The Alt Asset Allocation Podcast - podcast cover

The Alt Asset Allocation Podcast

The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.
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Episodes

94: NFT Markets Macro Outlook with Ben Roy

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ NFTs - they’re dead according to the media (again), but all you have to do is spend a little time in our space to see that NFT developments continue despite the current market. In this Benterview, we go into detail on what’s happening in the NFT market and what Ben thinks could be interesting!

Dec 19, 202244 minSeason 1Ep. 94

93: Cryptocurrency Taxes with Micah Fraim

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this episode, we talked about why crypto taxes are so difficult. We covered some of the biggest misconceptions or mistakes people make when doing their crypto taxes, how to get smarter about taxes this year and in the future (e.g. tax loss harvesting) - then really enjoyed going into more detail around some of the specifics on things like: wash sale rules, NFTs taxed as collectibles, FBAR, Air...

Dec 12, 202254 minSeason 1Ep. 93

92: Scaling Ethereum with Offchain Lab's Co-Founder Steven Goldfeder

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Steven Goldfeder of Offchain Labs, the company behind Arbitrum. This one is very Ethereum / Sclaing focused but pretty darn key for understanding how the future of ethereum might look.

Nov 08, 202247 minSeason 1Ep. 92

91: Crypto Liquid and Venture Fund of Funds with Greg of Scenius Capital

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Greg is a co-founder at Scenius which runs a hedge fund of funds and is launching a venture fund of funds in the crypto space. He shares his bird's eye view on how the industry's best fund managers are allocating their capital and thinking about the future of the Crypto space. We talk about trends he’s seeing in the liquid markets with their fund of funds and upcoming changes venture funding patt...

Oct 31, 202256 minSeason 1Ep. 91

90: Commercial Real Estate Investing with Streitwise Founder Jeff Karsh

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Jeff Karsh, the co-founder & CEO of Streitwise, a private REIT. Commercial Real Estate is a tricky one, spanning types like Office, Retail, Industrial, Multi-Family Apartments, Hotels, etc. In this episode we talk about Commercial Real Estate types, some potentially attractive geographies (Indianapolis) and then more detail on Streitwise itself - fees, liquidity, type...

Oct 24, 202234 minSeason 1Ep. 90

89: Bitcoin is Sound Money with Rob Price

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Rob Price. Bitcoin. Sound Money or just another Risk asset? Globally there is likely a Monetary Regime change coming… What we change into is anyone’s guess, but Bitcoin could (who knows… keep that in mind) be a contender. Rob is a rational thinker here, which I appreciate, so it’s nice to have a level head when thinking about this stuff. In this episode we cover all thing...

Oct 17, 202257 minSeason 1Ep. 89

88: Blockchain Gaming with Horizon

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Blockchain Gaming with Michael Sanders of Horizon Games (creators of Trading Card Game Skyweaver). In this episode with Michael we go over the state of the blockchain gaming industry where it is and where it could be going, we talk about blockchain game developers - what chains they’re interested in and how to get started building a game, and a lot more....

Oct 10, 202247 minSeason 1Ep. 88

87: Macro Financial Markets Outlook with Peter Harlin

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Peter is one of those rare individuals that keeps pretty close tabs on a number of financial assets and markets. He’s my go-to guy for insight into where financial markets could be moving, and what sorts of things might be worth looking into a bit more. Macro is tough to forecast, but I always enj...

Oct 03, 202237 minSeason 1Ep. 87

86: Intro to DeFi with Kris Kay

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Kris Kay - a DeFi Educator and YouTuber. Decentralized Finance, or DeFi, is something I’ve talked a lot about on this channel. Kris is doing a lot of onboarding in DeFi - which is very hard. I run CryptoMondays here in LA and know from experience that taking someone from zero to yield farming or some more advanced DeFi concepts… not easy. In this episode we talk about wh...

Sep 26, 202252 minSeason 1Ep. 86

85: Business and Economic Cycles For Investors with Lakshman Achuthan

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lakshman Achuthan of Economic Cycle Research Institute (ECRI) returns to the show to share his current macro outlook. We cover Lakshman's best insights on this business cycle and what that could mean for your asset allocation.

