Podcasts about private investments

In this episode, Logan is joined by Zach Weinberg (Co-Founder/CEO @ Curie.Bio) and Derek Thompson (writer at The Atlantic) for a candid discussion on the state of U.S. healthcare and scientific progress. They unpack what went right, and wrong, with COVID vaccine policy, the public backlash against mRNA technology, and the ripple effects on trust in science. The conversation also dives into the real reasons behind NIH budget cuts, the economics of drug discovery, and the business incentives in medical R&D. It's a sharp, thought-provoking look at the intersection of policy, innovation, and public perception. (00:00) Introduction to Drug Pricing in the US (00:23) Broad Healthcare Topics and Open-Ended Discussion (02:37) COVID-19 Vaccines: Successes and Public Perception (06:21) The Evolution of COVID-19 and Vaccine Efficacy (07:59) Public Policy and Vaccine Mandates (13:10) Impact of School Closures and Public Sentiment (19:23) NIH Funding and the Importance of Basic Research (25:04) Challenges in Science Funding and Public Perception (35:19) Government vs. Private Investment in Science (36:40) Operation Warp Speed: A Case Study (39:07) Antibiotic Resistance Crisis (43:22) The Drug Pricing Debate (44:05) Challenges in Drug Discovery (54:06) Regulatory Hurdles in Medical R&D (58:06) The Future of Drug Development (01:04:19) Concluding Thoughts Executive Producer: Rashad Assir Producer: Leah Clapper Mixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

Ian Choudri, CEO of the California High-Speed Rail Authority, is advocating for private investment to rescue the state's ambitious rail project. With costs exceeding $100 billion and federal funding at risk, Choudri emphasizes the need for stable financing and public-private cooperation. He is in discussions with Governor Gavin Newsom's administration and lawmakers to secure financial guarantees for private investors. Choudri believes that without private sector involvement, the state may need to issue new bonds or seek federal loans. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. -----  Private equity and private credit are booming—but should they have a place in your portfolio? Vanguard's Fran Kinniry joins Peter Lazaroff to break down the real opportunities, the hidden risks, and the essential considerations for investing in private markets.   Listen now and learn: ► Why companies are staying private longer—and how that changes public markets  ► What investors need to understand about the illiquidity premium ► Why access and manager selection are critical to private investment success ► How private equity and private credit could (or could not) fit into your retirement strategy   Fran also shares his perspective on whether private assets might someday appear in 401(k) target-date funds—and what that could mean for the future of investing. Show notes and links available at thelongterminvestor.com.   (00:00) Introduction to Smart Investing (02:03) The Value of Private Investments (04:30) Understanding Illiquidity Premium (06:29) The Importance of Manager Selection (09:39) Risks of Democratizing Private Equity (11:39) The Rise of Private Credit (14:18) Portfolio Construction Challenges (16:18) Current Income vs. Diversification (18:07) Allocating to Private Markets (20:34) Accessing Private Investments (22:11) Questions for Advisors (24:03) The Future of Private Assets in Retirement Accounts (28:45) Incremental Benefits of Private Assets   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

This week, Peter and Jackie discuss the latest news on the Canadian federal election, including takeaways from the leaders' debate on April 17th and the platform released by the Liberal Party on April 19th. The Conservative Party of Canada (CPC) had not yet released a full platform document at the time of recording.Next, they provide an update on investment in clean energy.  Equity values of publicly traded clean energy companies have fallen for the past four years (as measured by WilderHill Clean Energy ETF). At the same time, based on research by BloombergNEF, the sector registered an increase of 11% in new investment in 2024. The market is becoming bifurcated, with investment in mature and profitable technologies growing, and investment in emerging technologies, which are more dependent on government policy support, declining.  Peter and Jackie also discuss China's dominance in clean energy technology manufacturing and the impact that US tariffs could have on clean energy globally, considering China's strong position and outlook for continuing expansion.  Content referenced in this podcast:Yale Budget Lab's estimate of the US effective tariff rate (April 15)Liberal Platform (released April 19, 2025)BloombergNEF Energy Transition Investment Trends 2025 Edition White House Executive Order “Protecting American Energy from State Overreach” (April 8, 2025)Dan Yergin and Atul Arya “The Troubled Energy Transition: How to Find a Pragmatic Path Forward,” Foreign Affairs (March/April 2025) Nat Bullard Annual Presentation (see slide 135 for China's exports to the US, EU, and Global South)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

The Coalition proposes a new Treasury office to help streamline private sector investment... Victoria's state parliament passes new anti-vilification laws... and the likely return date for injured Parramatta Eels star Mitchell Moses revealed.

Lester Kiewit speaks to Andrew Pike, Senior Consultant at Bowmans and Head of their Ports, Rail and Logistics Sector, about the government launching an online Request for Information (RFI) to allow private participation in the ailing sector. They discuss whether Transport Minister Barbara Creecy is on the right track to revitalise South Africa’s rail network and boost the economy.See omnystudio.com/listener for privacy information.

Show host Gene Tunny speaks with Louis O'Connor, CEO of Strategic Metals Invest, about the increasing demand for strategic metals like gallium, hafnium, and indium—essential for modern technology. They discuss China's dominance in rare earth processing, the geopolitical stakes, and how supply chain vulnerabilities could impact global markets. Louis also shares insights into investing in these scarce resources.If you have any questions, comments, or suggestions for Gene, please email him at contact@economicsexplored.com.TimestampsIntroduction to Strategic Metals and Geopolitical Implications (0:00)Overview of Strategic Metals Invest (2:53)China's Dominance in Rare Earths (4:00)Characteristics and Importance of Strategic Metals (14:55)Investment in Strategic Metals (16:11)Geopolitical Risks and Supply Concentration (23:33)Private Investment and Market Opportunities (32:45)Historical Context and Future Outlook (43:09)Market Volatility and Investment Strategies (46:49)Partnership Opportunities and Future Growth (49:46)TakeawaysStrategic metals are crucial – Essential for semiconductors, defence, and energy transition, these metals are essential for modern technology.China dominates rare earth processing – While reserves exist elsewhere, China leads in refining, creating supply chain risks.Investing in scarcity – Private investors can own and store strategic metals, profiting from increasing demand and limited supply.Geopolitical tensions impact prices – Trade restrictions and conflicts can drive scarcity-driven price spikes.The West is racing to catch up – The U.S., Australia, and Europe are working to develop independent supply chains, but progress is slow.Links relevant to the conversationStrategic Metals Invest website:https://strategicmetalsinvest.com/Lynas Rare Earths (Australia's Leading Rare Earth Producer):https://lynasrareearths.com/US DoD article “Securing Critical Minerals Vital to National Security, Official Says”:https://www.defense.gov/News/News-Stories/Article/Article/4026144/securing-critical-minerals-vital-to-national-security-official-says/Lumo Coffee promotion10% of Lumo Coffee's Seriously Healthy Organic Coffee.Website: https://www.lumocoffee.com/10EXPLOREDPromo code: 10EXPLORED Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.

