In this episode, Ginsler Wealth CEO, Brian Ginsler, chats with Alkarim Jivraj, CEO of Espresso Capital. They discuss venture debt, its risk profile, how the Espresso team values opportunities, and how the firm got its unique name!

In this episode we discuss:

1:52 Background on Alkarim Jivraj

4:21 The Espresso name

5:46 Venture debt 101

9:28 How do companies service their venture debt

11:47 Benefits for lenders

13:48 Risks in venture debt

16:44 Loss metrics

18:33 Sourcing deals

22:40 Espresso’s proprietary software

25:16 Closing remarks and disclaimer

Note that past performance is not indicative of future returns, and nothing in this episode should be considered as investment advice.

The Unlimited Podcast is a Ginsler Wealth audio production. It is hosted and produced by Brian Ginsler, and edited and mixed by Kathryn Donville.

In this episode, Ginsler Wealth CEO Brian Ginsler reads his quarterly letter to clients from the first quarter of 2022. This quarter's letter touches on uncertainty (again) and surprises for investors, Russian oil and ESG investing, a new Canadian mortgage investment strategy, and introduces The Unlimited Podcast by Ginsler Wealth.

For the original transcript of this letter and to see weblinks and other media, please visit: https://ginslerwealth.com/ginsler-wealth-first-quarter-2022-client-letter/.

In this episode we discuss:

1:38 Uncertainty and current market conditions

3:50 Russian oil and ESG investing

5:06 New mortgage strategy

7:02 The Unlimited Podcast by Ginsler Wealth

8:32 Closing thoughts

10:17 Final disclosure

Note that past performance is not indicative of future returns, and nothing in this episode should be considered as investment advice.

The Unlimited Podcast is a Ginsler Wealth audio production. It is hosted and produced by Brian Ginsler, and edited and mixed by Kathryn Donville.

In this episode, Ginsler Wealth CEO Brian Ginsler sits down with David Vankka, President & CFO and Partner & Portfolio Manager at ICM Asset Management. They talk about the relatively unknown world of music royalties: what are they, how can you invest in them, and what can they add to a portfolio as a truly alternative asset class?

In this episode we discuss:

2:17 How do music royalties work?

5:53 Who is making money from music royalties?

7:46 Tech companies and royalty data

10:29 Music royalties as an asset class

17:21 Managing a portfolio of music royalties

18:56 Artists’ influence on their music

21:14 Analyzing royalty valuation and portfolio composition

28:35 A case study on Taylor Swift

32:33 Risk in music royalty investing

35:12 NFTs in music

36:58 Inflation and macroeconomic factors

40:21 Closing remarks and disclaimer

Note that past performance is not indicative of future returns, and nothing in this episode should be considered as investment advice.

The Unlimited Podcast is a Ginsler Wealth audio production. It is hosted and produced by Brian Ginsler, and edited and mixed by Kathryn Donville.

In this episode, Ginsler Wealth CEO Brian Ginsler reads his letter to clients updating them on the events and activities of the fourth quarter of 2021. He discusses his thoughts on uncertainty, how to build a "Goldilocks" portfolio, and digital asset activity. 

For the original transcript of this letter and to see weblinks and other media, please visit: https://ginslerwealth.com/ginsler-wealth-fourth-quarter-2021-client-letter/.

In this episode we discuss:

1:35 Uncertainty and the markets

2:45 Equity-like returns and protecting capital

3:50 New SPAC strategy

5:01 Building a Goldilocks portfolio

6:46 Digital asset activity

8:59 Closing thoughts

10:10 Final disclosure

Note that past performance is not indicative of future returns, and nothing in this episode should be considered as investment advice.

The Unlimited Podcast is a Ginsler Wealth audio production. It is hosted and produced by Brian Ginsler, and edited and mixed by Kathryn Donville.

In The Unlimited Podcast's inaugural episode, Ginsler Wealth CEO Brian Ginsler reads his quarterly letter to his founding clients, and prepares listeners for what they can expect on the podcast: insightful interviews, fascinating discussions, and more thoughts on how to make your wealth truly...Unlimited. 

For the original transcript of this letter and to see weblinks and other media, please visit: https://ginslerwealth.com/brian-ginslers-first-quarterly-letter-to-ginsler-wealth-clients/. 

In this episode we discuss:

1:29 Welcome and introduction

4:30 Investment and manager research

5:06 Income oriented portfolios

5:34 Private deals

6:05 Plan for future letters

6:55 Closing thoughts

7:48 Final disclosure

Note that past performance is not indicative of future returns, and nothing in this episode should be considered as investment advice. 

The Unlimited Podcast is a Ginsler Wealth audio production. It is hosted and produced by Brian Ginsler, and edited and mixed by Kathryn Donville.