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Welcome to our latest episode!

In this episode of The Mailbox Money Show, Bronson leads a panel from the 2025 Alternative Assets Summit on how investors can properly evaluate risk and build resilient, diversified portfolios.

Joined by Ryan Gibson, Kaaren Hall, and Patrick Grimes, the discussion covers risk-adjusted returns, operator quality, due diligence, and portfolio allocation across alternative investments. The panel shares real-world lessons on avoiding fraud, managing uncertainty, and balancing cash flow versus appreciation across different life stages.

The episode wraps with practical frameworks for assessing sponsors, using AI tools for smarter analysis, and building portfolios designed to perform across market cycles—not just in good times.

0:36 – Episode Intro: 2025 Alternative Asset Summit

1:40 – Panelist backgrounds and perspectives

3:42 – “Big Beautiful Bill” and key tax changes

6:21 – Return of 100% bonus depreciation

10:12 – Retirement accounts, HSAs, and self-directed investing

14:12 – Moving capital from Wall Street to Main Street

17:49 – Non-correlated alternative investing strategies

19:11 – Opportunistic investing in real estate and litigation finance

20:10 – Cash flow vs appreciation

27:21 – Portfolio allocation and liquidity management

32:46 – Evaluating risk in alternative investments

35:37 – Operator experience and risk-adjusted returns

37:12 – Due diligence and sponsor vetting

38:26 – Uncovering fraud with Google and FINRA BrokerCheck

39:36 – Black swan events and capital call risk

40:34 – Portfolio-level risk and public market overexposure

41:21 – Non-correlation as the foundation of financial security

42:44 – Aligning investments with life stage and time horizon

43:40 – Using ChatGPT for deal review and risk analysis

44:05 – Identifying the primary downside risk

45:27 – Hospitality and hotel investing risk

49:27 – Capital “buckets” and compounding cash flow

53:27 – Community resources and investor networking

54:11 – How to connect with the panelists

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

Kaaren Hall:

Website: https://udirectira.com/

https://www.ocreia.com/

Linkedin: https://www.linkedin.com/in/kaarenhall/

Facebook: https://www.facebook.com/kaaren.hall/

Ryan Gibson:

Podcast: "Passive Income Pilots"

Email: [email protected]

Website: https://spartan-investors.com/

Linkedin: https://www.linkedin.com/in/ryan-gibson-21784b5/

Instagram: https://www.instagram.com/spartaninvestmentgroup/

Youtube: https://www.youtube.com/spartanhomebuyers

Patrick Grimes:

Book: https://passiveinvestingmastery.com/book

Website: https://passiveinvestingmastery.com/

Linkedin: https://www.linkedin.com/in/patricksgrimes/

Email: [email protected]

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