Jake Claver is a pioneering force in digital assets and family office innovation, serving as Managing Director of Digital Ascension Group, a multi-family office specializing in digital wealth strategies for clients. He is the co-author of "Wealth in Numbers: The Ultimate Dealmaker's Guide to SPVs, Syndication, and Private Investment" and founder of both Digital Wealth Partners and Syndicately, a Special Purpose Vehicle investment management platform. As a Qualified Family Office Professional and R3 Corda Certified Business Professional in tokenization, Jake combines traditional wealth management expertise with cutting-edge blockchain implementation. His work focuses on transforming family offices for the digital age, creating sustainable multi-generational legacies that are digitally savvy and anti-fragile. A respected thought leader, Jake has been featured in MarketWatch, Bloomberg, and Yahoo! Finance. He studied Finance at the University of North Texas and has developed world-class educational programs for family offices and digital asset professionals.

Jake Claver is a pioneering force in digital assets and family office innovation, serving as Managing Director of Digital Ascension Group, a multi-family office specializing in digital wealth strategies for clients. He is the co-author of "Wealth in Numbers: The Ultimate Dealmaker's Guide to SPVs, Syndication, and Private Investment" and founder of both Digital Wealth Partners and Syndicately, a Special Purpose Vehicle investment management platform. As a Qualified Family Office Professional and R3 Corda Certified Business Professional in tokenization, Jake combines traditional wealth management expertise with cutting-edge blockchain implementation. His work focuses on transforming family offices for the digital age, creating sustainable multi-generational legacies that are digitally savvy and anti-fragile. A respected thought leader, Jake has been featured in MarketWatch, Bloomberg, and Yahoo! Finance. He studied Finance at the University of North Texas and has developed world-class educational programs for family offices and digital asset professionals.

***This episode was much delayed by my forgetting to upload it here. The next Nasir Khusraw episode will be along shortly. An 11th-century journey from Jerusalem to Fatimid Egypt. If you like what you hear and want to chip in to support the podcast, my Patreon is here. I'm on BlueSky @a-devon.bsky.social, Instagram @humancircuspod, and I have some things on Redbubble. Sources: Fulton, Michael S. Contest for Egypt: The Collapse of the Fatimid Caliphate, the Ebb of Crusader Influence, and the Rise of Saladin. Brill, 2022. Gascoigne, Alison L. "The Water Supply of Tinnis: Public Amenities and Private Investments," Cities in the Pre-Modern Islamic World The Urban Impact of Religion, State and Society. Edited by Bennison, Amira K and Gascoigne, Alison L. Routledge, 2009. Hunsberger, Alice C. Nasir Khusraw, the Ruby of Badakhshan: A Portrait of the Persian Poet, Traveller and Philosopher. Bloomsbury Academic, 2002. Khusraw, Nasir. Nāṣer-e Khosraw's Book of Travels, translated by Wheeler McIntosh Thackston. Bibliotheca Persica, 1986. Thomson, Kirsten. Politics And Power in Late Fāṭimid Egypt: The Reign of Caliph al-Mustanṣir. Bloomsbury Academic, 2016. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Much of Ontario – including most of the province's main urban centres – are served by local electricity distributors (LDCs) owned by municipalities. Both the federal and Ontario governments have recently announced measures that could enable more private sector or pension fund investment in those municipally owned LDCs. This podcast looks at the current situation, the proposed changes and what more private or pension fund investment could entail for municipalities, investors and the Ontario Energy Board. We are joined by Mary Anne Aldred, Strategic Advisor at Norton Rose Fulbright Canada, and StrategyCorp's very own Aleck Dadson and Michael Fenn.

In this episode Som Seif, CEO of Purpose Investments, joins us to challenge common misconceptions about private markets. First, we discuss the current state of markets. Seif explains why private assets—private equity, private credit, and private real estate—are becoming essential components of modern investment portfolios. He discusses how institutional-grade private investments have become accessible to retail investors, debunks myths about risk and illiquidity, and outlines how these assets can enhance diversification, generate uncorrelated returns, and offer a more stable investment experience. Finally, we delve into how private sub-advisor managers like Apollo, Pantheon, and BlueRock are taking a significant role in democratizing access to these private market opportunities. 01:22 – Introduction: Debunking Private Markets 01:39 – Opening Disclaimer 01:58 – The State of Markets in 2025: Uncertainty & Opportunity 04:50 – Emotions vs. Rational Investing: Avoiding Reactionary Mistakes 09:17 – Why Private Markets Matter Now More Than Ever 10:04 – The Rise of Private Investments for Retail Investors 14:56 – Breaking the Myth: Institutional vs. Retail Access 16:58 – How Private Market Investments Are Being Democratized 21:03 – The Role of Private Assets in Portfolio Construction 23:34 – Private Equity: The Strategic Edge Beyond Public Markets 29:26 – Private Credit: A Rising Opportunity Amid Bank Retrenchment 33:55 – The Convergence of Private Equity & Private Credit 37:41 – Addressing Liquidity Concerns in Private Market Investing 45:27 – Purpose Investments' Approach to Private Market Accessibility 47:48 – What Advisors Need to Know About Private Markets 49:79 – Final Takeaways: A Call to Reevaluate Private Investments #PrivateMarkets #AlternativeInvestments #PrivateEquity #PrivateCredit #RealEstate #PortfolioManagement #WealthManagement #InstitutionalInvesting #InvestmentStrategy #FinancialMarkets

Cliff Asness, managing and founding principal of AQR Capital Management, spoke to Barron's about private investments, quant investing, why he's not a big believer in cryptocurrency, the investing mistakes he's made, and more.

