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

64: Building Web3 DAOs with DeFi Ted

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com DAOs are all the rage right now. Decentralized Autonomous Organizations. DeFi Ted, was one of the founding core team members behind ParagonsDAO. In this episode, we cover a lot about being anon in the space, ParagonsDAO, Parallel NFTs, misconceptions about being in web3 - devs and traders - the collaborative v. competitive nature of Web3 and building in the space. What ParagonsDAO and Parallel NFT...

Feb 28, 202250 minSeason 1Ep. 64

63: PlannerDAO and the DeFi Space in 2022 with Adam Blumberg

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this episode, we discuss all things Decentralized Finance or DeFi. We’ve discussed DeFi a few times already, but Adam is taking a slightly different approach. He’s building PlannerDAO - “empowering financial professionals to make digital assets & decentralized finance accessible to all investors.” - getting financial advisors and fiduciaries over the line with DeFi and why it’s important a...

Feb 15, 20221 hr 8 minSeason 1Ep. 63

62: Self Directed Retirement Accounts are Changing with Damion Lupo

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Damion Lupo Most of our listeners will know what a 401K and IRA are. If you're interested in alternative investments, you've likely been frustrated that they're hard to own in a retirement account. Maybe this led you to a self-directed IRA. Well, Congress has proposed changes to the laws governing IRAs as part of their $3.5 trillion reconciliation package. In its current...

Feb 08, 202243 minSeason 1Ep. 62

61: Taking the Financial Path Less Traveled with Nick Kosko

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Nick Kosko Nick is a wealth strategist at CreateTailwind and in this episode, we discuss financial Independence, Taking control of you money and questioning the financial norms. Infinite banking has been called a scam by Dave Ramsey, but it actually might make sense for some of the listeners out there - at least to learn more about it and how it could be used in your fin...

Jan 31, 20221 hr 5 minSeason 1Ep. 61

60: Puerto Rico Tax Advantages with Chris Hamm

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you heard about Puerto Rico being the last true tax haven for Americans? In this episode we dive deep into Puerto Rico; Most importantly what the tax savings opportunities are for Americans. We talk about all things Puerto Rico. What’s it like living there, the climate, what sort of people should be interested in looking at Puerto Rico and what to keep in mind if you’re interested in doing i...

Dec 27, 202153 minSeason 1Ep. 60

59: Investing in Pre-Publicly Traded and Synthetic Assets with Xavier Ekkel

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Xavier Ekkel, founder of PrePO. prePO is a decentralized exchange allowing anyone, anywhere, to speculate on the value of any pre‑IPO company or pre‑token project. The project is community driven and the markets listed on prePO will be decided by the users of the project. Enjoy this conversation on all things synthetic assets and learn a bit more about prePO and what the...

Dec 20, 202122 minSeason 1Ep. 59

58: Non Fungible Tokens and The Metaverse with Rizzle

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Non Fungible Tokens, or NFTs, are making headlines again. Rizzle is so plugged into the NFT Ecosystem. He's just the guy to give this update on what's going on, and why NFTs are valuable beyond the hype. We cover a very broad discussion on all things NFTs and the Metaverse. Enjoy this episode with Rizzle!

Sep 13, 202155 minSeason 1Ep. 58

57: Cash Value Life Insurance with Matt Golliher

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today, I'm talking to Matt about Index Universal Life Insurance which is a type of Cash Value Life Insurance. Life insurance as an asset class and as part of your investment strategy. I have a bit of a mental block when it comes to Life insurance as an asset class, so it's always good to get to the other side of the story and broaden my perspectives a bit. Matt Golliher of Vista Investments on Li...

Sep 06, 20211 hr 2 minSeason 1Ep. 57

56: Decentralized Finance (DeFi) with DeFi Dad

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with DeFi Dad and we are doing a deep dive into Decentralized Finance (DeFi). Interested in knowing what DeFi is, where we are currently, why it's important and where it might be going? Don't miss this episode.

Aug 30, 20211 hr 11 minSeason 1Ep. 56

55: MakerDAO and DeFi Today in Crypto with Mariano

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Mariano of Maker Growth, with MakerDAO. MakerDAO is one of the oldest and arguably most important protocols built on Ethereum. Where you are able to take your Digital Asset collateral and generate DAI - a stable coin. Don't sell your crypto, take out a loan in a completely trustless manner - oh, ya it's only a few % per year in interest too. Enjoy this episode with Maria...

