Podcasts about passive investing

Everyone talks about building wealth through real estate.Whitney Elkins-Hutten actually does it.As the Director of Investor Education at PassiveInvesting.com, Whitney has helped guide more than $800M in assets under management — and in this episode, she breaks down how passive investing actually works, who it's for, and why so many brokers miss the bigger wealth picture.We cover:

On this week's episode of Ritter on Real Estate, Kent Ritter interviews Lon Welsh. They unpack Lon's “four pillars of diversification” framework—asset class, geography, strategy, and sponsor—digging into why he favors multifamily for stability, mid-size industrial for supply–demand gaps, and budget extended-stay hospitality for resilient demand. Lon explains blending value-add (for depreciation and cash flow) with ground-up development, and why property management selection is the single biggest driver of outcomes. The conversation also covers geographic risk (policy shifts, disasters) and why a Midwest/Sunbelt mix can smooth the ride for passive investors. Where to find Lon:IrontonCapital.comIrontonCapital.com/linkedinIrontonCapital.com/facebookIrontonCapital.com/youtube Key TakeawaysThe four pillars of diversification: asset class, geography, strategy, and sponsor—diversify across all four to reduce correlation risk. Asset picks he likes now: multifamily for low volatility, mid-size multi-tenant industrial for scarcity, and budget extended-stay hotels for durable, non-discretionary demand. Geography matters twice: politics (landlord–tenant laws) and physical risk (storms, fires) argue for spreading exposure across markets. Strategy blend: prioritize value-add for immediate depreciation/pass-through tax benefits, pair with targeted development where shovel-ready and contingency-smart. Sponsor & PM are critical: assess track record by product type/market, insist on contingency by line item, and scrutinize the property manager's detection/solution chops. Books MentionedFree book on passive real estate investing (Ironton Capital): https://irontoncapital.com/ritterWall Street Journal: https://www.wsj.comCheck us out on socials: Instagram LinkedIn Youtube https://hudsoninvesting.com/ Production by Outlier Audio

The world doesn't move in straight lines. Headlines whiplash from inflation scares to rate cuts, tech booms to banking jitters, and back again before lunch. In that kind of turbulence, relying solely on the classic 60/40 mix can feel like sailing with a single sail in shifting winds. Alternative investing—owning assets beyond public stocks and bonds—adds more tools to the kit: private credit that pays you to wait, real assets that rise with the cost of living, uncorrelated strategies that don't flinch every time the S&P sneezes.Patrick Grimes, founder and CEO of Passive Investing Mastery, an internationally bestselling author, and a Forbes Council contributor, is a serial entrepreneur specializing in alternative investments. His portfolio is diversified across energy, litigation finance, commercial lending and acquisitions, including retail, industrial, and thousands of apartment units. Patrick has developed a range of diversified passive investments focused on growth and cash flow, including the Diversified Litigation Portfolio, Acquisitions Fund, and Income Fund, all designed to thrive during economic downturns.Formerly a robotics and automation engineer, Patrick holds a BS and MS in Engineering and an MBA. Based in Honolulu, Hawaii, he is dedicated to educating investors on achieving financial independence through mastery in passive alternative investing.Contact Details:Email: patrick@passiveinvestingmastery.com Website: www.passiveinvestingmastery.com Socials:LinkedIn: https://www.linkedin.com/in/patricksgrimes/ https://www.linkedin.com/company/passiveinvestingmastery/ Facebook: https://www.facebook.com/PassiveInvestingMastery Media Samples: ● Financial Freedom with Real Estate Investing ● The Art of Passive Income ● The Wealth FlowFREE GIFT: PassiveInvestingMastery.com/bookRemember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.  Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services. 

Pascal Wagner is a former venture capitalist turned real estate investor who has built a $250,000 annual passive income portfolio through over 30 investments. As a VC at Techstars, he deployed $150 million into 300 companies, where he learned how top institutions analyze deals and manage risk. Today, he applies that same institutional approach to passive real estate investing while coaching others to invest with clarity and confidence.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Most passive investors make the mistake of analyzing deals in isolation instead of starting with a clear investment thesis. Institutional investors use a scientific method—macro themes first, then micro criteria, then deal selection. Diversification is essential: Pascal built co-living homes in Atlanta but realized his mom's retirement couldn't rest on one asset class or city. Following institutional or family office investors can provide a safer entry point for LPs. Separate your “cash flow bucket” from your “equity growth bucket” to align investments with goals.     Topics From Techstars to Real Estate Built early wealth through co-living rentals before joining Techstars as an investor. Learned institutional-level due diligence by reviewing thousands of deals. After his father's passing, managed his mother's retirement income and shifted focus to reliable passive strategies. How Institutions Invest Define a thesis first, then filter deals that fit. See hundreds of opportunities before investing in a few. Don't chase returns—find inevitable long-term trends and align investments accordingly. Developing Guardrails for LP Investing Criteria like vintage, roof types, and market selection come from experience and costly lessons. Partnering with operators who have already learned those lessons is critical. Institutional investors demand reporting, audits, and controls—retail investors can “follow” their lead. Buckets of Cash Flow vs. Equity Growth Co-living homes and private credit provide stable cash flow. High-risk equities (tech stocks, crypto) are placed in long-term equity growth buckets. Structured his mother's long-term holdings for inheritance tax advantages while using his own portfolio for near-term cash needs.    