*Key news articles for today* Arab leaders endorsed Egypt's USD53 bn reconstruction plan for Gaza during yesterday's emergency Arab League summit held in Cairo. Net foreign reserves rose to USD47.4 bn at the end of February 2025, marking a USD129 mn increase from January.Chinese companies are expected to invest USD2-3 bn in moving production to Egypt, particularly the Suez Canal Economic Zone (SCZone), as China looks to maintain export access to global markets amid trade pressures from the US.OPEC+ decided to proceed with an earlier decision to gradually increase oil production from April in a move that will see it unwind long-standing output cuts.An official revealed that the government has excluded Cairo International Airport from the list of airports that will be offered to the private sector for development, management and operation, and has decided to start with a small airport model, explaining that the International Finance Corporation will finish preparing the strategy for the airports' within 3 months.Egypt's trade deficit widened in December 2024 to record USD4.15 billion, up from USD3.67 billion in December 2023, on a faster pace of growth in imports compared to exports.SUGR reported 4Q24 financial results with bottom-line of EGP290 million (+55% YoY, +8.1x QoQ). This brings FY24 bottom-line to EGP1,262 million (-21% YoY). SUGR is currently trading at FY25 P/E of 4.9x.TAQA posted a 26% YoY growth in FY24 consolidated net profit to record EGP702.0 million. Revenues increased by 40% YoY to EGP18.9 billion in FY24.EFIH (FV: EGP28.28, OW) announced that it is participating in the launch of Egypt's first onshore private equity fund, C3 Capital Fund 1, the first-ever Private Investment in Public Equity (PIPE) fund in Egypt. The final close of the fund is expected to be EGP3.0 billion. Pharma sales value increased by 54.7% YoY in the first month 2025 to record EGP21.5 bn, while sales volume recorded a modest 6.5% YoY increase. 

Soros Fund Management Chief Investment Officer Dawn Fitzpatrick said investors who shifted to private from public markets are in a “world of hurt” in terms of returns and liquidity. She is joined by Bloomberg's Erik Schatzker.See omnystudio.com/listener for privacy information.

In the first segment of this Going Nuclear podcast, Trevor and Justin discuss insights from the Nuclear Financing Summit, highlighting the growing interest in nuclear energy from tech companies and the implications of political changes in the U.S. They explore the challenges and opportunities in the nuclear sector, particularly in relation to energy demand and the race for artificial intelligence. The conversation also touches on the historical context of nuclear disarmament and its potential impact on the uranium market.In the second segment, the hosts provide an enlightening conversation. Matt Wald discusses his extensive background in nuclear energy journalism, the evolution of nuclear technology, and the current landscape of small modular reactors (SMRs). He emphasizes the importance of integrating nuclear energy into the broader energy system, addressing challenges such as regulatory hurdles and the need for a skilled workforce. The discussion also touches on the political dynamics affecting nuclear energy in the U.S., the rapid nuclear developments in China and India, and the critical need for reliable energy sources to meet growing electricity demands. Wald advocates for a balanced approach to energy production, highlighting the role of nuclear energy in achieving a low-carbon future.

Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth. 

About the Guest(s): Alyssa McEwen is a dynamic entrepreneur and the CEO of Harmonious, a company revolutionizing the investment industry with technological innovations, especially in fund administration and special purpose vehicles (SPVs). Alyssa resonates with entrepreneurship through her family's business background in Utah. Her expertise expands to managing multiple ventures, including Storybook, where she plays a pivotal role in offering investment opportunities. With a foundation in software engineering, Alyssa is transforming the industry's landscape while advocating for gender diversity and inclusion within traditionally male-dominated financial sectors. Episode Summary: In this fascinating episode of the "Who You Know Show," host Trevor Houston chats with Alyssa McEwen, CEO of Harmonious. Alyssa shares her journey from growing up on a family ranch in Utah to becoming a leading figure in the fintech and investment sectors. Her story is one of grit, perseverance, and innovation, as she seeks to transform the fund administration field using cutting-edge technology. Her insights into creating harmonious business systems and networks are sure to inspire listeners aiming to elevate their professional growth. The conversation dives deep into Alyssa's entrepreneurial experiences, emphasizing the importance of grit and hard work while navigating the business world. She reflects on overcoming industry challenges, the importance of mentorship, and the power of building genuine relationships. Alyssa also discusses the significant impact of harmonious team dynamics and an inclusive company culture in achieving business success. Whether you're an entrepreneur, a job seeker, or someone looking to enhance their professional journey, this episode offers invaluable lessons and inspiration to forge ahead. Resources: Alyssa McEwen LinkedIn: https://www.linkedin.com/in/alyssalmcewen/ Career Transition Summit: https://event.webinarjam.com/register/67/04404igv  LinkedIn e-book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://online.flippingbook.com/view/714118097/⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠ Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show ⁠⁠⁠⁠⁠⁠⁠⁠ Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.com  Chapters:( 0:00) Alyssa McEwen's Journey to Launching Harmonious in Private Investments (2:46) Lessons in Hard Work and Grit From Ranch Life (5:25) Overcoming Challenges and Building Relationships in Fund Administration (13:33) Discussing Dog Breeds and Pet Ownership (14:16) Overcoming Obstacles and Pursuing Unicorn Status in Fintech (17:47) Alyssa McEwen's Journey to Becoming a Unicorn in Fund Administration

SummaryIn this episode of Sparking Success, Aaron Opalewski provides an update on his pizza store investment, discussing the journey of acquiring and expanding the business. He emphasizes the importance of building a strong team, sharing insights on career growth opportunities within the organization, and the significance of vision casting for achieving success. The conversation highlights real-life experiences and actionable strategies for business owners and leaders.TakeawaysWe are all measuring what we have going on.It's important to share the real-life ups and downs.Having an equity partner is a huge opportunity.Building a team is crucial for success.We need to keep all stores on a trajectory to grow.Investing in infrastructure is key for career paths.Promoting from within fosters growth and loyalty.Vision casting helps align individual and organizational goals.Communicating the vision increases chances of success.Achieving a big vision requires collaboration and teamwork.Chapters00:00 Introduction to Sparking Success00:26 Pizza Store Investment Update03:46 Building a Strong Team07:36 Career Growth and Opportunities10:22 Vision Casting and Achieving Success

This week on the Retirement Quick Tips Podcast, I'm sharing with you some interesting and hopefully useful articles I've been reading lately. Today, I'm talking about a coming change for investors, providing more access to a wide range of alternative investments like hedge funds, venture capital, private-equity funds, non traded real estate, and private credit.

