The Alt Asset Allocation Podcast

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/ 

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/ 

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

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/ 

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 

With Kyle’s background in crypto, art and entertainment - he is my go to guy for insight on where the art NFT market is going. 

We’ve talked quite a bit about different NFT categories - you should be starting to see the breadth of what is possible here - and this one covers Art in great detail. 

In this episode, we cover the art NFT Market, curation tools, methods to uncover artists in the space, and what it takes for projects to launch a successful NFT project today.  Kyle appreciates really great art and it shows with his own art and the art that he collects.   

There are tremendous disconnects in this VERY inefficient market and it is a very interesting space for interested investors - always an added benefit if the pieces you’re investing in and collecting are aesthetically pleasing too!  

Enjoy this episode with Kyle Gordon on all things Art NFTs!

Time Codes: 

00:00:00 Welcome and context

0:00:17 What is your background?

0:07:25 What is Doingud?

0:09:35 Overview of the art and collectibles NFT market right now

0:15:56 What do you think projects need in order to make it?

0:21:42 What curation tools can help people clear the noise?

0:26:55 What catalysts do we need to get more people exposed to NFTs?

0:33:09 What are your thoughts on Coinbase NFT?

0:34:09 How do you explain NFTs to newbies?

0:39:15 Where can things go wrong for NFTs?

0:45:25 Who is your favorite NFT artist?

0:48:05 Where can people learn more about these artists?

0:52:55 What is the most underappreciated artist right now?

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ 

Today's interview is with Wyatt Cavalier on all things Alternative Assets. 

If you’ve listened to this podcast much, you’ve realized that “Alternative” Investments likely deserve a spot in many if not all investors’ portfolios. Wyatt runs http://alts.co and they’ve recently launched a fund dedicated to sniffing out these alternative investments.   

I love alternative investments. Collectibles, Crypto, Wine / Whiskey, Art, Sneakers, Music Rights... There’s a lot of capital sloshing around these alternatives and I just love digging into them - and this conversation with Wyatt does just that.  

Enjoy this conversation with Wyatt on the current state of the Alternative Asset market (outside of just crypto!).

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Today's interview is with Drew Austin.

Drew covers a very broad spectrum on all things NFTs, exciting Web3 projects, and the Metaverse. Drew is the Managing Partner of Red Beard Ventures and Co-Founder of Knights of Degen among all of the other crypto stuff he's deeply involved with.  Red Beard Ventures invests in Web 3.0 infrastructure and other frontier technologies.

Enjoy this episode with Drew Austin!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com  

DAOs are all the rage right now. Decentralized Autonomous Organizations. 

DeFi Ted, was one of the founding core team members behind ParagonsDAO.   

In this episode, we cover a lot about being anon in the space, ParagonsDAO, Parallel NFTs, misconceptions about being in web3 - devs and traders - the collaborative v. competitive nature of Web3 and building in the space.  

What ParagonsDAO and Parallel NFT are doing in the space are incredible. Enjoy this conversation with DeFi Ted.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

In this episode, we discuss all things Decentralized Finance or DeFi. We’ve discussed DeFi a few times already, but Adam is taking a slightly different approach.  

He’s building PlannerDAO - “empowering financial professionals to make digital assets & decentralized finance accessible to all investors.” - getting financial advisors and fiduciaries over the line with DeFi and why it’s important as a way to help educated the masses that it might make sense to allocate some of their capital to.

A really good episode on what DeFi is, where it’s been, why it’s important, regulation and where it might be going.

Enjoy this episode with Adam Blumberg on all things DeFi.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ 

Today's interview is with Damion Lupo  Most of our listeners will know what a 401K and IRA are. If you're interested in alternative investments, you've likely been frustrated that they're hard to own in a retirement account. Maybe this led you to a self-directed IRA.  

Well, Congress has proposed changes to the laws governing IRAs as part of their $3.5 trillion reconciliation package. In its current form, their proposal would prohibit IRAs from investing in most alternative assets. All accounts holding these assets would need to liquidate them by the end of 2023.  These changes, if enacted into law, would have a direct negative impact on your ability to self-direct your IRA!  

Damion goes over what's changing and some potential moves you can make to keep investing in alternative investments in your retirement account.  

Damion Lupo on Retirement accounts, Enjoy!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ 

Have you heard about Puerto Rico being the last true tax haven for Americans?  In this episode we dive deep into Puerto Rico; Most importantly what the tax savings opportunities are for Americans.  

