In this Vyzer Weekly Call, Litan Yahav (Co-Founder of Vyzer) and Mike Arndorfer analyze what investors are actually doing right now, based on anonymized, aggregated data from real portfolios tracked on Vyzer.

The discussion is grounded in roughly 2,500 investors, 27,000 transactions, and $24B in tracked assets, offering a rare look at how capital is moving across public markets, private investments, real estate, and private credit.

Topics covered:

• Why new capital is shifting toward public equities

• What’s really happening with private credit and liquidity

• How private investing is rotating, not disappearing

• Real estate trends, including multifamily, mobile home parks, and industrial

• Operator quality, incentives, and why alignment matters more than fees

• Brief market context on inflation, energy, and the Fed (no predictions, no trading advice)

These weekly calls are not webinars or pitches. They’re open conversations focused on clearer thinking around markets, risk, and portfolio construction.

We’ll resume the series on January 8, where Mike and Litan will share their 2025 outlook and predictions, what they’re watching closely, and where they believe investors are most likely to get surprised.

If you invest in public or private markets and care about making better decisions, this conversation is for you.