President Trump Orders DEI Staff Placed on Leave; $500B Announced in Private Investments for AI | NTD Good Morning (Jan. 22)

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In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight Dakota Research's launch and recent job changes, including Viktoras Vatinas joining Julius Baer as Head of Private Investments and Andre Koo Jr. founding K8 Capital, a hybrid venture capital and private credit firm in New York. In RIA/FA M&A updates, Corient Private Wealth acquired Geller & Company, adding $10.4B in assets, while RBC Wealth Management and Ashton Thomas Private Wealth expanded their teams with significant acquisitions. Institutional coverage featured the Miami Beach Fire & Police Pension Fund's real estate manager search, Sewerage and Water Board of New Orleans' recent equity and fixed income manager hires, and CCCERA's RFP for investment consulting services. Investment updates included TCDRS committing $100M to Pathlight Capital Evergreen Fund and LACERS allocating over $200M across private equity, private credit, and real estate funds. Fundraising news highlighted Colbeck Capital closing its flagship fund at $700M, Sagard launching an evergreen private equity fund for Canadian investors, and Sky Island Capital surpassing its $225M target with a $300M close for its second private equity fund. Stay tuned for more institutional and fundraising insights in upcoming episodes! 

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  Need financing for your next investment property? Visit: https://www.academyfund.com/ ____ With 33 years of experience, David  Chepauskas specializes in solving problems and maximizing opportunities for senior Wall Street professionals, business owners, executives, and retirees. He is a partner at Summit Financial LLC, a leading independent financial planning firm serving the NJ Tri-State area. David is passionate about working with veterans and service academy graduates, leveraging his network to help them achieve their business goals and build meaningful relationships. His expertise spans retirement, estate, insurance, investment, and income tax planning. David's goal is to provide tailored financial strategies to meet the unique needs of his clients. He enjoys connecting people and fostering professional connections that lead to growth. David's deep knowledge and personal approach have made him a trusted advisor in his field.   Show Notes: In this episode of the SABM podcast, Scott chats with David about: The Unique Focus of David's Firm: Tailored wealth-building strategies for academy graduates and veterans. Private Markets: The benefits of private equity, private credit, and private real estate, including higher returns and lower volatility. Portfolio Allocation: Why diversification is key to successful wealth management. Advanced Tax Strategies: Insights into tax-loss harvesting and direct indexing. Charitable Giving: Using philanthropy as a tool for managing high income and capital gains.   Timestamps: 00:49 Introducing the Unique Approach of Summit Financial 04:02 Diving into Private Market Investments 09:52 Understanding Portfolio Allocation 14:42 The Benefits and Drawbacks of Private Investments 21:50 Exploring Tax Loss Harvesting Strategies 31:15 Charitable Giving and Estate Planning   Connect with David : LinkedIn - David C. http://www.summitfinancial.com   If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today.   Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to David for joining me this week. Until next time! -Scott Mackes, USNA '01  

Read the Lithium-Ion Bull Anniversary Issue 100: https://t.co/NzwZXKZdq9 CHAPTERS

Why do we hesitate to talk openly about money, and how can breaking this silence transform our financial futures? In this compelling episode of "The Angel Next Door," host Marcia Dawood explores the pervasive taboo surrounding money conversations and how lifting this veil can lead to a healthier financial mindset. Through insightful dialogue, the episode illuminates the importance of embracing vulnerability and the power of open discussions about wealth and investments.Our esteemed guests for this episode are Sandi Bragar and Cammie Doder, co-hosts of the popular "Money Tales" podcast. Sandi, as the Chief Client Officer at Aspiriant, has a deep-seated passion for aligning clients' investments with their values and long-term goals. Her personal journey through family financial conflicts has given her a unique perspective on the importance of financial transparency. Cammie, the Chief Marketing Officer and a dedicated mother, advocates for making financial literacy relatable and engaging. Both bring their wealth of experience and commitment to demystifying financial conversations.This episode is a must-listen as Sandi and Cammie share their mission to normalize money talks, stressing that early financial experiences shape our attitudes and decisions. They discuss the profound impact of aligning one's investments with personal values and how such alignment can lead to more fulfilling life choices. The episode offers practical advice on how to engage in financial conversations without fear and emphasizes the dynamic nature of our financial priorities. Tune in for an episode filled with empowering insights designed to transform how you think and talk about money, leaving you better equipped to navigate your financial journey with confidence. To get the latest from Sandi and Cammie, you can follow them below!LinkedIn - https://www.linkedin.com/in/sandi-bragar/https://www.linkedin.com/in/cammiedoder/https://aspiriant.com/https://aspiriant.com/podcasts/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

This week's show covers the performance of various asset classes in 2024, alternatives' invasion of your portfolio, our book recommendations, emails, and more!

In this episode, we're joined by Pascal Wagner, founder of Grow Your Cashflow, to explore the untapped potential of private investments. Pascal breaks down how real estate syndications and alternative investments can help investors achieve financial freedom by creating consistent, passive income streams. We dive into the strategies behind identifying lucrative private investment opportunities, the critical role of due diligence, and how these investments can reduce reliance on traditional W-2 income. Pascal also shares insights from his Cashflow Academy, where he helps investors navigate the world of private investments and build a diversified portfolio for long-term wealth. If you've ever wondered how private investments can unlock new levels of financial security and freedom, this episode is packed with actionable insights to help you start or scale your investment journey.  RESOURCESDo you need financing for your next home or investment property purchase? Click HERE to schedule a pressure free consultation call with our personal mortgage lender Travis David of CMG Home Loans. He will help assess your current situation and will work with you to map out a plan for the future! ** Looking to buy real estate WITHOUT bank loans, credit, or significant cash? Click HERE to schedule a call with creative finance coaches Jenn and Joe DelleFave. **If you enjoy the show, please leave us a review on Apple Podcasts or Spotify! It takes less than a minute and makes a huge difference in helping us land high profile guests to best serve our audience. Previous Guests Include:Brandon Turner, Tarek El-Moussa, David Greene, Tony J. Robinson, Mike Ayala, Jamie Gruber, Robert Croak, Mark Simpson, Chad “Coach” Carson, Heather Blankenship, Tim Bratz, J. Scott, Matt Faircloth, Michael Elefante, Devon Kennard, Paula Pant, Jake Harris, and Avery CarlSocial Channels:Instagram: instagram.com/wealthjuiceofficialYouTube: youtube.com/@wealthjuiceofficial**Disclaimer: The information provided on this podcast is for educational and informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any financial instrument or engage in any financial activity. The content presented here is based on the speaker's personal opinions and research, which may not always be accurate or up to date. Financial markets and investments carry inherent risks. Individuals should conduct their own research and seek certified professional advice before making any financial decisions. The links in the episode descriptions may include referral or affiliate commissions, and we may receive compensation from partner websites.

