For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
NFTs - they’re dead according to the media (again), but all you have to do is spend a little time in our space to see that NFT developments continue despite the current market.
In this Benterview, we go into detail on what’s happening in the NFT market and what Ben thinks could be interesting!
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
In this episode, we talked about why crypto taxes are so difficult. We covered some of the biggest misconceptions or mistakes people make when doing their crypto taxes, how to get smarter about taxes this year and in the future (e.g. tax loss harvesting) - then really enjoyed going into more detail around some of the specifics on things like: wash sale rules, NFTs taxed as collectibles, FBAR, Airdrops, Staking Income, etc.
Enjoy the episode with Micah on Crypto Taxes.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Today's interview is with Steven Goldfeder of Offchain Labs, the company behind Arbitrum.
This one is very Ethereum / Sclaing focused but pretty darn key for understanding how the future of ethereum might look.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Greg is a co-founder at Scenius which runs a hedge fund of funds and is launching a venture fund of funds in the crypto space.
He shares his bird's eye view on how the industry's best fund managers are allocating their capital and thinking about the future of the Crypto space.
We talk about trends he’s seeing in the liquid markets with their fund of funds and upcoming changes venture funding patterns. We discuss some of the potential advantages / disadvantages of the fund of funds model - especially in nascent inefficient crypto markets.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com
Today's interview is with Jeff Karsh, the co-founder & CEO of Streitwise, a private REIT.
Commercial Real Estate is a tricky one, spanning types like Office, Retail, Industrial, Multi-Family Apartments, Hotels, etc. In this episode we talk about Commercial Real Estate types, some potentially attractive geographies (Indianapolis) and then more detail on Streitwise itself - fees, liquidity, types of properties and value add they make to the properties themselves.
Platforms like Streitwise offer long term Investment Vehicles with Real Estate with solid cash flows, but they don’t come without their risks. This wasn’t a paid or promotional interview, I just wanted to bring on Streitwise to discuss the platform and Commercial Real Estate in more detail.
Jeff Karsh on Commercial Real Estate Investing with Streitwise.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com
Today's interview is with Rob Price.
Bitcoin. Sound Money or just another Risk asset? Globally there is likely a Monetary Regime change coming… What we change into is anyone’s guess, but Bitcoin could (who knows… keep that in mind) be a contender.
Rob is a rational thinker here, which I appreciate, so it’s nice to have a level head when thinking about this stuff. In this episode we cover all things bitcoin, including the current market update, positioning, crypto v. bitcoin and his investment thesis.
Rob Price on Bitcoin.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Blockchain Gaming with Michael Sanders of Horizon Games (creators of Trading Card Game Skyweaver).
In this episode with Michael we go over the state of the blockchain gaming industry where it is and where it could be going, we talk about blockchain game developers - what chains they’re interested in and how to get started building a game, and a lot more.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Peter is one of those rare individuals that keeps pretty close tabs on a number of financial assets and markets. He’s my go-to guy for insight into where financial markets could be moving, and what sorts of things might be worth looking into a bit more.
Macro is tough to forecast, but I always enjoy talking to sharp thinkers like Peter to help provide a bit more clarity. Markets have a tendency to humble investors, but I still think that ideas like Peter's can provide tremendous benefits.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Today's interview is with Kris Kay - a DeFi Educator and YouTuber.
Decentralized Finance, or DeFi, is something I’ve talked a lot about on this channel. Kris is doing a lot of onboarding in DeFi - which is very hard. I run CryptoMondays here in LA and know from experience that taking someone from zero to yield farming or some more advanced DeFi concepts… not easy.
In this episode we talk about what is DeFi, why it’s important, some of the risks, onboarding newbies into DeFi and some predictions on where the space could be going. We go through a few websites on the interview, so if you’re listening on podcast, it might make more sense to jump over to YouTube for a few of these sections. In the show notes I’ve linked up all of the relevant links if you miss them during the interview - you can find them at https://altassetallocation.com
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Lakshman Achuthan of Economic Cycle Research Institute (ECRI) returns to the show to share his current macro outlook. We cover Lakshman's best insights on this business cycle and what that could mean for your asset allocation.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Sasha Fleyshman is the GP of a $50M NFT Fund from Arca. In this episode we talk about the NFT Market. Prices are down, volumes are down, but Sasha is still bullish on this nascent space.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Dr. Faber is a legend in the space. He rejoins the show at a time where the current monetary regime have backed us into a pretty curious situation.