What you'll learn in this episodeHow to use self-directed IRAs for real estate and private dealsThe difference between recourse and non-recourse loansWhy 30% of Americans own their homes free and clear—and how that unlocks hidden capitalHow HELOCs can be powerful investment toolsWhy millionaires often drive F-150s, not LamborghinisHow to identify hidden wealth in your own network Strategies to create win-win opportunities and grow wealth together  To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

Whitney Elkins-Hutten of PassiveInvesting.com interviews Axel Ragnarsson, founder of Aligned Real Estate Partners. Axel reveals his strategic approach to winning direct-to-seller multifamily deals, even when competitive offers are higher. Learn how he masterfully structured the contract for the 72-unit Sterling Realty Apartments in Berrington, New Hampshire. He emphasizes crucial terms and a deep understanding of seller motivations. Discover how he secured the property without being the top bidder.

Lance Roberts explores how the rise of passive index funds and ETFs has reshaped markets, leading to higher correlations across asset classes and eroding the traditional benefits of diversification. Once considered the cornerstone of portfolio risk management, diversification now struggles as capital floods into passive vehicles—concentrating money in the same stocks and sectors. He'll break down: Why diversification no longer offers the same protection. How passive investing drives market distortions. The hidden risks behind “set it and forget it” strategies. What investors need to consider when building resilient portfolios today. SEG-1a: Economic Trends Continue to Weaken SEG-1b: Negative Divergence Continues SEG-2a: The Ugly Reason Behind Portfolio Diversification SEG-2b: The Correlation of One SEG-2c: What's in Your ETF? SEG-2d: 7-Rules for Portfolio Management SEG-2e: Diversification is Hogwash SEG-2f: Bashing Keynesian Economic Theories SEG-2g: The Trouble with Fed Intra-meeting Rate Cuts SEG-2h: Dollars Needed to Generate GDP

Lance Roberts explores how the rise of passive index funds and ETFs has reshaped markets, leading to higher correlations across asset classes and eroding the traditional benefits of diversification. Once considered the cornerstone of portfolio risk management, diversification now struggles as capital floods into passive vehicles—concentrating money in the same stocks and sectors. He'll break down: Why diversification no longer offers the same protection. How passive investing drives market distortions. The hidden risks behind “set it and forget it” strategies. What investors need to consider when building resilient portfolios today. SEG-1a: Economic Trends Continue to Weaken SEG-1b: Negative Divergence Continues SEG-2a: The Ugly Reason Behind Portfolio Diversification SEG-2b: The Correlation of One SEG-2c: What's in Your ETF? SEG-2d: 7-Rules for Portfolio Management SEG-2e: Diversification is Hogwash SEG-2f: Bashing Keynesian Economic Theories SEG-2g: The Trouble with Fed Intra-meeting Rate Cuts SEG-2h: Dollars Needed to Generate GDP

Parity Wealth's Sean Kelly asks: ‘Should we still be in active management at all, or are we moving into a world where index investing is the prevailing strategy?'

Discussion of the Wash Sale rule.  Selling stock at a loss can reduce your tax bill if you do not violate the Wash Sale Rule.Passive Investing:  I review and provide commentary on a report that warns of potential problems with the increasing use of Passive / index investing.Personal rant about T-Mobile and getting an eSIM for travel.

Whitney Elkins-Hutten of PassiveInvesting.com interviews Jeff Ervick, co-founder of Valoris Capital Partners. They dive into the complexities of challenging multifamily deals. Specifically, they discuss the acquisition of the 96-Unit Tanglewood Apartments in Charlotte, NC. Jeff recounts the turbulent journey, sharing critical lessons on due diligence. He also covers bridging financing for heavy value-add projects. Plus, he explains navigating unexpected property violations and economic occupancy challenges. Their goal was to transform a neglected asset into a thriving community.

Join Anupam Gupta on the Paisa Vaisa podcast as he sits down with Akhil Chaturvedi, Chief Business Officer at Motilal Oswal, to explore the monumental shifts in India's financial landscape. In this episode, they discuss the power of equity investing, the explosive growth of SIPs, and the future of India's $30 trillion economy by 2047. This is the ultimate guide to navigating the Indian stock market and achieving long-term wealth creation. Here's what you'll learn: The incredible growth of India's financial markets and the key trends driving this change. A reality check on investment return expectations, and why a 15% return is not guaranteed. The difference between Active vs. Passive investing and how to use both for a balanced portfolio. Tips for first-time investors on how to start their investment journey in the stock market. The evolution of advanced investment vehicles like PMS, AIF, and SIF. See omnystudio.com/listener for privacy information.