My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global Head of Portfolio Construction. In today's episode, Fran highlights the role of advisors to help investors stay disciplined and avoid creating their own bear markets. He discusses his role leading Vanguard's entrance into private equity in 2020, covering the initial launch and what's next. He also touches on the market today, making the case for fixed-income, international diversification and rebalancing as 2024 comes to a close. (2:24) Market conditions & investor behavior (6:44) The role of advisors (11:12) Advisors alpha (14:07) The significance of fees and taxes (18:01) Vanguard's expansion into private equity (25:03) Evolution of market efficiency (29:43) The undervaluation of high-quality bonds (33:16) Perspectives on international investments (40:27) Evolving views on value vs. growth investing (42:16) Fran's most memorable investment ----- 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 ----- 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!  Learn more about your ad choices. Visit megaphone.fm/adchoices

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Send us a textRisk management isn't always what it seems—hear from industry veterans as they share candid insights on mitigating investment risks, avoiding pitfalls, and understanding the true art of due diligence. From assessing pedigree and skin in the game to questioning the real value of boards and advisors, this discussion cuts through the noise with hard-earned experience.Discover:- Why risk management begins before the investment-  The importance of “skin in the game” for executives and fund managers- Why traditional boards and advisors may fail your risk evaluation- Real-world examples of mitigating massive financial risksTune in to learn what really matters when it comes to identifying red flags, asking tough questions, and making smarter investment decisions.

What are VCs looking for? Is your startup fundable? What do you need to improve to get financing? On today's show we have Amy Wood, the Program Manager for the "Most Fundable Companies" initiative at Pepperdine Graziadio Business School, a groundbreaking program that empowers early-stage startups by providing critical insights into their readiness for private investment. Launched in 2018, the MFC program democratizes access to funding, helping promising companies refine their financial projections, market opportunities, and team strengths.

Incoming CA Chief Executive Todd Greenberg is about to get busy. He's going to try to fix cricket's financial struggles, get along with India, ensure our national teams stay competitive and consider how to improve the T20 leagues. How will he do that? We asked him. Featured: Todd Greenberg, CEO Cricket Australia. Subscribe to the ABC Sport Newsletter

On this episode, hosts Erin Nicholls and Michael Clear welcome corporate Partner R.J. Kornhaas to discuss the intricacies of investing in privately held businesses and business succession planning. They delve into essential considerations, such as the types of investments—including convertible notes and preferred stock—and emphasize the importance of having legal counsel review documents to safeguard investor interests. Whether you're an advisor, a founder or investor in a privately held company, tune in to explore how to navigate private investments wisely and understand the role of legal counsel in mitigating risks, ensuring compliance, and facilitating successful transactions.

Private markets are no longer just for the financial elite—they're now within reach of individual investors. But how do you make the most of this opportunity without missing out on serious growth? This week on The Millionaire Next Door, Bob Long, CEO of StepStone Private Wealth, explains how innovative structures like evergreen funds are making … Read More Read More

Highlights from this week's conversation include:Sean's Background and Journey in VC (1:07)First Deal Learning Experience (3:22)Conviction in Allocating (5:08)User-Friendly LP Approach (7:35)Openness to Manager Relationships (11:19)Overview of Gresham Partners (12:14)Strategy on Smaller Investments (14:10)Macro Trends Influencing Venture Strategy (15:57)Influence of Families on Investment Strategy (19:52)Capital Pool Structure (22:00)Insider Segment: Best Practices for Emerging Managers (25:24)Identifying Client Needs (27:34)Distribution Trends (29:45)Investment Process Transparency (31:55)Adapting to Market Changes (33:48)Miscommunication in LP-GP Relations (37:05)Understanding GP-LP Dynamics (40:15)Building Relationships in the LP Community (42:06)Changes in Fund Strategies (45:28)AI's Impact on Investments (48:17)Final Thoughts and Takeaways (49:22)Sean Warrington is the Head of Private Investments at Gresham Partners where he seeks to build portfolios of world-class private equity and real asset managers. His primary responsibilities include developing, sourcing and executing private investments around the world. Prior to joining Gresham, Sean served as co-head of private markets for the Alfred I. duPont Charitable Trust, a $6.5 billion foundation based in Jacksonville, FL. He previously held positions in corporate finance at Lockheed Martin as well. Sean's personal interests include watching sports (including esports!), reading science fiction and regular workouts.Aduro Advisors is a trusted partner for venture capital fund managers, offering comprehensive and expert fund administration services. Known for being agile, responsive, and focused on making fund operations seamless, Aduro enables fund managers to concentrate on investing. With deep expertise across a variety of fund sizes and strategies, Aduro provides a full suite of services, including fund accounting and compliance. The firm understands the fast-paced nature of venture capital and prides itself on being as innovative and driven as the funds it supports. Aduro doesn't just manage operations—they help funds scale. https://www.aduroadvisors.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Qin En Looi, a partner at Saison Capital, discusses the venture capital landscape, particularly in emerging markets like Southeast Asia, India, and Latin America. Saison Capital, backed by Credit Saison, focuses on early-stage investments and has $150 million in assets under management. The firm has seen three exits and emphasizes the potential of Web3 and decentralized finance (DeFi). Looi highlights the efficiency and cost advantages of DeFi, citing examples like Thala, a decentralized currency exchange, and Helix, which tokenizes private credit. He also notes the geopolitical implications, such as near-shoring to Mexico, and the positive impact of the recent Fed rate cut on private investments. NB This episode contains general information and should not be considered financial or investment advice. If you have any questions, comments, or suggestions for Gene, please email him at contact@economicsexplored.com  or send a voice message via https://www.speakpipe.com/economicsexplored. About Qin En Looi, Partner at Saison CapitalQin En Looi is a seasoned venture capitalist with a wealth of experience in fintech, B2B commerce, and web3 startups. At Saison Capital, he leads pre-seed and seed investments and advises multiple Southeast Asia-based web3 startups. His previous roles include co-founding Glints, the leading talent ecosystem in Southeast Asia, and earning recognition from Forbes 30 Under 30. Qin En is also the creator and host of the successful podcast “Parents in Tech.”Timestamps for EP256Introduction (0:00)Venture Capital Terminology and Investment Strategy (3:19)Evolution of Venture Capital and Web3 (5:49)Qin En Looi's Journey into Venture Capital (9:56)Investment Focus on Web3 and Decentralized Finance (12:29)Helix and the Future of Private Credit (20:02)Geographic Expansion and Global Opportunities (26:34)Concerns About Geopolitical and Economic Tensions (33:59)Impact of Fed Rate Cuts on Private Investments (36:40)Final Thoughts and Future Outlook (39:27)TakeawaysWeb3 Opportunities in Emerging Markets: Southeast Asia and Latin America are ripe for blockchain and decentralized finance innovations, with venture capitalists looking to capitalize on these growing markets.Blockchain and Financial Inclusion: Qin En argues Blockchain technology offers faster and more efficient financial services, helping to increase financial inclusion in underserved regions.Decentralized Finance (DeFi) as a Game Changer: Qin En argues DeFi platforms such as decentralized exchanges are transforming traditional financial models by enabling permissionless, trustless transactions.Private Credit on Blockchain: According to Qin En, tokenizing real-world assets like private credit offers new ways to reduce costs and increase liquidity, opening up more investment opportunities.Geopolitical Risks and Global Expansion: VC firms like Saison Capital are navigating geopolitical tensions by expanding into new markets such as Mexico, taking advantage of nearshoring trends.Links relevant to the conversationSaison Capital: https://www.saisoncapital.com/Information on United States-Mexico-Canada Agreement (USMCA) which replaced NAFTA:https://ustr.gov/trade-agreements/free-trade-agreements/united-states-mexico-canada-agreementLumo Coffee promotion10% of Lumo Coffee's Seriously Healthy Organic Coffee.Website: https://www.lumocoffee.com/10EXPLOREDPromo code: 10EXPLORED  