Dr. Faber argues we may be transitioning into a time period where returns are no longer easily generated and there might be an extended environment of financial assets losing value. Enjoy this episode with Dr. Doom and Gloom himself!
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Jaime has seen a lot: he has been investing in Web3 / Crypto / Blockchain since 2014 - about 8 years.
Jamie sees a lot of early stage startups and knows where investor money is headed. In this episode he lays out what projects are getting the most traction these days.
We jump into some popular investment theses including: The Open Metaverse, MetaFi, NFTs as Social Media, and Experience of Web3.
This is a great conversation on where the web3 space could be going - and definitely why it’s not going to be a crypto winter - according to Jamie
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Art Berman is my go to person for all things energy related. He rejoins the show in a moment where it seems like every headline is focused on inflation and energy costs to break down what is happening on a global level. Listen to catch up on the current state of all things energy and what the future may have in store.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Today's interview is with Carter Malloy of AcreTrader.
In this episode we cover why you might be interested in investing in farmland, and more details specifically on what AcreTrader is doing to allow more investors access to Farmland.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
There’s a lot going on in crypto at all times and it’s very difficult - if not impossible these days - to stay on top of it all. Tijo prides himself in living on the fringes and identifying investment opportunities before they’re mainstream.
Right now Tijo is really interested in Web3 / Blockchain Gaming. We go into detail on why this area of Crypto is interesting, some learnings from being in the crypto market for so long and where the space could go going forward.
Enjoy this conversation with Tijo.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com
Today's interview is with Brom Rector of Empath Ventures.
The stats around the potential of Psychedelic Medicine are staggering. We’re moving towards legalization of Psychedelics for medicinal purposes and there are many ways to invest in this trend in both Public and Private Markets.
Brom is a VC in the space and talks about the History of Psychedelics, The types of companies operating in the space, how to potentially get exposure to them and some of the potential pitfalls of these companies going forward.
Enjoy this conversation with Brom.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Samee is a builds blockchain games. Is blockchain gaming the “next big thing”? We discuss in this chat about where blockchain gaming could go, what currently is being done well in the space and what it’s like building a game. Enjoy!
Time Codes:
0:00:00 Welcome and context
0:00:17 What is your background?
0:06:37 How early are we in blockchain gaming?
0:08:35 What your ideal blockchain gaming environment?
0:13:05 What valid arguments are there against blockchain gaming?
0:16:45 Why Free to play games work better for you?
0:19:00 Games that integrated blockchain well
0:21:45 What can we learn from Axie Infinity?
0:24:00 Regulatory hurdles with blockchain gaming
0:26:01 What is Fives?
0:28:20 What have you learned about game development through this project?
0:32:35 What is Fives go to market idea?
0:35:40 What keeps you up at night with a game like Fives?
0:37:30 What blockchain will you deploy Fives on?
0:42:01 Where can people find out more about you?
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
Rising Interest Rates, Supply / Demand Imbalance, Globalization, Demographic changes, technology changes… there’s been A LOT that has happened that really impacts the rental unit investment strategy and there’s a lot to think about if you’re still on the fence about buying your first rental property.
Enjoy this round 2 interview with Matt Bowles on investing in the Real Estate Market.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/
This episode is all about Ticket NFTs and Music NFTs. In Mar’21 Kings of Leon released their album as a NFT and made >$2M. This opened up the floodgates to artists thinking a bit more seriously about NFTs when it comes to their music as well as their live ticketed events.
I’m fascinated by the opportunity to use NFTs to engage with fans in more ways and that’s exactly what YellowHeart is working on. Enjoy this episode with Josh Katz of YellowHeart on Ticket NFTs and Music NFTs.
Time Codes:
0:00:00 Welcome and context
0:02:10 What is your background?
0:12:10 What got people over the hurdle to start exploring music NFTs?
0:13:30 How has the music NFT experience evolved?
0:18:00 Difference between piece of music and a ticket
0:21:30 How much more value an NFT ticket could provide?
0:24:00 How does NFT ticket stubs work?
0:28:35 What are the big selling points for ticket and event NFTs?
0:33:10 What is the current state of the NFT market?
0:36:30 Future of NFT Tickets
0:44:20 Where can people find out more about you?