Send us a textStart Your Journey to Financial Freedom through passive income NOW! In this episode, I break down how to reduce your tax bill, grow passive income, and rethink what freedom with money really looks like.Here's what you'll take away:• How to stop overpaying taxes by adjusting W-4s and using smart tax planning.• Simple ways to create passive income with real estate, land, and infinite banking.• Why knowing your “Investor DNA” helps you pick the right investments.• How to replace active income with passive streams that give you time and flexibility.Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com You don't need Wall Street to reach financial freedom. You need the right plan, the right tools, and the discipline to make your money work for you.Build wealth on your terms. Keep more of your money. Start today.For a free financial freedom score care, go to https://go.wealthwithoutwallstreet.com/markperlberg

In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle.  Anthony shares perspectives on asset allocation, and they delve into one of the biggest debates in the world of investing - active vs passive.  Key times: Active vs passive investing: 1:00 Current asset allocation trends: 6:40 How behavioural biases can set investors back: 10:00 Building resilience and diversification into protfolios: 12:00 Defining value: 18:00 Avoid market traps 22:30 How should your teenagers invest? 27:50 Content in this podcast should not be considered to be investment advice. It is general information only which doesn't consider your personal financial situation, objectives, or needs. Stock commentary should not be considered as recommedations to buy, hold, or sell any security. Seek professional advice before making investing decisions. 

Whitney Elkins-Hutten of PassiveInvesting.com interviews Ivan Barratt, CEO of The BAM Companies, about the world of successful multifamily real estate acquisitions. Learn how his company strategically acquired The Altitude 970, a 291-unit property in Kansas City, MO. Discover their precise off-market purchase strategy and hear about Ivan's unique "drop and swap" closing technique, which offers a significant advantage. They also discuss how they optimized their capital stack, incorporating preferred equity to enhance returns. This allowed them to achieve strong performance on a Class A asset, even in a challenging market. Ivan also shares insights into their disciplined underwriting process, navigating due diligence, and managing properties for maximum value.

Welcome to The Lenders Playbook. Your resource for all things private lending, real estate, and entrepreneurship.  In today's episode, I sit down with Greg Herlean, Founder of Horizon Trust, to talk about how investors can take control of their financial future using Self-Directed IRAs. And how Greg at a very young age was able to raise a significant amount of capital for his real estate projects. Greg breaks down what a Self-Directed IRA is, how it's different from traditional retirement accounts, and why it's such a powerful tool for real estate investors and private lenders.  e dive into the benefits, the risks, and even real-life examples of people who've used this strategy to grow their wealth.  Whether you're raising capital, lending, or just getting started in real estate investing, this conversation will give you practical steps and inspiration to put your money to work in more innovative ways.And we are right around the corner from our 4th national private lending conference, Sept 3-4 in Henderson, NV, where you will meet most of our podcast guests, lenders, investors, capital providers, and brokers for great networking opportunities and education.  We're excited to announce an amazing lineup: a kickoff cocktail party, world-class breakfast and lunch, an after-party with a huge exhibitor hall, and some cool surprises for you!  lease go to www.americanlendingconference.com for more detailsAnd now, let's bring on Greg Herlean

EP 402 - Is the UK stock market dying or is it the biggest bargain in global investing? This week we welcome back investor and author Andrew Craig who argues that British equities are deeply undervalued and overlooked by international investors. From political uncertainty to structural challenges, Craig explains why the UK is seen as “on sale” - and why that could be a once-in-a-generation opportunity. We pack market misperceptions, long-term risks, and where savvy investors should be looking now. Essential listening for entrepreneurs, business leaders, and anyone questioning the future of the UK economy.*For Apple Podcast chapters, access them from the menu in the bottom right corner of your player*Spotify Video Chapters:00:00 BWB with Andrew Craig01:29 The Decline of the UK Stock Market06:08 Impact of Passive Investing on the Economy11:07 IPO Market Challenges13:01 The Role of Equity Markets in Innovation and Growth17:31 The Vicious Cycle of Economic Policies22:38 Global Comparisons and UK Economy Future34:45 The Importance of Entrepreneurial Wealth Creation38:03 The Impact of Amazon on Society39:30 The Role of Wealthy Individuals in Society41:33 Government vs. Private Sector Efficiency44:39 The Future of Technology and Innovation50:00 Challenges in the UK Infrastructure and Economy58:54 QUICKFIRE - Get To Know Andrew01:02:22 !BUSINESS or BULLSHIT QUIZ! 01:11:16 Wrap Upbusinesswithoutbullshit.meWatch and subscribe to us on YouTubeFollow us:InstagramTikTokLinkedinTwitterFacebookIf you'd like to be on the show, get in contact - mail@businesswithoutbullshit.meBWB is powered by Oury Clark

Whitney Elkins-Hutten of PassiveInvesting.com interviews Ethan Diaz, a full-time operator and syndicator, about the acquisition and long-term holding strategy for the 120-Unit Chevy Chase Apartments in Nacogdoches, TX. Discover how they navigated an off-market deal, negotiated the purchase price down, and structured a non-recourse Fannie Mae loan with a 7-year term. Ethan also shares insights into their rigorous due diligence process and their investor partnership structure, including a 7/30 split and 7% preferred return, revealing the challenges and successes of raising capital in a fluctuating market.

