, predictable cash flow, and substantial tax advantages—plus, why institutional-grade self-storage facilities could be your next breakthrough investment.KEY INSIGHTS & TAKEAWAYS:Why Self-Storage Beats Other InvestmentsPredictable cash flow with low operating expenses, minimal staffing, and high stability.No toilets, no tenants' rights hassles—just straightforward business.Arthur's Perfect Investment FormulaAsset-backed investments that appreciate and produce immediate cash.Value creation through strategic site selection, zoning approvals, and entitlement.Generation 5 Storage Facilities: Premium and ProfitableDiscover what sets "Gen 5" facilities apart from traditional storage warehouses—climate-controlled spaces, enhanced security, and aesthetics that attract higher-paying tenants.Insider Strategy: Contrarian Opportunity SpottingLearn how Arthur and Russ identify undervalued markets and turn them into high-performing assets.Why locations near growing urban centers and stadiums are hot spots for profitable storage.Tax Advantages & Opportunity ZonesDeep dive into how investors leverage depreciation and Opportunity Zones to significantly reduce tax liabilities.Operational Excellence: Low Costs, High ReturnsHow Arthur ensures maximum profitability through careful construction, efficient operations, and strong management partnerships.Investor Trust & TransparencyWhy transparency and consistent communication through detailed updates and site visits set Arthur apart from typical real estate investments.TIME STAMPS[00:00:00] Introduction: Why Self-Storage?[00:02:55] Arthur Hood: Strategic Investing Master[00:03:54] The Simplicity & Profitability of Storage[00:05:52] Generation 5 Facilities Explained[00:06:46] Meet Russ Colvin: "The Storage Savant"[00:09:04] Why Storage is Recession-Proof[00:10:55] Arthur's Perfect Investment Formula[00:13:18] Contrarian Market Selection Strategies[00:15:44] Structuring Deals: Equity, Debt, & Returns[00:18:28] Tax Advantages and Opportunity Zones[00:20:27] Operational Excellence & Cost Efficiency[00:23:01] Transparency & Investor Relations[00:27:59] Essential Questions Every Investor Should AskIf you're ready to dive into one of the most predictable, profitable, and inflation-resistant investments available today, this episode is for you.Ready to see if self-storage investing is right for you? Visit https://www.YourSpaceAmerica.com to get access to exclusive investment details, site visits, and a free deal prospectus. In just a few minutes, you'll understand how self-storage could unlock predictable cash flow and substantial tax advantages for you. To connect with Arthur, reach out here: Personal Website: www.arthurhood.comContact Email: info@arthurhood.com Professional Website www.YourSpaceAmerica.comSocials: @arthurhooddotcom

The Future of What
Episode #264 — How Has Music Evolved Into Such a Viable Asset Class?

The Future of What

Play Episode Listen Later Sep 16, 2025 18:38


In the past, artists needed to sign with record labels who would take out bank loans in order to provide financing. Now thanks to companies like Sound Royalties, artists can receive financing via advances without giving up any ownership. Possible income generating streams for artists have also grown from few to many, transforming music into a viable asset class. In this episode, Alex Heiche discusses how this evolution occurred, the importance of educating artists on where their income is coming from, and more on Sound Royalties – including where & how they operate and the solutions they provide.

Street Smart Success
648: Single Family Homes In The U.S. Are A $70 Billion Asset Class

Street Smart Success

Play Episode Listen Later Sep 11, 2025 44:16


The single-family housing asset class is the largest in the U.S, valued at $70 billion. In the past few years, however, this asset class has seen some of the same challenges of other commercial real estate classes, such as overleverage, increased interest rates and escalating expenses. As a result, attractive opportunities are starting to emerge that translate into solid investments that can generate a 7% yield. Noel Christopher, Managing Director of Strategy & Growth at Genstone Financial and Property Services, leads the strategic vision and execution for Genstone's national single-family rental property management business and associated services, including real estate brokerage, construction, insurance, lending, and title offerings. Noel also owns his own portfolio of 50 single family rentals.

Expert CRE Secrets Podcast
Emerging Asset Class of Short Term Rentals (aka Airbnbs) with Sief Khafagi

Expert CRE Secrets Podcast

Play Episode Listen Later Sep 4, 2025 29:21


Love the show? Subscribe, rate, review, and share!Here's How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube

The Mike Litton Experience
Investing in Rare Strategic Metals | Louis O'Connor Reveals the Asset Class the Wealthy Don't Want You to Know

The Mike Litton Experience

Play Episode Listen Later Aug 19, 2025 48:25


In this fascinating episode of The Mike Litton Experience, Louis O'Connor—founder and CEO of Strategic Metals Invest—pulls back the curtain on one of the most exclusive and overlooked asset classes in the world: rare earth and strategic metals. From his early years growing up in Ireland to working with global brands and building a pioneering […]

Apartment Building Investing with Michael Blank Podcast
MB484: The Asset Class Most Multifamily Investors Overlook—That Could Help You Scale Faster - With Cody Payne

Apartment Building Investing with Michael Blank Podcast

Play Episode Listen Later Aug 11, 2025 39:25


Small Bay Industrial (a.k.a. Flex Space) wasn't on your radar—and for good reason.But what if the most overlooked asset class in commercial real estate turned out to be one of the most profitable? In this episode, Cody Payne, SVP at Colliers, breaks down why Small Bay Flex Industrial is quietly exploding—and why more active and passive investors are taking notice. Cody shares how he transitioned from leasing to owning, how syndication plays a role in the space, and why this niche might outperform retail and office over the next decade. Whether you're looking to diversify your portfolio or find a less management-intensive asset, this is an episode you don't want to miss.Key TakeawaysWhy Flex Industrial Is Heating UpThe asset class has evolved: from basic metal garages to glass-fronted multi-use spaces.Demand is surging as small businesses, gyms, e-commerce, and retail users flood in.Triple-net leases and low tenant improvement costs make this a capital-efficient play.How to Add Real Value with Small Bay AssetsSimple cosmetic upgrades (like storefront glass) can attract higher-paying tenants.Reconfiguring larger units into smaller ones can boost PSF rent.Strategic side yards and outdoor storage add ancillary income.Investor Returns: What to ExpectTypical stabilized deals offer 8–10% cash-on-cash returns with low capex.Value-add plays or development deals can push IRRs significantly higher.Cap rates range from 6–8%, depending on market and quality.Management Made SimpleTriple-net leases reduce headaches—tenants handle their own maintenance.Very few after-hours calls; most businesses operate during daytime hours.Easy to find third-party managers who understand this asset class.Syndication in Small Bay: A New FrontierCody's early deals involved rolling his broker fee into equity—low-risk entry point.Syndication works well, especially for stabilized assets or light value-add.Investors like the stability, tenant diversity, and ease of management.Navigating the Market: Deal Flow and FinancingGood deal flow in most metros if your buy box is realistic (e.g., 7–8% cap).Financing is accessible: 25-year terms, 65% LTV, and ~6.25% interest.Banks used to avoid this asset class—now they're chasing it.Connect with CodyWebsiteBook: Flex Space DominationLinkedInConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of Advisors

The Action Academy | Millionaire Mentorship for Your Life & Business
The Ultimate Guide To Choosing Which Asset Class To Invest In (For YOU)

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jul 30, 2025 20:42


Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

A Better Life with Brandon Turner
Hotel Investing Explained: The Most Slept on Real Estate Asset Class | Sujay Mehta (Ep 161)

A Better Life with Brandon Turner

Play Episode Listen Later Jul 22, 2025 92:06