Why Most “Alternative Investments” Don’t Belong...
I’m sick of seeing this many alts in the taxable portfolios I review On paper, it always looks great: • Smoother returns • Lower correlation • “Enhanced” yield In reality,...
Why Most “Alternative Investments” Don’t Belong...
I’m sick of seeing this many alts in the taxable portfolios I review On paper, it always looks great: • Smoother returns • Lower correlation • “Enhanced” yield In reality,...
$30M Portfolio. $2M of Income. Massive Missed O...
$30m portfolio with $2m of incomeFully liquid.Public markets only.Simple.That’s not wrong.But it leaves two massive issues:1. Enormous tax inefficiency2. Very little true diversification (stocks drive most of the risk)If you...
$30M Portfolio. $2M of Income. Massive Missed O...
$30m portfolio with $2m of incomeFully liquid.Public markets only.Simple.That’s not wrong.But it leaves two massive issues:1. Enormous tax inefficiency2. Very little true diversification (stocks drive most of the risk)If you...
The Case for Rebalancing From Stocks to Real Es...
Now may be a compelling time to rebalance from stocks into real estate. Over the past several years, equities have delivered exceptional returns. Many investors have benefited from that momentum....
The Case for Rebalancing From Stocks to Real Es...
Now may be a compelling time to rebalance from stocks into real estate. Over the past several years, equities have delivered exceptional returns. Many investors have benefited from that momentum....
The Truth About the AI Buildout (VIDEO)
This interview with the CoreWeave CEO blew my mindI’m just a silly financial advisor that doesn’t understand the techincal layers of AI, but I do know that outsized risk-adjusted investment...
The Truth About the AI Buildout (VIDEO)
This interview with the CoreWeave CEO blew my mindI’m just a silly financial advisor that doesn’t understand the techincal layers of AI, but I do know that outsized risk-adjusted investment...
How To 30x Your Money (With Michael Saylor)
I watched this interview so you don’t have to! Key takeaways: Bitcoin is UNSTOPPABLE The Warren Buffetts and Carl Icahns of the world will create concensus, but at that point...
How To 30x Your Money (With Michael Saylor)
I watched this interview so you don’t have to! Key takeaways: Bitcoin is UNSTOPPABLE The Warren Buffetts and Carl Icahns of the world will create concensus, but at that point...
A Better Way to Borrow
These are the latest box spread financing rates. You can currently lock in sub-4% rates by borrowing directly from the options market. On the small end, we’ve borrowed as little...
A Better Way to Borrow
These are the latest box spread financing rates. You can currently lock in sub-4% rates by borrowing directly from the options market. On the small end, we’ve borrowed as little...