In today's episode, I break down exactly why now is the moment to buy multifamily real estate—even in a shaky market. I share what I'm seeing on the ground: sellers getting nervous, buyers pulling out, and deals coming back to the table at massive discounts. We'll talk about: Why valuations are down 30–40% from 2022 levels How capital calls and struggling syndications are shaping today's market The importance of locking in fixed-rate debt What to do if you don't have capital right now (and how to build the right investor relationships) Why my Deal Blade analyzer can help you underwrite quickly, accurately, and confidently If you've been waiting for the “right time” to jump in, this might be it. Deals are out there—you just need the tools, the confidence, and the network to take advantage.

This weeks show covers the active vs. passive debate, why whole life insurance isn't an investment, Donor Advised Funds, and a lot of emails!

In this episode of the Real Estate Pro Show, host Erika interviews Joe Archbold, a seasoned investor in the multifamily real estate space. Joe shares his journey from starting with single-family homes to transitioning into multifamily investments, discussing the challenges and lessons learned along the way. He emphasizes the importance of building trust with investors, navigating current market challenges, and the differences between active and passive investing. Joe also outlines his future plans for Anthem Investing and encourages listeners to reach out for more insights. 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   —--------------------

In this episode of the Investor Fuel podcast, host Q Edmonds speaks with Aaron Margrabe, a content creator specializing in real estate marketing. They discuss the importance of building trust with clients through intentional content creation, navigating challenges in a saturated market, and the significance of maintaining integrity in business. Aaron shares insights on scaling his business, the value of relationship building, and offers encouragement for aspiring business owners to be authentic and consistent in their efforts. 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   —--------------------

Whitney Elkins-Hutten of PassiveInvesting.com interviews multifamily developer and syndicator Justin Goodin, who shares his acquisition of the 114-unit The Elwood in Kokomo, Indiana. He talks about acquiring the land, going through the entitlement process, and doing his own ground-up development. Justin provides insights into working with municipalities, structuring financial deals, and handling environmental issues in a newly acquired property. He also reveals his strategy of developing and selling properties rather than holding and managing them for long-term.

When market headwinds hit, most investors retreat. Jeremy Dyer, VP of Capital Formation at Rise48 Equity and Founder of Starting Point Capital, has a different approach—leaning in. With passive equity in over $750 million worth of real estate and a track record across 5,000 multifamily units and 31 deals, Jeremy has weathered multiple market cycles and come out stronger. In this conversation with Vinney Chopra, he shares exactly how.   In this episode, you'll discover:

264 - Mastering Real Estate Syndications with Wayne Courreges III    Welcome to another episode of REIGN, the Real Estate Investor Growth Network podcast, hosted by the incomparable Jen Josey! In this episode, Jen is joined by the badass Wayne Courreges III, founder of CREI Partners, as they delve into the ins and outs of commercial real estate syndications. Wayne manages over $60 million in assets across Texas, Louisiana, and Alabama, helping busy professionals build generational wealth through passive investing. Tune in to learn from Wayne's journey from the Marine Corps to full-time real estate investing, discover actionable tips on leveraging social media for real estate success, and understand the critical underwriting techniques that ensure a deal works. Whether you're new to real estate or a seasoned investor, Wayne's insights and motivational analogies will provide invaluable knowledge and inspiration. Don't miss this exciting and educational episode that could transform your investment strategy!   00:00 Introduction to REIGN and Host Jen Josey 01:00 Leveraging Social Media for Real Estate Success 02:37 Introducing Wayne Courreges III 03:41 Wayne's Journey from Marine Corps to Real Estate 09:43 Understanding Real Estate Syndication 17:55 Investor Insights and Returns 26:43 The Importance of Solid Underwriting Techniques 30:48 Third Party Management and Debt Strategies 31:52 Underwriting and Risk Management 32:59 Insurance and Revenue Considerations 33:37 Introduction to CREI and Passive Investing 35:32 Red Flags in Syndication 36:32 Importance of Communication and Transparency 42:20 Opportunities in Real Estate Cycles 46:21 Personal Insights and Future Plans 46:42 Wayne's Book Recommendations and Advice 58:19 Defining Success and Wealth   Wayne is passionate about helping busy professionals build generational wealth by offering the opportunity to passively invest in commercial real estate syndications. His company, CREI Partners currently has over $60 million in assets under management in Texas, Louisiana, and Alabama. To build wealth for investors, Wayne focuses primarily on acquiring apartment communities and developing RV/Boat and Business Storage in areas with strong market fundamentals along with strategic partner relationships. His objective is to protect investor capital while providing high yield returns and giving back to communities. Based out of Central Texas, Wayne leads the investment lifecycle and investor relations for CREI Partners as the Lead Sponsor and General Partner. Wayne started his real estate journey while serving in the US Marine Corps. After completing his service as a Marine Corps Corporal in 2007, he started a career with a Fortune 125 commercial real estate firm that spanned 16 years before focusing fulltime on real estate investments.   To learn more about Jen Josey, visit https://www.therealjenjosey.com/ To join REIGN, visit https://www.reignmastermind.com/ Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby

In this episode of the Jake & Gino podcast, we sit down with Mark Khuri, co-founder of SMK Capital Management, to explore his incredible 20-year journey in real estate investing. From house-hacking and flipping foreclosures in the 2000s to managing a diversified real estate investment fund, Mark shares actionable insights for both active and passive investors.He walks us through how he transitioned from operator to capital manager, why he fell in love with mobile home parks and self-storage, and how LP investing helped him build long-term wealth. The conversation digs deep into sponsor vetting, market shifts, recession-resistant strategies, and the hidden benefits of syndication.Whether you're an investor trying to scale or just curious about diversifying your portfolio, this episode offers a front-row seat into how a seasoned pro thinks about risk, returns, and long-term planning.What You'll Learn:The mindset shift from owning 60+ properties to capital managementHow to vet sponsors and structure LP investmentsWhy mobile home parks, self-storage, and retail are in Mark's sweet spotHow to create passive income with a self-directed IRAThe evolving state of the multifamily market and deal flow in 2025 Want to invest with Mark?Visit: https://www.smkcap.comEmail: info@smkcap.com Chapters:00:00:00 - Introduction and Guest Background  00:03:03 - Mark's Journey from Finance to Real Estate  00:06:55 - Transitioning Business Models in Real Estate  00:08:38 - Investing as a Limited Partner  00:11:07 - Vetting Sponsors and Deals  00:14:15 - Current Investment Strategies and Deal Flow  00:22:06 - Team Dynamics in Real Estate Investment  00:28:00 - The Impact of Market Changes on Leasing  00:34:09 - Investment Strategies and Market Insights  00:44:13 - Future Trends in Affordable Housing 00:47:10 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In today's episode, Nico calls out the overcomplicated waterfall structures and financial gymnastics too many operators use to confuse LPs—and breaks down exactly how he structures his multifamily deals instead. You'll hear: – Why Nico avoids IRR-based waterfalls and keeps things clean with a simple preferred return – How his investors get paid before he sees a dime – The exact split structure he uses (and why he never hides fees or plays games) – The real reason some syndicators overcomplicate things—and why Nico refuses to Whether you're an LP looking for transparency or an aspiring GP learning how to structure deals the right way, this episode will hit home.

In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 40: The Big Rocks.LEARNING: Passive investing will give you the freedom you need. “Indexing and passive investing have the ‘disadvantage' of being boring. I admit it. However, if anyone needs to get their excitement in life from investing, I'd suggest they might want to consider getting another life.”Larry Swedroe In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. The book is a collection of stories that Larry has developed over 30 years as the head of financial and economic research at Buckingham Wealth Partners to help investors. You can learn more about Larry's Worst Investment Ever story on Ep645: Beware of Idiosyncratic Risks.Larry deeply understands the world of academic research and investing, especially risk. Today, Andrew and Larry discuss Chapter 40: The Big Rocks.Chapter 40: The Big RocksIn Chapter 40, Larry explains why passive (systematic) investing is the winning strategy in life as well as investing.Like all the other chapters in the book, this one begins with a story used as an analogy to help understand a financial issue. In this one, a time-management expert fills a mason jar with large rocks. “Full?” she asks. The class agrees. She adds gravel, sand, and water – each filling the spaces between. When a student suggests the lesson is about fitting more into busy schedules, she corrects them:“If you don't put the big rocks in first, they'll never fit at all.”The investor's jarLarry explains the metaphor's profound implication for wealth:Big rocks = Family, health, growth, legacyGravel = Stock charts, earnings analysisSand = Financial news, market commentaryWater = Trading forums, portfolio tinkeringLarry explains that active investors start with gravel and sand, leaving insufficient time for the big rocks. They spend much of their precious leisure time watching the latest business news, studying the latest charts, scanning and posting on Internet investment discussion boards, reading financial trade publications and newsletters, and so on. Their jars fill with noise, leaving no room for life's essentials.Passive investors, on the other hand, ignore the ”noise” (the sand, the gravel, and the water) and place big rocks first. Their strategy operates quietly, driven by low-cost index funds and disciplined rebalancing. The result? Their jars hold what truly enriches life, giving them a sense of freedom and independence.Two stories, one lesson1. The physician's regretDuring the 1990s bull market, a doctor would spend nights analyzing stocks after 12-hour shifts. He turned $10,000 into $100,000 – but his marriage was on the verge of collapse. His wife no longer had a husband; his child lost a parent to the glow of stock charts. When the tech bubble burst, the money vanished.The wake-up call was brutal: He had traded first steps and bedtime stories for digits on a screen. After reading Larry's book, he switched to passive investing, which...