Sep 19, 202241 minSeason 1Ep. 85

84: Investing in the NFT Markets in 2H22 with Sasha from Arca

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Sasha Fleyshman is the GP of a $50M NFT Fund from Arca. In this episode we talk about the NFT Market. Prices are down, volumes are down, but Sasha is still bullish on this nascent space.

Sep 12, 202253 minSeason 1Ep. 84

83: The Global Current Macro Outlook with Dr. Marc Faber

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Dr. Faber is a legend in the space. He rejoins the show at a time where the current monetary regime have backed us into a pretty curious situation. Dr. Faber argues we may be transitioning into a time period where returns are no longer easily generated and there might be an extended environment of financial assets losing value. Enjoy this episode with Dr. Doom and Gloom himself!...

Sep 05, 202249 minSeason 1Ep. 83

82: Why Crypto Winter is not here with Jaime Burke of Outlier Ventures

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jaime has seen a lot: he has been investing in Web3 / Crypto / Blockchain since 2014 - about 8 years. Jamie sees a lot of early stage startups and knows where investor money is headed. In this episode he lays out what projects are getting the most traction these days. We jump into some popular investment theses including: The Open Metaverse, MetaFi, NFTs as Social Media, and Experience of Web3. T...

Aug 29, 202251 minSeason 1Ep. 82

81: Energy and Oil Markets with Art Berman

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Art Berman is my go to person for all things energy related. He rejoins the show in a moment where it seems like every headline is focused on inflation and energy costs to break down what is happening on a global level. Listen to catch up on the current state of all things energy and what the future may have in store.

Aug 22, 20221 hr 3 minSeason 1Ep. 81

80: Investing in Farmland with Carter Malloy

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Carter Malloy of AcreTrader. In this episode we cover why you might be interested in investing in farmland, and more details specifically on what AcreTrader is doing to allow more investors access to Farmland.

Aug 15, 202232 minSeason 1Ep. 80

79: Investing in Crypto with Tijo of Arcane Bear

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ There’s a lot going on in crypto at all times and it’s very difficult - if not impossible these days - to stay on top of it all. Tijo prides himself in living on the fringes and identifying investment opportunities before they’re mainstream. Right now Tijo is really interested in Web3 / Blockchain Gaming. We go into detail on why this area of Crypto is interesting, some learnings from being in th...

Jul 18, 202249 minSeason 1Ep. 79

78: Investing in Psychedelic Medicine with Brom

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Brom Rector of Empath Ventures. The stats around the potential of Psychedelic Medicine are staggering. We’re moving towards legalization of Psychedelics for medicinal purposes and there are many ways to invest in this trend in both Public and Private Markets. Brom is a VC in the space and talks about the History of Psychedelics, The types of companies operating in the spa...

Jul 11, 202243 minSeason 1Ep. 78

77: Building Blockchain Games with Samee Siddiqui

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Samee is a builds blockchain games. Is blockchain gaming the “next big thing”? We discuss in this chat about where blockchain gaming could go, what currently is being done well in the space and what it’s like building a game. Enjoy! Time Codes: 0:00:00 Welcome and context 0:00:17 What is your background? 0:06:37 How early are we in blockchain gaming? 0:08:35 What your ideal blockchain gaming envi...

Jul 04, 202241 minSeason 1Ep. 77

76: Real Estate Investing with Matt Bowles

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Rising Interest Rates, Supply / Demand Imbalance, Globalization, Demographic changes, technology changes… there’s been A LOT that has happened that really impacts the rental unit investment strategy and there’s a lot to think about if you’re still on the fence about buying your first rental property. Enjoy this round 2 interview with Matt Bowles on investing in the Real Estate Market....

Jun 27, 202254 minSeason 1Ep. 76

75: Ticket NFTs and Music NFTs with YellowHeart’s Josh Katz

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This episode is all about Ticket NFTs and Music NFTs. In Mar’21 Kings of Leon released their album as a NFT and made >$2M. This opened up the floodgates to artists thinking a bit more seriously about NFTs when it comes to their music as well as their live ticketed events. I’m fascinated by the opportunity to use NFTs to engage with fans in more ways and that’s exactly what YellowHeart is worki...

Jun 20, 202246 minSeason 1Ep. 75

74: All Things Art NFTs with Kyle Gordon

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com With Kyle’s background in crypto, art and entertainment - he is my go to guy for insight on where the art NFT market is going. We’ve talked quite a bit about different NFT categories - you should be starting to see the breadth of what is possible here - and this one covers Art in great detail. In this episode, we cover the art NFT Market, curation tools, methods to uncover artists in the space, an...