Aug 23, 202151 minSeason 1Ep. 55

54: DAOs, NFTs, Social Tokens - A Crypto Landscape Update with Cooper Turley

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ The Crypto Ecosystem is quite vast and always quickly moving. There are some major trends that are accelerating - DAOS, Decentralized Autonomous Organizations - NFTs - Non Fungible Tokens - DeFi - Decentralized Finance and Social Tokens... loads to unpack and Cooper is just the guy to do it. Enjoy this episode with Cooper Turley on all things crypto!

Aug 09, 202131 minSeason 1Ep. 54

53: Investing in Gold with Lynette Zang

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lynette Zang is Chief Market Analyst at ITM Trading, and they have a fantastic YouTube channel. In this episode, Lynette goes over the history of Gold as a currency and how we ended up in a Fiat Monetary system. How the financial system is changing, why Government Debt is at all-time highs and a lot of other topics broken down by Lynette Zang. Enjoy!...

Aug 02, 20211 hr 26 minSeason 1Ep. 53

52: Macro, MMT, Gold and Inflation with Frank Holmes

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Frank is the man, and he is really well known for Gold. This was recorded around the first of march - but the macro and gold views here are evergreen and still valid. Macro, MMT, Gold, Inflation, the changing capital markets... We cover a lot. If you're a fan on the channel, you'll notice that we cover quite a bit about alternative investments and this ends up covering gold quite a bit. But each ...

Jul 12, 202128 minSeason 1Ep. 52

51: All Things Crypto with Dan Hannum

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ This episode is all about Crypto - from an investor, VC, and operator... also a bit around the confusing aspects in crypto - taxes and accounting. The content here is evergreen and valid for anyone interested in learning more about the crypto space overall from a veteran.

Jul 05, 20211 hr 1 minSeason 1Ep. 49

50: Crypto Banking with Celsius Network

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Zach Wildes of Celsius Network. Celsius burst onto the scene in 2018, and has grown quickly since. Their tagline is "“The modern way to manage assets” and for retailers offers 4 main businesses, EARN, BORROW, CelPay... and soon, a credit card. With Celsius EARN you're able to deposit your crypto, earn a bit of interest. With Borrow, you use your crypto as collateral to p...

Jun 28, 202134 minSeason 1Ep. 50

49: Macro Investing with Axel Merk

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ The Macro outlook is a fun one to cover. Equity markets, US Dollar, Monetary & Fiscal Policies, Precious Metals... There's a lot to unpack. Where does this all end? Fiscal Austerity or Debt Jubilee? Not Likely. Inflation? Obviously, but less obvious is when. Really enjoyed this conversation with Axel and it's packed full of little tidbits on all things Macro Investing!...

Jun 21, 202149 minSeason 1Ep. 49

48: Macro Outlook with MOVE Index inventor Harley Bassman

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Harley Bassman was the inventor of the popular MOVE index, the treasury volatility cousin of the VIX. Since he has “retired” he has continued to make a name for himself giving away decades of accrued wisdom for free on his blog The Convexity Maven. This conversation we talk about Financial Markets and some key drivers including Inflation, Interest Rates and demographic shifts. We go into detail o...

Jun 14, 20211 hr 5 minSeason 1Ep. 48

47: Bitcoin Banking with BlockFi

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Shayne Mullen from BlockFi. BlockFi is "Redefining Banking" and for retailers, offers 4 main business pillars: Interest Account, Trading, Crypto Loans, and Credit Card. Being Paid to HODL? Not selling your crypto and accessing dollars to make the purchase (at low interest rates)? We dive into the business model and really touch on a lot of the details (and potential risk...

Jun 07, 20211 hr 1 minSeason 1Ep. 47

Charged Particles: A New NFT Protocol with Ben Lakoff

The mic is turned around. In this episode you can see Ben's Interview on The Unstoppable Podcast, talking all about Charged Particles — a brand new protocol allowing users to deposit any ERC token into any NFT. Originally aired on 12-May-21, Here's the description: We talk to Ben about his transition from corporate finance into decentralized finance, and the resources that helped him including books, newsletters, and podcasts. He talks about how Charged Particles got started and how people can s...

May 31, 202155 min

46: Bonds and Macro Outlook with George Goncalves

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ George Goncalves on Macro Outlook. Fed Action, USD - including Shadow Banking & EuroDollar, Gold, and obviously Bonds. We talk about the current state of these markets and where they could go in the future. George has a wealth of information and shares with us his keen insight. Recording Date: Jan-2021

May 17, 20211 hrSeason 1Ep. 46

45: Precious Metals with Jeffrey Christian

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jeffrey Christian is the Managing Partner and founder of CPM Group, one of the most respected precious metals and commodities research companies in the world - founded in 1986. He knows A LOT about precious metals and is well known for his financial engineering work using commodities derivatives both for hedging and investment purposes. He has worked with governments, the United Nations, World Ba...