In this episode of The CFO Playbook, David McClelland is joined by Marie Joyce, CFO and COO of NTR, the trailblazing renewable energy specialist to discuss their mission to advance sustainable infrastructure by investing in wind, solar, and energy storage assets across Europe. What exactly does it take to transform from toll roads to renewable energy? Marie reveals the incredible evolution of NTR, offering a rare glimpse into the strategic milestones that have defined the company, from its early investments in wind energy with Airtricity in 1999 to its current focus on wind, solar, and energy storage projects across Europe. We hear how NTR's diversification across various markets and technologies has cemented its leadership in the renewable energy sector. Marie also shines a light on the pivotal decisions that set NTR apart, such as the shift from a US-centric approach to capitalising on the stable European market. She recounts the company's transition to co-investing with institutional capital, a move that has significantly mitigated risk while expanding investment capabilities. Hear how advancements in technology have made renewable projects financially viable without government subsidies, and how strategic partnerships, such as with Legal & General Investment Management, have been instrumental in the company's growth. Beyond the financial strategy, Marie lifts the lid on the human element that drives NTR's success including initiatives to foster diversity and inclusion in the traditionally male-dominated sectors of engineering and finance. From flexible working arrangements to fertility leave, NTR's culture not only supports its workforce but also aligns with its ambitious climate goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, I'm joined by Marlena Lee from Dimensional Fund Advisors for a deep dive into evaluating investment fads and how to build better portfolios. We also explore the importance of global diversification and why certain investments may not belong in your long-term strategy.   Listen now and learn: A framework for evaluating whether an investment fad deserves a place in your portfolio. The truth about private investments and why gold or crypto might not be the hedges you think they are. Why past performance and company size don't always indicate future returns.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [0:40] Eugene Fama's Contributions to Finance [6:39] Evaluating Investment Fads  [11:10] Scarcity, Growth Stocks, and Extrapolating Returns   [14:13] The Importance of Global Diversification   [29:46] Gold and Cryptocurrencies as Investments   [36:36] Hedge Funds and Private Investments   

When it comes to private investments, guess what topic we get asked the most? Yes, real estate! Today, we will discuss a strategy called the “1031 exchange”. The biggest advantage is the tax deferral function. You can keep rolling from one real estate investment to the next (with some nuances.) And if you do it right, it can potentially eliminate capital gains taxes entirely for your heirs. But as with all financial tools, it's not for everyone. A 1031 exchange also has some strict rules and significant drawbacks. Is it right for you?

In this episode of the Capitalmind Podcast, we take a deep dive into the world of unlisted and private securities. We'll cover key topics such as: What exactly are unlisted and private securities? How do you value them, and what complexities should you watch for, like liquidation preferences and ratchets? Who can you sell these securities to, and what about corporate governance risks? Are these investments or just consumption in disguise? We also explore opportunities in the SME segment and how much of your net worth you should allocate to private investments. Whether you're considering investing in a friend's business or a pre-IPO startup like Swiggy, this episode will help you navigate the complex world of private markets. Don't miss out! Send your ideas for future episodes to podcast@capitalmind.in, and if you're ready to invest with us, visit capitalmind.in to learn more about our PMS service.   00:00 Welcome to the Capital Mind Podcast   00:37 Introduction to Unlisted and Private Securities   04:27 Private vs Public Limited Companies   07:32 Valuing Unlisted Companies   09:26 Complexities of Cap Tables   21:31 Exit Strategies for Unlisted Securities   41:19 The Impact of Swiggy and Zomato on Restaurants   42:57 Investment Opportunities in Unlisted Companies   44:01 Shenanigans in Private and Public Markets   44:49 Case Studies: Byju's and FarmEasy   49:22 The Role of Venture Capitalists   01:05:00 Strategic Investments and Their Impact   01:07:30 Challenges of Investing in Unlisted Companies   01:24:03 The Future of Private Investments   01:24:49 Conclusion and Final Thoughts