Skippy & Doogles are back and revved up. This week, they dig into what Ferrari's "one car less than demand" strategy teaches us about discipline in investing — and why most companies (and investors) can't help but chase growth at all costs. Then, the duo explores a new research paper warning that the passive investing boom might actually be setting us up for systemic risk. Finally, they tackle a sobering question: why are English-speaking countries so unhappy — and could housing policy be the hidden culprit?Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

What if the shares you already own could help grow your portfolio faster? In this episode, we break down how Dividend Reinvestment Plans (DRPs) can quietly boost your returns over time. This one's for the set-and-forget investors; your comprehensive guide to dividend reinvestment.We cover:What DRPs areHow they work and when to use themSteps to set them up in your portfolioHow we use them in our own investing strategiesLinks Referenced:

In this episode of Excess Returns, Mike Green returns to dissect the structural transformation underway in public markets due to the rise of passive investing. He explains why “there's no such thing as a passive investor,” how inelastic flows distort prices, and what it means for valuation, volatility, and the long-term sustainability of equity markets. From the math behind market multipliers to the policy distortions driving mega-cap dominance, Mike walks through the macro, micro, and behavioral implications of passive flows — and what investors and policymakers need to do about it.

In this episode of The Build Up, Malessa and Candice sit down with Whitney Elkins-Hutten, partner at PassiveInvesting.com and a nationally recognized expert in real estate syndications. Whitney shares how a failed live-in flip became the unexpected turning point that launched her career in real estate. Today, she helps manage a portfolio of over $800 million and educates investors on how to build wealth through passive strategies. She unpacks the mindset shifts needed to go from active to passive investing, how to vet syndication deals, and why education is the most powerful tool investors can leverage. Plus, the hosts reflect on the current shift in buyer preferences—from post-pandemic suburban demand to the renewed appeal of urban walkability—and what it means for anyone navigating today's real estate landscape. Filmed at Brown Harris Stevens' Studio 1873, Part of the Mastery of Real Estate (MORE) Network. Subscribe: https://podcasts.apple.com/us/podcast/the-build-up/id1716615268 Connect with Candice Milano: https://www.bhsusa.com/real-estate-agent/candice-milano Connect with Malessa Rambarran: https://www.bhsusa.com/real-estate-agent/malessa-rambarran Connect with Whitney Elkins-Hutten: https://www.linkedin.com/in/whitneyelkinshutten/ Brown Harris Stevens is one of the largest privately owned real estate brokerages in the country, with more than 40 offices across four states: New York, New Jersey, Connecticut, and Florida. https://bhsusa.com/ #thebuildup #nyc #realestate #realestateinvesting #nycrealestate

 This is Matt Reustle and today we are breaking down the Chicago Mercantile Exchange. My guest is Adam Chandler, co-PM at Claremont Global, and together we get into the nitty gritty of exchanges. We all know how integral exchanges are to the financial system but we rarely stop to understand how they operate, how they make money, and how they shape the flow of dollars. This episode aims to do just that. Please enjoy this breakdown of the Chicago Mercantile Exchange. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here⁠⁠⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠). Show Notes (00:00:00) Introduction to Business Breakdowns (00:00:51) Introducing the Chicago Mercantile Exchange (00:01:52) Understanding the Exchange Business (00:03:38) The Role of Clearinghouses (00:04:29) Diving into CME's Specialization (00:07:18) Historical Evolution of CME (00:09:40) Modern Operations and Risk Management (00:19:39) CME's Market Position and Growth (00:29:13) Revenue Breakdown and Product Insights (00:35:23) Volume Drivers: Treasuries and Interest Rate Markets (00:36:47) Comparing CME with Other Exchanges (00:42:10) Profitability and Cost Structure of CME (00:45:37) Capital Allocation and Dividend Strategy (00:47:35) Innovation and New Product Offerings (00:49:24) Impact of Passive Investing on CME (00:53:09) Risks and Regulatory Environment (00:58:26) Key Lessons from CME's Business Model

Whitney Elkins-Hutten of PassiveInvesting.com interviews apartment investing expert Andrew Cushman about his recent acquisition of the 128-unit Townhomes at Pine Hill in Griffin, Georgia. He shares how his stabilized value-add strategy helped a lot in closing the deal and navigating unexpected challenges they faced during the turnover. Andrew also reveals why they moved away from preferred returns and provides insights into how they structure their fees.

