Macro is complicated, but I always enjoy talking to macro thinkers like Peter to help provide a bit more clarity.
Lakshman Achuthan of Economic Cycle Research Institute (ECRI) on where we are in the current Business and Economic Cycles and what that could mean for your asset allocation.
We’re in pretty unprecedented times and central bankers’ actions and our current monetary regime have backed us into a pretty curious situation.
Art Berman goes into detail on the oil and energy market. What’s going on and where it could be going.
Collectibles, Crypto, Wine / Whiskey, Art, Sneakers, Music Rights... There’s a lot of capital sloshing around these alternatives and I just love digging into them - and this conversation with Wyatt does just that.
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.
In this episode, we discuss financial Independence, Taking control of you money and questioning the financial norms.
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.
In this episode, Lynette goes over the history of Gold as a currency and how we ended up in a Fiat Monetary system.
The Macro outlook is a fun one to cover. Equity markets, US Dollar, Monetary & Fiscal Policies, Precious Metals… There’s a lot to unpack.
In this conversation we talk about Financial Markets and some key drivers including Inflation, Interest Rates and demographic shifts. We go into detail on Portfolio Allocation and some great ways to position your investments over the next few years.
George Goncalves on Macro Outlook
In this interview, we cover all things Gold. Macro-economic backdrop and why it’s important for gold investors, Drivers for its price, USD as a global reserve currency and possible bearish scenarios for Gold outlook over the next 10 years.
In this episode, we talk about the Australian & New Zealand Economies, the local investment mindset, and the overall financial markets there.
We discuss where we are in the economic cycle, some mistakes that those using models to predict where were going, and where he thinks we could be going – based off the leading indicators and what he’s seeing.
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.
We talk about what investments can be made now to profit from the inevitable shift of more space presence in our lives.
Every time Jim talks, he gives SO MUCH knowledge on how to think through markets with all their moving pieces.
What are the advantages / disadvantages and pitfalls you should look out for when investing in Physical gold? You won’t want to miss this conversation on all things investing in physical gold with Mark Yaxley.
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 appropriately..
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.
Vik talks about his experience with Angel investing and how to get involved with Angel Investing Syndicates – his favorite way of investing in startups.
In this conversation we discuss his macro outlook for financial investments and go into detail on topics such as Quantitative Easing, Gold, US Equities, Real Estate and more.
You won’t want to miss this episode with Peter Boockvar on all things Flation and what it could mean for your portfolio.
There are over 20 episodes now live of the Alt Asset Allocation Podcast.
We cover each of the 7 flags of the Flag Theory and also cover some updates on what’s happening in China and DeFi.
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.
Have you thought about raising capital for your company? Don’t miss this episode with Patrick Henry, CEO & founder of GroGuru.
We talk about the growing wealth gap, the “boomer CPI” figure and it’s associated inflation – a fascinating discussion on where we are now and what the world might look like in the not-so-distant future.
Art and I discuss why investors should pay attention to oil and ultimately where oil prices are headed in the future.
In this episode, we go over all things Macro including: Outlook for US & Emerging Equities, The US Dollar, Inflation, Gold, Commodities = we cover a LOT and go into detail on the forces at work driving each of them.
Really enjoyed this conversation about Cadence and the Private Credit offerings on their platform. Private Credit is a catch all for alternative assets – not including real estate – including things like: Small Business Lending, Consumer Loans, Factor receivables
We talk about investing in private service businesses – how to find deal flow, valuations and multiples, and then how to “systematize and grow” once you’ve purchased them – then exit strategy for Kingmakers as a business.
I think you’re really going to enjoy this wide-ranging conversation about financial markets. Enjoy!
This conversation goes deep into Startup Investing, and more specifically about the different types of investing in Startups via WeFunder’s great platform. Enjoy!
The Alt Asset Allocation Podcast is where you’ll learn more about unique alternative investment opportunities. These were once only reserved for the ultra rich, and they are becoming available to everyday people.