We talk about all things Puerto Rico. What’s it like living there, the climate, what sort of people should be interested in looking at Puerto Rico and what to keep in mind if you’re interested in doing it.  

Enjoy learning all about Puerto Rico and Its potential tax advantages with Chris Hamm!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/  

Today's interview is with Xavier Ekkel, founder of PrePO.

prePO is a decentralized exchange allowing anyone, anywhere, to speculate on the value of any pre‑IPO company or pre‑token project. The project is community driven and the markets listed on prePO will be decided by the users of the project.

Enjoy this conversation on all things synthetic assets and learn a bit more about prePO and what they're doing differently.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ 

Non Fungible Tokens, or NFTs, are making headlines again. Rizzle is so plugged into the NFT Ecosystem. He's just the guy to give this update on what's going on, and why NFTs are valuable beyond the hype.  

We cover a very broad discussion on all things NFTs and the Metaverse.  

Enjoy this episode with Rizzle!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/  

Today, I'm talking to Matt about Index Universal Life Insurance which is a type of Cash Value Life Insurance. Life insurance as an asset class and as part of your investment strategy. 

I have a bit of a mental block when it comes to Life insurance as an asset class, so it's always good to get to the other side of the story and broaden my perspectives a bit.   

Matt Golliher of Vista Investments on Life Insurance as part of your investment strategy.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Today's interview is with DeFi Dad and we are doing a deep dive into Decentralized Finance (DeFi).

Interested in knowing what DeFi is, where we are currently, why it's important and where it might be going? 

Don't miss this episode.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ 

Today's interview is with Mariano of Maker Growth, with MakerDAO.  

MakerDAO is one of the oldest and arguably most important protocols built on Ethereum. Where you are able to take your Digital Asset collateral and generate DAI - a stable coin. Don't sell your crypto, take out a loan in a completely trustless manner - oh, ya it's only a few % per year in interest too.  

Enjoy this episode with Mariano on MakerDAO and DeFi.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/  

The Crypto Ecosystem is quite vast and always quickly moving. There are some major trends that are accelerating - DAOS, Decentralized Autonomous Organizations - NFTs - Non Fungible Tokens - DeFi - Decentralized Finance and Social Tokens... loads to unpack and Cooper is just the guy to do it.  

Enjoy this episode with Cooper Turley on all things crypto!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ 

Frank is the man, and he is really well known for Gold. This was recorded around the first of march - but the macro and gold views here are evergreen and still valid. Macro, MMT, Gold, Inflation, the changing capital markets... We cover a lot.

If you're a fan on the channel, you'll notice that we cover quite a bit about alternative investments and this ends up covering gold quite a bit. But each guest really comes on with their own unique view that I find absolutely fascinating. 

Enjoy this episode with Frank Holmes on all things Macro.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ 

This episode is all about Crypto - from an investor, VC, and operator... also a bit around the confusing aspects in crypto -  taxes and accounting.

The content here is evergreen and valid for anyone interested in learning more about the crypto space overall from a veteran. 

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Today's interview is with Zach Wildes of Celsius Network. Celsius burst onto the scene in 2018, and has grown quickly since.

Their tagline is "“The modern way to manage assets” and for retailers offers 4 main businesses, EARN, BORROW, CelPay... and soon, a credit card.

With Celsius EARN you're able to deposit your crypto, earn a bit of interest. With Borrow, you use your crypto as collateral to pull out a loan CelPay - Venmo for crypto.

Enjoy this episode with Zach Wildes of Celsius Network.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Harley Bassman was the inventor of the popular MOVE index, the treasury volatility cousin of the VIX. Since he has “retired” he has continued to make a name for himself giving away decades of accrued wisdom for free on his blog The Convexity Maven.

This conversation we talk about Financial Markets and some key drivers including Inflation, Interest Rates and demographic shifts. We go into detail on Portfolio Allocation and some great ways to position your investments over the next few years. 

 Enjoy this conversation with Harley Bassman!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

George Goncalves on Macro Outlook. Fed Action, USD - including Shadow Banking & EuroDollar, Gold, and obviously Bonds. We talk about the current state of these markets and where they could go in the future.

George has a wealth of information and shares with us his keen insight.

Recording Date: Jan-2021

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.

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.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Merrill Stillwell is Managing Partner at Blue Mountain Investments, a real estate firm with operations in Denver and the Vail Valley. Blue Mountain Investments operates in real estate development and management and specializes in creative and unique developments.

Coming from an equity research background and making the jump into real estate full time we talk about this transition namely pitfalls to avoid for new Real Estate investors. 