In this episode of the Real Estate Pros podcast, host Kristen Knapp interviews Lon Welsh, a seasoned real estate entrepreneur and CEO of Iron Town Capital. They discuss Lon's extensive background in real estate, his transition from active to passive investing, and the unique approach of Iron Town Capital in helping busy professionals invest in real estate. Lon shares insights on risk management, market opportunities, and the importance of diversification in investment portfolios. He also reflects on his experiences selling two companies and offers valuable mindset tips for entrepreneurs. The conversation concludes with a look at Lon's upcoming book on 1031 exchanges and how new tax laws impact real estate strategies. 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   —--------------------

Jim Pfeifer was a financial advisor working with clients invested in traditional stocks and bonds. Then he got into passive real estate investing – and he has a lot to say about why financial advisors can't or won't push real estate. He's now built a hugely diversified passive portfolio and built a community helping others do the same. Check out Jim's company at passivepockets.com.Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob's company and invest along at https://aspenfunds.us/

Whitney Elkins-Hutten of PassiveInvesting.com interviews mobile home park investing expert Michael Pansolini, formerly of private equity giant Brookfield, as he spills the beans on ditching the corporate grind to dive headfirst into mobile home park investing. Get ready for a candid look at his inaugural deal, Brighton Court, including shocking due diligence surprises, the unique hurdles and hidden gems of the mobile home park world, and the ingenious 50/50 partnership that unlocked massive value-add potential.

More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never appears. Lance reveals his memory challenges; living thru market downturns, and lessons learned. Market downturns don't happen over night. Treasuries vs Equities: What's the proper blend? Passive Investing is an oxymoron. Risk management is essential for fighting inflation. SEG-1: Tariff Threats Return, Market Risk Rises SEG-2: The Necessity of Inflation and How to Deal With It SEG-3a: Lance's Dementia Test SEG-3b: Living thru Market Downturns SEG-4: Inflation-proofing Retirement - Treasuries vs Equities RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Market Risk is Rising," is here: https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "ETF's Are Eating the World," https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #RetirementPlanning #InflationProtection #RetirementSavings #FinancialFreedom #SmartInvesting #InvestingStrategies #FinancialMarkets #InvestingAdvice #Money #Investing

Whitney Elkins-Hutten of PassiveInvesting.com interviews multifamily investor Joseph Root, who details his recent purchase of the 30-unit The Kenmore in Chicago, Illinois. He shares how he and his team focused on properties often overlooked by most investors to gain favorable terms and avoid a lot of headaches during the entire acquisition process. Joseph also discusses how to navigate loan assumptions, what it is like to increase earnest money, and the benefits of a long-term hold strategy in a dynamic market like Chicago.

On this episode of Next Level CRE, Matt Faircloth interviews Whitney Elkins-Hutten from PassiveInvesting.com. They dive into investor education and the importance of understanding the full investment journey, especially in today's market. Whitney explains how PassiveInvesting.com is diversifying through debt funds, multifamily, self-storage, and the booming express car wash business, emphasizing cash flow and depreciation advantages. The conversation also touches on evolving SEC regulations, the role of AI in real estate transactions, and strategies for preparing investors for different market conditions. Whitney Elkins-Hutten Current role: Director of Investor Education at PassiveInvesting.com Based in: Colorado Say hi to them at: passiveinvestingwithwhitney.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

As passive index funds surpass active management in investor portfolios, their growing dominance is increasing stock price synchronization, weakening diversification, and amplifying systemic risks. Today's Stocks & Topics: NXST - Nexstar Media Group Inc. Cl A, Market Wrap, Sectors in 2nd Half of 2025, PANW - Palo Alto Networks Inc., NET - Cloudflare Inc. Cl A, TFC - Truist Financial Corp., The Hidden Risks of Passive Investing's Market Dominance, MP - MP Materials Corp., EQIX - Equinix Inc., Personal Savings & Spending.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory. Bryan kicks things off by discussing passive investing, the stock market's "relentless bid," and what could derail passive investing in the future. He points out that the total assets invested passively surpassed those invested actively last year. Not only is this an important fundamental change, but Bryan says that this alters the dynamic between investors and Mr. Market that legendary economist Ben Graham outlined 70-plus years ago. Then, using Microsoft as an example, Bryan analyzes whether it's realistic to expect the Magnificent Seven companies to return to lower multiples. (0:47) Next, Bryan talks about all the headwinds Apple has faced in the past six months and why he believes the stock would be down much more than it is today if it weren't receiving so many passively invested dollars. He says the size of the relentless bid reached a critical mass during the pandemic, and now the S&P 500 Index will continue to grind higher indefinitely. The only thing that can offset this natural inertia is bad economic news (such as tariffs), and even that is temporary. As Bryan points out, many passive investors aren't aware of what they're doing, so it would take legal changes to fix the problem. (19:32) Finally, Bryan explains that this relentless bid does not apply to every corner of the market. He says small caps and microcaps are still great places to find value. Plus, Bryan discusses the unique situation Tesla is in today, makes a bullish case for restaurant-operations company PAR Technology, and discusses what he got wrong with special purpose acquisition companies ("SPACs") back in 2022. (42:56)

