The Most Important Investing Lesson of the Last 20 Years
Brad shares his philosophy on the importance of holding prime assets and the compounding advantages of quality investments, whether in stocks or real estate.https://www.evergreencap.com/Keywordsinvesting, quality assets, investment philosophy, market efficiency, long-term returnsTakeawaysQuality over high returns is key in investing.Market efficiency has increased over the years.ETFs are recommended for most client portfolios.Prime assets retain value even in downturns.Quality investments compound advantages over time.Real estate can offer long-term returns.Distressed assets are risky but can be opportunities.Holding quality assets leads to compounding capital.Investing in quality can feel uncomfortable but pays off.Focus on quality is the major lesson in investing. Hosted on Acast. See acast.com/privacy for more information.
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Robinhood Joins the S&P 500: No Crying in the Casino
The episode discusses Robinhood's induction into the S&P 500, exploring its impact on the investment landscape. It highlights Robinhood's role in educating young investors, the risks of fast-paced trading, and the shift towards modern technology in investment platforms.Evergreen Capitalwww.evergreencap.comTakeawaysRobinhood's entry into the S&P 500 marks a significant shift in the investment landscape.The app has 15 million customers and generates substantial revenue from brokerage fees.Robinhood educates young investors but also encourages risky trading behaviors.The experience of losing money can be a valuable lesson for young investors.Robinhood's fast-paced trading style has both pros and cons.The app's user-friendly interface appeals to younger generations.There's a growing trend towards cryptocurrency and modern technology in investing.Traditional investment platforms lack the sleek user experience of Robinhood.The shift from old to new guard in the S&P 500 reflects changing market dynamics.Future investors will likely prioritize modern technology in their investment choices. Hosted on Acast. See acast.com/privacy for more information.
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Royalty Investments and Niche Credit with Jillian Murrish
SummaryIn this episode, Brad Johnson from Alternative Investor and Evergreen Capital interviews Jillian Murrish of Pier Asset Management. They delve into the world of alternative credit, focusing on niche areas like specialty finance, music royalties, and litigation finance. Jillian shares insights on how Pier Asset Management navigates these unique investment opportunities, emphasizing their strategy of targeting smaller, overlooked deals to generate returns. The conversation also touches on the challenges and rewards of investing in niche credit markets.Evergreen Capitalhttps://www.evergreencap.com/Pier Asset Managementhttps://www.pieram.com/TakeawaysAlternative credit offers unique investment opportunities.Peer Asset Management focuses on niche, overlooked deals.Music royalties can be a lucrative investment.Litigation finance supports small tech companies.Niche credit markets require specialized knowledge.Cashflow investing is a core strategy for Peer Asset Management.Smaller deals often yield higher returns.Peer Asset Management avoids mainstream asset gathering.Investing in niche markets can diversify portfolios.Understanding market dynamics is crucial for success.Keywordsalternative credit, specialty finance, music royalties, litigation finance, niche investment, Pier Asset Management, Brad Johnson, Jillian Murrish, cashflow investing, private credit Hosted on Acast. See acast.com/privacy for more information.
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Opportunity Zone Investing 2.0
Investment Strategy Spotlight: Understanding Opportunity Zone 2.0This episode focuses on the new regulations brought about by the Tax Act of July, specifically the enhancements in Opportunity Zones, termed Opportunity Zone 2.0. The speaker explains the original Opportunity Zones program, its benefits of tax deferrals and exemptions for investments in designated areas, primarily housing and development projects. The updated program continues to offer a rolling five-year deferral starting in 2027 and extends tax benefits for investments held over ten years without capital gains taxes. Additionally, the new Opportunity Zone 2.0 includes bonus depreciation advantages. Emphasis is placed on combining tax benefits with sound investment choices to avoid tax-driven pitfalls. Ideal candidates for this program include individuals with significant capital gains seeking real estate or high-quality development investments.00:00 Introduction to Investment Strategy Spotlight00:15 Opportunity Zones 1.0: A Recap01:44 Opportunity Zones 2.0: New Regulations and Benefits02:29 Maximizing Tax Benefits with Opportunity Zones03:49 Combining Tax Strategies with Great Investments05:27 Ideal Candidates for Opportunity Zone 2.006:38 Considerations and Risks in Opportunity Zone Investments08:31 Future Opportunities and Conclusionwww.evergreencap.com Hosted on Acast. See acast.com/privacy for more information.
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Private Market Investing with Tony Davidow of Franklin Templeton
To learn more about private market investing, visit:www.evergreencap.comIn this episode, Tony David from Franklin Templeton delves into the complexities and opportunities in private markets for wealth advisors. As Franklin Templeton's expert on private asset education, Tony discusses his journey from consulting to leading educational initiatives within the firm. The conversation covers essential topics like the importance of education in private markets, the evolving landscape of private credit, secondary markets, the growth of model portfolios, and the potential inclusion of private assets in 401(k) plans. Tony also emphasizes the significance of maintaining a balance between illiquidity and accessibility for investors. A must-listen for advisors looking to enhance their offerings and navigate the complexities of alternative investments.00:00 Introduction to Tony David and His Role00:16 The Importance of Education in Private Markets01:43 Challenges and Opportunities in Private Markets07:19 Franklin Templeton's Private Market Focus09:25 Understanding Private Credit and Secondaries16:39 The Future of Private Markets and Model Portfolios25:01 The Role of Private Assets in 401(k)s26:41 Overcoming Skepticism and Embracing Alternatives36:45 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.
The Alternative Investor is a show about investing money outside of the stock market (private equity, real estate, venture capital, etc.) where the returns are typically higher but the investment decisions are less straightforward. Join Brad Johnson from Evergreen Capital as he discusses investing in alternative assets to help you make better decisions with your investment portfolio. Hosted on Acast. See acast.com/privacy for more information.
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