We discuss Colorado Real Estate, why multi-family is so interesting, luxury real estate and more.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Have you heard of Earth Ships? This episode is with Jonah Renoylds of EarthShip BIotecture, which is the number one eco-construction and self-sufficient living company. 

Off-grid, self-sustainable houses. Absolutely an alternative investment. We talk about their construction, how they work and what they're like. Tune in and check it out!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Reuben Yap is the Project Steward of Firo (formerly Zcoin), which is a privacy-focused cryptocurrency.

The world moving toward cashless society. This means that 100% of transactions traced, surveilled and censored. Privacy of financial transactions will be more and more important and harder to achieve.

Reuben shares his knowledge on current state of privacy cryptocurrencies, why bitcoin is not private but steps to use Bitcoin more privately, updates from the Firo team and many other reasons for why people should care more about their privacy. 

Reuben is incredibly knowledgeable about this topic. Enjoy!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Marc Faber is a Swiss investor based who resides in Thailand and the publisher of the Gloom Boom & Doom Report newsletter, also acting as  investment advisor and fund manager and involved in a number of investment funds focused on emerging and frontier markets. 

In this conversation we discuss his macro outlook for financial investments and go into detail on topics such as Quantitative Easing, Gold, US Equities, Real Estate and more.

Marc famously called the 1987 Crash, and has been an investor for a long time. Don't miss his keen insight on where the world could be going.

Enjoy this episode with Marc Faber, Dr. Doom himself!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Inflation, Deflation, Stagflation - we hear these terms, but which scenario is most likely and why? More importantly, what that means for our investments and how to position ourselves accordingly.

Peter Boockvar is a very bright mind in this space and is frequently seen on CNBC discussing these topics. You won't want to miss this episode with Peter Boockvar on all things 'Flation and what it could mean for your portfolio.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Edmund Lowell is the Founder & CEO of KYC Chain, an Advisor to SelfKey, Angel Investor and Managing Partner of Far Horizon Capital Inc. - the company behind Flagtheory.com

Flagtheory - “Legal methods to optimize and protect your business, increase your bottom line and achieve more freedom.”

Flags include:

1) Second Passport

2) Tax Residency

3) Offshore Entity

4) Offshore Bank Account

5) Offshore Assets - Gold / Land

6) Digital Security

7) Cryptocurrency.

We cover each of the 7 flags and also cover some updates on what's happening in China and DeFi.  

Enjoy this conversation with Edmund Lowell.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

This interview is with the CIO of Upside Avenue, Chi Hathiramani. Upside provides access to professionally-managed multifamily real estate investments. 

With attractive 10+% Yields, in this conversation we go into detail on why multifamily real estate investing might make sense for investors and go into talk about how it works with Upside avenue.

Multifamily Real Estate investing was once only available to commercial and high net worth individuals and Upside Avenue lowers this barrier for individual investors to invest with as little as $2000.

Enjoy this conversation with Chi Hathiramani.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Jeremy Carter is a man on a mission. He's spent the last 5 years operating a small business, now wants to purchase a “stable service business with positive cashflow and an outstanding reputation near Birmingham, AL”.

We talk about the “Buy then Build” mentality, some things he’s learned thus far in evaluating potential business purchases, the roadmap once he purchases a business and more.

Enjoy!

For an accompanying blog post with charts and more information, please visit: https://altassetallocation.com/

In this Episode Ben recaps the 20 amazing guests he has had so far and some key insight they’ve shared.

The investment landscape is changing right now, and we’re truly in uncharted waters in many different ways. Unprecedented times, and you can either invest like you always have (e.g. 60/40 Portfolio) or you can educate yourself and think more broadly about some of these trends.

It may be difficult to outperform the publicly traded traditional markets, but there do exist tremendous opportunities in the more inefficient alternative markets - if you know where to look.

We’ve had amazingly insightful conversations with some very intelligent people who think about these things all day long. Please enjoy this recap episode!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

This interview is with Matty from DCLblogger.com. Matty is absolutely obsessed with Non-Fungible Tokens, or NFTs, and has been investing in this emerging asset class long before it's been 'hot.'

Join Matty and Ben Lakoff as they dive into NTFs - specifically into Crypto Art, Digital Collectibles and Virtual Real Estate. We also discuss common misconceptions that investors in the space have and how to avoid them, as well as bull and bear cases for sub-sectors within this space.

Packed with information on NFTs! Enjoy!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Have you thought about raising capital for your company? Don't miss this episode with Patrick Henry, CEO & founder of GroGuru. 