Jun 13, 202257 minSeason 1Ep. 74

73: Blockchain and Web3 Gaming with Ryan Wyatt

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Ryan Wyatt is the ex Head of Gaming at YouTube and made the jump full time into Web3 with Polygon Studios earlier this year. Web3 gaming will be huge. The future is certainly bright. I really enjoyed this conversation and we covered a ton including talking about where Blockchain Gaming is today, where it could be going, some pitfalls for game designers, new mechanics that the blockchain allows, s...

Jun 07, 202244 minSeason 1Ep. 73

72: Investing in Esoteric Alternative Investments with Wyatt Cavalier

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Wyatt Cavalier on all things Alternative Assets. If you’ve listened to this podcast much, you’ve realized that “Alternative” Investments likely deserve a spot in many if not all investors’ portfolios. Wyatt runs http://alts.co and they’ve recently launched a fund dedicated to sniffing out these alternative investments. I love alternative investments. Collectibles, Crypto...

May 30, 202249 minSeason 1Ep. 72

71: BoredElonMusk on Blockchain Gaming

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Bored Elon Musk. What started as a parody account 8 years ago, Bored is a massive presence in the crypto space now with over 1.8 million followers on Twitter. Bored Elon is in the process of transitioning to full entrepreneur and operator. From his roots in gaming, he’s going all in on Blockchain Gaming. In this episode we go over Blockchain Gaming, where it is, why it’s...

May 23, 202252 minSeason 1Ep. 71

70: Web3 Identities and NFTs with Hadrien of Sismo

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Hadrien from Sismo. Web3 Identities, NFTs and Privacy. These would be the key topics today. Web3 Identity has beenn all the rage lately. In this conversation we talk about it in a lot more detail, and dig into some of the ways that Sismo is innovating in this category. This is part of the “NFTs, more than JPEGs” segment and I really hope it helps open up your eyes to the...

May 16, 202242 minSeason 1Ep. 70

69: Music NFTs with Jesse Grushack

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Jesse Grushack Music NFTs. Still not understood by many but in some corners of the internet they’re all the rage. In this episode we talk about Music NFTs, especially given Jesse’s background in the Music Industry. Enjoy this episode with Jesse!

May 09, 202234 minSeason 1Ep. 69

68: NFTs with OG Jordan Lyall

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Jordan Lyall. Jordan is an OG in the space and has been involved with NFTs from the very beginning. In this episode we have a wide-ranging conversation from his company Niftys working with gigantic brands like Warner Brothers to use NFTs for super engagement to the more community-centric projects in more niche corners of the internet like Meme and raCC0ons and the power ...

May 02, 202251 minSeason 1Ep. 68

67: NFT Investing in 2022 with Les Borsai of Wave Financial

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Les Borsai Les is a GP at NFT Fund from Wave Financial. I’ve known Les for some time now and know that he’s quite an early adopter in the crypto world, he’s deep in the NFT space and we chat all about the state of the NFT market and some of the possible paths for it to go from here. Enjoy this podcast episode with Les of Wave Financial!...

Apr 25, 202250 minSeason 1Ep. 67

66: Jacob Martin: NFT Investing w/ 2punks capital

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Jacob Martin or The NFT Attorney. In 2019, 2020... Buying NFTs was easy. Buying a BAYC for about $190 gave you a return of around $450K. That’s insane. But investing in the NFT space these days, or “flipping NFTs” is no longer as easy - in a bull market everyone looks like a genius. In this episode we talk about the NFT market, what’s overhyped and where there still migh...

Apr 18, 202240 minSeason 1Ep. 66

65: All Things NFTs and Web3 with Drew Austin

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Drew Austin. Drew covers a very broad spectrum on all things NFTs, exciting Web3 projects, and the Metaverse. Drew is the Managing Partner of Red Beard Ventures and Co-Founder of Knights of Degen among all of the other crypto stuff he's deeply involved with. Red Beard Ventures invests in Web 3.0 infrastructure and other frontier technologies. Enjoy this episode with Drew...

Mar 07, 202244 minSeason 1Ep. 65
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