The game has changed—are you positioned to adapt? Over the past 12 months, the federal government has been heavily regulating private investment in health care entities. Simultaneously, multiple states have enacted or introduced new laws restricting or requiring approval of such investments. The question arises: What do you do if you already have investments in these health care entities?  On this episode, Leslie Norwalk, Strategic Counsel at Epstein Becker Green (EBG), joins EBG attorneys Josh Freemire, Tim Murphy, and Ted Kennedy, Jr., to discuss how health care entities, investors, and board members should be responding to an evolving political and regulatory environment that has increased the scrutiny of private investment in health care entities. Letter to Joint Agency RFI on Consolidation in Health Care Markets: https://www.ebgadvisors.com/insights/publications/leslie-norwalk-responds-to-joint-agency-rfi-on-consolidation-in-health-care-markets Visit our site for related resources and email contact information: https://www.ebglaw.com/dhc81. Subscribe for email notifications: https://www.ebglaw.com/subscribe. Visit: http://diagnosinghealthcare.com. This podcast is presented by Epstein Becker & Green, P.C. All rights are reserved. This audio recording includes information about legal issues and legal developments. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and should not be taken, as legal advice on any particular set of facts or circumstances, and these materials are not a substitute for the advice of competent counsel. The content reflects the personal views and opinions of the participants. No attorney-client relationship has been created by this audio recording. This audio recording may be considered attorney advertising in some jurisdictions under the applicable law and ethical rules. The determination of the need for legal services and the choice of a lawyer are extremely important decisions and should not be based solely upon advertisements or self-proclaimed expertise. No representation is made that the quality of the legal services to be performed is greater than the quality of legal services performed by other lawyers.

Today, we're breaking down the order to invest your money.  We hear this question from our clients all the time: my friends are investing in this private deal, should I do something like that as well?  Well, hold the horses a bit, because before we go all the way to the “private deal”, there are some other basic (maybe not as sexy as a private deal), but more important glasses we need to fill first.  Let me introduce you to our Investment Champagne Tower!

Meet Avi Solomon and his company Pulse CRE who can make your pitch deck sing (not literally, of course, though, who knows where AI is going to take us eventually…)   I came across Avi on LinkedIn, noticing his interesting posts and dry wit and so decided to learn more about him and his company.   (If you want to find more clients/investors, LinkedIn is the place to be – ask me how ).   Avi provides bespoke landing pages for deal pitches that are easy for users to navigate, increasing conversions.   Avi and his company's use of AI includes: Copilot for Data Visualization: Pulse CRE uses AI copilots to create interactive and dynamic graphs quickly, making the presentation of data within the deck more engaging and easier to understand. Coding Assistance: AI is used as a coding copilot to develop your deck, ensuring it is dynamic and detailed, improving the overall user experience. Future AI Chat Integration: Pulse CRE is working on integrating an AI copilot for investors, which will allow them to ‘chat' with the deal using natural human language (a really cool feature). Image Upscaling: AI tools, such as image upscalers, are used to enhance the quality of images in the presentations, making them more professional and appealing. We build similar pages for our clients here at GowerCrowd but what makes Avi and Pulse CRE different is they build deal pages for sponsors as a standalone service (at a very reasonable cost).   Avi is a bright guy and, in a world moving as fast as it is in prop-tech and AI where youth is an advantage, offers insights and ideas we can all learn from. ***** The only Podcast you need on real estate and AI.   Learn how other real estate pros are using AI to get ahead of their competition.   Get early notice of hot new game-changing AI real estate apps.   Walk away with something you can actually use in every episode.   PLUS, subscribe to my free newsletter and get: • practical guides, • how-to's, and • news updates   All exclusively for real estate investors that make learning AI fun and easy and insanely productive, for free.   EasyWin.AI

The episode provides an in-depth analysis of the structural challenges that led to the slowdown in private investment in India from 2011, highlighting the impact of policy uncertainty, weak rule of law, and central planning on business confidence. Ajay Shah advocates for broader policy reforms that enhance the institutional environment, making it more conducive to private sector participation in the economy.He also discusses the strategic importance of fiscal discipline in the context of India's economic challenges. He emphasizes the need for a prudent approach to deficit management, arguing that a flexible fiscal policy, which adapts to economic cycles, is more suitable for India than rigid deficit targets. The discussion also explores the role of infrastructure investments, questioning whether the current government-led infrastructure push effectively addresses the deeper issues of private sector investment and economic growth.Additionally, Shah touches upon the ongoing debate around tax policy, particularly the potential overhaul of India's direct tax code and the implications of capital gains taxation. He underscores the importance of aligning tax policy with the broader goal of promoting capital formation and economic growth in India.How can India balance fiscal discipline with the need for economic growth? What are the underlying reasons for the private sector's reluctance to invest in India? How can tax policy reforms contribute to India's economic objectives?Additional Readings In Service of the Republic: The Art and Science of Economic Policy by Vijay Kelkar and Ajay ShahForeign Investors Under Stress: Evidence from India by Ila Patnaik, Ajay Shah, and Nirvikar SinghScale Economies, Product Differentiation, and the Pattern of Trade by Paul KrugmanThe Case for Trade Barriers Against Chinese Imports by Ila Patnaik and Ajay ShahThe State of the Economy by Ajay ShahGovernment Programs Have a Limited Impact on Employment by Ajay Shah Where Has All the Infrastructure Gone? | Episode 55 | Everything is EverythingStrategic Thinking on Fiscal Policy by Ajay Shah Where Has All the Infrastructure Gone? | Episode 55 | Everything is EverythingEpisode Contributors: Ajay Shah is a senior research fellow and co-founder of XKDR Forum. He has held positions at the Centre for Monitoring Indian Economy (CMIE), the Indira Gandhi Institute for Development Research (IGIDR), the Department of Economic Affairs at the Ministry of Finance, and the National Institute for Public Finance and Policy (NIPFP). His research lies at the intersection of economics, law, and public administration.Suyash Rai is a deputy director and fellow at Carnegie India. His research focuses on the political economy of economic reforms, and the performance of public institutions in India. His current research looks at the financial sector, the fiscal system, and the infrastructure sector. Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

Private capital is critical to energy transition efforts, but much of it to date has been channeled to renewables and electric vehicles. What are the prospects of attracting funds to other sub-sectors, and early-stage innovators? In this episode of Strategic Alternatives, host Beatrix Pratte-Ness is joined by RBC specialists Ralph Ibendahl, Paul Betts, and Barrie Laver to assess the prospects for the market.