Patrick is a serial entrepreneur with multiple exits, including Entropic, which he took from pre-revenue all the way through a successful IPO and a $1B valuation.

His latest company, GroGuru has raised $3.8M in seed funding prior to just wrapping up a massive $2M raise on Wefunder in a month. 

Patrick was previously an equity crowdfunding skeptic and shares his tips for companies looking to raise capital and secrets for running a successful equity crowdfunding campaigns.

Enjoy this episode with Patrick Henry.

For the full audio interview, transcript, show notes, and more visit: https://altassetallocation.com/

Art Berman is a world-renowned oil expert. He is a geological consultant with thirty-seven years of experience in petroleum exploration and production and is often interviewed about energy topics on television, radio, and national print and web publications. 

Art and I discuss why investors should pay attention to oil and ultimately where oil prices are headed in the future.

There is a lot of noise out there in the Oil Market and Art is VERY knowledgable about this topic. You don't want to miss Art Berman sharing all of his knowledge on these topics. 

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Jesse Felder has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Today he works with a select group of clients at Felder & Company, LLC in Bend, Oregon and blogs at TheFelderReport.com.

In this episode, we go over all things Macro including: Outlook for US & Emerging Market Equities, The US Dollar, Inflation, Gold, Commodities - we cover a LOT and go into detail on the forces at work driving each of them. 

Jesse's blog and twitter are a treasure trove of great information on financial markets and you won't want to miss details on how he consumes information and the twitter accounts he loves.

Enjoy this conversation with Jesse Felder.

Interview with Rob Price, CFA, head of asset allocation at Alexander Forbes Investments in South Africa.

Rob is a very interesting South African. He advises Pensions on their asset allocation and is a big fan of sound money.

Rob is an asset allocator and has a keen insight in the global macro backdrop. We talk about the markets in general, gold, bitcoin and why investors should be paying attention to these asset classes now more than ever.

Enjoy this conversation with Rob Price!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

This interview is with Single Family Rental (SFR) Investing Guru, Matt Bowles. 

His company, Maverick Investors Group is a fully-remote turnkey rental real estate investment company.  Maverick Investors Group helps people purchase cash-flowing rental properties in the best U.S. real estate markets - My kind of investment.  

We go into A LOT of detail on SFR real estate investing. We talk at length about the real estate investment landscape in the US including key "Investor-Advantaged Markets" and "downturn resilient" markets that they're looking at for investors.  

SFR Investing might seem easy on paper, but you won't want to miss this episode with Matt Bowles diving into decades of wisdom learned from SFR investing for himself and his clients.  Enjoy!

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Nelson Chu is the Founder and CEO Cadence, a digital securitization and investment platform for private credit.   

Best described from their website: Cadence is unlocking access to exclusive high yield, short term investments traditionally reserved for institutions. Earn up to 10% APY on your investment in as little as 1 month with a low minimum of just $500 to get started.  

Really enjoyed this conversation about Cadence and the Private Credit offerings on their platform. Private Credit is a catch all for alternative assets - not including real estate - including things like: Small Business Lending, Consumer Loans, Factor receivables.  

This Market has a $1T market size and rapidly growing with about $400B sitting on the sidelines.   Cadence is a very interesting alternative investment platform and I'm loving the offerings that they've been offering since their launch.  

Enjoy this conversation with Nelson Chu of Cadence Alternative Investments.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Deven Soni is a co-Founder at Kingmakers Ops. Kingmakers acquires, systematizes and grows residential services businesses (with a focus on HVAC and plumbing).

As a company, they're looking to become an operating holding company of a number of mid-sized service businesses. Kingmakers is working on acquiring and operating a portfolio of more stable, downturn-resilient service businesses. With an estimated 60% of Small Business Owners looking to retire in the next 10 years, there are opportunities if you look in the right places.

We talk about investing in private service businesses including: how to find deal flow, valuations and multiples, and then how to "systematize and grow" once you've purchased them - then exit strategy for Kingmakers as a business.

Enjoy!

This episode and a quick overview of what the new Alt Asset Allocation Podcast is all about and a background of your host, Ben Lakoff. 

This podcast is all about investing in Alternative Assets for every day people. This includes things like Gold, Real Estate, Cryptocurrency, Collectables, Art - Investments outside of the publicly traded markets.

Every Thursday a new episode will be released where you'll get alternative investment insights you can't find anywhere else. Thanks for listening and looking forward to adding value to your future investments.