The Alt Asset Allocation Podcast

The Alt Asset Allocation Podcast

By Ben LakoffBusinessInvesting
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The Alt Asset Allocation Podcast episodes

  • 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 Bank, International Finance Corporation, International Monetary Fund, and many of the world’s largest and most prominent mining companies, industrial companies, investment banks, and institutional investors.

    Ok, you're convinced Jeffrey Christian knows his stuff - 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. We even discuss Bitcoin a bit as a higher beta, speculative play on the gold narrative and some of the issues with that.

    Enjoy this episode with Jeffrey Christian.

    1 hr 1 min
  • 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 conversation with Martin North from Digital Finance Analytics.

    1 hr 2 min
  • 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 Achuthan on Business Cycles and how they impact your investing decisions.

    1 hr
  • 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 you won't want to miss it.

    52 min
  • 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, Moon Stations, Asteroid Mining - there are loads of things to get excited about in regards to space.

    Investments in space are going to be huge, is now the time to start looking? Join this conversation with Robert Jacobson on all things investing in space.

    1 hr 6 min
  • 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 history is that people don't learn their lessons from history... it sounds so easy.

    Every time Jim talks, he gives SO MUCH knowledge on how to think through markets with all their moving pieces.

    Jim Rogers, the legend himself, enjoy.

    37 min
  • 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 cryptocurrency markets, enjoy this overview in this episode with Ondrej Pilny.

    1 hr
  • 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 Physical gold? You won't want to miss this conversation on all things investing in physical gold with Mark Yaxley.

    59 min
  • 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 going forward.

    FarmFunder launched in 2019, but Brandon is a very experienced farmland investor. This interview gives you some insight from an experienced farmer's perspective of some of the trends happening within Farmland investing - specifically in California

    45 min
  • 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 learned a lot about how think through these sorts of investments and be successful, in this episode you get to benefit from his hours of work and learn how to get involved with this exciting growing markets.

    Enjoy this conversation with Mark Moss.

    55 min

About The Alt Asset Allocation Podcast

From the publisher's feed

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…