For years, the dream of homeownership has seemed increasingly out of reach for many. But what of those who can't even afford to rent Social Housing? Waiting lists are overflowing and the number of available dwellings just needs to catch up. Today Nicola McDougall, chair of the Property Investment Professionals of Australia (PIPA) joins me and passionately advocates for a fair and more effective approach to social housing. You see, despite the government raking in billions of dollars from property taxes each year, our social housing stock has remained stagnant, and the number of people in desperate need of housing continues to rise. Now, I'm not talking about affordable housing. We'll explain the differences, but unfortunately, private investors are often being blamed for this crisis. That's not the case. Nicola will help unpack the reasons behind the housing shortfall, discuss some of the impacts of government policies, and we're going to explore what needs to be done to provide adequate housing for all Australians. Understanding Social Housing and Private Investment in Australia In today's conversation with Nicola McDougall, we dive into the intricacies of Australia's social housing crisis and its impact on private investors. We discuss statistics, government policies, and strategic investment opportunities in a challenging market. ●        The differences between social housing (government-provided for the most vulnerable) and affordable housing (making renting and purchasing more accessible) ●        175,000 households on social housing waiting lists, stagnant social housing stock despite 33% population growth ●        Decline in social housing stock in New South Wales, Victoria, Queensland, and Western Australia ●        The role of private investors in providing rental housing ●        Critique of government policies, including ineffective housing initiatives and the financial burdens placed on private investors o   Anti-investor legislation, such as increased property taxes and rental reforms, and their exacerbating effects on the housing crisis ●        Potential government incentives to encourage private investment in rental housing, including adjustments to capital gains tax ●        Challenges faced by highly leveraged property investors in a high-interest-rate environment ●        Opportunities in Melbourne's low vacancy rates and skyrocketing rents ●        Importance of portfolio diversification across different states and working with wealth strategists to outperform the market ●        Hidden taxes in the New South Wales budget, such as the shift of emergency service levies from insurance companies to property owners Whether you're a seasoned property investor or you're just concerned about Australia's housing future, this episode offers valuable perspectives and actionable advice. Links and Resources: Get the team at Metropole to help build your personal Strategic Property Plan Click here and have a chat with us Get a bundle of eBooks and reports – www.PodcastBonus.com.au Some of our favorite quotes from the show: “Anyway, it's the government's job to help the disenfranchised people in Australia, and in general, it's not their fault, so this is not a judge of people.” -- Michael Yardney “Clearly, the government has no idea what it costs to construct high-rise dwellings. And if they do offer discounted rents to essential workers, and I'm not against the idea, I'm just saying the numbers don't work – where's the profit going to come from?”-- Michael Yardney “But here's the problem. Oftentimes, exploiting your own innate abilities requires an enormous investment of your time before the investment begins to pay dividends. And because the investment doesn't produce immediate rewards for many people, it ends up being a problem.”-- Michael Yardney PLEASE LEAVE US A REVIEW Reviews are hugely important to me because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review on iTunes - it's your way of passing the message forward to others and saying thank you to me. Here's how

Nigeria has dropped tax charges against Binance executives, a pivotal legal development that could alleviate regulatory pressures on Binance. However, it's too early to relax. We still have money-laundering charge left with both executives' names on. Wait, wait, telecommunications are eyeing the bitcoin mining business. Chinese telecom provider Coolpad is set to purchase Bitcoin mining rigs, marking its entry into the cryptocurrency mining industry. Similarly, T-Mobile, a major telecom giant in Europe, is venturing into Bitcoin mining as well. T-Mobile's entry into this sector reflects the broader trend of mainstream companies recognizing the potential of cryptocurrencies and blockchain technology, potentially leading to greater acceptance and integration of digital assets in traditional industries. In El Salvador, President Nayib Bukele has proposed the establishment of a Bitcoin bank, just two weeks into his second term. Will they be able to approve the Bank for Private Investment? Let's see. Telegram's game "Hamster Kombat" has reached an impressive 150 million players, demonstrating the massive engagement potential of integrating gaming with cryptocurrency elements. News Links

How can technology revolutionize the way passive investors manage their private investments and streamline their financial journey?   In this insightful episode, Sujata Shyam sits down with Litan Yahav, a successful entrepreneur and passive investor, to discuss his journey from selling his 3D diamond imaging startup to navigating the world of private investing. Litan shares his experiences and the challenges he faced while managing multiple passive investments, which ultimately led him to create Vyzer, a platform designed to help passive investors track and manage their investments more efficiently. Throughout the conversation, Litan provides valuable insights into the risks and rewards of private investing, the importance of finding trustworthy operators, and the benefits of using technology to streamline the investment management process.   Litan is a Navy veteran and tech founder who exited his last startup nine years ago to become a full-time passive investor. Driven by his passion for generating wealth and passive income, he created Vyzer, a platform designed to automate the management and control of every type of investment product, keeping passive investing truly passive.     [00:00:00] - [00:03:00] From 3D Diamond Imaging to Private Investing    - Litan's background and entrepreneurial journey    - Exiting his startup and facing the question of how to deploy capital    - The decision to invest in private markets, particularly real estate   [00:03:00] - [00:07:00] Navigating the Risks and Rewards of Private Investing    - Comparing the risks of public and private markets    - The importance of finding trustworthy operators to mitigate human risk    - Balancing the risk of time investment with potential returns   [00:07:00] - [00:12:00] The Birth of Vyzer: Solving the Challenges of Managing Passive Investments    - The challenges of managing multiple passive investments and the lack of suitable solutions    - Building a software to track investments and the evolution into a startup    - Key features of Vyzer, including transaction reconciliation, cash flow planning, and investment insights   [00:12:00] - [00:18:00] Leveraging Data and Community Insights to Empower Investors    - Providing transparency into fund performance and investor activity    - Analyzing deal flow and offering educational content to help investors make informed decisions    - The value of a platform like Vyzer in streamlining administrative tasks and saving time   [00:18:00] - [00:21:00] The Future of Private Investing and Advice for Aspiring Investors    - The advantages of private markets, including cash flow, depreciation, and future upside    - Comparing the returns and time investment of passive and active investing    - Tips for getting started with private investing and building initial capital   Quotes:   "The biggest risk in private investing is finding people you can trust - operators who will not lie to you, steal from you, or scam you. That's super important." - Litan Yahav   “When comparing passive and active investing, it's crucial to look at the relationship between the returns and the work required. Sometimes, the exponentially higher time investment in active deals doesn't justify the marginally higher returns compared to passive investing." - Litan Yahav   Connect with Litan: Website: vyzer.co   WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!