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!
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Show Notes
0:00:00 Welcome and context
0:01:33 "How to invest $x ?"
0:02:50 Alternative v. Traditional Markets
0:04:10 Macro Markets Overview
0:05:01 Macro: Global Debt
0:06:43 Macro: Wealth Inequality
0:07:43 Macro: inflation
0:08:46 Macro: What does it mean?
0:13:15 Public Markets: Mistaken Beliefs
0:14:58 Total Asset Allocation: 60/40 Portfolio
0:15:49 Gold
0:17:19 Cryptocurrency: Bitcoin
0:20:10 Cryptocurrency: Other
0:21:33 Real Estate
0:23:49 Other Alternative Investments
0:25:30 Summary
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