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

34: Regulation of Cryptocurrencies with Dave Rodman

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ With Bitcoin and Cryptocurrencies reclaiming all time highs, "regulatory uncertainty" is still high in the cryptocurrency industry. Don't miss this episode with Dave Rodman going into detail on the state of regulations in the cryptocurrency industry - where we are now and what's needed for the space to thrive and continue to grow. Enjoy this conversation with Dave Rodman on all things cryptocurre...

Mar 01, 202146 minSeason 1Ep. 34

33: Investing with Inflation on the rise with Ronnie Stöferle

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Is your portfolio prepared for Inflation? Ronnie Stöferle has written the In Gold We Trust report for 14 years now, and has some pretty unique views on why we should worry more about inflation and its impacts on our portfolios. In this conversation we discuss many things inflation, including: why Ronnie believes it's coming, what to watch out for, and how to adjust your asset allocation appropria...

Feb 22, 20211 hr 5 minSeason 1Ep. 33

32: Contrarian Macro Investments with Chris MacIntosh

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this conversation I sit down with Chris MacIntosh, managing partner at Glenorchy Capital, and author at capitalistexploits.at and have a wide-ranging conversation on how to position your investment portfolio. Trends like Greenwashing are in full force, but have you analyzed what this really means for the associated investments? Greenwashing is just one tiny piece of the bigger picture. What ar...

Feb 15, 20211 hr 8 minSeason 1Ep. 32

31: Off Grid and Self-Sustaining Homes with Jonah Reynolds of EarthShips

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you heard of Earth Ships? This episode is with Jonah Renoylds of EarthShip BIotecture, which is the number one eco-construction and self-sufficient living company. Off-grid, self-sustainable houses. Absolutely an alternative investment. We talk about their construction, how they work and what they're like. Tune in and check it out!

Feb 08, 20211 hr 8 minSeason 1Ep. 31

30: Privacy-focused Cryptocurrencies with Reuben Yap

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Reuben Yap is the Project Steward of Firo (formerly Zcoin), which is a privacy-focused cryptocurrency. The world moving toward cashless society. This means that 100% of transactions traced, surveilled and censored. Privacy of financial transactions will be more and more important and harder to achieve. Reuben shares his knowledge on current state of privacy cryptocurrencies, why bitcoin is not pr...

Feb 01, 202149 minSeason 1Ep. 30

29: Venture Capital Investing with Vikram Chander of Krewe Capital

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Angel investing is often touted for very high returns. However, it is not easy. This interview is with Vikram Chander who is the Founder & Managing Partner at Krewe Capital. We shared an investments panel in early 2020 and I was fascinated by how well thought out his macro views were in addition to his great track record in VC / Angel Investing. Vik talks about his experience with Angel inves...

Jan 25, 20211 hr 2 minSeason 1Ep. 29

28: Macro Outlook with Marc Faber: The Billionaire They Call Dr. Doom.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Marc Faber is a Swiss investor based who resides in Thailand and the publisher of the Gloom Boom & Doom Report newsletter, also acting as investment advisor and fund manager and involved in a number of investment funds focused on emerging and frontier markets. In this conversation we discuss his macro outlook for financial investments and go into detail on topics such as Quantitative Easing, ...

Jan 18, 202143 minSeason 1Ep. 28

27: Inflation, Deflation, Stagflation and Gold with Peter Boockvar

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Inflation, Deflation, Stagflation - we hear these terms, but which scenario is most likely and why? More importantly, what that means for our investments and how to position ourselves accordingly. Peter Boockvar is a very bright mind in this space and is frequently seen on CNBC discussing these topics. You won't want to miss this episode with Peter Boockvar on all things 'Flation and what it coul...

Jan 11, 202151 minSeason 1Ep. 27

26: Flag Theory and diversifying your risk with Edmund Lowell

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Edmund Lowell is the Founder & CEO of KYC Chain, an Advisor to SelfKey, Angel Investor and Managing Partner of Far Horizon Capital Inc. - the company behind Flagtheory.com Flagtheory - “Legal methods to optimize and protect your business, increase your bottom line and achieve more freedom.” Flags include: 1) Second Passport 2) Tax Residency 3) Offshore Entity 4) Offshore Bank Account 5) Offsh...

Jan 06, 202156 minSeason 1Ep. 26

25: Investing in the MetaVerse with NFTs with Jim McNelis

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jim McNelis is the creator of Avastars and a "Hardcord NFT Degen." Have you seen Ready, Player One? Heard of the MetaVerse? You won't want to miss this conversation with Jim. In this conversation we discuss the "Collectibles as Investments" mindset, why NFTs might be so interesting for investors, the MetaVerse and what it might look like and finally AvaStars and what's going on with Jim's company...

Jan 04, 202152 minSeason 1Ep. 25

24: Investing in Multifamily Apartment Complexes with Chi Hathiramani

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This interview is with the CIO of Upside Avenue, Chi Hathiramani. Upside provides access to professionally-managed multifamily real estate investments. With attractive 10+% Yields, in this conversation we go into detail on why multifamily real estate investing might make sense for investors and go into talk about how it works with Upside avenue. Multifamily Real Estate investing was once only ava...

Dec 28, 202038 minSeason 1Ep. 24

23: Investing in Luxury Real Estate in Mexico with Nico Wilmes

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Nico Wilmes is the founder and CEO of Los Amigos Tulum, the top luxury real estate developer in Tulum, Mexico. In this conversation we talk about the Mexico Real Estate Market, Luxury Real Estate, Short term rentals in Mexico, Tulum Real Estate and go into detail on Los Amigos Tulum development.

Dec 21, 20201 hr 6 minSeason 1Ep. 23

22: Tax savings strategies for Remote Workers with Mark Dissen

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Are you an American new to remote work and thinking about living outside of the US? Make sure you don't miss this episode with Mark Dissen, Founder of WayFarer Accounting which is specialized in helping expatriates and digital nomads with their taxes. The US and Eritrea are the only countries on earth that tax you for being a citizen, BUT there are some ways to save big on taxes while working ove...

Dec 16, 202054 minSeason 1Ep. 22

21: Purchasing a Cash Flowing Service Business in Alabama with Jeremy Carter

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jeremy Carter is a man on a mission. He's spent the last 5 years operating a small business, now wants to purchase a “stable service business with positive cashflow and an outstanding reputation near Birmingham, AL”. We talk about the “Buy then Build” mentality, some things he’s learned thus far in evaluating potential business purchases, the roadmap once he purchases a business and more. Enjoy!...

Dec 14, 202045 minSeason 1Ep. 21

20: Recap Episode, Alternative Investment Insights after 20 Episodes

For an accompanying blog post with charts and more information, please visit: https://altassetallocation.com/ In this Episode Ben recaps the 20 amazing guests he has had so far and some key insight they’ve shared. The investment landscape is changing right now, and we’re truly in uncharted waters in many different ways. Unprecedented times, and you can either invest like you always have (e.g. 60/40 Portfolio) or you can educate yourself and think more broadly about some of these trends. It may b...

Dec 07, 202027 minSeason 1Ep. 20

19: Digital Collectibles and Investing in Virtual Real Estate (NFTs) with Matty Soudagar

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This interview is with Matty from DCLblogger.com. Matty is absolutely obsessed with Non-Fungible Tokens, or NFTs, and has been investing in this emerging asset class long before it's been 'hot.' Join Matty and Ben Lakoff as they dive into NTFs - specifically into Crypto Art, Digital Collectibles and Virtual Real Estate. We also discuss common misconceptions that investors in the space have and ho...

Nov 30, 202044 minSeason 1Ep. 19

18: Successful Crowdfund and raising over $200M in Capital for Startups with Patrick Henry

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you thought about raising capital for your company? Don't miss this episode with Patrick Henry, CEO & founder of GroGuru. Patrick is a serial entrepreneur with multiple exits, including Entropic, which he took from pre-revenue all the way through a successful IPO and a $1B valuation. His latest company, GroGuru has raised $3.8M in seed funding prior to just wrapping up a massive $2M rais...

Nov 23, 202059 minSeason 1Ep. 18

17: Investing in Non Fungible Tokens (NFTs) with OpenSea

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Devin Finzer, Co-founder and CEO at OpenSea, which is the largest marketplace for Rare Items. These Rare items on the OpenSea Marketplace are Non Fungible Tokens, or NFTs. NFT's are unique, provably scarce, liquid, and usable across multiple applications. There is a booming market for NFTs in things like: Virtual Real Estate, Domain Names, Virtual Art, Game Items, Tickets, Etc. In this conversati...

Nov 18, 202051 minSeason 1Ep. 17

16: Your Stock & Bond allocation and Inflation - Macro Outlook with Vincent Delaurd

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Vincent Deluard, CFA is the Director of Global Macro Strategy at Stonex. Vincent joins us to discuss the shortcomings of 60/40 Equity/Bond portfolio, the 8 horsemen of inflation and how to position an investors' portfolio accordingly. The 60/40 portfolio has been an industry standard for asset allocators for years, with bonds yielding near-zero and equities at all-time-highs, things may change fo...

Nov 16, 202049 minSeason 1Ep. 16

15: Decentralized Venture Investing with the LAO

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this conversation with Pri Desai we go into more detail on The LAO. The LAO is a For-Profit, Limited Liability Autonomous Organization. A smart contract-based investment club. Sound interesting? Early 2020, the LAO opened and quickly raised over $5M to fund blockchain startups based on its community members votes. The LAO has since made a number of investments and seems to be off to a great st...

Nov 09, 202047 minSeason 1Ep. 15

14: All things Oil Investing with Art Berman

For the full audio interview, transcript, show notes, and more visit: https://altassetallocation.com/ Art Berman is a world-renowned oil expert. He is a geological consultant with thirty-seven years of experience in petroleum exploration and production and is often interviewed about energy topics on television, radio, and national print and web publications. Art and I discuss why investors should pay attention to oil and ultimately where oil prices are headed in the future. There is a lot of noi...

Nov 02, 20201 hr 13 minSeason 1Ep. 14

13: Investing in Land and earning 1000%+ ROI with Mark Podolsky

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is all about investing in RAW LAND with Mark Podolsky of the Land Geek. Since 2001, Mark has completed over 5,500 Land deals with an average ROI over 300% on cash flips and over 1,000% ROI on the deals he sells with financing terms. In this conversation we talk about all things LAND Investing. What does the process look like, risks, characteristics of a great deal and more. This...

Oct 26, 202042 minSeason 1Ep. 13

12: What to know about Investing in International Real Estate with Lief Simon

For the full audio interview, transcript, show notes, and more visit: https://altassetallocation.com/ Today's interview is all about investing overseas with LiveandInvestOverseas.com Editor-in-Cheif Lief Simon. Lief has purchased more than 50 properties, investing in 26 different countries around the world. Lief has more experience buying and profiting from real estate around the world than any other individual investor you’re likely to find. In this conversation we talk about the process to pur...

Oct 19, 20201 hr 1 minSeason 1Ep. 12

11: Macro Investing Outlook with Jesse Felder

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jesse Felder has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Today he works with a select group of clients at Felder & Company, LLC in Bend, Oregon and blogs at TheFelderReport.com. In this episode, we go over all things Macro including:...

Oct 12, 20201 hr 6 minSeason 1Ep. 11

10: Investing in Royalty Rights with Antony Bruno of Royalty Exchange

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you ever thought about investing in Music Royalties? In this interview Antony Bruno of Royalty Exchange, we discuss just that. Royalty Exchange is an online auction platform for royalty rights (primarily related to music). Specifics vary, but you're investing in future income streams derived from royalty payments. With returns around 12%, like many other Alts, this could truly be another gre...

Oct 05, 202057 minSeason 1Ep. 10

09: Gold, Bitcoin and Current Macro Outlook with Rob Price

Interview with Rob Price, CFA, head of asset allocation at Alexander Forbes Investments in South Africa. Rob is a very interesting South African. He advises Pensions on their asset allocation and is a big fan of sound money. Rob is an asset allocator and has a keen insight in the global macro backdrop. We talk about the markets in general, gold, bitcoin and why investors should be paying attention to these asset classes now more than ever. Enjoy this conversation with Rob Price!...

Sep 28, 20201 hr 31 minSeason 1Ep. 9

08: Investing in Single Family Rental Properties in the USA with Matt Bowles

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This interview is with Single Family Rental (SFR) Investing Guru, Matt Bowles. His company, Maverick Investors Group is a fully-remote turnkey rental real estate investment company. Maverick Investors Group helps people purchase cash-flowing rental properties in the best U.S. real estate markets - My kind of investment. We go into A LOT of detail on SFR real estate investing. We talk at length ab...

Sep 21, 20201 hr 22 minEp. 8

07: Investing in US Farmland with Carter from AcreTrader

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Carter Malloy is the Founder and CEO of AcreTrader. AcreTrader was created with a simple mission: To Provide investors direct access to the highly attractive asset class of farmland. Really enjoyed this conversation about Farmland Investing and the potential asymmetric Risk/ Reward opportunities that exist in US Farmland. We cover: Why Farmland, Why now, Risks to farmland in general as well as an...

Sep 14, 202057 minEp. 7

06: Zapper: An Investor's Dashboard for Decentralized Finance, DeFi

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you heard of this DeFi mania going on right now? Yields over 1000%, new platforms and tokens - it's the wild west. In this interview with Nodar Janashia we go into the Zapper.Fi platform. Zapper allows investors to manage their DeFi assets and liabilities in one simple interface. It's UI is very user-friendly and makes finding and investing in these rather esoteric investments MUCH easier th...

Sep 07, 202044 minSeason 1Ep. 6

05: Accessing Private Credit with Cadence’s Nelson Chu

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Nelson Chu is the Founder and CEO Cadence, a digital securitization and investment platform for private credit. Best described from their website: Cadence is unlocking access to exclusive high yield, short term investments traditionally reserved for institutions. Earn up to 10% APY on your investment in as little as 1 month with a low minimum of just $500 to get started. Really enjoyed this conve...

Aug 31, 202051 minEp. 5
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