May 10, 20211 hrSeason 1Ep. 45

44: Macro Backdrop WTF is happening with Martin North

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Martin is a deep thinker and I really enjoyed this conversation. In this episode, we talk about the Australian & New Zealand Economies, the local investment mindset, and the overall financial markets there. In this conversation, we get quite philosophical on where the world is now as a result of COVID and where we could be going. Absolutely fascinating and worth thinking about. Enjoy this con...

May 03, 20211 hr 1 minSeason 1Ep. 44

43: Following Business Cycles with Lakshman Achuthan

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lakshman is Mr. Economic Cycles and has spent his whole career on economic cycles. There are so many different cycles at play and it's a bit overwhelming. We discuss where we are in the economic cycle, some mistakes that those using models to predict where we're going, and where he thinks we could be going - based off the leading indicators and what he's seeing. Enjoy this episode with Lakshamn A...

Apr 26, 202159 minSeason 1Ep. 43

42: Investing in the "other precious metals": Palladium & Platinum with Chris Blasi

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ How much of your portfolio do you have allocated to Precious Metals? Precious Metals include: Gold, Silver, Platinum, and Palladium and each offer different benefits. In this episode with Chris Blasi we go into Macro Outlook for Precious Metals, and more detail on why investors might want to take a look at Platinum and Palladium. Chris shares a ton of knowledge on the precious metals market and y...

Apr 19, 202152 minSeason 1Ep. 42

41: Investing in Space with Robert Jacobson

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Space. In this conversation with Robert Jacobson, we discuss all things space investing. There has been a massive shift of commercialization of space and there are loads of opportunities in this area. We talk about what investments can be made now to profit from the inevitable shift of more space presence in our lives. From Satellite needs from 5G/IOT/Autonomous cars, to Space Debris cleanup, Moo...

Apr 12, 20211 hr 5 minSeason 1Ep. 41

40: Macro Market Outlook with Jim Rogers

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ I've been a huge fan of Jim Rogers for quite some time. He's written books like “Investment Biker” & “Adventure Capitalist”.... To name a few. I absolutely love his passion for adventure and investments. Two things that I too am very fond of. I really love his simplified actionable advice he gives for the market - try to buy what is cheap and sell what’s expensive. And that the main lesson of...

Apr 05, 202136 minSeason 1Ep. 40

39: Cryptocurrency Markets Update with Ondrej Pilny

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Ondrej is the co-founder and CEO of Baserank which provides crowdsourced, easy-to-understand crypto asset ratings. He watches the cryptocurrency markets more closely than many others, and gives us an update on exciting new developments in this fast-moving space. In this conversation, we jump into Bitcoin, Ethereum & ETH2, Cryptocurrency Valuations and more. There is a LOT going on in the cryp...

Mar 29, 202159 minSeason 1Ep. 39

38: Investing in Physical Gold with Mark Yaxley

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Have you thought about investing in physical gold? Don't miss this episode with Mark Yaxley of Strategic Wealth Preservation. We have a lot of content on WHY it might make sense to own Gold in your investment portfolio, but in this conversation we really dive into the different methods of owning Gold. What are the advantages / disadvantages and pitfalls you should look out for when investing in P...

Mar 22, 202158 minSeason 1Ep. 38

37: Investing in California Farmland with Brandon Silveira of FarmFundr

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Did you know that #Farmland has historically outperformed stocks and bonds with DOUBLE digit total yearly returns over the past four decades? Brandon Silveira of FarmFundr, crowdfunding farmland investment platform, on all things California Agriculture. In this episode, we walk about Farmland in California mostly, investments on his platform and some of the upcoming developments for FarmFundr goi...

Mar 15, 202145 minSeason 1Ep. 37

36: Investing in Bitcoin and Real Estate with Mark Moss

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this interview with Mark Moss, we discuss the Macro Backdrop and what he's looking at from a contrarian investment perspective. What are the "trends within the trends" that are shaping the markets and what this means for your investment portfolio. We go into a lot more detail on Bitcoin - including trying to think through when to sell - as well as various topics within Real Estate Mark has lea...

Mar 08, 202154 minSeason 1Ep. 36
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