Whitney Elkins-Hutton of PassiveInvesting.com interviews Gary Lipsky, owner of the private equity real estate firm Break of Day Capital, on the high-stakes world of multifamily real estate deals, specifically dissecting the intricate acquisition of the Icon at Hadley property in Tucson, Arizona. Gary unravels the layers of due diligence, navigates the nuanced landscape of financing with life insurance companies, and meticulously details how his firm sculpts deals with investors, covering everything from diverse investment classes to unique fee structures. Get ready for a candid look at the triumphs and tribulations encountered during this complex acquisition journey.

#233: Explore how different generations approach money and what they get right (and wrong) about saving, investing, spending, and building wealth. We dig into the psychology of money across generations and share practical lessons on homeownership, retirement, automation, points inflation, and more. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. He runs the popular financial blog, A Wealth of Common Sense and is the author of four books on investing and personal finance. He also co-hosts one of my favorite podcasts: Animal Spirits. Link to Full Show Notes: https://chrishutchins.com/financial-mindsets-across-generations-ben-carlson Partner Deals Superhuman: Free month of the fastest and best email with code ALLTHEHACKS Green Chef: 50% off your first meal kit with code 50ALLTHEHACKS Notion: Try Notion AI free to automate tedious tasks and streamline your work Bilt Rewards: Earn the most valuable points when you pay rent DeleteMe: 20% off removing your personal info from the web For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Ben Carlson: Website | Animal Spirits Podcast | X Ben's Post: Financial Advice That Doesn't Work Anymore Morningstar Column by John Rekenthaler Tim Ferriss Ep #815: Helping Tim Burn 15M+ Miles and Points, Flipping Costco Gold Into Five-Star Trips & More Award Travel Search Tools AwardTool: $20 off annual plans with code ALLTHEHACKS PointsYeah Points Path Chrome Extension Coinbase One: Join the waitlist here ATH Podcast Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@allthehacks.com Full Show Notes (00:00) Introduction (02:27) The Great Wealth Transfer From Boomers to Millennials (05:52) Financial Mindsets Across Different Generations (09:10) Current Status of the Housing Market (11:37) Spending Habits in the Travel Industry (14:28) Financial Lessons From Every Generation (19:09) Stock Market vs. Housing Market (25:41) Financial Advice That Doesn't Work Anymore (27:33) How to Learn to Spend Money and Enjoy It Now (31:39) The Spectrum of Coast FIRE (38:48) Ben's Take on Social Security: Is It Worth It? (41:25) How to Navigate the Current Market Volatility (47:08) How Demographic Changes Impact the Investment Landscape (50:27) Active vs. Passive Investing (52:45) Different Ways to Automate Your Finances (54:26) Credit Card Points Inflation and Its Impact (58:09) Credit Card Returns: Cash Back vs. Welcome Offers Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back a returning guest-someone who's made a huge impact in the passive investing world and continues to be aleading voice in the space, Jim Pfeifer. Jim, co-host of the Passive Pockets Podcast and when we last spoke a little over a year ago, he shared his journey transitioning from an active realestate investor to a full-time passive investor. Since then, he's been busy growing his community, Left Field Investors, which recently merged with Bigger Pockets to create what is now Passive Pockets—a thriving network designed to empower limited partners through connection, education, and access to high-quality deals. We're catching up on everything Jim's been working on and what's new in his world! Connect with Jim: https://www.linkedin.com/in/jimpfeifer, https://passivepockets.com/podcast/  Highlights: 3:08 - Why Jim Left Wall Street for Passive Investing 6:00 - How Left Field Investors Was Born 9:22 - The Difference Between Being “Passive” and Being “Hands-Off” 14:45 - Why the Operator is More Important than the Deal 21:30 - Market Cycles and Opportunity Timing 28:05 - Advice for New Passive Investors   Quote: “True wealth is freedom over your time—not just returns on your money.”   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

Today's guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today's episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potential consequences of large scale passive investing. They also touch on the rapid change presented by AI, what it may be capable of, and its impacts on how we should view investing. Finally, they address the global investing environment and macro trends, instability, and the role of government in changing world markets. (0:00) Starts (1:46) Introduction of Rob Arnott & Cam Harvey (7:35) Passive investing risks (14:22) The opportunity in small caps and foreign markets (24:22) Similarities between today & the Dot-Com era (34:43) REITs, gold and investor sentiment (47:14) Government spending & US national debt concerns (1:03:27) US debt service, defense spending, and financial crisis risks (1:05:09) Cam on the inverted yield curve (1:08:09) Closing remarks and listener feedback ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices